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 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:
-
Open the Application Security application from the AudienceView Desktop.
-
Select the Group tab.
The Group|Search page appears.
-
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.
-
Select the Attributes tab.
The Group|Attributes page appears.
-
Select the TSorderBO property.
Rules currently defined for registered online user orders appear.
-
Click 'Add Rule'.
A blank rule appears.
-
From the 'Attribute Name' field, select the Gifts: Default Receipt Thank You Letter attribute by clicking
and searching for it.
-
From the 'Default Value' field, enter the name of the default thank you letter template.
-
Click 'Apply'.
A window confirms that the application updated the group.
-
Click 'OK'.
This template is now specified by default, when generating thank you letters for registered online users.