Configurations and Email Messages

Configurations and Email Messages

Introduction

There are two system configurations and three email messages related to this feature. This article will help you set them up. It will also guide you through the Account Email Settings page. That is where accounts can opt-out of the Account Group Post Created Notification email message.

System Configurations

Login to your administrative console and navigate to Settings -> Setup -> Configuration. Expand the Account Groups section. There are configurations for the terms "Member" and "Group". If you want to use different terms, update the values and click the Save button.
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Email Messages

There are three email messages to set up. Accounts can opt-out of one of them.

Account Group Post Created Notification

This email message gets sent to the members when a new post is created in their group. Log into your administrative console and navigate to Settings -> Assignments -> Email Messages. Click the Add New Email button.
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Select the type "Account Group Post Created Notification," input a title, and click the Create button.configio.png
 
 
Input the subject of the email. You can select email operators to make the subject line dynamic. For example, below I included the Account Group Name operator in the subject line.
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Input the body of the email message. Again, you can use operators to create a dynamic message. You can also include a link to allow your customer to unsubscribe from the email. Ensure the message is Active, and click the Save button.
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Appointment Event Created Email Message

This type of email message is sent to group members after an appointment is created. It is only sent to the members who are part of the appointment. Create it like above.

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Appointment Event Edited Email Message

This type of email message is sent to group members after an appointment is edited. Again, it is only sent to the members who are part of the appointment, and it is created like the above messages.
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Email Preferences

Your customers can opt-out of the Account Group Post Created Notification. They can log into the shopping cart, navigate to Account Settings, and select Email Settings.
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If they wish to opt-out of the message, then they can uncheck it and click the Save button. If they are in multiple groups, then they can opt-out in each of them.
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