Include/exclude patron account information in custom messages
You control whether information about patron accounts is included in or excluded from messages to your library's patrons.
- How can I include/exclude patron account information?
- What is the patron account information in messages to patrons?
- Is the information included if another library sends messages to my patrons?
- Are patron accounts created for my patrons if I exclude the information?
How can I include/exclude patron account information?
You must be a Subscription Group (BME) administrator or an Institution (SUP) administrator to include/exclude patron account information in messages to your library's patrons.
To include/exclude patron account information:
- Go to the Custom Messages page (Administration > Institution > Settings > Custom Messages).
- Look at the information to the right of the Change button to see if the setting for Include information about the patron's account in e-mails sent to the patron is on (included) or off (excluded).
- If you want to change the setting, click the Change button
to toggle the setting on or off.
QuestionPoint changes the setting and displays a message to confirm that the setting was changed.
What is the patron account information in messages to patrons?
The patron account information in custom messages is listed below. If the setting for the information is on, it is included in these messages to your library's patrons. If the setting is off, it is excluded.
| Custom Message | Patron account information |
|---|---|
| Custom Reply Text | None |
| New Accounts | Link to patron account Initial account password |
| New Question | Link to patron account |
| Answer | Link to patron account |
| Clarification Request | Link to patron account |
| New Account from Chat | Link to patron account Initial account password |
| Chat Transcript | Link to patron account |
| Refer by E-mail | None |
| Acknowledgement Page | Link to patron account |
Is the information included if another library sends messages to my patrons?
Your decision to include/exclude patron account information in messages to your library's patrons also applies to messages that other libraries send to your patrons. For example, if you exclude the information and another library picks up a chat session with one of your patrons, the chat transcript message does not include the information even if the other library includes it in messages to its patrons.
Are patron accounts created for my patrons if I exclude the information?
Yes, QuestionPoint creates and maintains patron accounts for all patrons who supply an e-mail address. You control whether information about the accounts is sent in messages to your library's patrons.
Related topics
- Customize e-mail messages to patrons
- Customize the question acknowledgement page
- Custom messages (overview)
