Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

If you've ever wondered how to do a specific cool thing with your letter, look no further! Here are some common solutions to questions we have received. If there's a question you have that is not answered here, please email natasha

How to add a label to your letter's sender

Some of you may have noticed after sending a letter to your patron that the sender label only shows the email address. This is easily fixed with the following steps. 

...

https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Administration/050Configuring_General_Alma_Functions/070Configuring_Alma_Letters#Configuring_Letter_Labels

How to create a "My Account" Link in emails

Do you want to add a link to a patron's Primo account in their emails? Here's how to do this. Note: you must have the letter administrator role to make edits. 

  1. Go to General Configuration > Configuration Menu > Other Settings
  2. Find the email_my_account parameter and add the direct link to your log in page. If you are finding that your page is not linking directly to the log in page, make a one small edit and replace "search" or "login" with "account": https://sjsu-primo.hosted.exlibrisgroup.com/primo-explore/account?vid=[your school code]&sortby=rank&lang=en_US. For your convenience, I have included some parameters that may or may not need editing. 

    1. 8. Email contact: ex libris does not use this field anything. In fact, if you try to edit it, it will tell you it can't save it. 
      9. email_contact_us: You can put an email or link in here. We linked out to our Ask a Librarian page.
      10. email_deposit_contact: Ex Libris does not use this field. Do not customize.
      11. email_deposit_sender: Not in use
      12. email_my_account: this is what the My Account link in the footer will link out to. 

      More info is here: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Administration/050Configuring_General_Alma_Functions/080Configuring_Other_Settings 




  3. For each letter, you will need to edit your footer to include these links. Go to General Configuraton > Configuration Menu > Customize letters > Find the letter you want to edit > click customize > edit > replace the footer.xsl area with this code:



  4. Click save and send out a test letter. Your letter should now have the account link included.


How to Add a Social Log In to Your Letter Footer

Note: this may not work for Gmail users

...

        <xsl:call-template name="lastFooter" />
         <xsl:call-template name="myAccount" />
         <xsl:call-template name="contactUs" />
         <xsl:call-template name="socialMediaLinks" />

How to Add an IF/WHEN Statement to Your Letter

This applies to letters where you only want certain information to be sent to a patron based on certain criteria. In the below example, a line of text is added for only specific patron groups.  

...