About the Delivered Message Templates

The following delivered message templates are included in the standard Aptify installation.

• About the Address & Order History Message Template
• About the Address Verification Message Template
• About the Aptify Bulk Message Template
• About the Aptify Order Confirmation Message Template for Outlook
• About the Meeting Activity Notification Message Template
• About the Meeting Invitation Message Template
• About the Order Confirmation Message Template for Dot Net Mail

About the Address & Order History Message Template

This template for the Persons service generates an email message that asks the recipient to verify his or her address and includes information on that person's order history with the organization. By default, this template is available to all users in the Verification Email category, and it uses the Outlook Mail message system. To display the address fields from the Persons record, this template uses the One Line Address Block message part. To display the order history information, the template uses the Order History Part message part.

About the Address Verification Message Template

This template for the Persons service generates an email message that asks the recipient to verify his or her address based on address fields obtained from that person's Persons record in Aptify. By default, this template is available to all users in the Verification Email category, and it uses the Outlook Mail message system.

About the Aptify Bulk Message Template

This template for the Persons service generates an email message and illustrates how an organization can create standardized email templates using an organization's logo and contact information to send bulk email messages. By default, this template is available to all users in the Marketing category, and it uses the Outlook Mail message system. Note that the HTML code for this template illustrates how you can use Aptify's mark-up convention (using the <<Field Name>> format) to pass record data into a message.

About the Aptify Order Confirmation Message Template for Outlook

This template for the Orders service generates an email message that provides an order summary to a Ship To person. By default, this template is available to all users in the Order Processing category, and it uses the Microsoft Outlook Mail message system. To display the order lines information from the Orders record, this template uses the Order Lines message part. Note that the HTML code for this template illustrates how you can use Aptify's mark-up convention (using the <<Field Name>> format) to pass record data into a message. In addition, this template illustrates how to configure the message to display money fields with its proper currency symbol using this convention: <<Money Field:C>>.

This template is similar to the Order Confirmation template used for the Dot Net Mail message system. See About the Order Confirmation Message Template for Dot Net Mail for more information.

About the Meeting Activity Notification Message Template

This template for the Orders service generates an email message that provides a notification of any recent registration activities, including the ID of the registration order and the meeting's start date and time and other meeting related information. By default, this template is available to all users in the Order Processing category, and it uses the Outlook Mail message system by default. To display details about the meeting, this template uses the Order Lines message part.

About the Meeting Invitation Message Template

This template for the Campaign List Details service generates an email message that provides a invitation to register for a meeting that includes the meeting title, meeting date and time, and the location and website location of the meeting. By default, this template is available to all users in the Seminar Promotion category, and it uses the Dot Net Mail message system by default. To display the meeting related information, this template uses the Meeting Title, Meeting URL, Meeting StartDate, Meeting Location, Meeting City, and Meeting State message parts.

About the Order Confirmation Message Template for Dot Net Mail

This template for the Orders service generates an email message that provides an order summary to a Ship To and Bill To person (as an additional address in the CC: field). By default, this template is available to all users in the Order Processing category, and it uses the Dot Net Mail message system. To display the order lines information from the Orders record, this template uses the Order Lines message part. Note that the HTML code for this template illustrates how you can use Aptify's mark-up convention (using the <<Field Name>> format) to pass record data into a message. In addition, this template illustrates how to configure the message to display money fields with its proper currency symbol using this convention: <<Money Field:C>>.

This template is similar to the Aptify Order Confirmation template, which uses the Microsoft Outlook Mail message system. See About the Aptify Order Confirmation Message Template for Outlook for more information.