Communications Centre - Rich Text Templates - Revision history

Philip Lacey at 10:46, 5 January 2016

2016-01-05T10:46:50Z

Philip Lacey at 10:44, 5 January 2016

2016-01-05T10:44:57Z

Philip Lacey at 16:24, 4 January 2016

2016-01-04T16:24:12Z

Philip Lacey at 16:04, 4 January 2016

2016-01-04T16:04:05Z

Philip Lacey at 16:02, 4 January 2016

2016-01-04T16:02:14Z

Philip Lacey at 16:01, 4 January 2016

2016-01-04T16:01:00Z

Philip Lacey at 15:50, 4 January 2016

2016-01-04T15:50:31Z

Philip Lacey at 15:47, 4 January 2016

2016-01-04T15:47:53Z

Philip Lacey at 15:25, 4 January 2016

2016-01-04T15:25:26Z

Philip Lacey at 15:24, 4 January 2016

2016-01-04T15:24:25Z

@@ Line 4: / Line 4: @@
 In bxp, the ability to create email templates is available through the communications centre module.
-The main challenge with the standard email templateengine was the need to know a small amount of HTML code.
+The standard email template engine required the user to know a small amount of HTML code.
 The bxp development team have now added a plugin that will create the HTML for the user and allow the user to save this as a template, instead of creating one from scratch.

@@ Line 2: / Line 2: @@
-In bxp the ability to create email templates has always been available through the communications centre.
+In bxp, the ability to create email templates is available through the communications centre module.
-The main downfall of the standard email templates was the need to know a small amount of HTML code.
+The main challenge with the standard email templateengine was the need to know a small amount of HTML code.
-The bxp development team have now added a plugin that will create the HTML for the user and allow the user to save this as a template.
+The bxp development team have now added a plugin that will create the HTML for the user and allow the user to save this as a template, instead of creating one from scratch.
-Also with the expansion a test email can now be sent while editing a template so the user can see how the email will appear when received by the intended recipient(s).
+With this expansion, a test email can now be sent while editing a template so the user can see how the email will appear when received by the intended recipient(s).
@@ Line 23: / Line 23: @@
-On the next screen fill the template name and if the template is available to all users or just the person who created the template by setting the private or public flags.
+Fill in the template name.  Select 'public' if the template is available to all users, or 'private' if it is only available to the person who created the template.
-Also if the option is available to add an image footer and header if so desired but these are not mandatory.
+There is an option to add an image footer and header if so desired, but these are not mandatory.
-Now the HTML email can be created using the HTML editor on screen.
+The HTML email can now be created using the HTML editor on screen.
 For more information on using the HTML editor see the below link:
@@ Line 37: / Line 37: @@
-Once you are happy click the ''Add Template'' button to save the template.
+Once you are happy that your template is now complete, click the ''Add Template'' button to save the template.
@@ Line 43: / Line 43: @@
-To edit a template follow the same path as adding a Rich Text template but select the edit option.
+To edit a template, follow the same path as adding a Rich Text template but select the edit option.
-Then lookup the template using the name you gave it.
+Then lookup the template using the template name.
-If you do not remember what you have named the template, enter nothing and the lookup will bring back all templates.
+If you do not remember the template name, enter nothing and the search will return all templates.
-Click on the template that you have created and you will be brought to the edit screen.
+Click on the template you require to view the edit screen.
@@ Line 55: / Line 55: @@
-The only difference between add and edit is the ability to be able to send a test email using the template.
+The only difference between add and edit is the ability to send a test email using the template.
 Click the ''Send Test Email'' button.

← Older revision		Revision as of 16:24, 4 January 2016
Line 84:		Line 84:


−	[[File:RichTextTemplatesMenu_Delete.png]]	+	[[File:RichTextTemplatesMenu_Delete.png\|800px]]


	Once the template is displayed, tick the box beside it and then click the ''Delete'' button.		Once the template is displayed, tick the box beside it and then click the ''Delete'' button.

