Creating Messages

To edit or create a message, scroll to the desired message and choose "Edit from the menu. There are five messages available per template.

Fields

There are three fields to create a message:

• Title: title as displayed in Send Results. It is not used when creating the message.
• Subject: message's subject. Leave this blank if you would prefer to add a subject when sending the message.
• Body: message's body. The body of the message is created using text, variable and expression elements.

Elements

When creating a message, use any combination of the available elements.

Text
Text displays in a message the same way it would if it was typed directly into an email program. No special notation is required.

Template Variables
Template variables are accessed by placing the variable name within %% marks. For instance the TVM template includes the variable labeled "Intrst/Yr%". The underlying variable name is "rate". To insert this variable into the template, type:

%%rate%%

Alternatively, use the menus Insert "%%" and Insert Variable to accomplish the same.

The value associated with each variable is substituted in Sending Message's Preparation Stage.

Mathematical Expressions
Mathematical expressions are also encapsulated in %% and are evaluated in Sending Message's Preparation Stage.

For instance, to evaluate 3+5-10 in a message, type the following:

%%3+5-10%%

There are many mathematics functions available for creating expressions in Send Results. In addition, template variables can be combined with mathematical functions.

Examples

Examples of individual functions are available here. Additional Creating Message examples are here. Some template -- TVM, Mortgage, Cash Flows and Profit Margin -- include pre-created examples.

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