Self Help/SlideRocket Advanced/Brand Control
Custom HTML Invites
Tara Clark
posted this on November 30, 2009 04:35 pm
The Invite Email Template replaces the default invite text with a custom designed and branded template. This template will be usable within your SlideRocket company.
This is a SlideRocket Advanced feature and is intended for users with experience in HTML.
Designing the Invite Email Template
There are two types of tags required in the HTML Template, {inviteURL} and {message}.
Required Tags
{inviteURL}: Required to show link to presentation
Sample HTML: Here is the invite <a href="{inviteURL}">URL</a>
{message}: Required to show subject line and message in the invite
Sample HTML: {message}
Optional Tags
- {branding}: Includes SlideRocket branding
- Sample HTML: Here is the SlideRocket branding.... {branding} <br />
- {userEmail}: Shows user's email that sent the invite
- Sample HTML: SlideRocket user's email that sent invite {userEmail}<br />
- <!--Default Subject: Provides message in the subject line. This message will be editable.
- 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.
- 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 invite <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 invite will show a broken image.
Uploading an Invite 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 invite, the changes will not update the template.
- Click Account tab
- Click Company Settings
- Click Import new template…
- Select HTML file from the computer
- Click Open
Sending an Invite
- Click presentation to open Presentations Dashboard
- Click Share
- Click Invite. This menu can also be accessed by selecting Invite... from the Share menu in the Presentation Editor
- Enter email(s) for the viewer(s)
- Import Contacts… sync with Google Gmail to import emails into the invite
- Set Options:
- Allow commenting: Set whether viewers of this presentation are allowed to comment
- Allow printing/exporting: Set whether viewers of this invite are allowed to print it
- Allow resharing: Set whether viewers of this invite are allowed to reshare it with others or embed it into their own blog or website. If this presentation is not published, this link will not work
- Notify me when viewed: Send an email when presentation is viewed
- Expire invitation on: Set end date to view presentation from this invite. This is optional and can be set or changed after the invite is sent
- Edit the email Subject (optional)
- Enter a Message (optional)
- Click Send invite
ADVANCED NOTE: Features selected under Publish will apply to the presentation played from the invite.
Comments latest first
Is it possible that someone in the community can do this as a paid service? I'm in the same boat as Bradley. Looking for something pretty simple.
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.