Message Formats (Classic Operations App)

Owned by Michelle Cabaya
Last updated: Jun 14, 2023
5 min read

This page is for the Classic Operations App. For the Operations App please see Message Formats.

Message formats are used when sending email messages to customers and email, or text messages to drivers. 

To access message formats go to Maintenance > Message Formats.

How to Add a New Message Format

  1. Go to Maintenance > Message Formats.

  2. Click the New button in the toolbar.

Alternate steps:

  1. Click the arrow next to the New button, or press the Alt + N keys.

  2. Click Message Format, or press the M key.

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How to Copy a Message Format

  1. Go to Maintenance > Message Formats.

  2. Right-click the message format you would like to copy.

  3. Select Copy. 

  4. Enter a new Format ID and click OK. 

The message format will be created with the same Description as the message format you copied. Double click the message format you just created to edit and rename.

Alternate steps:

  1. Go to Maintenance > Message Formats.

  2. Click the message format you would like to copy to select and highlight it blue.

  3. Press the Ctrl + C keys.

  4. Enter a new Format ID and click OK. 

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How to Edit a Message Format

  1. Go to Maintenance > Message Formats.

  2. Double-click the message format you would like to edit.

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How to Delete a Message Format

  1. Go to Maintenance > Message Format.

  2. Double-click the message format you would like to delete.

  3. Click the Delete button at the bottom of the form.

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Format Form

Field Name

Description

Field Name

Description

Format ID

Unique numeric ID for the message format.

Max value is 2,147,483,647. 

Description

Name that describes the message format.

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Message Format Form

General

  

Field Name

Description

Field Name

Description

Message Type

The message type of the format. 

Format dates as

The format that the date will display on the message.

Return Email Name

The name associated with the Return Email Address. The default value is "[OrderID]".

Return Email Address

The email address that a reply to the message will go to. 

This field is required for the message format to work without errors.



CC Email Address

The email address that will be copied on the message.

Message Subject

The subject of the message. The default value is "[OrderID]".

Maximum length

The maximum length of the message that is created from this format.

Maximum Length

The maximum length of the message that is created from this format.

Sequence Fields

Visible when Message Type is set to "Driver" and enabled when Message Subsystem is set to "X Mobile".

Message Subsystem

Visible when Message Type is set to "Driver".

How the message will be delivered to the driver.

  • X Mobile - Message through the X Mobile app.

  • Two-way Text Messaging (Legacy) - Text message to the driver's phone.

TCP Protocol

Visible when Message Type is set to "Driver".

The TCP (Transmission Control Protocol) the message format will use. It will be either SMTP or SNPP.  SNPP is the only option when Message Subsystem is set to "X Mobile".

Server

Visible when Message Type is set to "Driver".

The server the message format is using.

Port

Visible when Message Type is set to "Driver".

The port the message format is using.

Delay Message

The number of seconds to delay the message.

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Format

The Format tab allows you to set up the message to be sent. Use Available Fields to add auto-populated information to the message by clicking on the one you want to use and dragging it to the Message Format section. Available Fields available vary based on the Message Type in the General tab.

  

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Advanced

The Advanced tab allows you to execute a custom SQL statement when the message format is triggered and/or use a report format for the message format. 

  

Execute Custom SQL

Check the Execute SQL Statement checkbox and enter the SQL you would like to execute in the text are below.

Use Report Format

Select the Report Format you would like to use.

  

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X Mobile Settings

The X Mobile Settings tab is visible when Message Type is set to "Driver". The X Mobile Settings tab allows you to select which actions are available in X Mobile when using the message format.

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Message Formats in the Operations App 

Customers

Select message formats to send your customers in the Alerts section in the Contact tab of the customer record. See Customers - New/Edit Customer.

  

Drivers

Select the message format sent to the driver in the driver record. See Drivers (Classic Operations App).

 

Human Resources

Select the message format to send the human resource in the Settlements tab of the human resource record. See Human Resources - New / Edit Human Resource.

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CXTU Courses/Lessons

  • On-Boarding Training: Customer Notifications