How To Send Email As HTML
This topic gives you the steps for sending email content
as HTML. This requires experience creating reports
in Collect! and familiarity with the HTML language
and creating HTML pages.
Sending reports to your clients as HTML enables you
to design reports using columns or tables. Format them
to display nicely as HTML and they will retain their
spacing and columns when printed to email.
You must be using SMTP. This feature is not
enabled for MAPI. SMTP (Simple Mail Transfer Protocol)
is a standard mail transfer that Collect! uses to enable the
HTML Email feature. Please refer to
How To Setup Sending Email In Collect! for setup details.
You must be sure the first line of your report
is <html> so the email engine
can apply the HTML Content Type header.
To use this feature with Client reports:
1. In Collect!, select System from the top
menu bar and then select Operators from the drop-down
choices.
2. Select the operator who will be printing to email so that
you can view the Operator form settings.
3. Make sure that the field labeled Enable SMTP
is switched ON with a check mark so that this operator ID
uses SMTP as the email transfer protocol.
4. Using Collect!'s Report Writer, create a report that
starts on Client.
5. Manually code the HTML into the report body
just as you would to create a web page, making
sure that the first line of the report is <html>.
Use printable information codes to pull information
from the database just as you would in a normal
report. You can wrap these codes in HTML for
formatting tables, and columns.
6. Select one or more clients and make sure their
email addresses are valid.
7. Select Print from the top menu bar and then select
the HTML report you want to print.
8. When the Print Report form displays, select Email
as the destination for the report's output.
When a report has zero output, Collect! will not
send an email. This works nicely with batch printing to your
clients. You can confidently select your clients and print to
email knowing that only those clients that have report output
will be emailed. Clients with no data to report will not be
emailed.
See Also
- How To Setup Sending Email In Collect!
- Batch Processing Topics
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