Modify an SMS template

Overview

This article guides you through the process of modifying SMS (Text) templates.
The article is divided into the following seven topics:

Prerequisites
   Role
   Scope
Use case
Navigation
   Branch level
Modify an SMS template

 

Prerequisites

An active account with an SMS gateway provider must be established to enable SMS correspondence via Clubware. Clubware is currently compatible with MobiPost and IntelliSMS SMS gateways.

 

Role

Your Role must have the Manage correspondence Permission.
Your Role must have the Edit correspondence Permission.

 

Scope

Your Role must have the Permission in the Branch an SMS (Text) template belongs to.

For more information on Roles, click here.
For more information on Permissions, click here.

 

Use case

Modifying SMS (Text) templates can be used for various purposes:

• Book an appointment
• Update the message
• Add additional information via merge fields
• Delete unnecessary merge fields

The advantage of using Clubware to send an SMS message is that the correspondence is lodged against the Member's Notes with a date/time stamp.

Note:  Any changes made to an SMS template will be applied to all Branches. Using the merge fields ensures the Branch details are correct.

 

Navigation

SMS messages are modified via Correspondence at Branch level.

 

Branch level

To modify an SMS message:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)

Click on Correspondence

 

Modify an SMS message

To modify an SMS message:

		Click the three vertical dots
		Click Edit Rule
		Select Edit
		Make your changes, using merge fields instead of unique Branch information.
		To select a merge field, highlight and right mouse click, selecting copy.
		Place our cursor in the text box and right mouse click again, selecting paste to insert the merge field.
		Click Save.