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System Communications

System Communications (formerly known as "System Emails") are communication templates that are used by Rock to send very specific messages. Typically, these are automated communications, such as the message someone receives when they've forgotten their password and requested to reset it.

System Communications can be used with either emails or SMS messaging. While Rock sets these up to look professional from the start, you may want to modify them to match your organization's branding. You can edit these communications under Admin Tools > Settings > System Communications.

System Communications

  1. Title - This is the name of the system communication. This is only used internally and would not appear in the communication itself.
  2. Subject - The subject line of the system communication is displayed here for reference. This can help you identify the system communication you're looking for.
  3. Category - Every system communication must be associated with a category. If needed, you can add or remove categories from Admin Tools > Settings > Category Manager. System communication categories use the System Communication entity type.
  4. From Address - If you have a From Address configured in the system communication, it will be displayed here for reference.
  5. Mediums - Here you'll see SMS or Push tags, indicating that the system communication is configured for those mediums.
  6. Preview - Clicking the icon will show you a preview of the communication, as it would look if sent to a particular person at a specific time. See below for details.
  7. Active - This simply shows whether the system communication is currently active.
  8. Security - You can apply security to each system communication individually. This will restrict who can see the communication on the History tab of the Person Profile page and on the Communication Detail block.
  9. Delete - You can probably guess what this does. Only system communications that are not marked as Is System can be deleted.

System Communication Preview

As noted in the screenshot above, you can click the ti ti-search icon to view a preview of the system communication. However, this is not the typical preview you might be used to seeing when editing the system communication. This is a special preview that's interactive, allowing you to choose a person and a date to populate merge fields. This helps you see what the communication will look like with certain merge fields filled in.

System Communication Preview

1

Message Date - Here you can select a date, showing you what it would look like if the communication was sent on that date. In order for this to appear you need to have a merge field of SendDateTime somewhere in the communication template, and a Send Day of the Week must be selected in the block settings.

2

Target Person - This defaults to the current person but can be changed to any person. Changing this will populate any Person merge fields in the communication, showing you what it would look like if it were sent to that person.

3

Desktop/Mobile - Here you can toggle between the Desktop and Mobile views of the communication.

4

Send Test - You can click this to send a quick test to an email address that you provide.

Note

CSS Inlining
CSS Inlining of Email Templates is only available if the email Communication Transport supports it. You can allow CSS Inlining for all emails by updating the Communication Medium settings.