To define a new email template, follow these steps.
Click the (gear) icon at the top menu to open the Administration menu, and select Email Templates.
In the Manage Email Templates interface, click New Email Template.
The New Email Template appears.
Before creating the a new template, we recommend that you explore the sample templates. Click Sample Template 1 or Sample Template 2 to explore one of the available templates.
You may find it easier to create your own template by starting from a sample template and making necessary adjustments.
Use the Rich-Text Editor to create a message template.
In addition to a large text entry box and a set of editing tool bars that resemble the Rich Text Visuals, we included the following key options:
This menu provides access to some standard Arcadia Job Parameters: Default Message, Embedded Snapshot, email-job-parameters.html#email-job-parameters__sender-username, Visual ID, Visual Name, Visual Link, Relative Link, Job Start Time, Page Parameters, and Total Job Run Time (as of time emailed).
To edit the HTML directly, click </>. The HTML for email formatting is somewhat different from standard HTML. For example, we format the content as a set of nested tables. Before working directly in HTML mode, we recommend that you review our Email Development Recommendations.
You can change the size of the logo by clicking on it, and selecting one of the standard sizes: 100%, 50%, or 25%.
To delete the logo (remove image), click on it, and select the (trash) icon.
Note that the code view option has a placeholder for the logo, even when it is gone.
To insert a new logo, click on the placeholder in the top bar, and then click the (picture) option.
In the Insert Image window modal, add the image either through Select from files option (browsing through local directory), or through the Image URL option.
Note that Image URL option should point to a storage location that is open to all recipients of emails generated from this template. Otherwise, the image will not load.
To change the background color (so the logo blends in), open Code View,
and change the bgcolor
parameter. In this case, we set it to
black.
<td align="center" valign="middle" bgcolor="#000000" style="padding:10px;font-size:24px">
<!-- company logo goes here -->
<img src="image_location/file_name.png" alt="Arcadia Data" style="max-width: 200px; max-height: 50px;">
</td>
To change the size of the logo graphic, you may need to change not just the percentage width of
the graphic, but also the max-width
and
max-height
parameters in Code View. For
example, Sample Template uses the following style settings:
<td align="center" valign="middle" bgcolor="#000000" style="padding:10px;font-size:24px">
<!-- company logo goes here -->
<img src="image_location/file_name.png" alt="Arcadia Data" style="max-width: 200px; max-height: 50px;">
</td>
width
parameter:<td align="center" valign="middle" bgcolor="#000000" style="padding:10px;font-size:24px">
<!-- company logo goes here -->
<img src="image_location/file_name.png" alt="Arcadia Data"
style="max-width: 300px; max-height: 80px; width: 150%;">
</td>
text-align
parameter in Code View:
<td align="center" valign="middle" bgcolor="#000000" style="text-align:left;padding:10px;font-size:24px">
<!-- company logo goes here -->
<img src="image_location/file_name.png" alt="Arcadia Data" style="max-width: 200px; max-height: 50px;">
</td>
padding
parameter in Code
View.<td align="center" valign="middle" bgcolor="#000000" style="text-align:left;padding:2px;font-size:24px">
<!-- company logo goes here -->
<img src="image_location/file_name.png" alt="Arcadia Data" style="max-width: 200px; max-height: 50px;">
</td>
The message body appears between <messagebody> …
</messagebody>
tags. Use <br>
tags to separate lines
of text.
<td style="padding:30px 40px;">
<p style="font-size: 16px; min-height: 300px; line-height: 1.4;">
<!-- use <br> for line breaks -->
<messagebody>This is a general email to notify you of the key performance metrics tracked by Dashboard
<b><span><<app_id>>:</span> </b><b><<app_name>></b>.<br>
<br>Arcadia Enterprise generates this message automatically.<br>
<br>Most recent run date is: <span><<start_time>></span>
<br>You can see the dashboard here: <<relative_url>></messagebody>
</p>
Click inside the Embedded Image area of the template, and then
click the (picture) option. Add an
image, and configure it in much the same way as you did for the logo. Remember to
contain it between <arcadiaembed> … </arcadiaembed>
tags.
style="width:
200px;"
parameter.<arcadiaembed><img src="image_location/koda.jpg alt="mascot" style="width: 200px;"></arcadiaembed>
Enter and configure footer text.
We replaced "Footer Text" with "Greetings from Koda"; see embedded image in the previous point.
The template contains a default statement about the authorship of the email. You may choose to use it as a copyright statement.
We replaced "This email was sent by Arcadia Data" with "Email © Arcadia Data".
Click Save to save all changes to the template.
Click Email Templates near the top of the screen to see the new item in the list of templates.