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 Type | Delivery Method(s) | Triggers | Recipient | Delivery Time |
|---|---|---|---|---|
| Sales Order Receipt | Email or Text | A sales order occurred via Web Portal, Kiosk, or MPOS. | Sales Order purchaser | Immediately after purchase |
| Recurring Message | Email or Text |
| For events: Sales Order purchaser For memberships: Primary Member | At a designated time before the event or expiration has occurred (i.e. 1 month before) |
| Scheduled Message | Email or Text | A specific event has occurred or is occurring in the future. Note: Purchase must occur via XTruLink (Web Portal, Kiosk, or MPOS) in order for a recurring message to send. | Sales Order purchaser | At any scheduled time |
| Product Specific Message |
| Sales Order purchaser | Immediately after purchase when an email is associated with the order | |
| Kiosk Follow-Up Message | Email or Text | A transaction was completed on a payment kiosk. | Sales Order purchaser | At a designated time up to 48 hours after the kiosk transaction |
Before configuring your message(s) to be sent, you must first design the message content. This is done via the Templates tab. Once your Template is created, you are ready to configure the Sales Order Receipt, Recurring, Scheduled, Product Specific, or Kiosk Follow-Up Message.
If you'd like to change the outbound email address on all emails sent from XTruLink, please see this article.