Note:  For information about creating a message, visit:  Messages Page

Group Messages

Import Scheduled Messages

3. Email Users
   The Email Users function allows you to request an email notification when a message is sent or if a response is received. To enable this feature, check the associated boxes and select the users that you would like to receive the notifications.
   
   
1. Check the box for When Message Sent for alerting all selected users that that message has been sent out.
   
2. Check the box for Response from contacts and choose how long after the message has been sent you want to wait. Once the time has elapsed, an email will be sent to the selected users with any responses that were received prior to the time ending.
   
   
   
   
4. Advanced Settings
   
   
1. Prioritize this message over other messages when sent at the same time
   When the box is checked, this message will send before any other non prioritized messages sent from this account. It only applies when two or more messages are sending at the same time.
   
   Example: If you have a large message blast going out, but you need this smaller message sent at the scheduled time regardless of whether or not the message blast has finished, you would check the box to prioritize it. The message blast would resume sending after this message was sent.
   
   
   
   
2. Send message from clinic's associated phone number
   When the box is checked, the participant will receive the voice message from their clinic's phone number. 
   
   Note: This option is only applicable to voice messages. It can only be enabled on accounts where offices/clinics are configured with a voice message number.
   
   
   
   
3. Send Settings
   Send Settings allows you to limit the number of messages a participant receives. Use the radio button to make your selection. You can choose to send messages regardless of timing. The other option is to limit the number of messages used by checking one of the boxes. You can indicate that you want to send text messages or voice messages first. Any undelivered messages of the 1st time will receive the other type message.
   
   Example: If Send Text message 1st is checked, if a participant has a landline, the text message will be marked as undelivered and a voice call will then be attempted.
   
   
   
   
4. Custom no send times
   The Custom no send times check box allows you to specify when you do not want this message to be sent. This typically isn't used; unless the reports for the messages are automatically generated and sent to us and you do not want messages to be sent on specific days or during specific times.
   
   
   
   
5. Multiple Participants
   Multiple Participants allows you to limit the number of messages a participant receives.
   
   
   
   
1. Use Records with Earliest Time / Date: This sends only one message to each phone number using the first appointment in the day.
   
2. Combine Records into single message: This sends one message which includes all of the messages for each appointment.
   
3. Use all Records: This sends a message for each appointment regardless of how many are made for a single day.
   
   
6. Message viewable to users with access to any of these areas
   
   This switch  allows you to specify which clinics have access to a particular message. If a message is specific to an individual clinic any users who do not have access to that clinic will not be able to see the message.
   
   
   
   
5. Group Rules
   
1. Group Rules allow you to create a customized message based on the selected criteria. Typically this is used with appointment types to provide a different message for specialized appointments.
   
   
   
1. Checking the box to Remove/combine duplicates after group Rules are applied will allow participants who have multiple appointments scheduled that meet different criteria to receive different messages.
   
   Example: Participant has two appointment types, one is a certification and another is a general appointment. You currently have a group rule for certifications because in that message you are asking them to bring paperwork. If the box is checked they will receive two messages, one that is the general message and the other certification message. If it is unchecked, the appts will be combined and only one message will be sent.
   
   
2. Adding Rules
   When you add a Group Rule, you will be prompted to provide a Rule Name and Rule Components. The name is internal to our system and helps to identify how this message is different from the general (default) message.
   
   
   
   
3. Add Rule Component
   The Rule Components are the criteria that will trigger this customized message to send. In the Field Name select the trigger type that you want to use. Typically this is the Appt Type. 
   
   Select if you want it to be Equal to or Not Equal to the criteria you are entering. Typically this is Equal To.
   
   In the blank, enter the variable that will be used to trigger the message. In our example we will use CERT as this is how the certification appointment type is denoted on our report.
   
   
   
   
4. You can add additional rule components to either broaden or limit the criteria.
   
   
   
   
1. Using AND will limit the number of results because it must meet both the 1st AND 2nd criteria.
   
2. Using OR will broaden the results as it can be EITHER the 1st OR 2nd criteria.
   
   In our example we are using OR because we want to send this message to any participants with a CERT (certification) or RECERT (re-certification) appointment types.
   
   Note: You cannot mix AND and OR statements within the same rule.
   
   
   
   
2. Once you have finished your selections, choose Next   to finalize the changes.
   
   
3. You will now have a customized message that you can create.
   Note: Participants that receive this customized message will not receive the general (default) message unless they have multiple appointments so please be sure to include their appointment date and time in this message if applicable.
   
   
   
   

Rules Based Messages

1.  Advanced Settings
   
   
1. Prioritize this message over other messages when sent at the same time
   When the box is checked, this message will send before any other non prioritized messages sent from this account. It only applies when two or more messages are sending at the same time.
   
   Example: If you have a large message blast going out, but you need this smaller message sent at the scheduled time regardless of whether or not the message blast has finished, you would check the box to prioritize it. The message blast would resume sending after this message was sent.
   
   
   
   
2. Send message from clinic's associated phone number
   When the box is checked, the participant will receive the voice message from their clinic's phone number. 
   
   Note: This option is only applicable to voice messages. It can only be enabled on accounts where offices/clinics are configured with a voice message number.
   
   
   
   
3. Send Settings
   Send Settings allows you to limit the messages a participant receives. By checking one of the boxes, you select if you want to send text messages or voice messages first. Any undelivered messages will receive the other message type.
   
   Note: This option is only viewable when the Message Type is both Text and Voice.
   
   
   
   
2. Once you have finished your selections, choose Next   to finalize the changes.