This topic describes how to create a new bulk message using Aptify's messaging tools.
Select the recipients for a bulk message from the records in the view. Only the selected records are added to the message's recipient list. If no records are selected, then the system will generate messages for all records in the view.
By default, when a user selects the icon that appears next to an Email control on a form, a new mail message is opened from the user's Outlook application. However, an administrator can also configure an Email control to launch Aptify's Messaging form so that users can access message templates and other mail-related features directly from a record. Note that the Email field that appears on the standard Persons form is configured to launch the Aptify Messaging form by default. See Configuring an Email Control to Launch Aptify Messaging for more details. |
If prompted, select a Message Source from the drop-down list and click OK. The source containing the data extracted for the messages is determined by the Message Source selected.
The system administrator creates and manages the available Message Sources. For more information, see Defining a Message Source for more details. |
If no records qualify for the message run (that is, the Message Source for this entity includes a filter that excludes all selected) a message box appears and the Aptify Messaging form is not loaded. Contact your system administrator for more assistance. |
In the Start Delivery At field, enter a date and time in the future if you do not want to send the message immediately.
The selected Message System must support Scheduling in order to specify a future delivery time for a message. The Start Delivery At field is grayed out if this option is not available. See Scheduling Messages for Future Delivery for information on how to enable the Scheduling functionality. |
By default, when sending a message from the Persons or Organizations record, Aptify creates and links a Contact Logs record to the corresponding record automatically (the contact log is linked to the Message Runs record as well). See Configuring Message Actions for more details.
Message Actions utilize Aptify's process flow functionality to execute the specified action. See Managing Process Flows for more information about creating process flows. Also, your administrator may only give certain users and groups permission to modify all or some of the information on the Actions tab. If you do not have permissions to modify this information, see Administering Users and Groups or contact your administrator for assistance. |
You can remove any existing actions by selecting the Message Run Actions record you want to delete and clicking the Delete icon.