@@ Line 6: / Line 6: @@
 The main downfall of the standard email templates was the need to know a small amount of HTML code.
-The bxp development team have no added a plugin that will create the HTML for the user and allow the user to save this as a template.
+The bxp development team have now added a plugin that will create the HTML for the user and allow the user to save this as a template.
-Also with the expansion a test email can now be sent while editing a template so the user can see how the email will appear when received by the intended recipient.
+Also with the expansion a test email can now be sent while editing a template so the user can see how the email will appear when received by the intended recipient(s).
@@ Line 23: / Line 23: @@
-On the next screen fill the template name and if the template is available to all users or just the person who created the template.
+On the next screen fill the template name and if the template is available to all users or just the person who created the template by setting the private or public flags.
 Also if the option is available to add an image footer and header if so desired but these are not mandatory.

← Older revision		Revision as of 16:02, 4 January 2016
Line 55:		Line 55:


−	The only difference between add an edit is the ability to be able to send a test email using the template.	+	The only difference between add and edit is the ability to be able to send a test email using the template.

	Click the ''Send Test Email'' button.		Click the ''Send Test Email'' button.

← Older revision		Revision as of 16:01, 4 January 2016
Line 68:		Line 68:

	'''''Note: Templates generated through the system are compliant with current HTML standards however some email clients may display the email differently i.e. gmail and Microsoft Outlook.'''''		'''''Note: Templates generated through the system are compliant with current HTML standards however some email clients may display the email differently i.e. gmail and Microsoft Outlook.'''''
		+
		+
		+	== Deleting a Rich Text Template ==
		+
		+
		+	To delete a rich text template from the main menu follow the below path:
		+
		+
		+	''Main Menu >> Communications Centre >> Templates >> Template - Rich Text - Delete''
		+
		+
		+	Enter the name of the template or part thereof and click ''Find Items''.
		+
		+	If you enter nothing and click the button all templates will be returned.
		+
		+
		+	[[File:RichTextTemplatesMenu_Delete.png]]
		+
		+
		+	Once the template is displayed, tick the box beside it and then click the ''Delete'' button.

← Older revision		Revision as of 15:50, 4 January 2016
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	Then a test email can be sent to see how the email will look when it is sent.		Then a test email can be sent to see how the email will look when it is sent.
		+
		+
		+	[[File:RichTextTemplatesMenu_Email.png\|800px]]
		+

	'''''Note: Templates generated through the system are compliant with current HTML standards however some email clients may display the email differently i.e. gmail and Microsoft Outlook.'''''		'''''Note: Templates generated through the system are compliant with current HTML standards however some email clients may display the email differently i.e. gmail and Microsoft Outlook.'''''

← Older revision		Revision as of 15:47, 4 January 2016
Line 53:		Line 53:

	[[File:RichTextTemplatesMenu_Edit.png\|800px]]		[[File:RichTextTemplatesMenu_Edit.png\|800px]]
		+
		+
		+	The only difference between add an edit is the ability to be able to send a test email using the template.
		+
		+	Click the ''Send Test Email'' button.
		+
		+	The next screen will allow you to enter an email address and subject.
		+
		+	Then a test email can be sent to see how the email will look when it is sent.
		+
		+	'''''Note: Templates generated through the system are compliant with current HTML standards however some email clients may display the email differently i.e. gmail and Microsoft Outlook.'''''

← Older revision		Revision as of 15:25, 4 January 2016
Line 52:		Line 52:


−	[[File:RichTextTemplatesMenu_Edit.png]]	+	[[File:RichTextTemplatesMenu_Edit.png\|800px]]

← Older revision		Revision as of 15:24, 4 January 2016
Line 38:		Line 38:

	Once you are happy click the ''Add Template'' button to save the template.		Once you are happy click the ''Add Template'' button to save the template.
		+
		+
		+	== Editing a Rich Text Template ==
		+
		+
		+	To edit a template follow the same path as adding a Rich Text template but select the edit option.
		+
		+	Then lookup the template using the name you gave it.
		+
		+	If you do not remember what you have named the template, enter nothing and the lookup will bring back all templates.
		+
		+	Click on the template that you have created and you will be brought to the edit screen.
		+
		+
		+	[[File:RichTextTemplatesMenu_Edit.png]]