Creating new email templates

To define a new email template, follow these steps.

  1. Click the gear icon at the top menu to open the Administration menu, and select Email Templates.
    Figure 1. Selecting Email Templates from Administration Menu
  2. In the Manage Email Templates interface, click New Email Template.
  3. The New Email Template appears.
  4. 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.
  5. Under Name, enter the name of the template. We used My Company Template.
  6. Under Description, enter the information that helps a user select the appropriate template.
  7. 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, we included the following key options:
    • Arcadia

      This menu provides access to some standard Job Parameters: http://documentation.arcadiadata.com/latest/pages/topics/email-job-parameters.html.

      Adding Job Email Parameters
    • Code View

      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 http://documentation.arcadiadata.com/latest/pages/topics/html-email-recommendations.html.

    • Logo
      • 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>
        To increase the size of the graphic, increase these parameter values, and add the 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>
      • To change the alignment of the logo, click the Paragraph icon, and select another alignment option. Alternatively, add the 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>
      • Similarly, you can reduce or increase the height of the top banner that contains the logo by changing the 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>
    • Message Body

      The message body appears between <messagebody> … </messagebody> tags. Use <br> tags to separate lines of text.

      You can easily embed Arcadia parameters in the text body.
      <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>&lt;&lt;app_id&gt;&gt;:</span>&nbsp;</b><b>&lt;&lt;app_name&gt;&gt;</b>.<br>
                          <br>Arcadia Enterprise generates this message automatically.<br>
                          <br>Most recent run date is:&nbsp;<span>&lt;&lt;start_time&gt;&gt;</span>
                          <br>You can see the dashboard here: &lt;&lt;relative_url&gt;&gt;</messagebody>
                          </p>
    • Embedded Images

      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.

      Here, we had a very large image, so we applied the style="width: 200px;" parameter.
      <arcadiaembed><img src="image_location/koda.jpg alt="mascot" style="width: 200px;"></arcadiaembed>
    • Footer text

      Enter and configure footer text.

      We replaced "Footer Text" with "Greetings from Koda"; see embedded image in the previous point.

    • Copyright text

      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".

  8. Click Save to save all changes to the template.
  9. Click Email Templates near the top of the screen to see the new item in the list of templates.