Managing Messaging

Message Templates can be defined to provide standardized communication as part of workflows such as to inform one or more people that a step has been completed. Shortcodes can be used within a template to indicate where personalized values should be substituted (such as the recipient’s first name in a salutation).

Within a Message template, add shortcodes to a template and send a message using the Workflow SendMessage event.

The following shortcode namespaces are available when a membership workflow is processed:

• Membership – Subject membership
• Organization – Organization of the membership position
• Person – Person record of the membership
• Position – Membership position

Available properties are the column fields in the database for each respective record.

Any date column will be converted into a representation like “January 21st, 2021”, however this format can be modified using a modifier character, followed by the format. The format characters used follow the legend on this page.

Example with date modifier:  [[Organization.created_at:m/d/Y H:i:s]]