I am working on a project to provide some automatic responses to member that are in the process of a Real Estate loan with us. Based certain stages or schedules I would like to generate an email response to them but the request is that the email incorporates some personalized touches such as an image of the corresponding loan officer, our logo etc and not just standard text. Any ideas on how I can accomplish this? When I was at conference in one of the advanced workflow classes they talked about updating a word document and that you could paste the content of the word document in the body of the email. Thanks!
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replied on January 19, 2018
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Hi Gina,
I usually send an internal email containing our logo. You have to host the logo somewhere and send an HTML email like the below:
<div> <h3>Formatted Email</h3> </div> <div> <img src="http://webapp/xxx/images/logo.png" width="100"> </div>
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replied on January 19, 2018
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Thanks! I was able to use html in my email and hosted all the images that I needed to refer to and this worked. I didn't know I could use html in my workflow email function.
I am rather excited about this since I can pair this with a query data function to customize the email per the members loan file and retrieve certain images such as a picture of their loan officer that they are working with.
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