Messages can be compiled within EBMS to communicate to software users or to communicate to customers, vendors, or other accounts. The message text may include HTML code, EBMS placeholders, and other script functions to include dynamic information along with static text.
Communicating messages can be automated by using the following tools:
Review Custom Messages to send comments to the EBMS user, warn the user, or to block the user from continuing based on dynamic information.
Review [Sales] CRM > Auto Send > Overview to send various messages to specific accounts or to a group of accounts based on category.
Copy the script programming text from the following examples to custom messages within EBMS.
<arcust.fname> <arcust.lname>
See the attached task/worker <TASK.TICKET>.
Thank you,
<glctl.name>
<glctl.address1>
<glctl.city>, <glctl.state> <glctl.ZIP>
<glctl.contact_1>
<glctl.contact_2>
<glctl.contact_3>
<arqt.b_name>
See the attached proposal <Order_NO>.
Thank you,
<glctl.name>
<glctl.address1>
<glctl.city>, <glctl.state> <glctl.ZIP>
<glctl.contact_1>
<glctl.contact_2>
<glctl.contact_3>
<font face="Arial" size="3"><PYTM.NAME>,
Please find attached your <PYTM.PAY_DATE> Direct Deposit Notice.
The file is encrypted and the password is the last 4 digits of your SSN. You may need to download <a style="color:black;" href="https://get.adobe.com/reader"> Adobe Acrobat Reader </a> to open your notice. Not all PDF readers can open encrypted files.
All the best,
<b>Jane Doe</b> | Payroll & Billing Specialist
350 New Holland Ave.
Lancaster, PA 17602
717-442-3247
</font>
</td>
</tr>
<tr>
<td colspan=2 style="background-color:black; text-align: center; padding: 5px;">
<span style="color:white;">Koble Systems
350 New Holland Ave, Lancaster, Pennsylvania 17602, USA</span>
</td>
</tr>
</table></body></html>
<font face="Segoe UI" size="2">Hello <APVENDOR.F_NAME> <APVENDOR.L_Name>,
We've sent an ACH payment to the bank account you've specified. Here are a few details about the payment we've sent:
<b>Initiated Date:</b> <PAYMENT_DATE>
<b>Reference Number:</b> <CONTROL_NO>
Attached is a receipt for your records.
If you have any questions, please let us know!
Kind Regards,
<b>Accounts Payable</b>
Koble Systems
350 New Holland Ave
Lancaster, PA 17602
<a href="mailto:ap@koblesystems.com">ap@koblesystems.com</a>
717.442.3247</font>
<hr>
<font face="Arial" size=2" color="gray" >Koble Systems | 350 New Holland Ave. | Lancaster, PA 17602
If you would like to not receive any future emails from Koble Systems, you can reply to: <a href="mailto:ap@koblesystems.com">ap@koblesystems.com</a> with "Unsubscribe" in the email's subject line. Please allow up to 10 days for us to remove you from our sender list.</font>
Thank you for your direct deposit/ACH payment!
Customer number: <recipient_id>
Payment Date: <Payment_dates>
Number: <Control_No>
<Payment detail>
Thank you for your business.
<b>Accounts Receivable</b>
Eagle Business Software
5351 Lincoln Hwy
Gap, PA 17527
<a href="mailto:AR@eaglebusinesssoftware.com">AR@eaglebusinesssoftware.com</a>
717.442.3247</font>
<hr>
<font face="Arial" size=2" color="gray" >Eagle Business Software | 5351 Lincoln Hwy. | Gap, PA 17527 <br />
If you would like to not receive any future emails from Eagle Business Software, you can reply to: <a href="mailto:AR@eaglebusinesssoftware.com">AR@eaglebusinesssoftware.com</a> with "Unsubscribe" in the email's subject line. Please allow up to 10 days for us to remove you from our sender list.</font>
The following example includes HTML tags, web URLs, and EBMS placeholders as well as static text:
Hi <ARINV.NAME>,
Your <arinv.descr> invoice is now available at <a href="https://account.koblesystems.com/store/myaccount" style="color:black">account.koblesystems.com/store/myaccount</a>.
Account number: <RECIPIENT_ID>
Invoice: <ORDER_NO>
Invoice date: <ARINV.INV_DATE>
Payment due: <ARINV.DUE_DATE>
Invoice total: $<ARINV.TOTAL>
This invoice is set to AutoPay so your bill will automatically be paid by its due date.
User ID: <RECIPIENT_ID>
<WEB_TEMP_LOGIN>
</td>
</tr>
<tr style="height:35px">
<td colspan=3 align="center" bgcolor="#1c3a30"><p style="color:white; font-weight: bold;"><a href=https://account.koblesystems.com/store/orderdetail?inv=<ORDER_NO>> View my invoice*<p></a></td>
</tr>
<tr>
<td colspan=3>We hope you enjoy the added convenience, security, and control of our online portal.
