How to: Create a Group Message
Group Messages are used when you want to send a message to a specific contact or a Contact Group. These message blasts can be sent immediately or can be scheduled for a future date and time. Please follow the steps below to create and send a Group Message.
- Log-in to: https://hms.teletask.com/, your email address is your username.
- Click on Messages in the top menu bar.
- Press Create Message button in the top right-hand corner.
- Click the Select button for Group Message.
- Enter a Name for the new message.
- Select the languages you would like to use. Add additional languages as applicable.
Note: Languages are used when the client's profile has a language preference for a particular language.
- Check the boxes for the Message Type you want to send; our options are Text, Voice, and Email.
- Press the Next button to save your changes in the Properties section and proceed to the Contents section.
- Add your desired content for that message.
How to: Create a Text Message
How to: Create a Voice Message
How To: Create an Email Message
Note for Single Language: You will be taken directly to the contents page of the message types you selected starting with either Text, Voice, and then Email. Press Next: Voice to edit the voice content and/or Next for the Email content (if those types were selected)
Note for Multiple Languages:
Click the Start button for the Text, Voice, or Email message you want to create.
Once you have updated the English sections, you can press the Translate Now button to have Google Translate translate the English messages into the other languages you have selected.
- Once you have finished updating your messages click the Next option in the bottom right-hand side of the screen to proceed to the Recipients section.
- Under the Select Contact Groups heading, check the boxes for the groups that you want to receive the message.
For more information on creating Contact Groups please visit the Contacts Page.
- Optionally: Under the Add Filters heading, toggle the All to Select button and check the boxes next to the clinics you want to receive the message. This will limit the Contact Group to only those participants within the selected clinics.
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- Optionally: Choose to Select Sub-Groups for a message, an example would be to send the Closing Message only to specific types of appointments.
- Optionally: Click Add Contacts and enter a name or a phone number of an existing contact. This option can be used to send the message to a specific person or to add an additional person along with a contact group.
- When your finished making your selections, select Schedule to set up for a future date and time or press Send to have it sent immediately.
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