TracCloudTA: Difference between revisions
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The TextAlerts module allows students and consultants to receive SMS messages from TracCloud. Text | The TextAlerts module allows [[TracCloudGuideListingsStudents|students]] and [[TracCloudGuideProfileStaff|consultants]] to receive SMS messages from TracCloud. Text alerts can be sent automatically when an [[TracCloudGuideListingsAppts|appointment]] is booked or cancelled, or be sent manually by staff members. For example, if a student is waiting to meet with their consultant, a front-desk worker can quickly send a text to the student letting them know their appointment is ready to begin.<br> | ||
[[File:8085277.png| | [[File:8085277.png|500px]]<br><br> | ||
After the | After the TextAlerts module has been enabled, there will be a handful of options that you may need to modify, depending on your configuration. | ||
<hr> | <hr> | ||
==Group Permissions== | ==Group Permissions== | ||
Each permission group has a tab dedicated to Admin / Modules, this tab contains a couple options relating to | Each [[TracCloudGuideProfileGroups|permission group]] has a tab dedicated to <i>Admin / Modules</i>, this tab contains a couple options relating to TextAlerts, determining if these staff members can send SMS messages or modify a student’s “Receive Text Alerts” status.<br> | ||
<i>Other > Other Options > Groups > [The Group you want to modify] > Admin / Modules > Text Alerts Module Group Access.</i><br> | <i>Other > Other Options > Groups > [The Group you want to modify] > Admin / Modules > Text Alerts Module Group Access.</i><br> | ||
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* <b>Allow user to send SMS messages to students</b> | * <b>Allow user to send SMS messages to students</b> | ||
::This option provides staff the ability to send students messages directly, either from the Log Listing or the | ::This option provides staff the ability to send students messages directly, either from the [[TracCloudGuideBasicsVisits|Log Listing]] (if your [[TracCloudGuideProfilePrefsLogListingCustom|profile prefs]] allow it) or the student’s profile in the “Actions” menu.<br><br> | ||
* <b>Allow user to send SMS messages to staff</b> | * <b>Allow user to send SMS messages to staff</b> | ||
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==Confirm Bio== | ==Confirm Bio== | ||
Students can be given the ability to confirm or modify their own information via Confirm Bio, and this extends to text alerts as well. Towards the bottom of your Confirm Bio settings, you can choose which fields are displayed to | Students and staff can be given the ability to confirm or modify their own information via [[TracCloudGuideGlobalBio|Confirm Bio]], and this extends to text alerts as well. Towards the bottom of your Confirm Bio settings, you can choose which fields are displayed to users. This allows you to add the student or staff cell phone number and their Receive SMS status.<br><br> | ||
<i>Other > Other Options > Preferences > Confirm Bio Settings</i><br> | <i>Other > Other Options > Preferences > Student/Staff Confirm Bio Settings</i><br> | ||
[[File:5837998.png|800px]]<br><br> | [[File:5837998.png|800px]]<br><br> | ||
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The above configuration displays like this to students who are prompted to confirm their bio information.<br> | The above configuration displays like this to students who are prompted to confirm their bio information.<br> | ||
[[File:3883137.png|800px]]<br> | [[File:3883137.png|800px]]<br><br> | ||
In addition to staff confirm bio, a staff member's enrollment in text alerts can also be found in the <b>Contact & Other Data</b> tab of their account. Click on the {{#fas:mobile-button}} icon to toggle text alerts on or off.<br> | |||
[[File:1131440.png|800px]] | |||
<hr> | <hr> | ||
==Log Listing== | ==Log Listing== | ||
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[[File:4750643.png|600px]]<br><br> | [[File:4750643.png|600px]]<br><br> | ||
This will display as a | This will display as a {{#fas:mobile-screen-button}} icon within the listing, which will prompt you to write and send your message when clicked.<br> | ||
[[File:8675092.png|800px]] | [[File:8675092.png|800px]] | ||
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==Emails== | ==Emails== | ||
The automated SMS messages that are sent to students and staff can be customized independently from automated emails. These messages are modified just below your | The automated SMS messages that are sent to students and staff can be customized independently from automated emails. These messages are modified just below your standard email configuration, and are able to utilize the same [[TracCloudGuideProfilePrefsTwig|Twig tags]] available in standard emails. [[TracCloudGuideProfilePrefsEmails|More information on profile emails can be found here.]] | ||
The following automated message types can be sent via SMS:<br> | The following automated message types can be sent via SMS:<br> | ||
Revision as of 11:52, 12 May 2023
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TextAlertsThe TextAlerts module allows students and consultants to receive SMS messages from TracCloud. Text alerts can be sent automatically when an appointment is booked or cancelled, or be sent manually by staff members. For example, if a student is waiting to meet with their consultant, a front-desk worker can quickly send a text to the student letting them know their appointment is ready to begin.
After the TextAlerts module has been enabled, there will be a handful of options that you may need to modify, depending on your configuration. Group PermissionsEach permission group has a tab dedicated to Admin / Modules, this tab contains a couple options relating to TextAlerts, determining if these staff members can send SMS messages or modify a student’s “Receive Text Alerts” status. Other > Other Options > Groups > [The Group you want to modify] > Admin / Modules > Text Alerts Module Group Access.
Confirm BioStudents and staff can be given the ability to confirm or modify their own information via Confirm Bio, and this extends to text alerts as well. Towards the bottom of your Confirm Bio settings, you can choose which fields are displayed to users. This allows you to add the student or staff cell phone number and their Receive SMS status. Other > Other Options > Preferences > Student/Staff Confirm Bio Settings
The above configuration displays like this to students who are prompted to confirm their bio information.
In addition to staff confirm bio, a staff member's enrollment in text alerts can also be found in the Contact & Other Data tab of their account. Click on the icon to toggle text alerts on or off.
Log ListingA student SMS button can also be made visible on the log listing. In the event that a front-desk worker needs to text a waiting student letting them know their appointment is ready, this makes this task much easier. Simply head over to your Log Listing settings and add the “Text the Student Button” field. More information on customizing your Log Listing can be found in our user manual. Other > Other Options > Profiles > [Your Profile] > Prefs > Log In/Out
This will display as a icon within the listing, which will prompt you to write and send your message when clicked.
EmailsThe automated SMS messages that are sent to students and staff can be customized independently from automated emails. These messages are modified just below your standard email configuration, and are able to utilize the same Twig tags available in standard emails. More information on profile emails can be found here. The following automated message types can be sent via SMS: Other > Other Options > Profiles > [Your Profile] > Prefs > Emails
Override SMS AddressFor users with the ability to modify a student's SMS preference, an additional option will be available to override their SMS address. This can be used to specify an email-to-SMS address in the event that their carrier doesn't correctly identify itself (more common with smaller MVNO providers).
For information on purchasing the TextAlerts Module, reach out to sales@go-redrock.com |
