Administration Guide

Administration Guide
Web Portal User Guide
Version 6.0
©
2013 Pitney Bowes Software Inc. All rights reserved.
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•
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Pitney Bowes Software Inc.
June 13, 2013
Contents
Chapter 1: Getting started..........................................................................................5
About the Web Portal..........................................................................................................6
Starting the Web Portal.......................................................................................................6
Navigating in the Web Portal..............................................................................................7
Web Portal settings.............................................................................................................7
Chapter 2: Message Designer....................................................................................9
About the Message Designer module.............................................................................10
Templates overview...........................................................................................................10
Creating new templates....................................................................................................11
Editing templates...............................................................................................................11
Editing Email templates..................................................................................................12
Editing Facebook, SMS, Letter, and Twitter templates..................................................22
Testing and spam rating...................................................................................................23
Test options....................................................................................................................23
Testing a template..........................................................................................................24
Test sending a template.................................................................................................24
Spam rating a template (Email only)..............................................................................25
Control parameters...........................................................................................................25
Template properties..........................................................................................................27
Getting started
In this section:
•
•
•
•
About the Web Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Starting the Web Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Navigating in the Web Portal . . . . . . . . . . . . . . . . . . . . . . . .7
Web Portal settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
1
About the Web Portal
About the Web Portal
The Web Portal is a web based application within Portrait Dialogue; a suite of software that supports
Customer Relationship Management. It is used by marketers to define, manage and carry out structured
communication processes with large numbers of customers, and is specifically designed to support the
principles of one-to-one marketing.
The Web Portal application provides you with an intuitive environment for working with the different
Portrait Dialogue modules available in the portal.
To start the Web Portal, see Starting Web Portal.
Starting the Web Portal
A user must be authorized in order to log on to the Web Portal.
The Web portal supports two login methods:
• Normal login
When using Normal login, you have to manually type in your username and password. If successfully
authorized, you are taken to the overview page.
• Windows login
When using windows login, you do not have to type in your username and password. You are
automatically authorized and logged in to Web Portal using your windows domain user.
Note that the windows user must have login rights to Web Portal. If are not authorized, you are taken
to the normal login page (see above).
The login types are set up by the system administrator.
If window login is enabled, and you are logged on your corporate windows domain, you will automatically
be logged in to Web Portal. However, if you are not logged on your windows domain, or windows login
is disabled, you will be taken to the login page when starting Web Portal. When starting Web Portal from
Visual Dialogue, you will always be automatically logged on with the user you logged on to Visual
Dialogue.
Advanced login
• Instance
When logging on to the Web Portal, the system can be set up to give access to different instances.
To access this option, click on the Show Advanced button in the lower right corner. The window will
expand and a drop down box will show available instances. Select the wanted instance and continue
logging in.
• Remember my username
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Select this checkbox if you want the login page to remember your username the next time you open
Web Portal login.
Navigating in the Web Portal
Web Portal is a web-based application that runs on Microsoft Internet Explorer and Mozilla Firefox.
Navigation
Do not use the web browser's back and forward buttons. Instead, use the Web Portal's built in navigation
functionality:
• When two or more modules are available in the Web Portal, click the module's tab in order to open
the module's start page.
• The different sections of a module is available on the sub menu below the top menu.
• Otherwise use the navigation functionality provided by the current module, such as the left menu.
Note: If you have Web Portal open, and at the same time open another web link, the new link can be
opened in the same window as the Web Portal. To avoid this, change your settings in Windows
Explorer or open a new explorer window before clicking on the new link.
Web Portal settings
Click the Settings link in the upper right corner to open the settings page.
The settings page contains global settings for the Web Portal, such as language. The page also contains
settings for the currently active module.
• Portal settings
• Language
The language used in the web portal
• Format
The language specific formatting used in the web portal, such as dates and numbers
• Module settings
Each module in the Web Portal has it's own settings. This is available below the portal settings.
Change the desired settings and click Save settings or Cancel to cancel any changes. This will close
the settings page and open the previously active page.
