Website details, including preferences for e-mail confirmations sent by Circulation, are defined in Website setup. Defining e-mail properties by website allows you to customize different e-mail templates with specific verbiage, styles, logos and other graphics to match the website the subscriber is accessing.
Most e-mails sent from Circulation use templates to define the e-mail content, branding, and other details. The table below lists the different types of e-mails that can currently be sent. Except for eBills, all are sent from Customer Service. In addition, user-defined templates can be added from the Email Template tab; when adding new templates, the module must be “Customer Service”, and the transaction “CRM”.
eBill
When Send eBills is run (from Graphical Accounting).
billnotify.htm or .tmp
Send Password
User clicks New Password button on Occupant tab.
password.htm or .tmp
Digital Complaint
Complaint entered with Digital Access flagged.
dgtlcomplaint.htm or .tmp
Formal Complaint
Escalated complaint entered (e-mail sent only to district, zone, regional and/or area managers).
none
Digital Vacation Pack
Temp stop is entered with a reason code that has Online Vacation flagged.
digivacpac.htm or .tmp
Day Pass
Day pass is entered.
daypass.htm or .tmp
Send Email
Send Email icon clicked from Contact tab (Email panel).
none (blank e-mail opened in e-mail application)
Sorry
Contact is entered with “sorry” template selected (customer issue is resolved).
sorry.htm or .tmp
Welcome
Contact is entered with “welcome” template selected (new customer).
welcome.htm or .tmp
Start
Temp Stop or Restart
Payment
Tip or Donation
Transaction is entered with a reason code that has Send Email Confirmation checked. For a payment, the Payment template is used if there is a payment amount. If there is only a tip or donation amount, the Tip or Donation template is used instead.
start.htm or .tmp
tempstop.htm or .tmp
payment.htm or .tmp
tipdonate.htm or .tmp
To access Website setup, select Website from the System menu. The Website screen displays, listing currently configured websites in the upper grid, and details about the selected website in the subtabs.
Note: A website of “*” will be predefined. If you only manage one website for all publications, you can simply define your e-mail configuration and other details for the “*” website.
On the Details tab (shown above), specify a website ID of up to 8 characters, and enter a description of the website. In the Product field, select the product aligned with this website. You can define multiple websites for a single product. If an occupant subscribes to multiple products, the operator will be able to select the website to use when entering a transaction in Customer Service.
If the website will use single sign-on (SSO), select an SSO Auth Source for the website. You can optionally check the “Use Newspaper Website Registration” box to allow website login based on registration through the newspaper website, or check the “Use iServices Subscriber Registration” box to allow website login based on registration through iServices Subscriber. The first box is available if the new iServices business rule “Can subscribers use their iServices Subscriber registration to log in?” in the Subscriber - Web > Login section is answered “website”. The second box is available if the existing business rule “Can subscribers use their newspaper website registration to log in?” in the Subscriber - Web > Single Signon section is answered “website”.
Click the OK button to save the basic information for the website.
Click the Configuration tab to set e-mail preferences for the website, as described in the table below. To set a preference, simply click in the Value field and enter the value.
TestMode
Indicate whether you are in “test mode” (in the process of configuring or testing e-mail confirmations) for this website. The default is “NO”. If set to “YES” in a production environment, e-mail confirmations will be sent to the e-mail address in the next field. If you are in a test environment, confirmation e-mails will go to the e-mail address below regardless of the TestMode setting. Circulation determines that it is in a production environment when the Business Rule What is a host name of this server? matches the current server name and the Business Rule What is the physical name of the database? contains “cm”.
TestEmailRecipient
Enter the e-mail address that confirmation e-mails should be sent to while in the testing process. Confirmations will be sent to this e-mail when TestMode, above, is set to “YES” in a production environment, or in any test environment.
EmailType
Enter the format that confirmation e-mails should be sent in for this website: HTML or text. Select “HTML” if you wish to use images, colors, and other formatting attributes in the e-mail messages sent by Circulation.
EmailProtocol
Enter the e-mail protocol that should be used to send messages for this website: SMTP or Sendmail. Select “SMTP” if using HTML format, and “Sendmail” if using text format.
