Email Designer Attribute Values
Overview
Attribute values that dynamically fill a template with current Transaction, user, and product data are what makes the Email Designer editor more than just a static template in a word processor.
Types of Attributes
There are four types of attributes that can be added in the Email Designer editor:
- Main Document (Quote/Transaction-level attributes)
- Sub-Document (Line/Transaction Line-level attributes)
- User (Current user attributes)
- Configuration (Configuration attribute values)
Uses for Attributes
Adding current data to the template—while the output is being created—is a big part of what makes the Email Designer editor so valuable.
Text Element in the Email Designer Editor
Email Output for Transaction A
Email Output for Transaction B
Attribute values can be added to Text Elements.
Sub-Document attributes can only be added to Text Elements that have a Loop applied to them or are within a Table row that has a Loop applied to it. For more information on Loops, see the topic Email Designer and Loops and Filters.
Configuration attributes can only be added to Text Elements that have an All Line Items or Model Line Items Loop applied to them or are within a Table row that has an All Line Items or Model Line Items Loop applied to it. For more information on Loops, see the topic
Email Designer and Loops and Filters.
Administration
Adding Attribute Values
To add attribute values to a Text Element:
- Double-click the Text attribute in the Template Flow to open the Text dialog box.
- Begin typing the name of the attribute whose value you want to add into the Attribute field. As you type, attributes that are similar in name to what you are typing will be suggested in a drop-down.
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When you see the attribute you want to add, click the attribute within the drop-down to select it.
The attribute name and variable name now appear in the Attribute field.
- Click Add to add the attribute value to the Element.
- Click OK to save the Element.
Notes
- After adding an attribute value to a Text Element, sometimes there appears to be a space after the attribute value, when in fact there will not be a space between the attribute and the subsequent text or attribute value unless a space is added by the user.
- A separator (~) will be displayed between the float attribute value and the unit, when the float attributes have units.
- File Attachment attributes cannot be added to Text Elements. File Attachment attributes can be referenced by Image Elements. See the topic Email Designer and Elements for more information.
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HTML attributes are available in the Email Designer, but they must not be Excluded from XML in the attribute setup page. The HTML code inside the attribute must respect the XHTML standards, meaning that all tags must be placed in the correct order, closed properly, and formatted correctly. Also note that not all HTML tags are supported, for example <button> and <form> tags will not display.
Related Topics
See Also