Web Portal User Guide
7
Message Designer
In this section:
•
•
•
•
•
•
•
About the Message Designer module . . . . . . . . . . . . . . . .10
Templates overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Creating new templates . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Editing templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Testing and spam rating . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Control parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Template properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
2
About the Message Designer module
About the Message Designer module
The Message Designer is used to create and edit templates for:
•
•
•
•
•
Emails
Facebook
Letter
Sms
Twitter
Templates can optionally be based on master templates (see Master template documentation in the
Visaul Dialogue User Guide for details). Master template can consist of style sheets (email messages)
and one or more body text areas.
Templates overview
The Templates overview page lists all Message Designer templates in the system.
Template Type
Use the Template Type field to shortlist a specific type of template, for example, Email or Sms. All filtered
results appear in the list.
Sorting and grouping
The list is default sorted by created date. In order to sort the list on any of the fields, simply click the field
column header.
Click once again on the header in order to reverse the sort order.
The list can also be grouped by any of the fields, e.g. Created by: Drag and drop the header you want
to group by to the list header field "Drag a column to this area to group by it".
Deleting a template
To delete a template in the list, right click the template and click Delete. The action must be confirmed
and is not reversible when completed.
Creating a new template
To create a new template, click one of:
• New Email Template
• New Facebook Template
• New Letter Template
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• New Sms Template
• New Twitter Template
This will open the Create New Template dialog. See Creating new templates for details.
Filtering the list
The list can be filtered by dragging column headings to the area immediately above and to the left of the
Search field. This will filter the list by Name, Domain, Created by or Changed By. Alternatively, you can
enter search criteria in the Search field and the list will update or filter automatically.
Creating new templates
In order to create a new email template, click one of the new template options on the side menu, for
example, New Email Template or New Facebook Template. The Create New Template dialog appears.
This dialog contains three steps/fields that are required:
1. Enter the new email template's name
2. Select the customer domain. This will display all master templates for the selected domain
3. Select the master template on which to base the template. For details regarding master templates,
see the Master Template section in the Visual Dialogue help.
Click the OK button to create the template; This will open the appropriate edit window corresponding to
the template type chosen. For more information on editing a template, see Editing email templates.
Editing templates
In order to edit a template, open Email templates overview and click on the template to edit. This will
open the Template Editor.
The Template Editor contains the following sections:
• Control parameters
These fields are the most common template control parameters. Click on the icon to the right of the
text boxes in order to insert a merge field.
• Text or Body page editor
This is the design area where you add, edit and remove items from the template. If you are editing an
email template you will see multiple body text areas. If you are editing any other template type, you
will see a text editor.
• Left menu
The left menu contains basic template information, template specific actions, testing and spam rating
links and master template actions.
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Editing Email templates
Editing Email templates
Item menu
Each body area and each item in the template has an item menu.
If a body area is empty, the Item menu will just contain an Add button.
The following actions are available on the Item menu:
•
Edit item
Click this button to edit the item. See Editing items for details.
•
Copy/Paste/Clipboard (sub menu drop down)
• Copy below
Click this button to copy the item and paste it below the item
• Cut to clipboard
Click this button to cut the item and place it on the clipboard. See Working with the item clipboard
for details.
• Copy to clipboard
Click this button to copy the item and place it on the clipboard. See Working with the item clipboard
for details.
• Paste from clipboard
Click this button to paste the last added item from the clipboard. See Working with the item
clipboard for details.
•
Delete item
Click this button to delete the item
•
Change style set (sub menu drop down)
Click this button to set/change the style set for the item. See Style sets for details.
•
Add static item (sub menu drop down)
Click this button to add a static item below the item
•
Add item below
Click this button to add a new item below the item. This will open the item Add new item dialog. See
Adding new items for details.
•
Add item above
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Click this button to add a new item above the item. This will open the item Add new item dialog. See
Adding new items for details.
•
Move down
Click this button to move the item down (swap with the item below in the body area)
•
Move up
Click this button to move the item up (swap with the item above in the body area)
Adding new items
Adding an item to an empty body area
When a body area is empty, the menu will only contain one button: Add.
Click the Add button to add a new item to the empty body area.
