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HTML template - Constituent Info

John Calvi
$organization

Greetings

I've created a Return to Sender template within the Constituent Info HTML templates (asking patrons to update their details with us). 
All good, and the tests to ourselves have gone through successfully.

However, I can't for the life of me see how:

  1.  the rest of the set up happens - ie: which system tables, etc; and 
  2.  how they are actually sent to the patron.

I know that Order confirmation templates go via the Acknowledgement section of the Print Order window, but how are these ones sent? Is it a report? If so, which one? If not...?

I have looked through all the documentation and cannot see how they work. It may be all there hiding in plain sight, but it eludes me. 

Has anyone else set these up and have them working, and willing to help a befuddled me?

Any / all assistance is greatly appreciated.

Thank you

JC

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  • $organization

    Hi JC, 

    At the moment, only Order Confirmation and Login Credential template types can be sent from within the application. The other types (including the Constituent type) can be sent through custom API or database processes, but they currently do not have a front-end method to send. The two Constituent templates that ship with Tessitura prefixed "Mobile Tkt Shell" are some examples we use in TNEW that are initiated by API processes.

    To get your Return to Sender template out to constituents, you could copy it to an Order Confirmation template (it doesn't technically need to show any order details) and send it through any new or existing orders for the constituent, or you could create an API utility or SSRS/SQL utility to queue up your Constituent template. The Event Cancellation Receipt Emails utility is an example of an SSRS/SQL method.

    -Michael 

  • $organization in reply to Michael Flaherty-Wilcox

    HI JC,

    Adding to what Michael said, there will be a standard utility in v16 that sends HTML templates. You may check to see if there is a shared utility from community members that does this today, I know the request is somewhat common, and so may have already been written and shared by the community while we work in the standard functionality. 

    Thanks

    Chris Szalaj

    Product Owner, Business Facing Products

    Tessitura Network

  • $organization in reply to Chris Szalaj

    Thank you Chris.

    I am ahead of myself, it seems. Grin
    Overall, it may be a matter of waiting until V16.  Once there, it will be all ready to go.

    It's not super urgent, simply me trying to find a solution to something presented by one of our staff members.

    Regards
    JC

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