Customizing email messages & web pages

RB User Guide > Setup > PDF Transcript Stamps/ Exhibit Stamps / System Preferences & Connect > Connect Preferences

Customizing email messages, web pages & stamps

Customize the appearance of the body and signature of emails and RB Connect web pages with text formatting, images, hyperlinks, and tables. Customize the look of stamps you apply to RB-PDF Transcripts and exhibits.

You can also edit default text, add personalized text, and insert relevant RB data with contextual data fields in emails and RB Connect pages.

You can override these defaults in any emails sent from RB.

Continued from Creating transcript stamps, Updating transcript stamps, Creating exhibit stamps, Updating exhibit stamps, Customizing communications, Email preferences, Alerting clients and Resolving support issues.

Customize appearance

In the*Email Message/*Message pane or the Login Page Description for Contact/Resource pane of the Connect Preferences’ Branding panel or the Connect Preferences’ Contact/Resource–Announcements panel, select text to be customized, then:
- Bold
  
  Toggle the selected text’s weight between the default and bold.
- Italic
  
  Toggle the selected text’s style between the default and italic/oblique.
- Underline
  
  Underline selected text, including word spaces, with a single line.
- Align Text Left
  
  Have selected text line up on left margin only.
- Center Text
  
  Have selected text align to a midpoint.
- Align Text Right
  
  Have selected text line up on right margin only.
- Justify Text
  
  Have selected text line up on both left and right margins.
- Insert Unordered List
  
  Not in PDF Transcript Stamps or Exhibit Stamps
  
  Mark each paragraph of selected text with a bullet.
- Insert Ordered List
  
  Not in PDF Transcript Stamps or Exhibit Stamps
  
  Number each paragraph of selected text.
- Indent
  
  Not in PDF Transcript Stamps or Exhibit Stamps
  
  Move the selected text in from the margin in increments.
- Outdent
  
  Not in PDF Transcript Stamps or Exhibit Stamps
  
  Move the selected text out to the margin in increments. (Will not extend past the margin.)
- Select Font Family
  
  Scroll up or down the list of fonts and typefaces to select a different font for the selected text.
- Select Font Size
  
  Scroll up or down the list of default font sizes to select a different size for the selected text.
- Color
  
  Select a color in the default palette as the color for the selected text.
- Background Color
  
  Not in PDF Transcript Stamps or Exhibit Stamps
  
  Select background color in the drop-down for the text area of selected text.
TIP: Insert cursor to change entire section

Instead of highlighting a word or paragraph, depending on what customization is selected, you can simply click to insert the cursor inside the word/paragraph, then apply the customization to the whole word/paragraph at once. For example, click within a word, then click and the entire word will be bolded. Click within a paragraph, then click and the entire paragraph will be indented.
Insert content

Not in PDF Transcript Stamps

In *Email Message pane, the Login Page Description for Contact/Resource pane, or the *Stamp Text pane, insert the cursor where you want to add content, then enter text or click:
- Insert Hyperlink
  
  In the Insert Hyperlink popup that appears:
  1. Web address – Required. Enter the URL address you want to link.
  2. Text – The URL will appear in the email as a hyperlink unless you enter text you want to be the hyperlink instead.
  3. ToolTip – Enter text you want to appear as a hint when the cursor is over the hyperlink.
  4. Open link in new window – Check this box to have the URL appear in a new browser window when clicked.
  5. Click Insert.
  - To edit the hyperlink, insert the cursor, then click .
  - To remove the hyperlink, insert the cursor, then click . The text will remain, but will no longer link to a URL.
- Create a Table
  
  In the Create a Table popup, either:
  - Drag across and down through the boxes to select the number of rows and columns for your table. RB9 will create a 100%-width table with the selected parameters.
  - Click Table Wizard to enter table parameters in the Table Wizard popup.
- Insert Image
  1. In the Insert Image popup, any previously uploaded images appear. Click:
    - An image to select it.
    - Upload Image to add an image file (.png, .jpg, or .jpeg) from your device. Then click the new image to select it.
  2. Click Insert.
- Insert Data Field >
  
  Not in Email Signature
  
  [category] > [data field]. Select an RB9 data field to add to the email message where the cursor is. The data fields available are contextual, meaning that only data fields relevant to the email’s purpose are listed.
Code message in HTML

Not in PDF Transcript Stamps or Exhibit Stamps
1. If you prefer to create or correct your messages in HTML, click .
2. Input, style, and update message contents using HTML code in the View HTML popup. See Working with HTML.
3. Click Update when finished.

TIP: Resize panes to see more/less

Any of these panes that allow you to style text can be stretched vertically while you are working in them so you can see more of your content at once instead of having to scroll to see parts that are hidden from view. You can also shrink them if desired to have more of the other panes in the same window visible or placed higher on your screen. Click and hold resize pane button in the lower right corner of the pane you want to change, then drag up or down to change the size of the pane. RB does not save your adjustments after closing the window.

NOTE: Email formatting vs. template formatting

If an email includes an RB form, such as for job confirmations, that form can be customized too with formatting, logos, data fields, etc. Formatting forms is done in Form Templates. See Creating/updating forms & letters.