Adding an item below an existing item
In order to add a new item below an existing item, click the Add below button on the existing item's Item
menu.
Adding an item above an existing item
To add an item above an existing item, click the Add above button on the existing item's Item menu.
Performing any of these steps will open the Add new item dialog. Browse and select the item type to
add and click Ok.
Selecting Open item edit dialog will open the newly added item's edit dialog immediately after adding
the new item. See Editing items for details on editing different item types.
Each item type has its own item edit control.
Editing items
Editing items
In order to edit an email template, click the the relevant body text area and click on the Edit item button
(
) on the Item menu.
This will open the Edit item dialog. This dialog will contain one edit section for each part of the item.
General item properties
All items have a set of general properties. These properties can be found at the bottom of the item edit
dialog.
• Content alignment
Content alignment aligns the content of the item. Possible values are:
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Editing Email templates
•
•
•
•
•
NotSet: Alignment is not set on the item. This will normally equals Left
Right: Aligns to the right edge
Center: Aligns to the center
Left: Aligns to the left edge
Justify: Aligns to the left and right edge
• Item condition
Using Item condition, it is possible to define a customer related condition for the item. This statement
is executed at merge-time, deciding if the item is included in the merged email.
See Item conditions for details.
Item type specific properties
Each item type has it's own item edit control.
For editing text items, see Text items for details.
For editing image items, see Image items for details.
For editing content object items, see Content object items for details.
For editing table items, see Table items for details.
For editing mixed items, see Mixed items for details.
For editing container items, see Container items for details.
Text items
When editing a text item type, the edit dialog will contain one text editor control for each text item part.
The text editor has the following toolbar actions:
Undo
Undoes the last action
Redo
Redoes/Repeats the last action, which has been undone
Cut
Cuts the selected content and copies it to the clipboard
Copy
Copies the selected content to the clipboard
Paste plain text
Pastes plain text (no formatting) into the editor
Paste from word
Pastes content copied from Word and removes the web-unfriendly tags
Paste
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Pastes the copied content from the clipboard into the editor
Font size
Allows the user to apply to the current selection font size measured in pixels (px)
Bold
Applies bold formatting to selected text
Italic
Applies italic formatting to selected text
Underline
Applies underline formatting to selected text
Foreground color
Text Color (foreground) button - Changes the foreground color of the selected text. The colors available
are dependent on settings in the master template.
Background color
Text Color (background) button - Changes the background color of the selected text. The colors available
are dependent on settings in the master template.
Bullet list
Creates a bulleted list from the selection
Number list
Creates a numbered list from the selection
Indent
Indents paragraphs to the right
Outdent
Indents paragraphs to the left
Link properties
Makes the selected text a hyperlink and/or opens the Link properties dialog
Remove link
Removes the hyperlink from the selected text
Insert merge field
Opens the Merge field dialog. Selecting or double clicking a field in this dialog will insert (paste) the
merge field into the text at the cursor's position
Insert merge field start tag
Inserts (pastes) a merge field start tag (<<) into the text at the cursor's position
Insert merge field end tag
Inserts (pastes) a merge field end tag (>>) into the text at the cursor's position
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Editing Email templates
Toggle full screen mode
Switches the text editor into Full Screen Mode
Image items
When editing an image item type, the edit dialog will contain one image editor control for each image
item part.
The image edit control has the following settings:
• Published file
Use this when you want to insert a published file (in this case a picture) that is stored by the Dialog
Server.
• Select button: Use this button to display the Select Image dialog box. Here you can browse all
applicable published files on the Dialog Server.
• Image location
Use this when you want to display an image already available on a web server. Enter the URL to the
image in the Picture Source field. Example:
http://www.mycompany.com/MHProdWeb/Images/MHlogo_nordma.gif . NB: Make sure you don't
unintentionally specify a local file.
• Tooltip/alternative text
Sets a text alternative and for the image
• Size
Sets the size of the image. Toggling the chain between the two text boxes locks or unlocks the aspect
ratio for the image size.
Click the Reset size button in order to reset the image's size to it's original size.
Note: The maximum image size may be limited by settings in the master template.
