Welcome to XTruLink support

Knowledgebase

Getting Started: Messaging You can configure text and email messages for a variety of triggers in XTruLink. Here is a list of the types of messages available, their allowed delivery methods, and their associated triggers: M...
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Message Templates All messaging content is created via Messaging > Templates. Start by clicking Add Message and selecting the delivery type (email or text). You will then see either a basic HTML editor (for emai...
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Product Specific Messages & Receipt Inserts NOTE: Prior to September 28, 2022, Product Specific Messages were located within Web Portal Settings under the Control tab.  What are Product Specific Messages? These are automated messages that...
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Recurring Event Reminders When your Template (message content) is prepared, navigate to Messaging > Recurring Messages to configure your automated event reminder. To start, click Create a Recurring Message. Give your me...
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Recurring Membership Expiration Reminders When your Template (message content) is prepared, navigate to Messaging > Recurring Messages to configure your automated membership expiration reminder. To start, click Create a Recurring Messa...
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Scheduled Messages (Program Events) When your Template (message content) is prepared, navigate to Messaging > Scheduled Messages to configure your scheduled message. To start, click Create a Scheduled Message. Give your message a...
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Message Logs & Resending Messages Navigate to Messaging > Message Logs to view a history of all sent messages. This history is filterable by Date, Process Type (i.e. Recurring, Scheduled, Receipt, etc), Process Name (i.e. messa...
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SMS Settings You can change your active sending window in Messaging > Settings. The Active Sending Window will allow you to set certain times of day to NOT send messages before or after, to be more respectf...
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Message Conditionals for Receipts Conditionals control a specified block of information in your message. These are available for sales order receipts only. Conditionals should be used to wrap your conditional information, for exam...
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