Email

Webex Connect offers an intuitive drag and drop email composer to configure email templates. Webex Connect supports two types of email templates:

Full Templates - A single email template comprising all key email components including header, body, and footer.

Partial Templates - Multiple partial templates can be combined to form a complete template. This feature is useful when you want to configure multiple email templates with common elements. E.g., A logistics company may have a series of email templates to inform customers about the order status at various stages. Typically the header and footer of all these emails will be the same while the body content will vary for each email template. Partial templates feature can be used in such situations by configuring partial email templates for each of the email header, email body, and email footer. These parts can be combined at run time to create full emailers.

• Partial templates are reusable blocks that you can use across various emails.
• Any change made to a partial template applies to all the emails that use the partial template.
• Webex Connect allows you to Test partial email templates by clicking on the action dropdown for partial email templates under Tools -> Templates section. Once clicked, you will be able to select anywhere between two to ten partial email templates and test them in combination. Partials will be rendered in the order of selection.

Configure a New Template

Steps to configure a new email template:

1. Go to Tools > Templates.

2. Click Add New Template.

3. Enter a Name for the template. Only lower case letters and underscores are allowed in this field. Do not use spaces in the template name.

4. Select the Channel as Email.

5. Enter a Reference ID for the template. For example, Brand Marketing. This can be used to reference the template in Send Email node when using Dynamic Template selection option.

6. Select the Template Type - Full Template or Partial Template.

7. Enter a Subject for the template.

   

8. Click Save.

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Email Subject

The character limit for Email Subject Lines in a template is 998 characters.

9. Click Save & Next. The Email Composer screen appears.

   

10. On the Style Palette, click on the Global tab. Set the required colors to apply background color for a page and a default background color for all Building Blocks.

    

11. From the Building Blocks palette, drag-&-drop the required block on the workspace. For more information, see [Building Blocks](#building Block Options) section.

    

12. On the Style Palette, click on Global tab and apply colors for page background and foreground. Click on the Building Block tab to apply styles to selected individual building blocks.

    • Dark Mode Settings: Use the Dark mode for text colour, text, blocks, etc.

    • Background: Use this option to set a background color for the page.

    • Foreground: Use this option to set a default color for all building blocks. When a new block is added to the workspace, the selected background color will be applied automatically.

    • Page Title: Use this option to enter the meaningful text that is displayed on the browser tab when the email is viewed on a desktop browser.

      

      The text of the Page Title will be displayed on the browser:

      

13. When a text is selected in any building block, a toolbar is displayed to apply font type, text size, text color, text alignment, text height and so on. You can also add a URL to a highlighted text.

    

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    Note

    $(x) button on the toolbar is not operational, but it does accept manually entered values.

14. For Image building blocks within the style palette, you can select an image or add a link for Desktop and Mobile devices.

15. Click Save & Exit to save and close the email composer screen. The system auto-saves the content every 2 minutes.

16. If you want to close the template without saving the changes, click on x. When you open the template again, the system will give you the option to retrieve the unsaved changes or open the template in its last saved version.

Building Block Options

The building blocks are grouped based on their similarity under different accordions. Every block has a copy, copy code to clipboard, move, and delete options.

Manage unsubscribe link in an email

1. Open the email composer.
2. Click Add Layout. The Layout Palette is displayed.
3. From the Layout menu, drag and drop the Footer element on the canvas.
   A text block with default text with a unsubscribe hyperlink is displayed.
4. Click on Unsubscribe text; the rich text toolbar is displayed.

4. On the toolbar, click insert link icon to configure the Unsubscribe hyperlink.
5. Enter the hyperlink details. and click OK.
   You are done with unsubscribe link creation.

Add Layout (Palette)

The Layout Palette interface enables you to design a template by a simple drag and drop interaction. You can edit images and content with the help of an inbuilt editor. Following are the template elements and cards available in the layout:

Style (Palette)

The Style Palette enables you to customize and format the elements blocks and cards used in the canvas area.

Source Mode

In this mode, you can enhance or modify the HTML code that may have come from an external party. It helps the user customize the templates that cannot be done in graphical mode. All the edits in the source mode can be previewed, cleared, viewed, or saved.

Click the Toggle Switch to enable/disable the code window.