• Embed image
This setting is only valid when referring a published file.
Checking this option will embed the published file as an attachment in the email (else the published
file will be referred by an url).
• Enable image link
Check this option to enable the image as an hyper link.
• Image link url
The url address or Web Link of the image link, when enabling the image as an link
• Open link in new window
Opens the image link in a new window. This settings is recommended on when enabling the image
as an link
• Enable link tracking
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Check this option to enable link tracking for the image link
• Link name
The name of the tracked link. This will be automatically populated when enabling link tracking
Content object items
When editing a content object item type, the edit dialog will contain one content object editor control for
each content object item part.
The content object edit control has the following setting:
• Select content object
Use this drop down list to select the content object to use
Table items
When editing a table item type, the edit dialog will contain one table edit control for each table item part.
Adding a new row to the table
Click Add new row in order to add a new row to the table.
This will insert an empty row at the bottom of the table.
Adding a new column to the table
Click Add new column in order to add a new column to the table.
This will insert an empty column at the end of the table.
Editing the content of the cells in the table
Click a cell to edit it's content. The cell content is edited using the text editor below the table.
The cell is continuously updated when working in the text editor.
This text editor is the same editor used when editing text items. Thus see Text items for details on using
this text editor.
Deleting rows and columns
In order to delete a row or a column, click the delete button in the row's or column's header cell.
Mixed items
Items of type Mixed can contain parts of one or multiple different item types.
When editing a mixed item type, the edit dialog will contain one item type specific editor control for each
different item part.
For editing text item parts, see Text items for details.
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Editing Email templates
For editing image item parts, see Image items for details.
For editing content object item parts, see Content object items for details.
For editing table item parts, see Table items for details.
Container items
A container item is a special item for organizing multiple child items in a tabular fashion.
The items are organized in columns and may be horizontally aligned:
Container item properties
The container item edit control has the following settings:
• Align items horizontally
This setting will horizontally align items in the different columns in the container
• Span static items cross all columns
This setting will span static items cross all columns in the container
• Column width
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Optional.
These text boxes sets the width of the columns.
When setting the column's widths, and the container has an width of 100% (standard), it is recommended
that one of the column's width is left blank in order for the column to dynamically resize itself to the
remaining container width.
Clicking the Click here to automatically set width on all columns link will thus set width on all columns
except the last.
• Column spacing
Optional.
Use this setting to add a spacer column between all columns in the container.
Images in containers
If the Body Area's maximum image width is set, images (item type image) are scaled down to this width
(if they are wider than this width).
If adding an item type image to a container, similar logic will be applied to the image: If the column width
is set for the containing container column and the image is wider than this value, the image is scaled
down to this width.
Working with the item clipboard
The item clipboard provides functionality for cutting or copying items to a clipboard and pasting a copy
of this item anywhere in the template (or other templates).
The clipboard's scope is within your user session, thus the clipboard will be reset when logging on the
application.
Cut and copy to the clipboard
On an item's menu, click the Copy/Paste/Clipboard button (
this menu provides the following clipboard related actions:
). This will open a drop down menu -
• Cut to clipboard
Click this button to cut the item and place it on the clipboard.
• Copy to clipboard
Click this button to make a copy of the item and place it on the clipboard.
Paste from the clipboard
There are two ways to paste an item from the clipboard:
• Paste the last added item from the clipboard
On the Copy/Paste/Clipboard menu, click Paste from clipboard - this will paste the last added item
from the clipboard.
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Editing Email templates
• Paste items from clipboard
1. Open the Add new item dialog.
2. Open the Clipboard tab. This open the Item clipboard.
3. Double-click the item you want to paste.
Deleting items from the clipboard
In order to delete one or many items from the item clipboard, follow these steps:
1. Open the Item clipboard (as described in the previous section).
2. On the item to delete, click the delete button in the upper right corner
or
Click the Clear clipboard button to remove all items from the clipboard.
Style sets
Style sets are used for applying different styles to items in your template.
Style sets are configured in the Master template. See the master templates documentation for details.
Applying style sets
In order to apply a style set on an item, follow these steps:
1.
On the item menu, click the Change style set button (
the item.
