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: Message TypeDelivery Method(s)Triggers Recipient Delivery Time ...
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...
Sales Order Receipts
A sales order receipt will be sent after purchase completion for all XTruLink orders. You cannot disable this receipt. You may create your own sales order receipt and tie it to your web portal(s) ...
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...
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...
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...
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...
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...
Kiosk Follow-Up Messages
You may configure a message to send to your customers after a kiosk transaction is completed. These messages may be sent up to 48 hours after the order has occurred and will be sent to ALL custome...
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...
