How to Create a New Message Format for Online Orders

Owned by Michelle Cabaya
Last updated: Jun 05, 2023
2 min read

You can create a message format to send an email to you or a specified email address when an online order is placed for a specific customer.

Instructions

Create a new message format

  1. Go to Maintenance > Message Formats. See Message Formats (Classic Operations App) or Message Formats for more information.

  2. Click the New button in the toolbar.

  3. Enter a Format ID and Description.

  4. In the General tab, select “Customer On Demand“ for Message type and enter a Return Email Address.

  5. In the Advanced tab, check the Execute SQL Statement checkbox then enter and edit the following SQL.

    DECLARE @ORDERID DECIMAL(19,2) SET @ORDERID = [OrderID] -- IF THIS ORDER WAS CREATED BY THE CLIENT PORTAL IF EXISTS(SELECT * FROM dbo.tblOrder WHERE ORDERID = @ORDERID AND CSR LIKE 'Rapidship%') BEGIN EXEC dbo.spInsertMailOutbox @ReturnEmailAddress = 'email@address.com', -- REPLACE THIS WITH A VALID RETURN EMAIL ADDRESS @ReturnName = 'CXT Software', -- REPLACE THIS WITH A VALID RETURN USERNAME @ToEmail = 'email@address.com', -- REPLACE THIS WITH A VALID TO EMAIL ADDRESS @Subject = 'Online order created for customer [CustID]', -- REPLACE THIS WITH WHAT EVER SUBJECT YOU WANT TO USE @Body = 'An online order, order id [OrderID] was created', -- REPLACE THIS WITH WHATEVER BODY YOU WANT TO USE. CAN USE AVAILABLE FIELDS. @CCEmailAddress = '', @Attachment = NULL, @AttachmentFileName = '' END

  6. Optional. To also send an email to the customer enter the following:

    • In the General tab, enter a Message Subject.

    • In the Format tab, enter a message in Message Format.

  7. Click OK or Apply.

Quick Tips

  • When updating the email addresses, name, subject, and body fields - the content must remain inside the single quotations to execute correctly.

  • You can use Available Fields in the subject and body.

Apply the message format to the customer

  1. Go to the Maintenance > Customer and select the customer you would like to apply this message format to. See for more information.

  2. Select the Contacts tab.

  3. Under Alerts select the Status Event “Order - Place“ and select the Message Format created above.

You can only have 1 alert per status event.