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Adding buttons to snippet statements

Updated

 

Featured in the R4 release, collectors can now include buttons to their magic links in SARA.

 

  • As an admin user, navigate to "Admin Master Files Communication Template"

  • Click on the "Edit" button, the template window will be presented

  • Click on the snippet button to create a new snippet

  • The button and font color can be edited in the following snippet codes

{ @CustAccessStmtButton|View Statement }

{ @CustAccessCntctStmtButton|View Statement }

{ @CustDocButton|View Documents }

{ @CustInvcButton|View Invoices }

{ @CustPmtButton|View Payments }

{ @CustContactsButton|View Contacts }

{ @CustContactInfoButton|View Contact Info }

 

The default color of the buttons is blue however, collectors can change both the font and color of the magic link.

The example below shows how to apply the button and font color

 

{ @CustInvcButton|View Invoices | #color | #font color}

The colors are based on the hex color code

Ex. { @CustInvcButton|View Statement|#ff0000|#000000 }

 

Example hex colors:

Red: #FF0000

Yellow: #FFFF00

 

Once the communication has been sent, the magic link will be viewed as a button.