Work 365

Customizing the Email Template

29 views August 15, 2018 August 16, 2018 0

Please note that this feature is available as a Beta release and will have more enhancements in the future versions.

The default email template is shown below:

Report_Scheduler_screenshot_14

Customizing the email template allows the option of modifying color, typefaces, text, email signature and adding the logo or other brand-related images in header and footer (images need to be hosted in an external server or any image-hosting site).

Please note that a new email template can be created by an administrator and defined to be used in the Report Scheduler Settings page as the default template (Solutions >  Report Scheduler > Settings >  Email Template). At the same time, each user can create their own email template and override the default template (select email template lookup when scheduling a report).

Creating a new email template

To create a new email template: Browse to Extensions > RS Event Template and click New. The form loads with the default template HTML already filled in.

Report_Scheduler_screenshot_15

 

Please note the following points from the above screenshot:

1. Preview Email button: On clicking this button: an HTML preview of the template will be shown. Please note this is not the actual output but should be used only as a reference output. (this is because most email solutions behave differently when it comes to rendering).

2. Report Table Style field: Modify the style-sheet for the tabular report. Please note that Google Gmail does not support <style> in <body>. In order to use the default inline style-sheet, please check “Use Default Style”

3. Merge Fields: Merge fields will be replaced by the actual value when the HTML email is being generated. Following merge fields can be used:

Merge Field

Description

{ReportName}

name of the report as in scheduling page

{ReportDate}

date and time when a report was run

{ReportOwner}

Owner of the scheduled record

{ReportComment}

Text entered in Comment field of scheduling page

{ReportTable}

Tabular report

{ReportTableStyle}

This will insert the HTML style of tabular report

Guide to creating custom email templates

Designing an HTML email that renders consistently across the major email clients can be very time-consuming. Support for even simple CSS varies considerably between clients, and even different versions of the same client.

We’ve put together best practices to save you the time and frustration of figuring it out for yourself.

  • Your email layout should be no wider than 600 pixels for best viewing in various email clients
  • Avoid using the following CSS in your templates:
  • Use this wonderful reference created by Campaign Monitor to see what CSS is supported in major email clients http://www.campaignmonitor.com/css/

Sample email using a customized email template

Report_Scheduler_screenshot_16

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