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Defining a Message Source

Message Sources records define where Bulk Messaging may be run. Message sources must be configured for each service where messaging is required. Aptify provides a Message Source for the following services: Persons, Companies, Organizations, Employees, Orders, and Campaign List Detail. Additionally, message sources may also provide filters to limit the records which can be used for bulk messaging.

The bulk messaging icon appears in the view toolbar for a service if it meets the following two criteria:

  • The service has at least one active and properly configured Message Source.
  • The service has at least one email field (that is, a field with an Extended Type of Email). This can be a virtual field.


Follow these steps to create a Message Source to enable messaging for a particular entity that has one or more email fields:

  1. Open a new record from the Message Sources service. 

    Message Sources Record 
  2. Enter a Name and Description for the message source.
  3. Enter the name of the entity for the message source in the Entity field.

    The entity you specify must have at least one field that uses the Email Extended Type. See Extended Attribute Fields for more information.


  4. Place a check mark in the Active box.
  5. To apply a filter to the entity, enter the text of the filter into the Auto Filter field.
    • The Auto Filter appends a WHERE clause to the Message Source SQL statement so you can target email recipients.
    • For example, to filter the view so that only those records with an email address are included in the bulk message, the Auto Filter is set to Email1 <> ' '.
    • If your organization uses the Exclude from Email option on the Persons record to indicate that a person does not wish to receive email communications, you can enter a filter of EmailExclude=0 to automatically filter those people out of a message run.
      • EmailExclude is the field name in the Persons entity for the Exclude From Email option.
      • To combine multiple filters together, use standard operators. For example, to filter out blank email addresses and people who have opted out of emails, enter Email1 <> ' ' AND EmailExclude=0 in the Auto Filter field.
  6. Save the record.
  7. Specify the appropriate Defining Messaging Fields.

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