Scheduled Messages

Use the Scheduled Messages section to set up automated SMS and email messages to be sent out based on your pre-defined criteria. You can use this function to send out automated Appointment reminders, thank you emails and other correspondence.

  • Browse to the Scheduled Messages screen under the Marketing menu.

Adding and Editing Scheduled Messages

  1. Click New on the action bar, or select an item to edit.
  2. Enter a Name for this Scheduled Message.
  3. Set the Message Type you want to send out.
  4. Select a Contact Group you want to send to, or alternatively select a Dynamic List to send to.
  5. Set the Message Template you want to send out.
  6. Under the Schedule section set the Start Time that you want these messages to be sent out at.
  7. Finally, select if you want this schedule to occur on a Daily basis, or just Once Off.
  8. Click Save to save your changes.

Deleting Scheduled Messages

  1. From the Scheduled Messages screen open the required item that you would like to delete.
  2. Click the Delete button on the tool bar.
  3. If the item is not being used you will be prompted to confirm the delete by clicking the Delete button.
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