How to Create a New Message Format for Online Orders

Owned by Michelle Cabaya
May 13, 2022
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 https://cxtsoftware.atlassian.net/wiki/spaces/CXTsupport/pages/482607324 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 EITHER RAPIDSHIP OR XINTERNET IF EXISTS(SELECT * FROM dbo.tblOrder WHERE ORDERID = @ORDERID AND (CSR LIKE 'Rapidship%' OR CSR LIKE 'Inet%')) 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 https://cxtsoftware.atlassian.net/wiki/spaces/CXTsupport/pages/351666219 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.