EventPro User Manual

Creating Automatic Messages

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Creating Automatic Messages

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Creating Automatic Messages

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1.In the Messaging Setup screen (accessed by selecting Setup | Messaging from EventPro’s main menu), you will define which event, enquiry and company/contact modifications will automatically generate messages and to whom they will be sent.

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2.To review how you selected your Message Send Method, see the Messaging Overview above.
3.Check the boxes along the left side of the screen to indicate which event, enquiry and company/contact modifications will automatically generate messages. If you cannot see all of the sub-titles under the main titles, click the [+] next to the main title. You may choose as many as you wish.  For example, you may want messages automatically generated every time an enquiry is created, an event is created and an event status is changed to “Confirmed”.
4.Each time you check a box on the left (creating an automatic message for that modification), you must go to the Notification section on the right side of the screen and choose the people or groups you want EventPro to notify. Use the drop-down lists under Notification to select an individual user and/or a user group.  Use the check boxes to select any of the appropriate event roles (“Sales Person”, “Booked By”, etc.).  You can also send a message to an external email address by typing it into the Email To field.
5.When you have selected all of the messages that will be automatically generated and to whom they will be sent, click Save.   You will return to EventPro’s main screen.