Formatting and Customizing Broadcasts with HTML, CSS and/or Filter Tags

Hi Adam,

Thanks for reaching out to support with your questions. And welcome to the Yellowfin Community. Wondering if your organization has taken advantage of Yellowfin University training or extended services as per contract? You may be entitled to some complementary education along with a block of hours for personalized content creation assistance through our consulting partners in this case, this is a great way to get "on your feet" with the product so to speak.

1. Custom HTML "should" work in email body; that said I could imagine the underlying email formatting may interfere with the custom codde you are trying to use. You can submit any specific issues you might encounter though a unique ticket; the simpler the code the better for replication purposes in this case. I believe we also have an idea request for "full email customization" as opposed to using the default YF email style if that sounds more like what you're aiming to achieve, I can get you added to that task.

2. Yes the subject can include filter tags, here is an example -

That said there have been caveats to this function with certain filter setups, this was fixed in 8.0.10 for example

filter parameter in broadcast email subject - Emails are not sent when a report has In List date filter

Let us know in a separate ticket if you have any specific issues like this, some A/B testing with different filter setups can be especially helpful here.

Hope this helps, let me know if you need anything additionally.

Thanks,
Eric

Hi Adm,

Just wanted to check in to make sure you had what you needed here.

Thanks,

Eric

Hi Adm,

I'm going to go ahead and mark this ticket as Completed due to inactivity at this time. Feel welcome to reach out in the future.

Thanks,

Eric