Clicking the Review toolbar button displays the Review Email Offer overlay.
The overlay allows you to create one or more representations of the email offer’s HTML content and stage them to a web publish site or folder (as defined by the default email offer review location – see the Web Publish Sites configuration documentation for further information). This can be done to facilitate review of the email offer. For further information, please see the File Approval documentation.
The button is not shown if the email offer’s Content mode property is set to Text only.
Prior to the email offer having been staged, the Review Email Offer overlay appears as per the image above. It contains the following:
•Text: ‘The current version's HTML content has not yet been staged for review in a browser’.
•[Save & Stage] Stage Email Content for Review: this button is enabled when the email offer is valid. If there are no unsaved changes in email offer, the button’s text reads ‘Stage Email Content for Review’; otherwise it is reads ‘Save & Stage Email Content for Review’.
Clicking the button closes the dialog, saves the email offer (if appropriate) and creates a ‘Stage email content for ‘[offer name]’’ job and displays it in the My Jobs Dialog. The job fails if a default email offer review location is not defined.
On successful completion of the job, one or more HTML representation(s) of the current version of the email offer is/are added to the Default email offer review location. Each file is named ‘[GUID].htm’. If the email offer contains dynamic content, one file per dynamic variation is created.
Post-having been staged, and prior to version increment, the Review Email Offer overlay appears as follows:
The dialog contains the following:
•Text: The email offer's current version's HTML content has been staged and can be accessed by clicking the URL(s) below
•URLs list: the URL(s) of the HTML representation(s) of the current version of email offer are listed. If the offer contains no dynamic content, a single, Default, HTML file is shown. If dynamic variations of the email offer exist, Default is augmented with Dynamic Variations 1 ton. You can click the hyperlink to view a HTML representation of the email offer in your default browser. Any supplied preview parameters are rendered within the staged content.
•[Save & Stage] Stage Email Content for Review: invocation of this option creates new staged HTML files. Existing staged files are not affected.
•Delete Staged Email Content: invocation of this option deletes all of the staged content produced for the email offer. It is protected by an ‘Are You Sure?’ dialog. Proceeding with the delete creates a ‘Delete staged email content for ‘[Offer name]’’ job and displays it in the My Jobs Dialog. On the job's completion, the email offer's staged content will have been removed.
Post-having been staged, and post-version increment, the Review Email Offer dialog appears as follows:
•Text: ‘The current version's HTML content has not yet been staged for review in a browser.’
•The URLs list is not shown.
•Stage content: see above.
Note that you can access previously-staged files from a previous version of an email offer.
If offer file type approval is enabled, and its Require staged offers property is checked, an email offer must be staged for review prior to being approved. If you attempt to approve an email offer that has not been staged in this context, a warning message is displayed.