TracCloud: Twig

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Revision as of 11:30, 30 July 2021 by Redrock (talk | contribs)


Formatting Text in TracCloud with Twig and HTML

Many text boxes throughout TracCloud support Twig, this allows greater control in determining how emails are formatted and what data is included. HTML is also supported, allowing to you adjust the formatting of text. From font sizes, colors, and types, to embedding images and video.

Twig allows you to pull data from various TracCloud fields to be included in emails and texts via our tag system. We can also use Twig to apply logic to our text. Maybe we only want to include a block of text if the student selected a specific reason, or if a certain Recommendation was selected in a SAGE referral.

This chapter will be going over several Twig options available, however, this is not an in-depth guide. Twig isn’t exclusive to TracCloud, and there are many resources available online for more complex configurations if you’d like to go a step further. The point of this chapter is to give some brief examples and possible configuration ideas that you can build off of.

Most of the examples here will be formatted for an appointment confirmation email, but Twig can also be utilized in SAGE referral emails and in the upcoming appointments screen for students and consultants. The same concepts apply across the board.

Tags

Email tags can be used to pull data from various TracCloud fields to be included in emails and upcoming appointments. Many of the Twig examples in this chapter will be using these tags, whether they’re used as part of a Twig command or just offhandedly included in an unrelated part of the email. A list of tags can be found at the bottom of this chapter (and within the TracCloud menu), but for a basic primer on how these tags can be used in isolation, here’s an example of a confirmation email.


Hello,  {{Student.First_Name}}
<br><br>
Your {{Appointment.OnlineText}} appointment with {{Consultant.FirstLast}} at 
{{Appointment.StartTime}} for {{Course.SubjectCourse}} has been scheduled. 
If you have any questions prior to your appointment, feel free to reach out to {{Consultant.Email}}
<br><br> 
Your appointment can be joined here: {{Appointment.OnlineURL}}
<br><br>
Regards, {{Center.Name}}


When this email is sent, all the tags we included are replaced with the relevant information for this appointment.
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