2. Click the style set to apply.
). This will list all applicable style sets for
Resetting an item's style set
In order to reset an item's style set, follow these steps:
1.
On the item menu, click the Change style set button (
2. Click the Default style set.
).
Item conditions
It is possible to define an item condition for any of the items in a template.
Using Item condition, it is possible to define a conditional statement for the item. This statement is
executed at merge-time, deciding if the item is included in the merged email.
Defining an item condition
In order to define an item condition, click the Edit condition at the bottom of the Item edit dialog.
This will open the Item Condition dialog.
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The item condition can be defined either using a selection or an expression.
Defining an item condition using a selection
The selections available in this dialog are defined in Visual Dialogue. See About Selections in the Visual
Dialogue documentation for details on creating selections.
Follow these steps to define an item condition using a selection:
1. Check the Customer is in selection radio button
2. Select a Selection from the drop down list
The item will be included if the customer is in the specified selection.
If checking the Is not in selection, the item will be included if the customer is not in the specified
selection.
Defining an item condition using an expression
Follow these steps to define an item condition using an expression
1. Check the Expression radio button
2. Write a expression in the text box.
The item will be included if the customer is in the expression's result set.
Click the Test expression button at the right of the text box to test the expression's syntax
Changing master templates
It is possible to change the master template that email template's are based on to other master templates
in the same customer domain.
Changing the master template will change all non-content data in the email template; This includes the
new master template's HTML code and style sheets, and all Item definitions' HTML code.
If the item restrictions (in the new master template's body areas) is further constricted, items may be
removed when changing the master template.
Reapplying master templates
It is possible to reapply the master template that template's are based on.
Reapplying the master template will refresh all non-content data in the template; This includes the master
template's HTML code and style sheets, and all Item definitions' HTML code.
If the item restrictions (in the master template's body areas) is further constricted, items may be removed
when reapplying the master template.
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Editing Facebook, SMS, Letter, and Twitter templates
Tracking overview
Email tracking
You can track when an HTML email sent by the system is opened by the customer. This is called email
tracking. To enable tracking of an email, check the Enable email tracking in the Tracking Overview dialog.
This will insert a tracking image at the end of the email. This image will under most circumstances be
invisible for the end user. When the customer opens the email, the image will be downloaded and the
event is logged by the system.
Note that some email clients (for instance Microsoft Outlook) don't display images by default, but require
the user to manually accept showing them. This prevents email tracking from being 100% accurate.
Link tracking
The tracking overview contains a combined list of all links in all text items, table items and image items.
You can enable or disable link tracking on individual links by checking the checkbox beside each link,
or you can enable or disable all links by clicking the Toggle track all links button.
You can edit the link tracking name using the text box to the right of the check box.
Link tracking usage
Link tracking reports are available in the message browser and the dialog designer.
Email tracking usage
Email tracking reports are available in the message browser and the dialog designer. You can also use
email tracking in you selections.
Editing Facebook, SMS, Letter, and Twitter templates
In order to edit a template, double-click a Facebook, Twitter, Sms, and Letter template on the Templates
Overview screen. This will open the Template Editor screen along with the Text Editor.
The Template Editor contains the following sections:
• Control parameters
These fields are the most common template control parameters. Click on the icon to the right of the
text boxes in order to insert a merge field.
• Text or Body page editor
This is the design area where you add, edit and remove items from the template. If you are editing an
email template you will see multiple body text areas. If you are editing any other template type, you
will see a text editor.
• Left menu
The left menu contains basic template information, template specific actions, testing and spam rating
links and master template actions.
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Working with the Text Editor
In order to edit a template using the Text Editor, double-click a Facebook, Sms, Letter, or Twitter template
in the Templates Overview screen. This will open the Template Editor along with the Text Editor.
