Markup Codes for Bulk-Notifications

INDIVIDUALS (Including sponsor-invites)

Temporary password (for invites only) – {TemporaryPassword}

‘Magic’ link to Direct Access (for invites only) – {InviteForFirstLoginURL}
This link will display as simply www.itadirectaccess.ca for mail-channel recipients, but for email-channel recipients it will display their

personal invitation link which once clicked, allows them to register without a separate email validation.

Individual ID (ITA ID) – {IndividualID}

Full legal name – {FullLegalName}

First name – {FirstName}

Last name – {LastName}

Phone number – {PhoneNumber}

Alternate phone number – {CellNumber}

Mailing address – {MailingAddress}

Email address – {EmailAddress}

ORGANIZATIONS

Org name – {OrganizationName}

OrganizationID – {OrganizationID}

Mailing address {MailingAddress}

Org Phone number {PhoneNumber}

Org Ph# extension – {PhoneNumberExt}

Org email address – {EmailAddress}

Org Type – {OrganizationType}

Primary Contact full legal name – {PrimaryContactName}

Primary Contact ITA ID – {PrimaryContactIndivId}

Primary email address – {PrimaryContactEmailAddress}

CSV Format

The CSV file containing the distribution list is assumed to have a header row (which is ignored) and a first column that contains individual

object IDs. Multiple columns of data may exist in the CSV, but they are ignored. The file may have the individual Cells in double-quotes

(Microsoft Excel .CSV format) or not.

Errors in CSV

If the CSV cannot be parsed, an error will be displayed. The two most common problems that throw errors are:

• The CSV file has an extra blank row at the end. Re-edit your CSV to delete this, then re-upload the CSV
• The CSV contains an object ID of the wrong type, ie the notification is to individuals only, but you have given it an organization object ID