The Send Notification function provides an efficient way to communicate with traders. It allows you to create notifications and send them to individual traders (or all traders) via email or through the trading platform itself.
(Previously sent notifications can be updated or canceled using the Manage Notifications link.)
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Click the Send Notifications link under the Message Center tab.
A Send Notifications window will appear.
Select a template from the Template drop-down menu, or proceed with No Template.
Select one of the following from the Notification Level drop-down menu:
--Promotion: Message contains information about special offers that may be of interest.
--Info: Message contains general information about the platform or trading.
--Warning: Message contains alerts about trading abnormalities.
--Error: Message contains information about errors with trade execution.
Enter a Title for your message.
Enter an Expire Time for your message (Optional) which indicates what time the message will no longer be displayed on the client platform. (Date and Time information should be entered in the following format: MM/DD/YYYY HH:MM:SS.sss)
Enter your Message in the space provided.
Select a Send Method to deliver your notification:
--Application: Sends the message through the trading platform
--Email: Sends the message through email
--Both Email and Application: Sends the message through the trading platform and through email.
Select a Background Color for your email in hexidecimal format (Example: #FFFFFF is white; #000000 is black) or click Pick to choose a color from a color pallet. (A sample of your selection will appear to the right of this field.)
Select a Text Color for your email in hexidecimal format or click the word Pick to choose a color from a color pallet. (A sample of your selection will appear to the right of this field.)
If you would like to save this message as a template for future use, click the Add Template button. (The notification will be saved as a template, and stored in the Template drop-down menu.)
To send the message to all traders in the system, click Send to All. To send to one or more individual traders, click Send to Selected Traders and follow the instructions below.
Click the Send to Selected Traders button. A Send to Search window will appear.
Enter information in all or some of the following fields to narrow your search:
--Account Number
--Account Name
--Trader Login
--First Name
--Last Name
Or refine your search by checking the box(es) next the specific Products, Data Entitlements or Software Entitlements your traders are entitled to use.
(Example: Send a message only to clients using charts.)
Click Search. A list of traders matching the criteria you entered will appear below.
Click the Notify box next to the name(s) of the trader(s) you wish to notify.
Click the Update Trader(s) to Notify button before proceeding to the next page to save your choices as you go.
When you have completed your list, click the Send to Selected Traders button.
A confirmation that your notification has been sent will appear.