The Text Editor provides the following text editing options:
Undo
Undoes the last action
Redo
Redoes/Repeats the last action, which has been undone
Cut
Cuts the selected content and copies it to the clipboard
Copy
Copies the selected content to the clipboard
Paste
Pastes the copied content from the clipboard into the editor
Insert merge field
Opens the Merge field dialog. Selecting or double clicking a field in this dialog will insert (paste) the
merge field into the text at the cursor's position
Insert merge field start tag
Inserts (pastes) a merge field start tag (<<) into the text at the cursor's position
Insert merge field end tag
Inserts (pastes) a merge field end tag (>>) into the text at the cursor's position
Insert a hyperlink
Allows you to insert a hyperlink
Toggle full screen mode
Switches the text editor into Full Screen Mode
Testing and spam rating
Test options
The Test Options dialog allows you to specify the set of customers you want to use when test merging
the template.
• Specify a set of customers
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Testing a template
Use this setting to specify a set of customers to use when test merging the template
Selection: The selection used to select the set of customers. Setting this to <Not selected> will return
the first found customers in the database.
Max number of customer: The maximum number of customers returned when test merging. This
must be an integer value between 1 and 20
Expression: An optional expression used to filter the customers returned by the selection
• Specify a single customer
Use this setting to specify a single customer (using the customer ID) to use when test merging the
template
Testing a template
The Test template window allows you to test merge a template and preview the result in your browser.
The template is merged using a set of customers into a set of messages. See Test options on how to
select these customers.
• Browsing the merged messages
Use the First, Previous, Next and Last buttons to preview the test merged messages.
• Test sending a message
Click the Test send button (envelope icon) to test send the message to an email recipient.
See Test sending a template for details.
• Spam rating a message
Click the Spam rate button (red flag icon) to spam rate the message. This will open the Spamrating
report window.
See Spam rating a template for details.
• Printing a test message
Click the Print message button (printer icon) to print the message. This will normally open your system's
Print dialog.
• Disabling images - Email messages only
Click the Disable images button to disable all images used in the email. This will disable all html images
(html IMG tags) and all background images referred in CSS.
The purpose of this is to preview a message as it will be displayed in an email viewer (e.g. outlook)
which disables images in HTML emails by default.
Test sending a template
When designing a message in the Template Designer, it is possible to test send the message.
This functionality makes it easy to test the message and see how it looks when received by the client.
A message can be test sent by following these three steps:
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1. Test merge the message: Open the Test message window
2. Open the Send test message dialog: Click the Test send button (envelope icon)
3. Send the message: Enter the key control parameter for example, cellular number for an Sms, or
email address for an email message and click OK.
Spam rating a template (Email only)
Mass communication by email is an important part of Portrait Dialogue. One problem when sending
emails is the possibility of the mail being filtered in a spam filer. To help our customers avoid this we
want to give them an opportunity to test the messages they are composing to see how likely it is they
will be marked as spam.
Spam rating a template
In order to spam rate an email template, open the Spamrating report window.
This will test merge the email and produce a spam rating report for the resulting message. The spam
score indicates the likelihood that the email will pass spam filters.
Control parameters
Control parameters are used to control the delivery of your message.
You can use merge fields in the control parameters. You can for instance use an email address merge
field in the control parameter To address in templates to merge the customer’s email address into the
message.
Control parameters for email messages
The following control parameters are available in the list. Most of these control parameters are values
defined by the standard email protocols. However, some are proprietary and control the content of the
email, or how the email is sent.
Parameter
Description
Subject
The subject of the email.
To address
The email address of the receiver of the email. Normally, this will be set to
the email address of the customer.
From address
The email address from which the email is sent.
CC address
Indicates carbon copy recipients for the message. In other words a list of
email addresses that will receive a copy of the email.
BCC address
Indicates blind carbon copy recipients for the message.
Reply address
The address that the recipient will send to, if he or she replies to the email.
This value only needs to be specified if it is different from the From address.
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Control parameters
Parameter
Description
Attachments
A semicolon separated list of additional files to attach to the email message.
Local paths, as seen from the Dialog Server, must be specified.
Validate target address Specifies if the email address should be validated before trying to send the
email. Default value is True.
Priority
The email priority as it appear to the recipient. This parameter does not control
the priority when the email is sent. Default value is Normal.
Content transfer
encoding
Specifies the MIME encoding for the message during message transmission.
CharSet
Indicates the character set used for the message.
