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Using content from a non-Oracle Service Cloud source for an Outreach document
Answer ID 2377   |   Last Review Date 11/25/2019

What is the best way to include externally created content in an OSvC Outreach mailing?


Oracle Service Cloud


We have marketing content that was created outside of the Oracle Service Cloud application.  What is the best way to include that in a Outreach mailing?


Outreach and survey content must be XHTML 1.1 compliant.  Copying HTML content directly into the content pane of an Oracle Service Cloud document does not ensure that the code is compliant.

If you upload the content, though, instead of copying it, the Oracle Service Cloud application cleans the uploaded content to make it 1.1 compliant.  Therefore, it is best to upload your non-Oracle Service Cloud content.

To create an Oracle Service Cloud document from a non-Oracle Service Cloud source, use the steps below:

  1. Save the non-Oracle Service Cloud content to a file.
  2. In Oracle Service Cloud, from the Content Library, open the Documents explorer and click New from the toolbar.
  3. Click the HTML tab and click Upload HTML Content.
  4. Select the appropriate file and click Open. The content will populate the Design tab.
    Note: To view the source code, click the Source tab. Note that additional code surrounds the uploaded code, including a !DOCTYPE statement and opening and closing <html>, <head>, and <body> tags.  This content is automatically applied to Oracle Service Cloud documents.
  5. From the Design or Source tab, modify the content as appropriate and save the document.

If you have 1.1 compliant content, you can copy and paste it into the Source tab directly.  If you switch back to the Design tab, the source may be modified to be compliant.  If you turn Design mode off from the Profile permissions settings, you can paste the HTML into source mode and save the document. 

Applying a template:  If you want to use a template with content from a non-Oracle Service Cloud source, it is recommended to upload the non-Oracle Service Cloud content first and then apply the template to the document from the HTML tab. You can then easily clean the content to remove duplicate information such as header content that exists in the template and was uploaded.

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