Add optional coverage meta tag into an email event

Add optional coverage meta tag into an email event

Identify the event email event to display the meta tag information

  1. Go to Settings, select Event Config.
  2. Search and select the ContractNew.Homeowner event
  3. In the Email Editor, choose a location for displaying Optional Coverage information.
  4. Type in 'Optional Coverage:' as a section, shown below.
    1. Note: Feel free to choose any name you prefer, such as Additional Coverage, Add-On Coverage, and so on.

Note:  Including Optional Coverage in your email body makes it much easier to find the location for inserting the Meta Tag code in the HTML editor. 

Add the meta tag code into the HTML editor

  1. Select the  HTML edit button located in the tool panel
  2. Find the Optional Coverage label in the HTML code:
    1. PC: Press Ctrl+F to open the Find Menu
    2. Mac: Command+F to open the Find Menu

  1. In the Find Menu, type in your label you identified in the email body, in this case; Optional Coverag
  2. Your label will be highlighted in the HTML code
  3. Find the  </div><div  code located to the right of your Optional Coverage label

  1. Copy and paste the code provided below between the 2 red arrows in the HTML editor
{% for option in options %}
<div> {{ option.name }}: QTY {{ option.qty }} </div>
{% endfor %}
  1. Select the HTML edit button in the toolbar to exit the HTML editor
  2. Check your edits in the email body to ensure that the formatting looks accurate.
  3. Select Save located in the upper right-hand corner of the window.

Final email result



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