If you have any questions, please reach out.
717-442-3247
Thank you for your business
<a style="color:black;" href="mailto:ar@koblesystems.com?subject=RE:%20Eagle%20Invoice%20<ORDER_NO>">ar@koblesystems.com</a>
</td>
</tr>
<tr>
<td colspan=3 style="background-color:black; text-align: center; padding: 5px;">
<p style="color:white;"><a href="https://account.koblesystems.com/store/myaccount">My Account</a>           <a href="https://www.koblesystems.com/resources">Client Resources</a></p>
</td>
</tr>
<tr>
<td colspan=3 style="background-color:black; text-align: center; padding: 5px;">
<span style="color:white;">Koble Systems
350 New Holland Ave, Lancaster, Pennsylvania 17602, USA</span>
</td>
</tr>
</table></body></html>
Hello <ARINV.NAME>,
Your <arinv.descr> invoice has now been paid in full. Please find your receipt attached or login and save/print an invoice with the payment details: <a href="https://account.koblesystems.com/store/myaccount" style="color:black">account.koblesystems.com/store/myaccount</a>
Account number: <RECIPIENT_ID>
Invoice number: <ORDER_NO>
Invoice date: <ARINV.INV_DATE>
Invoice total: $<ARINV.TOTAL>
This invoice was paid in full by a credit card or direct payment.
To view your invoice select the link below:
User ID: <RECIPIENT_ID>
<WEB_TEMP_LOGIN>
</span>
</td>
</tr>
<tr style="height:35px">
<td colspan=3 align="center" bgcolor="#1c3a30"><span style="color:white; font-weight: bold;"><a href="https://account.koblesystems.com/store/orderdetail?inv=<ORDER_NO>" style="color:white"> View my invoice</a></span></td>
</tr>
<tr>
<td colspan=3> <span>We hope you enjoy the added convenience, security, and control of our online portal.
If you have any questions, please reach out.
717-442-3247
Thank you for your business
<a style="color:black;" href="mailto:ar@koblesystems.com?subject=RE:%20Invoice%20<ORDER_NO>">ar@koblesystems.com</a>
Hello <ARINV.NAME>,
Your <arinv.descr> invoice is now available at <a href="https://account.koblesystems.com/store/myaccount" style="color:black">account.koblesystems.com/store/myaccount</a>.
Account number: <RECIPIENT_ID>
Invoice number: <ORDER_NO>
Invoice date: <ARINV.INV_DATE>
Payment due date: <ARINV.DUE_DATE>
Invoice total: $<ARINV.TOTAL></br>
This invoice is <i>not</i> set to AutoPay.To enjoy the benefits of AutoPay please fill out the attached ACH authorization form and email it to <a style="color:black;" href="mailto:ar@koblesystems.com?subject=RE:%20Invoice%20<ORDER_NO>">ar@koblesystems.com</a> <b><i>or </i></b><a style="color:black;" href="https://account.koblesystems.com/custom/paymentmethods">login</a> to your online account to configure. All AutoPay invoices are automatically paid 15 days after the invoice date. You will receive an invoice copy on the invoice date, and a payment receipt when the funds are withdrawn.
User ID: <RECIPIENT_ID>
<WEB_TEMP_LOGIN>
<!DOCTYPE html><html><head><title>Your Koble account activity statement</title><meta charset="utf-8"><meta charset="utf-8"> <meta name="viewport" content="width=device-width"> <meta http-equiv="X-UA-Compatible" content="IE=edge"> <meta name="x-apple-disable-message-reformatting"> <style>html, body{background-color: white;margin: 0 auto !important; padding: 0 !important; height: 100% !important; width: 100% !important;}a:link{color:white;}a:hover{color:white;}a:visited{color: white;}p{color: black; font-size:11pt; font-family:segoe ui}*{-ms-text-size-adjust: 100%; -webkit-text-size-adjust: 100%;}div[style*="margin: 16px 0"]{margin:0 !important;}table, td{mso-table-lspace: 0pt !important; mso-table-rspace: 0pt !important;}table{border-spacing: 0 !important; border-collapse: collapse !important; table-layout: fixed !important; margin: 0 auto !important;}table table table{table-layout: auto;}</style></head><body>
<table style="width:600px; margin:1em auto; border-spacing: 0; border-width:0px; background-color: white; border-collapse:collapse">
<tr bgcolor="black">
<td colspan=3 style="padding: 10px; height:30px; text-align: center; color: white; vertical-align: middle;"><img src="https://3977611.fs1.hubspotusercontent-na1.net/hubfs/3977611/Koble/Logo/Koble-RGB_Lockup-Color-Inverted.png" alt="Eagle Business Software is now Koble" width="115"><br />
<span style="color: white;">Eagle Business Software is now Koble</span>
</td>
</tr>
<tr>
<td colspan=3>
<span style="color: black; font-size:11pt; font-family:segoe ui">Hello <ARCUST.L_NAME>,
Your activity statement is attached and full account history is available at <a href="https://account.koblesystems.com/store/myaccount" style="color:black">account.koblesystems.com/store/myaccount</a>
If your invoice(s) is/are set to AutoPay you may disregard this email.