SMTPEmailHub
If using the SMTP protocol, enter the website hub address here, such as “mail.us1.dti”.
SMTPCharacterSet
If sending e-mail with the SMTP protocol, enter the character set to use for the website, or leave blank to use the “US-ASCII” character set (recommended).
BCCEmailRecipient
If using the SMTP protocol, you can specify an e-mail address that should be the BCC ( blind carbon copy) recipient of e-mails sent by Circulation for this website.
CustomEmailTemplatePath
Templates for Circulation e-mails can be customized and stored in a specific directory, specified here (e.g. /app/webcustom/cm/email). If no directory is identified, Circulation will look in the email directory in the Circulation application directory for the templates. See “E-mail Templates” in the User Manual for a list of templates and which subdirectories they reside in.
SenderEmailAddress
This setting defines the “from” email address that will appear in e-mail messages sent from Circulation for this website.
SenderEmailName
This setting defines the “from” name that will appear in e-mail messages sent from Circulation for this website.
ImagePath
If using HTML format, specify the image path that should be used to display images, such as logos, used by the e-mail template. This will typically be in the iServices “webcustom” area where other images are stored.
Click the Email Template tab to set e-mail template preferences. The standard templates used by Circulation will be automatically defined, but you can modify the template record to change the template directory to use a version for your website, define a special sender e-mail address, and change other information. You can also click the Add icon to add a new custom template. Template fields are described in the table below.
TemplateName
open (30)
Enter the name of this template, without its extension (.htm or .tmp).
Description
open (30)
Enter a description of this template.
Send Email
yes/no
Indicate if the template should be used to send e-mails for this website. All standard templates will have this field checked by default, but you can deactivate a specific e-mail confirmation for a website by unchecking this field.
Default Send Email
yes/no
This field only opens if Send Email is checked. If a field displays in Customer Service to indicate whether an e-mail confirmation should be sent, as with the Start, Stop and Restart templates, indicate whether Send Email should be checked by default for this website.
Archive Email
yes/no
Leave this field checked if e-mails sent using this template should be archived. If the e-mail is archived, it can be displayed in Customer Service after being sent by viewing the contact transaction and clicking the Show Document button.
Module
—
Currently Customer Service is the only module that supports e-mail templates.
Transaction
display
The transaction that generates e-mails for this template displays here. If adding a user-defined template, this field will display as “CRM”.
Event
display
This field indicates what event, if any, triggers the e-mail to be sent. Currently it is a display-only field and is set to “Entry” for some Customer Service templates (the e-mail is sent when the transaction is entered) and “Processing” for the “billnotify” template. For confirmations initiated when a button is pressed, such as the New Password button used with the “password” template, Event will be blank.
Template Directory
open (60)
Specify the directory where this e-mail template resides.
Subject
open (30)
Specify the e-mail subject line associated with this template.
Sender Email Address, Sender Name
open (60), open (30)
Specify the “from” e-mail address and name for e-mails associated with this template.
Send BCC Email
yes/no
Check this field if an e-mail address should be blind carbon copied when e-mails are sent out using this template (only available if SMTP protocol is used).
BCC Email Address
open (60)
If Send BCC Email is checked, enter the e-mail that should be blind carbon copied.
If you have the Audience API add-on activated, click to the Audience tab to configure how personalized content from Newscycle Audience is displayed in iServices Subscriber. Audience fields are described in the table below. Note that this tab will not display if add-on security is not activated for the Audience API. See the iServices Subscriber Manual for more information on personalized content.
Audience URL
Specify the path and name of the Audience javascript program that will send content to iServices Subscriber. The path and program name will be specific to your domain. Newscycle will provide you with the URL value.
Content Placement
Indicate whether Audience content should display in the sidebar or bottom area on the iServices Subscriber pages.
Sidebar Heading
If content appears in the sidebar, enter the heading to display above the personalized content, such as “Just For You”.
Sidebar Priority
If content appears in the sidebar, indicate whether it should appear first or last among the sidebar items, such as alerts.
If you are using iServices with this website, you can configure additional site-specific settings via the iServices Admin module. This includes options for e-mails sent by iServices (rather than Circulation). See the iServices Subscriber Manual for more information.
In Website setup, click the Add icon () on the Details tab.
