Send Message

This document explains the usage of the message sending screen. This screen allows users to easily create their messages and send them to specified recipients.

Send Message Screen

The Send Message screen consists of two main sections: Recipient Information and Message Content.

Recipient Information Section

This section is used to select the recipients to whom the message will be sent.

• Send to Group: This tab allows the message to be sent to a specific message group.
  • You can select a previously defined Message Group from the Recipient Group dropdown menu.
• Send to Unit(s): This tab allows the message to be sent to the personnel of a specific unit, based on their tasks and titles. The following fields must be filled:
  • Recipient Position: Specifies the unit to which the message will be sent.
  • Recipient Task: Dropdown menu to select the recipients within the unit based on their tasks.
  • Recipient Title: Dropdown menu to select the recipients within the unit based on their titles.
• Send to Personnel: This tab allows the message to be sent to specific personnel.
  • You can select the personnel to whom you want to send the message by clicking the Personnel button in the Recipient Personnel field.

Message Content Section

This section is used to specify the content of the message and the transmission channel.

• Transmission Channel: Used to select the channel through which the message will be sent:

  • Browser: The message is sent as a browser notification.
  • Notification: The message is sent as an application notification.
  • Email: The message is sent as an email.
  • SMS: The message is sent as a short message.

• Message Template: Dropdown menu to select a predefined message template.

• Message Text: Text area used to write the content of the message (when no message template is selected). This field can include the "Personnel Name" variable to send personalized messages to recipients.

Message Sending Process

This section will explain step-by-step how to send a message using the message sending interface.

1. Selecting Recipient Information

First, you need to specify the recipients to whom the message will be sent. From the recipient information section, select the recipients to whom you want to send your message.

2. Preparing the Message Content

After selecting the recipient information, you need to prepare the content of the message:

• Selecting the Transmission Channel: Select the channels through which the message will be sent. Multiple selections can be made.
• Message Text: Write the content of the message.
  • Message Template: Select a message template from the Message Template dropdown menu to use a predefined message template.
  • Select --None-- in the Message Template dropdown menu to write a custom message.
    • Write the message content in the Message Text field.

3. Sending the Message

• After preparing the message content, click the Send button to send the message.

• Once the message sending process is complete, an information window will open showing how many people were notified through each notification type.

Using the Personnel Name Variable

In the message sending interface, the "Personnel Name" variable can be used to personalize the message. This variable adds specific information for each recipient, making the messages more effective. Below are the steps explaining how to use the "Personnel Name" variable:

Using the Message Text Field

In the message text field, you can use the "Personnel Name" variable to automatically insert the name of a specific recipient.

Place the cursor in the message text field where you want to add the Personnel Name variable and click on Personnel Name above the message text field to add the variable as code.

For example, the message text may start as follows:

Dear {#EMPFULLNAME},

For the recipient with the name "Ali Erdem," this message will be sent as follows:

Dear Ali Erdem,

Function of the Variable

The "Personnel Name" variable automatically inserts the full name of the relevant personnel each time a message is sent. This allows you to send personalized messages to different personnel using the same message template.

Message Text Example

Below is an example of a message text written using the "Personnel Name" variable:

Dear {#EMPFULLNAME},

This message is sent to inform you about our new projects.
Your participation is very valuable to us.

Best regards,
Worksoft Software

In this example, the {#EMPFULLNAME} variable will be replaced with the name of each recipient. For the recipient with the name "Ali Erdem," the message will be sent as follows:

Dear Ali Erdem,

This message is sent to inform you about our new projects.
Your participation is very valuable to us.

Best regards,
Worksoft Yazılım

Checking the Accuracy of the Variable

Before sending your message to the desired recipients, ensure that the "Personnel Name" variable works correctly. You can send test messages to check if the variable inserts the correct names. You can also verify this on the Message Archive screen.