Support/Best Practices/Brand Control
Custom HTML Invitations
Tara Clark
posted this on Nov 30, 2009 16:35
Email Template
The Email Template replaces the default invitation text with a custom designed and branded template. This template will displayed for all of the users in your SlideRocket company.
Designing the Email Template
There are two types of tags required in the HTML Template, {inviteURL} and {message}.
Required Tags
• {inviteURL}: Required to show link to the presentation
o Sample HTML: Here is the invitation <a href="{inviteURL}">URL</a>
• {message}: Required to show the subject line and message in the invitation
o Sample HTML: {message}
Optional Tags
• {branding}: Includes SlideRocket branding
o Sample HTML: Here is the SlideRocket branding.... {branding} <br />
• {userEmail}: Shows user's email that sent the invite
o Sample HTML: SlideRocket user's email that sent the invite {userEmail}<br />
• <!--Default Subject: Provides the message in the subject line. This message will be editable.
o Sample HTML: <!--Default Subject:THIS IS WHAT WILL APPEAR IN THE SUBJECT LINE -->
• <!--Default Message: Provides the message in the message box. This message will be editable.
o Sample HTML: <!--Default Message:THIS IS THE TEXT THAT WILL SHOW IN THE MESSAGE FIELD -->
Sample HTML Template
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<title></title>
</head>
<body>
Here is the sliderocket branding.... {branding} <br /><br />
Here is the invitation <a href="{inviteURL}">URL</a> <br /><br />
Sliderocket User's email that sent the invite {userEmail}<br /><br />
{message}
<!--Default Message:THIS IS THE TEXT THAT WILL SHOW IN THE MESSAGE FIELD-->
<!--Default Subject:THIS IS WHAT WILL APPEAR IN THE SUBJECT LINE -->
</body>
</html>
ADVANCED NOTE: When adding an image to the HTML, the link must be an absolute URL. If the image’s URL changes or expires, the invitation will show a broken image.
Uploading an Email Template
To upload an HTML email template the user must have admin rights. The template will be available to all users. If changes are made to an individual invitation, the changes will not update the template.
- Click on the Account tab
- Click on Company Settings
- Click on Import new template…
- Select the HTML file from the computer
- Select Open
Viewing the Custom Template
- Click on the Presentations tab
- Click on the desired presentation once
- Click on the Invite button
- Click on Send new invite to view this presentation…
- Invite one or more recipients, type in a Subject and type in a Message
- Click on Send Invite Email
ADVANCED NOTE: Features selected under Publish will apply to the presentation played from the invitation.
Comments latest first
You can customize our default email without building an HTML template. The subject and message fields are editable when you send an invitation. You can turn the branding off in the publish settings.
To create your own template I'd start with the sample included above and add your own tags/images/message to it.
Hi Tara - Somewhat familiar, but only building HTML emails within salesforce, so I'm not sure that counts. Can you provide me with any suggestions; I really want to get my video out there, but feel I need to create a custom email. Any help would be appreciated. Thank you! Bradley
Hi Bradley, Are you familiar writing HTML? It's required to use this advanced feature.
I need some help with this one; everything you guys do is really user friendly, but I have to admit, I'm stumped.