Informing an applicant of their assigned staff member can assist with channeling questions to the appropriate person on your team. Displaying their contact information and even a photo can help make the portal look even more personal. This article covers how to use the Deliver Library to display staff assigned photos, but note that you may also choose to use Snippets to display staff assigned information.
Uploading Images to Server
Images can be uploaded via the Deliver Library or from an individual Deliver mailing.
Deliver Library
In Deliver, select the Library link on the menu to the right.
Select Upload to upload images to the server. (Images can also be dragged and dropped into the Library. If folders are being used on the server, note that moving images from folder to folder will affect any mailings or portals referring to the image.)
Individual Deliver Mailing
From any Deliver mailing, select the image icon in the tool bar.
Select Browse Server.
Select Upload to upload images to the server. (Images can also be dragged and dropped into the Images dialog. If folders are being used on the server, note that moving images from folder to folder will affect any mailings or portals referring to the image.)
Note: Image file names should reflect the user ID of the staff member. For example, Sally Sue's user ID in Slate is "sally." The file name would be "sally.jpg."
Adding Export to Custom Status Portal Query
In the custom status portal query, add an export for your Staff Assigned field. This field should be using a prompt of user. Edit the name to be computer-friendly (lowercase and no spaces). This name will be the merge field used in the view.
Custom Status Portal View
Drag a static content block to the view to where the staff photo should appear.
In the Source Code of the static content block, copy and paste the following code (if using a different image type, such as a .png file, be sure to update the file extension in the code accordingly):
<html xmlns="http://www.w3.org/1999/xhtml"> <head> <title></title> </head> <body> <div style="text-align:center;"> <img alt="" src="/www/images/{{staff_user}}.jpg" style="width: 150px; height: 218px; border-width: 2px; border-style: solid;" /><br /> </div> </body> </html>Make any additional formatting and text changes desired. For example, you could add additional text and merge fields with the staff member's name, email, and so on. Save this static content block when you are satisfied.
Your staff photos should be showing now. If an image is not loading, ensure that the file name for that image matches the user ID for that staff member, that the merge field used in the code above matches the name of the Staff Assigned field export, and that the record you are using to view this portal has a staff member assigned to this field.