Versions Compared

Old Version 4

changes.mady.by.user Jodie Miners

Saved on

compared with

New Version 5

changes.mady.by.user Jodie Miners

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • The blog post says nothing special is required. The help doc says include all your text in a single cell table. 
  • The help doc says images must be embedded in the file - hmm, I hope that means I can merge images in. I need my letterhead logo. Embeded images work. HOWEVER, they do not

 

Warning
titleImages

 Oh FFS Images just don't work well.

  • Embed an image in the doucument - it doesn't download in the

...

  • email.
  • Use the Include Image from URL Syntax <<Contact_MyField__Image>> and it doesn't work
  • Use Link to File and include a publicly accessible image from Salesforce and it doesn't download in the email

Image Added

HOW are you meant to include an image in your email? Grrr!

Warning
titleEmail Subject

HOW DO YOU SET THE EMAIL SUBJECT?

There is no option anywhere to set the email Subject?

How can you auto send this email without a Subject?

How can you include merge fields in the subject without a Subject?  

...

  • Add a few fields to your word document and re-upload it. 
  • Read the instructions - set the word document as the Email Template - IMPORTANT! 
    • The Select Email Template screen has now changed, and you can choose a document or an email as a template. Cool. 
  • Test the email. 
    • And NOPE, I get an error and can't continue. 
    • Include this Error Id if you contact Drawloop Support: 68bf795f-17c5-4d1e-8017-32c9df895687
    • Off to Drawloop Support. 
    • Of course I could not let this go, and tried and tried again. 
    • It works from Contacts. So let's continue working this from Contacts.
  • And as I thought, it's UGLY. UGLY. UGLY. 

 

Warning
titlePDF

The file is STILL attaching as a PDF even though I have asked it not to. AND The PDF is 0kb and is not downloadable so it looks really terrible, like you are sending a phishing scam. 

I have tried

  • Ensuring Output Filename is not entered
  • Ensuring Email as email body is selected
  • Ensuring that Document Output Type on the delivery option is not entered.

NOTHING. THIS DOES NOTHING!

  • I tried to Dynamically Include Template Files - it caused an error.
  • I even tried Optional and it said it must be included, so that's why the Dynamically included did not work.

HOW DO YOU NOT GET THE FILE TO ATTACH?

ARE YOU MEANT TO DELETE IT EVERY TIME? So NO Automated documents then?

 

OK, I give up. You can sort of send an email, but it is no better, well actually worse, then a bog standard HTML Email template. Granted, I haven't tried complex editing scenarios, but if I can't get a stupid logo in the top of my email, It's just not going to happen is it. 

 

So, let's try these Reusable Content chunks shall we? Let's see if we can get further with these.