When creating a new template first choose the Type:
- Email (Single): will send individual emails to the participants
- Email (Group) One email per email address: will send one email per unique e-mail address in each group registration (defined by the GroupID). If multiple participants within the group are registered with the same e-mail address then the Text content will be repeated for each participant.
- Email (Group) One email per group registration: will send a single e-mail to each group registration (defined by the GroupID). If multiple e-mail addresses are present within the group then each will be included in the e-mail To. The Text content will be repeated for all participants within the group.
- SMS: to send out text messages
- Web Service Call: serves to trigger a HTTP GET request to a third party server
The available settings will depend on the template type.
More Options
Sometimes you may wish to define alternative recipient addresses for e-mails / SMS, by default the Receiver Field will be set to the standard E-mail or CellPhone fields but you can choose from any of your additional fields of type Text Field. If you want to send the same Email or SMS template to multiple recipients then you can create a semi-colon separated list of values in the field which will be used as the Receiver FIeld for the relevant template.
A Default Filter is helpful if you want to make sure that the template will be sent only to certain participants. Later when sending the messages you can still change the filter, but you cannot forget to enter the filter. So for example to make sure the template will only be sent to participants in contest 2 enter the filter:
[Contest]=2
Setting an Additional Check Box can help track to which participants a template has already been sent.
You may want to combine this function with the default filter: Set Check Box when the message was sent and use this default filter for future send jobs:
[Contest]=2 AND [CheckBoxName]=0