AudienceView Connect
AudienceView Documentation

Setting the Default AudienceView Online Thank You Letter

You can set the default registered user thank you letter template, by defining a Gifts: Default Receipt Template rule for the corresponding user group’s Application Security application Group|Attributes page TSorderBO attribute. By default, all registered AudienceView Online/Mobile users are assigned to the WebSales group.

These templates are located within the %AudienceView%\Mail Merge Templates folder. For more information, refer to Creating a Mail Merge Template.

To set the default thank you letter template for registered online users, complete the following:

  1. Open the Application Security application from the AudienceView Desktop.
  2. Select the Group tab.
    The Group|Search page appears.
  3. Search for and select the WebSales group. For more information, refer to the Application Security Group-Search Page and Performing Searches.
    The Group|Basic page appears.
  4. Select the Attributes tab.
    The Group|Attributes page appears.
  5. Select the TSorderBO property.
    Rules currently defined for registered online user orders appear.
  6. Click 'Add Rule'.
    A blank rule appears.
  7. From the 'Attribute Name' field, select the Gifts: Default Receipt Thank You Letter attribute by clicking and searching for it.
  8. From the 'Default Value' field, enter the name of the default thank you letter template.
  9. Click 'Apply'.
    A window confirms that the application updated the group.
  10. Click 'OK'.

This template is now specified by default, when generating thank you letters for registered online users.