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 emails in a fashion that is recognizable and individualized is a big help in driving 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 use the basic template included in the system and add 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 below.

1. The options on the left-hand side are known as Tags.
   All tags have an opening and a closing.
   We have a placeholder tag to store variables for formatting tags and an image tag where you can add an image. 

2. The template can be created for distinct types of emails (Publication, Subscription...)
3. On the right side, you'll see the preview section; you can preview your template in Desktop, Mobile, and Plain Text Formats. 
4. 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.