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.
- Go to Alma > Administration > General Configuration > Letter Emails
- Find the letter you want to edit > Click Actions > Edit
- Find the addressFrom Code and add your label and the email address.
- 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 this.
- Go to General Configuration > Configuration Menu > Other Settings
- 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 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:
- Click save and send out a test letter. Your letter should now have the account link included.