Inserting Parts/Fields into Messages

To streamline message creation, you can use standard Message Parts when creating new bulk messages. Some examples of message parts include a standard, formatted order history for each person to whom the message is sent, or a specifically formatted street address. Message parts allow you to use common information for more than one set of bulk messages.

  1. On the Aptify Messaging form, click the Insert Parts button.
  2. From the Select Part dialog box, select a message part to insert into the message text. Then click Ok.
    • The system administrator creates and manages the available Message Parts. For more information, see Configuring Message Parts, including a list of standard Message Parts delivered with Aptify. 
    • Only for SmartClient - You can also insert a Message Part into the message using the Part Quick Select field. Pre‐defined message parts are inserted into the message text by entering the message part into the Part Quick Select field and clicking the Insert Part button. A new Message Part record can be opened by clicking the hyperlink.

      Select Part Dialog

  3. Repeat steps 1 and 2 to insert additional parts into the message as needed.

Inserting Fields into Messages

When composing a message, you can select a field from the message source in order to personalize a message for the recipients. For example, inserting the First Name and Last Name fields personalizes each message with the first and last name of the recipient.

  1. On the Aptify Messaging form, click the Insert Field button.
  2. From the Select Field dialog box, select a field to insert into the message text. Then click the Ok.
    • The Select Field dialog displays all of the fields contained in the service from which you launched the Messaging dialog.


  3. Repeat steps 1 and 2 to insert additional fields into the message as needed.
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