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. 

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1. Go to Alma > Administration > General Configuration > Letter Emails 
2. Find the letter you want to edit > Click Actions > Edit
3. Find the addressFrom Code and add your label and the email address. 
   
4. Save the change, then send the letter out again. You should see something like this:
   

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 edit thismake 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. 
   Image Removed. For your convenience, I have included some parameters that you may have wondered needed editing. 
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      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. We linked to our OneSearch page. unfortunately, our page doesn't have a static url that goes directly to log in. You just have to know to log in via the link in the top right. Not sure if yours is different but that's how ours works. 

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

      
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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.

Step-by-step guide

Step-by-step guide

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