(SM-1) Sending Attendee Messages
Last updated
Last updated
Welcome to the first lesson in this chapter about sending messages.
We will start with where you will probably spend most of your time sending messages, which is in sending them to your activity attendees.
To to go the area to send attendee messages:
In this area, you can see that the screen is divided into three columns:
Message Column - select one or all of the different attendee messages available
Attendee Column - select one or all of the attendees on the activity
Delivery Status Column - work with the message/attendee combination chosen in the first two columns.
To show all messages in the Delivery Status column:
To show just one message in the Sending Column:
To show all attendees in the Sending Column:
To show just one attendee in the Sending Column:
So that the following paragraphs make sense, leave the settings so they are showing all messages and all attendees.
By default, the Delivery Status column just shows the overall sending status of each message. This can be:
All Sent
XX Unsent
Sending Errors
In our example screen shot shown above, each attendee has received their Place Booked message at the time the booking was made, but the other three messages have not been sent. Hence we can see that Place booked is listed as All Sent, and the other three are listed as 5 Unsent.
You can see more details of each message at the individual attendee level.
To see the the list of attendees, click on the icon which shows the status.
To see the attendees a message has been to:
The list of attendees appears:
To see the attendees a message has not been sent to:
The list of attendees appears:
You can also use the three selection boxes at the top of the Delivery Status Column to show more details for all message at the individual attendee level.
To see all the sent messages
In our example, this shows a list of all the attendees for the Place Booked message.
To see all the unsent messages:
In our example, this shows a list of all the attendees for the other three messages.
You can see the exact message that was sent out to each attendee:
A pop up window appears, first showing the sending status of the message, and then the text of the message that was sent:
You can see that the sending status for the message here is Created. This will always be the case for messages sent in Test mode - the messages are created but never sent.
You can see that next to each message which has not been sent, there is a big [Send Unsent] button.
Here is how to use it...
To send a message to one attendee:
The Delivery Status column now shows the status just for this one attendee.
The message will be sent just to this one attendee - in this example, for the Joining Instructions.
If this means that the message has now been sent to this attendee but not everyone, when you revert to viewing All Attendees, you will see the message status remains as XX Unsent, but XX has decreased by one - in this case to four:
To send a message to all attendees:
This will cause the message status to now be set to "All Sent".
If you want to be sure that a message was sent:
This shows the most recently sent messages in date/time order, with the most recent message at the top.
If you do not see the most recent messages sent:
To see the status and content of a specific message:
The status and content of the message appears on the right.
Often you will find that you are not ready to send a specific message.
To prevent messages that are not currently relevant appearing in the the Bookings - Messages area:
The message names will now appear greyed out in the message list within Define Activities - in this case, Just Before and Just After:
The messages will now no longer appear in the Bookings - Messages area:
Using this technique can help to make the display much cleaner in Bookings - Messages.
If a new attendee booked onto an activity while you were looking at the Bookings - Messages screen then their details will not appear.
To update the attendee list:
We have learned about how the standard attendee message are sent from the Bookings - Messages area. We have seen how to manage the list of messages and attendees, see the delivery status of different messages, and manually send unsent messages.
We will discuss how the messages can be sent automatically in lesson SM-3.
In the next lesson we will discuss how to manually send out the Payment Due messages.
As we discussed in lesson , there are four standard attendee messages, which are the ones shown in the Message column of the image above.
Click on for that specific message.
Click on for that specific message.
In our example we will not be able to see any errors, as it is not possible to create message errors when working in Test mode. We will discuss sending live messages in lesson , and how to manage delivery errors in lesson .
We will cover the topic of monitoring the status of messages sent in Live mode in lesson .
As well as sending messages in this manual way, there is a technique that allows them to be sent automatically. This is discussed in detail in lesson .
