The This topic provides field-by-field information on the Aptify Messaging form, which is used to configure in the process of configuring bulk messages within Aptify. This , This form is accessible either from selecting Messaging from the Context Menu on a view, or by clicking the Messaging icon on services where Messaging has been implemented.
This topic provides field-by-field information on the form used in the process of configuring bulk messages. All tabs are addressed in alphabetical order:
- File Menu
- Top Level
- Attachments Tab
- HTML Message Tab
- Options Tab
- Plain Text Message Tab
- Preview Tab
- Actions Tab
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File Menu
Load Template
A saved template can be selected from the Load Template dialog by selecting Load Template from the menu.
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Loads the Schedule Message wizard. See "Scheduling Recurring Messages" on page 571 for for details.
Save Template
A template can be saved by selecting Save Template from the menu.
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A message can be closed by selecting Close from the menu.
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Top Level
Send Messages Button
Once the message is configured, it may be sent by clicking the Send Messages button.
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The subject line for the messages is entered into the Subject field.
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Attachments Tab
Attachments to be sent out with messages configured in the Aptify Messaging form are listed on the Attachments tab.
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HTML Message Tab
HTML formatted messages are composed on the HTML Message tab.
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Pre-defined message parts are inserted into the message text by clicking the Insert Parts button and selecting parts from the displayed list.
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Part Quick Select
Pre-defined message parts are inserted into the message text by entering the message part into the Part Quick Select field and click Insert. A new Message Part record can be opened by clicking the hyperlink.
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HTML formatting is defined for the message on the HTML sub-tab of the HTML Message tab. The HTML sub-tab can be used to edit the HTML code of the message.
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The text of the message is defined on the Preview sub-tab of the HTML message Message tab. The Preview sub-tab includes a toolbar that can be used to edit or reformat the message.
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The message text is bulleted by placing the cursor on a line of text and clicking the Bullets icon.
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Options Tab
All options for Addressing and Delivery of the messages are set on the two sub-tabs of the Options tab.
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Options for determining the To, From, CC, and BCC values for the messages are configured on the Addressing sub-tab.
To Type
The value selected in the To Type field indicates whether the "To" field on the message is static- or field-driven. Standard options are:
- Static — Static : Static value for all messages.
- Field — Allows : Allows selection of a field to designate the value of the "To" field on the - message. Defaults to the Email field from the Message Sources record.
To
The value in the To field determines the address of the persons to whom the message is sent. This is either a field from the message source (such as Email1, Email2, or Email3 from the Persons entity) or a static value, depending on the option selected in the To Type field.
From Name
The value in the From Name field indicates the name of the person or organization who sent the message. (This field is not applicable for Outlook Mail.)
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The From Email is the email address of the From person. (This field is not applicable for Outlook Mail.)
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If you want to specify another person's email address in |
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the From Email |
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field for a message that uses the Outlook Mail message system, then you must have the necessary permissions to send emails on behalf of that person. This is configured within Microsoft Outlook. The person on whose behalf you are sending messages must add you as a Delegate to his or her account from Outlook's |
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Tools > Options > Delegates |
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menu option. Note that depending on the configuration of the Delegate Access settings, designating a person as your delegate grants that person access to your Outlook folders and allows them to perform certain tasks on your behalf. See Microsoft's Outlook Help for more information about this feature. |
Reply To
Reply To contains the reply-to email address for the messages.
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CC Type indicates how the message is carbon copied. Standard options are:
- None — : Selected by default. No CC is added to each message.
- Static — : A static CC person is added to all messages.
- Field — : A specified field is used for the CC on each message.
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This is either the field name that contains the CC address or a static CC value, depending on the options selected in the CC Type field.
BCC Type
BCC Type indicates how the message is blind carbon copied. Standard options are:
- None — : Selected by default. No BCC is added to each message.
- Static — : A static BCC person is added to all messages.
- Field — : A specified field is used for the BCC on each message.
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This is either the field name that contains the BCC address or the static BCC value, depending on the option selected in the BCC Type field.
Delivery Sub-Tab
The delivery sub-tab of the Options tab contains information about when and how the messages are to be delivered.
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The message system defines where the messages will be sent from. For example, the message system may be set to Microsoft Outlook or another email service. By default, Aptify includes three message systems - : Dot Net SMTP Client, Dot Net Mail, and Microsoft Outlook. Contact your system administrator for details.
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The Start Delivery At field displays the date and time when the message is sent. The field is only available if the selected Message System supports the Scheduling functionality to specify a future delivery time for a message. The Start Delivery At field is grayed out if this option is not available. See the "Scheduling Messages for Future Delivery" section of the Bulk Messaging Configuration chapter in the Aptify 5.5.1 Administration Guide for for information on how to enable scheduling.
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Plain Text Message Tab
Messages formatted as plain text are composed on the Plain Text Message tab.
If the message's Message System supports HTML, you enter the text of the message on the HTML Message tab, but you can also specify a plain text version of the message on the Plain Text Message tab to use as a fall-back option. When you specify the message on both tabs, a recipient receives the HTML version unless his or her email program does not support HTML. In that case, the recipient receives the plain text version.
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Pre-defined message parts are inserted into the message text by clicking the Insert Part button and selecting parts from the displayed list.
Part Quick Select
Pre-defined message parts are inserted into the message text by entering the message part into the Part Quick Select field and click Insert. A new Message Part record can be opened by clicking the hyperlink.
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Preview Tab
Completed messages can be previewed on the Preview tab prior to being sent. Both the HTML and the Text versions of the message may be previewed on this tab. Please note that the message cannot be modified from the Preview tab.
Top Level
Scrolling Arrows
The arrow buttons are used to scroll through and preview all messages in the bulk message set generated.
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The email address of the person to whom the message is to be sent is listed in the To field.
CC
Any CC email addresses, if applicable, appear in the CC field as configured on the Options tab.
BCC
Any BCC email addresses, if applicable, appear in the BCC field as configured on the Options tab.
Subject
This field contains the subject of the message, as defined in the Subject field on the Top Level of the Aptify Messaging form.
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If the message is formatted as HTML, it displays on the HTML sub-tab.
Text Sub-Tab
If the message is formatted as plain text, it displays on the Text sub-tab.
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Actions Tab
Once the message is sent, Aptify can automatically fire a process flow to automate actions that need to take place after the message is sent. For example, if you want to create a contact log for each bulk message recipient, you could define an action that creates and links Contact Logs records to a corresponding Persons record automatically. The Actions tab contains information about these actions. See the "Message Actions" section in the Messaging Administration chapter of the Aptify 5.5.1 Administration Guide for Configuring Message Actions for more information about creating Message Actions records.