Customizing Header and Footers in Emails

If you require different information or logos to be included in your company emails, you can use standard HTML to add custom headers and / or footers to them. In addition to the Default settings, you can separately customize Alert, Favorite and Collaborative emails.

If you specify a custom header for an email type, but do not specify a footer, the default footer will be used. To omit a header or footer, enter blank HTML statement.

1. Access Admin > Email Templates

  1. Select [+ New Header/Footer] button to display Add Email Template pop-up
  2. Select Email Type
  3. Select either Header or Footer template type

Note: You can only have one email template per Email Type/Type combination. For example, you cannot have more than one alert header template.

2. Enter HTML code to format your customized information

  1. Enter HTML code
  2. Metric Insights has a number of variables already formatted and available for your use in defining Headers and Footers
  3. Preview results
  4. If had a problem,you can Revert to original default HTML

3. Notes on including images in your email headers or footers

Notes on including images in your email headers or footers

If the Metric Insights server is accessible from the internet, the image can be included in email headers using this code:

  • Add to HTML; <img src="$HOSTNAME/img/image_file.png"/>
  • In that case, the image file must be placed in the /var/www/iv/www/img/ directory

In those situations where the Metric Insights server is behind a firewall but is sending email to the outside world, the image_file.png is sent as an email attachment.:

  • Add to HTML; <img src="$IMAGE:image_file.png" />
  • In that case, the image file must be placed in the /var/www/iv/data/temp/email-template-images

3.1. Standard "All" Header Code

<table width="100%" align="center" cellpadding="0" cellspacing="0" border="0">
    <tr>
        <td height="34" valign="top" style="padding-top:5px;">
            <img border="0" src="$LOGO" alt="Metricinsights" height="30" class="CToWUd">
        </td>
        <td valign="top" style="color:#666666;text-align:left;padding-left:20px;">
            <!-- Text entered here will appear to the right of the logo. -->
        </td>
    </tr>
</table>
<table width="100%" align="center" cellpadding="0" cellspacing="0" border="0" style="color:#666666;font-size:12px;">
    <tbody>
    <tr>
        <td colspan=2 style="padding-bottom: 8px;">
            Sent to $USERNAME from: $PORTAL_NAME ($HOSTNAME)
        </td>
    </tr>
    <tr>
        <td>
            Have questions?<br/>
            Contact
            <a href="mailto:$SUPPORT_CONTACT_EMAIL" style="font-size:13px;color:#37809f;text-decoration:underline">$SUPPORT_CONTACT_EMAIL</a>
        </td>
        <td align="right">
            <i>The information in this digest is company confidential</i><br>
            Copyright &#169; $YEAR All Rights Reserved
        </td>
    </tr>
    </tbody>
</table>

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