Communications Centre - Templates - Revision history

Thomas Glennon: /* Template usage locations */

2022-07-07T15:00:23Z

‎Template usage locations

Philip Lacey at 10:06, 30 September 2015

2015-09-30T10:06:59Z

Philip Lacey at 10:06, 30 September 2015

2015-09-30T10:06:25Z

Philip Lacey at 10:06, 30 September 2015

2015-09-30T10:06:11Z

Philip Lacey at 19:54, 9 November 2014

2014-11-09T19:54:41Z

Philip Lacey: Created page with " == Basic Templates == There are often requirements to use the bulk email capability of Business Express (BeX) on a semi-regular or even very regular basis. Creating the HTM..."

2014-06-30T19:46:32Z

Created page with " == Basic Templates == There are often requirements to use the bulk email capability of Business Express (BeX) on a semi-regular or even very regular basis. Creating the HTM..."

New page

== Basic Templates ==

There are often requirements to use the bulk email capability of bxp software (bxp) on a semi-regular or even very regular basis. Creating the HTML emails from scratch, storing them somewhere else or having to customise the templates frequently can make templates cumbersome to manage. For this reason there is a template storage facility within bxp for email templates.

Firstly create your HTML template email in your favourite HTML editing tool. Some suggested tools can be found here [[Web_Development_Tools]]

A guide to creating your own HTML email templates can be found here [[Writing_HTML_Emails]].

Then simply add the HTML via

''Main Menu > Communications Centre > Templates > Template - Add''

All templates, regardless of creator, will be available to all locations where templates can be used.

There is no content security on templates. i.e if a user has access to Communications Centre > Templates, they can edit any template stored there, regardless of creator. This is by design.

== Template usage locations ==

Templates can be used from:

* Communications Centre > SMS Sending > Campaign - Send a Campaign SMS
* Communications Centre > Text Only Email Sending > Campaign - Send a campaign plain text email
* Communications Centre > HTML Email Sending > Campaign - Send a campaign rich text email

* Form Management > Outcome Manager > Outcomes > Mail Merge

@@ Line 25: / Line 25: @@
   The template engine does not embed the images it links to them to keep file sizes down
-== Template usage locations ==
+==Template usage locations==
 Templates can be used from:
@@ Line 35: / Line 33: @@
 * Form Management > Outcome Manager > Outcomes > Mail Merge
 [[Category:Module Specific:Communications Centre]]
 [[Category:Topic:Communications]]

← Older revision		Revision as of 10:06, 30 September 2015
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−	There is no content security on templates. i.e if a user has access to Communications Centre > Templates, they can edit any template stored there, regardless of creator. This is by design.	+	There is no content security on templates. i.e if a user has access to Communications Centre > Templates, they can edit any template stored there, regardless of creator. This is by design.

← Older revision		Revision as of 10:06, 30 September 2015
Line 22:		Line 22:


−	If you're generating PDFs using these templates and you need an image in the PDF ensure the image is on a public server. The template engine does not embed the images it links to them to keep file sizes down	+	If you're generating PDFs using these templates and you need an image in the PDF ensure the image is on a public server.
		+	The template engine does not embed the images it links to them to keep file sizes down

	== Template usage locations ==		== Template usage locations ==

← Older revision		Revision as of 10:06, 30 September 2015
Line 22:		Line 22:


		+	If you're generating PDFs using these templates and you need an image in the PDF ensure the image is on a public server. The template engine does not embed the images it links to them to keep file sizes down

	== Template usage locations ==		== Template usage locations ==

← Older revision		Revision as of 19:54, 9 November 2014
Line 33:		Line 33:

	* Form Management > Outcome Manager > Outcomes > Mail Merge		* Form Management > Outcome Manager > Outcomes > Mail Merge
		+
		+
		+	[[Category:Module Specific:Communications Centre]]
		+	[[Category:Topic:Communications]]