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...
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...
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...
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...
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...
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...
