This article introduces Automated Messages in Finalsite Messages XR, including how to prepare and schedule attendance notification messages and where to activate them.
💡Quick answers
- What does Automated Messages do? It automatically sends attendance notification messages to your community based on a schedule you define, as an add-on within Messages XR.
- Where do you find Automated Messages in the Messages module? Open Messages and select Automated Messages from the left navigation.
- How do you set up an automated attendance message? Steps: define attendance category codes, select locations, write the subject and message with merge tags, set the send-on schedule and frequency, choose languages, and preview before activating.
- How do you activate an automated message? Toggle the Active button in the top right corner; toggling it off deactivates the message until it's turned back on.
- Can automated attendance alerts be translated into other languages? Yes; you can choose languages from the Languages dropdown and preview the message with merge tag details for each translation.
- Who do you contact to get started with Automated Messages? Contact your Client Success Manager or email clientsuccess@finalsite.com, since Automated Messages is an add-on product within Messages XR.
Finalsite Messages module now includes the added benefit of the automated sending out of attendance notifications. Write your attendance message, choose when and how often you want it to go out, and the messages will flow out to your community.
Automated Messages is an add-on product within Messages XR. Contact your Client Success Manager or email clientsuccess@finalsite.com to learn more about how to get started.Â
Find Automated Messages in your Messages module
Click to open your Messages module and then in the left navigation in Messages, select Automated Messages.
See also:Â
Messages overview articles
Getting started with Messages
Connect your data
Work with our data integration team to ensure that your attendance data is syncing properly with Finalsite.
See also:Â
Configuring automated messages
Prepare your message
- Define Attendance Category Codes through SIS data sheet.
- Select which Locations the automated alerts will be sent out for.
- Type your Subject.
- Set From and Reply-to fields.
- Automate the Send on settings based on a predefined schedule. Choose the frequency of days and specific time your message will be sent.
- Type your message content. Merge Tags can be selected from the dropdown, allowing you to personalize each message.Â
- Choose any languages you'd like to translate into from the Languages dropdown.
- Preview your message in each language translation with different merge tag details displayed.
Make adjustments as needed
Reset schedule to different frequencies of days by selecting or deselecting the days next to Send on and changing your time with the dropdown picker.
See also:Â
Creating and sending automated messages
Customize automated attendance alerts with merge tags
Translate automated attendance alerts
Activate your message
Once your message is ready to send, toggle the Active button in the top right corner. This message will now be sent out at the frequency you have set. Toggling off will deactivate your message and it will no longer be sent out until activated again.Â
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