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Creating\Editing Registrant Messages

Registry Managers can create and edit messages that can be sent to Registrants via e-mail or notifications in the Registrant Portal as follows:

ClosedFilter List of Existing Registry Messages.

  1. Click the Administration tab in the banner at the top of the page.

    The Administration > Users page displays.

    Image of the Administration > Users Page.

  2. Click the Registry Messages link in the menu.

    Image of the Administration > Users Page.

    The Administration > Registry Messages page displays.

    Image of Administration > Registry Messages page.

  3. Choose from the following filter criteria:

    1. To filter by words included in either the Title or Subject of the message, enter the text in the Filter by Key Words box.
    2. To filter by the status of the message, choose one of the options in the Filter By Status box.
    3. To filter by the message type, choose one of the options in the Filter by Type box.
    4. To filter for messages available for users who have been assigned the Advanced User role, select the Available to Advanced Users checkbox.
    5. To filter for messages created by an Advanced User, select the Created by Advanced Users checkbox.

  4. Click the Filter button.

    The Administration > Registry Flags page displays those Registry Flags that match your filter criteria.

ClosedCreating a Message

  1. Click the Administration tab in the banner at the top of the page.

    The Administration > Users page displays.

    Image of the Administration > Users Page.

  2. Click the Registry Messages link in the menu.

    Image of the Administration > Users Page.

    The Administration > Registry Messages page displays.

    Image of Administration > Registry Messages page.

  3. Click the Add New Message Template button.

    The Administration > Registry Messages > Add Message Template page displays.

  4. Complete the information in the provided fields as follows:

    Message Template Information for Creating Registrant Messages
    Registrant Information Description
    Message Type

    Select the appropriate checkboxes to determine if the message will be sent to the Registrant via e-mail or the Registrant Portal using a notification.
    Status

    Select the Active checkbox to indicate that the message is ready to send to the Registrant.

    Note: -_Only active messages will be displayed on the Send Messages page.
    Advanced Users Select this checkbox if you want Advanced Users to be able to access this message template.
    Title

    Use this field to create a title for the message.

    Note: -_Users can select the appropriate messages to send to Registrants by selecting from the displayed message titles on the Send Messages page.
    Subject

    Use this field to create the Subject of the message.

    Note: -_ This information will be used to create the Subject information for the e-mail sent to the Registrant and the title of the notification in the Registrant Portal.
    Salutation

    The Salutation field contains the greeting that will be displayed at the beginning of each message.

    The default salutation created for messages is "Hello [REGISTRANTNAME]", where the REGISTRANTNAME variable will be replaced by the name of the Registrant who will receive the message.
    Body

    Use this field to enter the body of the message.

    WARNING! -_As this information can be included in any e-mail messages for the Registrant, do not include any PHI information in this part of the message template.
    Contact Info Use this field to enter relevant contact information that the Registrant might require.
  5. Click Preview to view the message as it would appear to the Registrant.
  6. After verifying that the message content is complete and accurate, click the Back to Edit Template Page button.

  7. Click Save to create the message.

    The Administration > Registry Messages page displays. The new message is displayed in the list of messages available to be sent to Registrants.

    Note: -_If the message is not displayed in the list, you might need to click on the numbered link at the bottom of the list to see the message on another page.

ClosedEditing an Existing Message

  1. Click the Administration tab in the banner at the top of the page.

    The Administration > Users page displays.

    Image of the Administration > Users Page.

  2. Click the Registry Messages link in the menu.

    Image of the Administration > Users Page.

    The Administration > Registry Messages page displays.

    Image of Administration > Registry Messages page.

  3. In the Manage Registry Messages section, click the Edit link that corresponds to the message that you want to edit.

    The Administration > Registry Messages > Edit Message Template page displays.

    Note: -_Select the Include Message Templates Created by Advanced Users to display these types of messages in the list.

  4. Update the information in the provided fields as follows:

    Message Template Information for Editing Registrant Messages
    Registrant Information Description
    Message Type

    Select the appropriate checkboxes to determine if the message will be sent to the Registrant via e-mail or the Registrant Portal using a notification.
    Status

    Select the Active checkbox to indicate that the message is ready to send to the Registrant.

    Note: -_Only active messages will be displayed on the Send Messages page.
    Advanced Users Select this checkbox if you want Advanced Users to be able to access this message template.
    Title

    Use this field to create a title for the message.

    Note: -_Users can select the appropriate messages to send to Registrants by selecting from the displayed message titles on the Send Messages page.
    Subject

    Use this field to create the Subject of the message.

    Note: -_ This information will be used to create the Subject information for the e-mail sent to the Registrant and the title of the notification in the Registrant Portal.
    Salutation

    The Salutation field contains the greeting that will be displayed at the beginning of each message.

    The default salutation created for messages is "Hello [REGISTRANTNAME]", where the REGISTRANTNAME variable will be replaced by the name of the Registrant who will receive the message.
    Body

    Use this field to enter the body of the message.

    WARNING! -_As this information can be included in any e-mail messages for the Registrant, do not include any PHI information in this part of the message template.
    Contact Info Use this field to enter relevant contact information that the Registrant might require.
  5. Click Preview to view the message as it would appear to the Registrant.
  6. After verifying that the message content is complete and accurate, click the Back to Edit Template Page button.

  7. Click Save to create the message.

    The Administration > Registry Messages page displays. The updated message is displayed in the list of messages available to be sent to Registrants.

    Note: -_If the message is not displayed in the list, you might need to click on the numbered link at the bottom of the list to see the message on another page.

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