Organization
Identifies the organizational affiliation for the message author.
Receipt recipient
Return receipt email address.
Insert identifier in
header
Controls whether a specific identifier is inserted in the email header. This
identifier is used by the system to identify bounced emails.
Add plain text part
Specifies whether a plain text part is added to an HTML email. The plain text
part should be specified in the parameter Plain text part. Default value is
False.
Plain text part
The plain text part added to en HTML email if the Add plain text part parameter
is set to True.
Example: This is a mail message in HTML format. Please enter the url below
in your web browser to read it:||<<mh_message_url>>
In the example, the tag mh_message_url will be converted to a link to a web
page showing the HTML version of the email. || is used to insert a line break.
Control parameters for Facebook messages
The following control parameters are used with Facebook message types.
26
Parameter
Description
Facebook username
and Facebook access
token
Facebook sequrity keys. Your customer data should contain these keys and
they have probably been gathered by using a Facebook Application that
requested access to a Customers Facebook account.
Location
You can provide location information by specifying the Facebook Page ID
that is linked with the required location. See Facebook for more information
on locations.
Private
The Wall status can be made private by specifying True for the Private
parameter.
Image filename
Used when uploading an image to Facebook, provide an image filename. A
local path, as seen from the Dialogue Server, must be specified. The currently
Portrait Dialogue 6.0
Chapter 2: Message Designer
Parameter
Description
supported image formats are JPG, GIF, BMP, TIF and PNG. Please refer to
Facebook for more information on the currently supported image sizes.
Image URL
If available, a link to the picture included with this post.
Link URL
The link attached to this post.
Link name
The name of the link.
Link description
The caption of the link (appears beneath the link name).
Note: The control parameters for Facebook messages will differ depending on what type of Facebook
message you are creating. Please see Facebook documentation for Facebook security details.
Control parameters for Twitter messages
The following control parameters are used with Twitter message types.
Parameter
Description
Access token, Access Your data should contain these keys and they have probably been gathered
token Secret,
by using a Twitter Application that requested access to a Customers Twitter
Consumer Keyand
account.
Consumer Secret
Send to screen name
Attached image path
Used to identify the Twitter user that the direct message will be sent to. An
example is @PortraitTweet. These users need to be followers of the account
being used to send the Direct Message from.
Used when uploading an image to Twitter, provide an image filename. A local
path, as seen from the Dialogue Server, must be specified.
Note: The control parameters for Twitter messages will differ depending on what type of Twitter message
you are creating. Please see Twitter documentation for Twitter security details.
Template properties
The Properties window can be opened from the left menu. The window contains two tabs: the General
tab and the Advanced tab.
The General tab
This tab shows the following information:
• Name
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27
Template properties
The name of the template
• Customer domain
The customer domain the template gets its customers from
• Document type
The document type of the template
• Master template
The name of the master template the email template is based on
• Created by
The login name of the user who created the template
• Created date
The date and time the template was created
• Last modified by
The login name of the user who last modified the template
• Last modified
The date and time the template was last modified
The Advanced tab
This tab enables you to control the following:
• Generate activity
If you want activities to be created when messages based on the template are sent, choose an activity
type here. One activity will be created for each message.
• Activity description
If you chose to generate an activity when sending messages, you can enter the activity description
here
• Priority
This is the system priority used when the message is sent. Set priority to above normal when it is
important that the customer receives the message relatively quickly. An example may be an email that
contains a "forgotten password".
• Use outbox
If you check this, all messages will be sent to an outbox where you can view and check that the
messages are ok before actually sending them. This can be done in the Message Manager. If you do
not check, all messages will be sent as soon as they are produced.
