How to build a Customized E-Mail Template
How to Build a Customized E-Mail Template
Distributing Information on a regular basis is a key component of every BI Strategy. Sending e-mails in a fashion that is recognizable and individualized is a big help to drive adoption. Using Email Templates in Pyramid makes the process a lot easier. Email templates allow the customer to custom-design the look and feel of emails that will be sent to end-users. Please Note that Only Admins can create email templates to be used in the platform. Once created, the email template can be set as a default template for a tenant and will be automatically used for all emails used in that tenant.
The Video below shows you how to build an E-Mail Template in Pyramid.
To learn more about an Email Template visit the Pyramid help pages for the topic.
Here is a step by step description of the process to create a basic Email Template for a publication that also has a jumper action to a defined URL.
Preparation.
HTML is used to customize an email template; I will be using the basic template that has is included in the system and will be adding on to it. I will add text to the paragraph, set up a few slicer values and link to a defined URL.
Below is the end result of our email Template.
You can access the E-Mail Template section from the Admin Console in the Subgroup for design.
Step one
This is the E-Mail Editor in Pyramid, you will find a list of the functionality in the list below.
The options on the left hand side are known as Tags. It's important to note that all tags have an opening and a closing. We have a Place Holder tag where we store variables to formatting tags and an image tag where you can input an image .
- The template can be created for distinct types of emails (Publication, Subscription....)
- On the right side you see the preview section, can preview your template using a Desktop, Mobile and Plain Text Format.
- Once the template has been created , Test it by clicking on the Test Email
In the Demo shown in the Video I will use <span style="text-transform:capitalize" >Good Day [FN] [LN] </span>
to capitalize the first letter of each word in the sentence.
To add a link to the image i will use this html tag <a> </a> and format it including a link and an image in the tag.
<a href="https://www.pyramidanalytics.com/" > <img width='500 px' src= "... " />' </a>
See the full demo in the video above.
If you have questions or suggestions for this article, please leave a comment below.
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