Request Application Upgrade 3 February 2010

Request system upgradeThe Bonsai lead application received an upgrade that predominately presents a much better designed email interface to the submitting recipient. 






 

  • Sample
  • Email variables now stored in a separate file to make updates easier
    • Note: request vars database structure should have all content removed - structure can remain.  For new installs, do not install requestVars structure
  • Cleaned out any "undefined" entries
  • Cleaned out "Debugsenddata" - administrative entry
  • Radio button inputs no longer display the same entry for as many radio options (i.e. Customer Type) and now only shows 1 entry
    • This changes the spreadsheet logging in that only a single column is reserved for a radio now
    • Existing spreadsheets should be backedup by date and then have the next lead properly re-column and start fresh
  • Styles have been written inline so as to resist style stripping from email client and to hold styles upon forwarding
  • Style updates
    • Entry titles are shaded now to allow for quicker scanning of lead info
    • Improved padding and general table layout
    • NEW: email image header can be optionally passed 
    • Company recipient has highlighted submitter in top of body to easier differentiate between lead received as a company recipient and the copy received as the submitter.

 

Installing upgrade into existing sites

  • Copy data from RequestVars structure and then delete the data node from the page
  • Create a requestvars_#####.js (#### is the id of the page), add request vars to the js file, matching the format of the template sample
  • Install requestvars_####.js to the page, be sure to add it as the first js file
  • Optional
    • Create an email header
    • Use emailHeader.psd template for size
    • Install as /images/content/emailHeader_#####.gif (or .jpg)
    • Update requestvars.js file accordingly
  • Publish and test
  • Install to live and test
    • Prior to testing, on live, change the name of the existing CSV logging file by adding the date to the file name
      • The first test will create a new CSV file with the proper updates reflected
      • Email a copy of the old CSV file to the client