28
Portrait Dialogue 6.0
Index
A
About 10
About the Web Portal 6
Add 12, 13, 17, 19, 25
Add button 12, 13
Adding 13
Advanced 27
Advanced login 6
B
BCC 25
Blue 20
Body Area Items 11
Body Area's 18
Body Areas 10, 11
bulleted list 14
C
Cancel 7
CC 25
Changed By 10
Changing 14, 20, 21
CharSet 25
Check 20
Clear 19
clicking 22
Clipboard 19
Conditions 20
contain 12
Contain 12
Container 11
Container items 18
Content 13, 17
Content object items 17
Control parameters 25
Copy/Paste/Clipboard 12
Copy/Paste/Clipboard button 19
Copy/Paste/Clipboard menu 19
Create New Email Template dialog 10, 11
Created 10, 11, 14
Creating 11
CSS 24
Customer 20
D
Default 20
Delete 10
designing 10, 24
Designing 10, 24
Dialogue Server 16, 25
Disable 24
display 11, 16
Display 11, 16
Domain 10
Drag 10
E
e-mail 25
E-mail 25
Edit 10, 11, 13, 17, 20
Edit item button 13
Edit item dialog 13
editing 10, 11, 13, 17
Editing 11, 13
email 10, 11, 22, 23, 24, 25
Email 10, 11, 13, 16, 20, 21, 22, 23, 24, 25, 27
Email Template Designer 24
email templates 11
Email templates 11
emails 25
Emails 25
Enable email 22
end 22
End 22
enter 16, 25
Expression 20
F
Facebook 10
False 25
First 24
Full Screen Mode 14
G
General 27
H
HTML 10, 21, 24, 25
HTML email 22, 25
HTML emails 10, 24
HTML img 24
hyperlink 14
Hyperlink 14
Hyperlink and/or 14
I
ID 23
Image items 16
Item 19
Item Condition dialog 20
Item menu 12
Item Parts 11
Item Types 10
items 13
Items 11, 13, 19, 21
L
Last 24
Letter 10
Link 14
logging 6
Logging 6
Login 6, 27
M
Master 10, 20
Master Template 11
master templates 21
Master templates 11, 21
merge 23, 24, 25
Merge 14, 23, 24, 25
30
Message Designer 10
Message Designer email 10
Message Designer email-templates 10
Message Designer module 10
Message Manager 27
Mh_message_url 25
Microsoft Internet Explorer 7
Microsoft Outlook 22
MIME 25
Mixed 11, 17
Mixed items 17
Mozilla Firefox 7
N
Name 10
NB 16
New email 10, 11
new email templates 11
New email templates 11
new items 13
New items 13
Next 24
Normal 25
Normal login 6
NotSet 13
O
OK button 11
open 10, 11, 13, 19, 20, 22, 24, 25
Open 10, 11, 13, 14, 19, 20, 22, 24, 25
Open item 13
Opens 14
order 25
Order 25
Outbox 27
Outdent 14
overview 22
Overview 22
P
Parts 11, 25
Paste 19
Picture Source 16
Plain 25
Previous 24
Print 24
Print dialog 24
Portrait Dialogue 6.0
R
Reapplying 21
Redoes/Repeats 14
Removes 14
replies 25
Replies 25
Reset 16
S
Save 7
Search 10
see 11
See 11
See About Selections 20
Select 13, 20
Select Image dialog 16
Selecting 13
Selection 20
Send 24
sending 25
Sending 24, 25
set 25
Set 25
Settings 7
Show Advanced button 6
showing 25
Showing 25
Sms 10
spam 25
Spam 11, 24, 25
Spamrate 25
Spamrating 24, 25
Specifid 25
Specifies 25
start 6
Starting 6
Steps/fields 11
Style sets 20
subject 25
Subject 25
T
Table item 17
template 24
Template 24, 25
Template properties 27
templates 23
Templates overview 10
Test options 23
Testing 20, 24
Text Color 14
Text items 14
Toggle 22
Tooltip/alternative 16
tracking 22
Tracking 22
Tracking Overview dialog 22
True 25
Twitter 10
U
Url 16, 25
use 7, 25
Use 7, 24, 25
Use outbox 27
Username 6
Using Item 13, 20
V
validate 25
Validate 25
Visual Dialogue 6, 11, 20
W
want 6
Web Portal 6, 7, 10
Web Portal application 6
Web Portal login 6
Web Portal settings 7
Web Portal's 7
Windows Explorer 7
Windows login 6
Table 13
Web Portal User Guide
31
32
Portrait Dialogue 6.0
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