Adding Messages

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A message must be used in a campaign. You can draft and save a number of messages in advance and then use them for your campaigns.

Click Messages on the modules main menu to view a list of all available campaign messages, as shown in Figure 1.

 

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Figure 1 Messages List

To view how a message looks to its recipient, click the message name. The Message Details page is displayed, as shown in Figure 2. Clicking action_icon, displays a context menu, which provides options to:

Modify a message
Delete a message
Clone a message

 

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Figure 2 Message Details

To add a new message, click the Add Message on the Message List page, as shown in Figure 1. The New Message page is displayed. Specify the name, internal description, and access type of the message. You can select from the following access types:

Public - This option allows everyone to use this message while creating campaigns.
Personal - This option allows only you to use the message.
Controlled-Hierarchy - This option allows you to view only those messages that are owned by you, and the ones owned by your subordinates.

You can compose a message and can attach documents to it. For more details, refer to Sending Messages.

 

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Figure 3 The New Message Page

Note: You must specify the senders address in the From field. Enter the subject of the message and the content. You can use a multi-featured text/HTML editor to make your message more appealing.

 

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Figure 4 Modifying a Message

To personalize your message, you can use some command words in the message body, as shown in Figure 4. When the message is sent to each individual contact, the command words are automatically replaced with the contacts details stored in the database. Following are the command words you can use:

${name} - refers to the contacts full name.
${firstname} - refers to the contacts first name.
${lastname} - refers to the contacts last name.
${department} - refers to the contacts department.
${company} - refers to the contacts company.

You could, for example, begin your message with "Dear ${name}", and finish with "Looking forward to further cooperation with ${company}". Once you are satisfied with your message, click Update Message to save the message and return to the Message List page.