Configuring Message Actions

When a user has completed a bulk message configuration and presses the Send Messages button, 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 record to a corresponding record automatically (the contact log is linked to the Message Runs record as well). By default, Aptify includes a message action to perform this action when sending a message from a Persons or Organizations record.

Message Actions records store information about a defined message action, including the process flow that will be fired to execute the action and the services where this action is available. Once a Message Actions record has been created, it is accessible for the specified service(s) from the Actions tab of the Aptify Messaging form. You also add Message Actions directly to Message Templates records.

Follow the steps below to create a Message Actions record:

  1. Open a new record from the Message Actions service.
  2. Enter a Name and Description for the message action.
  3. Enter the name of the Process Flow that will be fired after the message is sent.
    • This field links to the Process Flows service. 
  4. Place a check mark in the Active box to make this Message Action available to users.
  5. If you want to make the action available for all messages sent from a particular entity, select the Message Action Entities tab.
    • Specifying an entity for a Message Action makes it accessible for all messages sent from the particular entity through the Aptify Messaging form. If you want to specify the action for a particular message and not an entity as a whole, you can do so by creating a Message Templates record and specifying the message action on the template's Actions tab. See Creating Message Templates for details. 
  6. Click the New icon to open a new Message Action Entities record.
  7. Enter the service in which you want the action to be available for in the Entity ID field.
  8. Place a check mark in the Auto Add box if you want this message action to be automatically available (and executed if the action is not removed by the user) each time a message sent from this service.
    • Note that when using a message template that has message actions specified or when loading a template from a service that has associated message actions, a user must confirm whether or not to replace the existing actions for the service with the actions associated with the selected message template. See Loading a Message Template for details. 
  9. Click OK to close the Message Action Entities sub-type record.
  10. Repeat Steps 6 through 8 as needed to add additional entities.
    • Alternatively, you can select OK and New in Step 9 to close the current record and open a new Message Actions Entities record in one step. 
  11. Save and close the Message Actions record.
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