How to: Create an Import Scheduled Message
Import Scheduled Messages are used when you want to send the same message to a changing group of clients/contacts using our Transfer Client or SFTP (Secure File Transfer Protocol). The most common example of this are appointment reminders. Supported file formats include: .csv, .xls, .xlsx, ASCII FF, tab-delimited text files, and some PDF documents.
Note: These files need to be in the same format each time the file is created for it to upload correctly.
- 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 Import Scheduled 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.- If applicable, next to Send Schedule, check the box for Schedule Messages relative to Appointment Time.
- Check the boxes for the Message Type you want to send; our options are Text, Voice, and Email.
- Select the send Timing for the message. You can choose to Send Immediately or Send at a specific time.
If the Schedule Messages Relative to Appointment Time option is checked, pick how many Days Before Date or how many Hours Before Date that the message should be sent.- 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: Voiceto 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 Nowbutton to have Google Translate translate the English messages into the other languages you have selected.
- Once you have finished adding your content, select Next to save the changes. This will take you to the Recipients page.
- On the Recipients page where you see the Add Import Template button
, select Save & Exit
without making any changes; unless you have been trained on how to create the import configurations.
- Send an email to support@teletask.com and include the name of your new message and an example document in the format that you will be using. We will use this format to set up the configuration for you.
Once our Support Team receives the document, we will update configuration files for you and verify with you that they are working correctly.
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