Communications Centre - Rich Text Templates

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.