To enjoy the benefits of AutoPay please fill out the attached ACH authorization form and email it to <a style="color:black;" href="mailto:ar@koblesystems.com?subject=RE:%20Invoice%20<ORDER_NO>">ar@koblesystems.com</a> <b><i>or </i></b><a style="color:black;" href="https://account.koblesystems.com/custom/paymentmethods">login</a> to your online account to configure. All AutoPay invoices are automatically paid 15 days after the invoice date. You will receive an invoice copy on the invoice date, and a payment receipt when the funds are withdrawn.
User ID: <RECIPIENT_ID>
<WEB_TEMP_LOGIN>
</span>
</td>
</tr>
<tr style="height:35px">
<td colspan=3 align="center" bgcolor="#1c3a30"><a href="https://account.koblesystems.com/store/payorders" style="color:white"> Pay my invoice</a></td>
</tr>
<tr>
<td colspan=3>We hope you enjoy the added convenience, security, and control of our online portal.
If you have any questions, please reach out.
717-442-3247
Thank you for your business
<a style="color:black;" href="mailto:ar@koblesystems.com?subject=RE:%20Invoice%20<ORDER_NO>">ar@koblesystems.com</a>
</td>
</tr>
<tr>
<td colspan=3 style="background-color: black; text-align: center; padding: 5px;">
<p style="color:white;"><a href="https://account.koblesystems.com/store/myaccount">My Account</a>           <a href="https://www.koblesystems.com/resources">Client Resources</a></p>
</td>
</tr>
<tr>
<td colspan=3 style="background-color:black; text-align: center; padding: 5px;">
<span style="color:white;">Koble Systems
350 New Holland Ave, Lancaster, Pennsylvania 17602, USA
</td>
</tr>
</table></body></html>
Correct: "This customer's credit limit is " + ALLTRIM(str(arcust->cred_lim,12,2)) +"."
Incorrect: "This customer's credit limit is " + arcust->cred_lim +"."
Correct: "Credit limit information:" + Chr(13) + " -Credit limit: " + ALLTRIM(str(arcust->cred_lim,12,2)) + Chr(13) + " -Account balance: " + ALLTRIM(str((arcusdet->bal_0 + arcusdet->pur_1 + arcusdet->pur_2 + arcusdet->pur_3 + arcusdet->pur_4 + arcusdet->pur_5 + arcusdet->pur_6 + arcusdet->pur_7 + arcusdet->pur_8 + arcusdet->pur_9 + arcusdet->pur_10 + arcusdet->pur_11 + arcusdet->pur_12 - arcusdet->pay_1 - arcusdet->pay_2 - arcusdet->pay_3 - arcusdet->pay_4 - arcusdet->pay_5 - arcusdet->pay_6 - arcusdet->pay_7 - arcusdet->pay_8 - arcusdet->pay_9 - arcusdet->pay_10 - arcusdet->pay_11 - arcusdet->pay_12),12,2))
Incorrect: "Credit limit information:" + Chr(13) + " -Credit limit: " + arcust->cred_lim + Chr(13) + " -Account balance: " + (arcusdet->bal_0 + arcusdet->pur_1 + arcusdet->pur_2 + arcusdet->pur_3 + arcusdet->pur_4 + arcusdet->pur_5 + arcusdet->pur_6 + arcusdet->pur_7 + arcusdet->pur_8 + arcusdet->pur_9 + arcusdet->pur_10 + arcusdet->pur_11 + arcusdet->pur_12 - arcusdet->pay_1 - arcusdet->pay_2 - arcusdet->pay_3 - arcusdet->pay_4 - arcusdet->pay_5 - arcusdet->pay_6 - arcusdet->pay_7 - arcusdet->pay_8 - arcusdet->pay_9 - arcusdet->pay_10 - arcusdet->pay_11 - arcusdet->pay_12)
Review Technical > EBMS Tables and Fields for placeholder information and to identify EBMS tables and fields.
Review Technical > Database Expressions for additional information on data formatting script tools.