Difference between revisions of "Communications Centre - Rich Text Templates"
From All n One's bxp software Wixi
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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. | ||
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'''''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.''''' | ||
Revision as of 16:50, 4 January 2016
1 Overview
In bxp the ability to create email templates has always been available through the communications centre.
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.
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.
2 Adding a Rich Text Template
From the main menu follow the below path:
Main Menu >> Communications Centre >> Templates >> Template - Rich Text - Add
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.
Also if the option is available 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.
For more information on using the HTML editor see the below link:
http://www.bxpsoftware.com/wixi/index.php?title=HTML_Editing_Area_Version_2
Once you are happy click the Add Template button to save the template.
3 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.
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.
