Reminder - New Reminder Order

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Reminder - New Reminder Order

 

Overview

 

Create a new Reminder order.

 

 

 

 

Click the 'Reminder' tab at the top of the interface to open the 'Reminder' drop-down menu.

 

Click 'New Reminder Order' to open the 'New Reminder Order' screen and compose a new order.

 

 

Description

 

New Reminder Order  

                             

 

 

 

Summary

 

 

Name

 

The name of the order. This is for internal use only and is not visible to message recipients.

 

Description

 

Type/paste any other information that will help identify the order.

 

 

 

Destinations

 

 

To

 

Option 1: Type/paste the recipient’s mobile number directly in the ‘To’ field. The number should be in international format. The leading zero, if any, should be replaced by the country code and there should be no spaces, plus signs or brackets. For example the Australian mobile number 0414 xxx xxx would be entered as 61414xxxxxx. You can enter multiple numbers if required.

 

List/Contact/Group

 

Option 2: Select 'Lists' from the drop-down menu on the right hand side.

 

The field immediately below the drop-down box will display the available destination lists. Click the required items (hold 'Ctrl+click' to select multiple items).

 

A 'Recipients' counter is located immediately above the ‘To’ field. This counter shows the number of recipients who will be sent the message.

 

File Format

 

Choose a custom file format, or use the default.

 

 

 

Message

 

 

Reminder Message

 

This is the first Reminder message that is sent to a customer to confirm ('Yes') or cancel ('No') an appointment.

 

Reply to Confirm Message

 

This message is sent to a customer once they have confirmed their appointment.

 

Reply to Cancel Message

 

Based on a customer canceling an appointment by responding with 'No' to the original Reminder message, this message will be sent to the customer confirming appointment cancellation

 

Reply to Change Decision Message

 

This message is sent after a customer changes their mind and submits a 'Yes' (Confirm) then a 'No' (Cancel) or vice-versa.

 

 

 

Delivery Options

 

 

Delivery Frequency

 

Select from the drop-down menu. This determines when, and how often, the order will be sent.

 

BI-WEEKLY - Once every every 14 days.

 

DAILY - Once a day

 

HOURLY - Once an hour.

 

IMMEDIATE - Once only, sent upon clicking 'Launch' button.

 

MONTHLY - Once a month.

 

ONCE - Once only, on a future date.

 

WEEKDAY - Once every weekday (i.e. Monday-Friday).

 

WEEKEND - Once every weekend day (i.e. Saturday-Sunday).

 

WEEKLY - Once every 7 days.

 

TRIGGER - Launched whenever an automatic list is updated.

 

Start Date

 

The scheduled launch date for the order if it has been scheduled for the future.

 

Click to choose a date.

 

Start Time

 

The scheduled time of day when the order will be launched, in '24-hour' time (e.g. '15:00' = Three o'clock in the afternoon).

 

Add to List

 

Appointment time and status will be added to the chosen list.

 

 

 

Once all required fields are complete:

 

 

Store changes and exit

 

 

'Schedule' button will display if order is to be launched on a future date;

 

OR

 

 

'Send' button will display if order is to be launched immediately.

 

 

Undo any changes and exit.