How to Set Up Automated Messages

 

Automated messages can be set up to run when specific things happen (for example, when a student’s membership is expiring or a student’s birthday is approaching).

Click the following link to watch the video about how to set up Automated Messages.

 

To set up Automated Messaging:

1. On the left panel, click Communications.

2. Hover over Messages and click Automated Messaging.

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3. To turn on automation, click on the toggle button next to the desired category. You can choose to send an email and or text message to the recipient.

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4. Enter a number (in days) for when you want this alert to be sent after the trigger (for example, triggered 1 day after you add a new student).

Note: If the box is left empty or 0 is input, the alert will be sent immediately.

5. Enter a number (in days) for how often you want to send another email to remind the recipient.

6. (Optional) To send a text message, toggle Send SMS to On, and then type the message in the SMS field.

7. (Optional) To send an email, toggle Send Email to On, and then type a subject for the email and the customized body of the email.

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• Within the body text area, you can add special tokens (accessible at the top-left corner of the text editor) to personalize the emails you send.
• These “hooks” or snippets of text will be converted when the email is sent. (For example, ((student_name)) will be converted to John Doe, or ((membership_program)) will be converted to My Membership Program.)

Available hooks:

• ((student_name))
• ((prospect_name))
• ((last_class))
• ((membership_program))
• ((membership_end_information))
• ((school))
• ((event))
• ((event start))
• ((invoice_id_number))
• ((invoice_total_due))
• ((recurring_invoice_date))
• ((recurring_invoice_total))

8. When you are finished updating and customizing the automated messages, scroll to the bottom of the page and click the blue Update Automation Settings button.