Under the Message tab, you will enter the content of the email notification.
The Message tab will be the same or very similar for most Notifications.
The settings described below include:
Override Email Account
By default, the Notification email would be sent from the EPConnect User's Primary email account.
This Override Email Account option allows you to select a different email account from which this Notification will be sent.
Any user email account defined as "Send/Receive" or "Send Only" that uses SMTP or Exchange can be selected as an override account.
Subject
A subject line will default in, based on the Notification Type selection.
However, you can edit the Subject of the email, and even add Merge Fields in the email's Subject to automatically pull in data about the related record.
Subject Merge Fields
The available Merge Fields you see here will depend on the Merge Table of the Notification, or in other words, the type of record this Notification is related to:
•The Event Created and Event Edited Notifications use the Event Merge Table.
•The Enquiry Created Notification uses the Opportunity Merge Table.
•The Registration Created, Registration Modified, Registration Accepted, and Registration Declined Notifications use the Event Attendee Merge Table.
•The Exhibitor Created, Exhibitor Modified, Exhibitor Accepted, and Exhibitor Declined Notifications use the Event Exhibitor Merge Table.
•The Exhibitor Reset Password Notification uses the Account Merge Table.
•The Request Account Email Confirmation and Request Account Denied Notifications use the Lead Merge Table.
•The Request Account Success and Request Account Reset Password Notifications use the Security User Merge Table.
Add Subject Merge Field
Click the ellipsis to the right of the Subject field.
The Merge Field dialog appears.
Scroll through the list to find the merge field you want to add to the message Subject. You may need to click the arrows to toggle open the nested fields.
Double-click to select the merge field and click OK.
The merge field will be inserted into the message Subject where your cursor is currently resting.
Figure 935: Adding Merge Field to Subject
Message
You will add the email body content in this area.
You can type the email content directly into the Message space.
However, if there is already a Letter Template for the related Merge Table in EventPro Setup, you can load that template directly into the Notification Message tab.
Once again, the Letter Templates you see available will depend on the Merge Table of the Notification. Only Letter Templates for the Merge Table of the Notification will appear.
•The Event Created and Event Edited Notifications can use Setup Letter Templates from the Event Merge Table.
•The Enquiry Created Notification can use Setup Letter Templates from the Opportunity Merge Table.
•The Registration Created, Registration Modified, Registration Accepted, and Registration Declined Notifications can use Setup Letter Templates from the Event Attendee Merge Table.
•The Exhibitor Created, Exhibitor Modified, Exhibitor Accepted, and Exhibitor Declined Notifications can use Setup Letter Templates from the Event Exhibitor Merge Table.
•The Exhibitor Reset Password Notification can use Setup Letter Templates from the Account Merge Table.
•The Request Account Email Confirmation and Request Account Denied Notifications can use Setup Letter Templates from the Lead Merge Table.
•The Request Account Success and Request Account Reset Password Notifications can use Setup Letter Templates from the Security User Merge Table.
If no templates appear in the Setup Letter Template dialog, it means that you have not created any Setup Letter Templates using that particular Merge Table.
Load Message Letter Template
Click the Load Template button above the Message area.
In the Setup Letter Template dialog, select the template you want to use and click OK.
The letter template content will appear in the Message area.
Figure 936: Loading Letter Template
You can review more about letter templates under Document Management > Letter Templates.
Word Processor
If you want to add to or edit the content in the Word Processor, click the Word Processor button.
A separate Word Processor window will open.
In the Word Processor, you can insert Merge Fields that automatically pull data into the email.
As noted above for the Notification's Subject and Letter Templates, the available Merge Fields will depend on the Merge Table of the Notification.
The Merge Fields appear in the panel along the right side of the Word Processor.
Figure 937: Editing in Word Processor
To find a specific field, scroll through the list, and use the arrows to toggle open the nested fields.
When you find the merge field you want to use, double-click it.
The merge field will be inserted into the document where your cursor is currently resting.
When you are done in the Word Processor, click Save.
You will return to the Connect Assistant Item edit form.
You can review more about adding and formatting Merge Fields in the Word Processor under Document Management > Letter Templates.
Save Communication
Select this checkbox if you want to save Communication records for the emails generated by this Notification.
The saved Communication for this Notification will use the Reference you select below.
Reference
If you select the Save Communication checkbox above, you can select a Communication Reference from this drop-down, which is populated by the records created under EventPro Setup / Communications / Communication References.
Next topic: Attachments Tab
