Manage custom messages

Patron type messages

When institutions add the Patron type message to a notification template, the system will dynamically identify and insert the applicable custom message(s) based on the patron's type.

To add a Patron type message to a notification template, enter ${Patron Type Message into a text block. Once the template is assigned to the Notification section of the Patron Type Policy, the template will include the patron type message when the notification is sent to that patron type. If there are multiple Patron type messages assigned to a particular patron type, each message will be included in the notification.

Configure custom messages per patron type:

1. Click Add new patron type message.
2. Enter the following settings:

   Setting	Description
   Name	Enter a name for the custom message. The Name must be unique per institution
   Patron types	Enter the desired Patron types as configured by the institution. See Institution Borrower Categories for more information.  Must select at least 1 patron type. The same patron type may be assigned to multiple messages.
   Message	Enter the message to be displayed to the patron type.  Limit of 1,000 characters. Use the formatting tools to format the message as desired.

3. Click Save.

To edit a Custom Message, click the Edit button.

To delete a Custom Message, click the Delete button. A confirmation dialog appears. Click Delete to delete the message.