How Do I Manage Attributes In Emails?

It's important to have attributes in the emails that are sent to your recipients. Not only do attributes personalize the email to the specific recipient, but they also provide that recipient with the access to their new credential

Important Note: If you are not already familiar with what attributes are and how they are used in Accredile, we strongly suggest you read our article here before proceeding: A Guide to Attributes

Locating Attributes in Emails

Attributes in emails sent from Accredible can be found in email templates:

  1. Click on 'Emails' at the top of the Accredible Dashboard.
  2. Click on 'Email Templates' in the lefthand sidebar menu.
  3. Choose the email template that you would like to manage attributes for.

Managing Attributes

Require Attributes

In the left-hand sidebar menu, you will be able to see which attributes must be included in your email template under 'Required Attributes'. If they are included their checkbox will be marked. If an attribute in this list does not have its checkbox marked you will need to include this attribute before you can save the email template.

All Available Attributes

If you would like to see a list of attributes that can and are being used on your email template, click the 'All Available Attributes' toggle to view this. Any attributes in use will appear with a marked checkbox next to them.

Screenshot 2019-09-20 at 11.30.12

 

Adding New Attributes to an Email Template

You can use the 'Attributes' tab in the template editor to drop in loads of different text, image or URL attributes. In this example, let's replace the generic certificate image featured in the template with an image of the recipient's own certificate.
  1. Click inside the email template editor (for instance, click on the image we are going to change) to open the editor.
  2. Delete the generic image of the certificate.
  3. Position the text cursor where you want the new image attribute you are placing to appear.
  4. Click the attributes tab in the editor toolbar, and scroll down to [credential.certificate_image]. Click this to drop the image attribute placeholder into the template.
  5. Drag the bottom right-hand corner of the image attribute placeholder to make sure the certificate is a decent size on the image template.
  6. Click 'Save' at the bottom of the left-hand sidebar menu.

image attribute email

Take it One Step Further

Make the recipient's credential view open when they click on the mini version of the certificate in their email:

  1. Click on the certificate image attribute placeholder.
  2. Click the 'edit' option that appears.
  3. In the pop-up window that appears, in the 'Link' field, enter the attribute [credential.login_url]
  4. Click 'Save' in the pop-up window, then 'Save' at the bottom of the left-hand sidebar menu.

The End Result

Image to View

Above is an example of a credential email that a recipient has received. All of the text attributes have been filled in with the relevant information for that recipient, and a mini version of their certificate appears in the email as well!

If you followed the 'Take it One Step Further' instructions above, clicking on the mini version of the credential in the email will take your recipient straight to their live credential on their credential view.

Has this article helped you? Let us know!

If you would like to tell us about any improvements you feel could be made to this page, you can email us at support@accredible.com.