Staff with Image and Bio Email Operator - DRAFT
Introduction
You may send a staff member image and bio in email messages to accounts and participants, down to a single product.
For example: Triggered Product Participant Purchased emails, Triggered Schedule Day Event, Order Participant Confirmation, etc.
Configurations
In an email operator, you may set the configuration for Staff Name Format to be "First Name Last Name", "First Name", or "Last Name".
Navigate to Settings > Setup > Configuration
Search for "Staff name Format in Email Operators"
Choose an option from the drop-down menu and click Save:
Setting up an email message for the Staff with Image and Bio operator
Navigate to Settings > Assignments > Email Messages
Click the Add New Email button
Choose an email type of Order Participant Confirmation
Give your email message a title and subject.
Fill in the body of the email.
Select the Staff with Image and Bio operator, to have this information put into the body of the email.
Email Display
When used in an email message, the Staff with Image and Bio operator will show the primary staff first, other staff will be listed in no particular order after that.- First shows their account profile image (if they have one)
- Then their name (in the format as configured)
- Then their Account Bio (if the account form question of bio is available, so the staff account has a bio)
You can inject HTML formatting for font, color, or size around the operator, so the staff name and bio are in a particular font and color.
Adding Bio to an Account Form
In order to allow accounts to add a Bio, you must insure a Bio question is added to your account form.
Navigate to Settings > Assignments > Forms
Search for "Account"
Select "Edit Questions" on the Account form which is currently active:
To add the new Bio questions, you will need to click the "Add New Question" button:
The Question type you will be using for the Account Bio is Description, click the "Description" account question box:
Be sure to enter a title for the form question, the Question Displayed to Customer and make any other adjustments you would like, then click the "Save" button:
When a user goes to create a new account, they will see a textbox like the one below.
*Since the question isn't required, the user doesn't have to fill it in, in order to create an account
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