Email Digest - Edit Section Body

When an email digest section is added to an email digest, the body of the section can be configured so that the appropriate messaging and information is displayed for recipients.

To edit an email digest section body, add the appropriate section to the email digest and click the Edit Body button.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Email Digest Administration - Manage Grants ability to create, edit, view, and delete email digests. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. The permission constraints determine which email digests the administrator can edit and delete. This is an administrator permission. Performance - Administration

When editing an email digest section body, the following options are available:

Language

If multiple languages are enabled for your portal, select a language from drop-down menu. The default value is the default language of the administrator who created the email digest.

The text that is entered in the section body should be entered in the selected language. When the email digest is sent to a user, the recipients receive the email digest in their preferred language. If content is not available in their preferred language, then the recipient receives the email digest in the language of the administrator who created the email digest.

Tags

Click the Display a list of tags link to view tags available to use in the section body. When the email is sent, the tags are replaced with actual information. The tags must be entered exactly as they are listed, and they are case sensitive. For example, to address the email to the email recipient, enter: "Dear {RECIPIENT.FIRST.NAME} {RECIPIENT.LAST.NAME}," and the fields would be replaced with the relevant information.

Note: Tags used in email digests must be contained between the LIST.BEGIN and LIST.END tags, or the included tags will not function properly.

Which tags are available to include is dependent upon the email digest section type. Review the specific dynamic section topic to view the available tags for that dynamic section type.

Tags are case-sensitive. Please make sure all the tags are in uppercase letters.

{LIST.BEGIN} and {LIST.END} are repeater tags that are used for a section that displays all of the items assigned to a user. Please ensure that the tags are enclosed within the {LIST.BEGIN} and {LIST.END} tags in your email body.

Standard Section Tags

The following tags are available for standard sections:

  • RECIPIENT.FIRST.NAME - This displays the first name of the user who is receiving the email.
  • RECIPIENT.LAST.NAME - This displays the last name of the user who is receiving the email.

Section Body

Enter the message for recipient. The following options are available for configuring the message:

  • Tags - Tags may be used in this field. To view a list of available tags, click the Display a list of tags link.
  • WYSIWYG Tool - The WYSIWYG (What You See Is What You Get) tool provides configuration tools, such as images, fonts, colors, formatting, and tables. There is also a Copy from Word feature that enables administrators to import from Microsoft Word, preserving the formatting used in the Word document. HTML code can also be used. All of the HTML in the sections is rendered properly except for <script> tags.
    • The top toolbar of the WYSIWYG tool contains configuration options. The bottom toolbar is used to switch from design to HTML mode, as well as preview the email.
    • Note: Documents cannot be deleted from the Document Manager once they are added. This is because the document may be in use in emails that have already been sent to users. This prevents errors with document links after emails are sent.
    • See the WYSIWYG Tool Considerations below for important considerations when using the WYSIWYG tool.

Done or Cancel

To save the section body, click Done. Otherwise, click Cancel to discard any unsaved changes.

WYSIWYG Tool Considerations

The following are important considerations when using the WYSIWYG tool:

  • The Telerik editor demo website (http://demos.telerik.com/aspnet-ajax/editor/examples/default/defaultcs.aspx) is provided for reference purposes only. The editor available in Email Administration is a different version than the demo editor on the website, and there may be features that work differently or are missing. Hence, all features of the editor may not function in the same way as demonstrated in the demo editor.
  • Editor Limitations:
    • Microsoft Outlook does not display media files embedded in the editor.
    • The paste feature may not paste some HTML content when done in the Design mode, for example "iframes." This can be done via HTML mode instead.
    • Some media file codes are taken in by the editor but may not display in the emails received by the user.
    • HTM files successfully uploaded via the Document Manager in the editor may not be displayed accurately in Outlook.
    • Preview may not be identical to how a specific email client renders the email.
    • "Paste" may not always paste the entire HTML content in design mode.
    • "Select All" does not select all the content in design mode.
  • Known Browser Limitations:
    • Firefox
      • The remove alignment button is not compatible with Firefox.
      • "Select All" does not select the horizontal lines when the editor is used in Firefox.
      • The Add button within Document Manager does not allow for multiple selection of documents in Internet Explorer and Firefox.
      • The "Remove Alignment" feature may not work as expected in Firefox.
    • Internet Explorer
      • In Internet Explorer 8, the HTM file that is uploaded may show as distorted in design mode.
      • In Internet Explorer, when a user uploads a HTM file using the Template Manager while setting up an email, the uploaded HTM file may have a slightly different layout and formatting.
      • The Add button within Document Manager does not allow for multiple selection of documents in Internet Explorer and Firefox.
  • CSS Limitations: Some features such as tables, CSS classes, and styles may not be displayed as expected in certain email programs. As a best practice, please avoid the use of the CSS options.
    • The CSS class is not applied for the Document Manager if they are nested CSS classes.
    • The following reference link provides details about which email clients support which type of CSS: http://www.campaignmonitor.com/css/. Users can view the email using a browser to show the entire contents of the email properly.
  • Portal Security - If you have not requested to allow HTML tags, CSS, JavaScript, etc on your portal, you may see that some parts of the system no longer allow unsafe elements. You can opt out of this security measure by logging a case with Global Customer Support to enable bypass XSS validation. By bypassing this validation, Cornerstone will require you to agree to the security risk exposure this may cause. For more details on supported customizable elements: See Safe Listed Customizable Elements.

Note: A detailed demo of all features in the editor is available at http://demos.telerik.com/aspnet-ajax/editor/examples/default/defaultcs.aspx. Descriptions of each option in the toolbar are provided at http://demos.telerik.com/aspnet-ajax/editor/examples/default/defaultcs.aspx.