Add Text Message Campaign

WINDOW OVERVIEW:

This window is used to create and send text messages to a client.

See Also:

Client Preferences

List Text Message Campaign History

How Do I:

Send Text Message

FIELD DESCRIPTIONS:

Recipient:  The name of the client who will receive the text.

Person Number: A system generated number for the Person.

Cellular Number: The client's cell phone number.

Birth Date: The clients date of birth.

Division Group Box:

Select EA or MLTC from this group box. Doing so will populate the Campaign options available to send to the client based on the selection.

Programs List Box:

The program(s) the selected client is part of display in this list box.

Program(s): The Program in which the client is involved.

Program Name: The Program Name associated with the Program.

St: The status of the Program.

Program ID: A system generated number for the Program.

Campaign List Box:

This list box is populated when a selection is made from the Division Group Box. The text campaign options available to send to the client. Once you select a campaign, the Worker Callback Number, Customer Service Center and Select Date fields will display and the Text Message Preview box displays with the text to be sent displayed.

Note: The Callback Number and Date is only displayed for certain text messages.

Worker Callback Number: The assigned worker's call back number.

Note: Click the check box to have this number listed as the Call Back number in the text.

Customer Service Center: Select the number from the drop down or leave at the default value of None.

Note: If a number is selected from the drop down, the selected number will be used as the Call Back number in the text.

Select Date: Select the date to send the text by selecting the drop down option.

Campaign ID: A system generated number for the Campaign.

Campaign Name: The names of the text campaigns available to send the client.

Text Message Preview List Box:

The text that will be sent to the client will display.

ACTION BUTTONS:

Select this button to submit the text to be sent.

Note: This button will become active once all of the fields on this window have been selected.

Select this button to close the window and return to the List Text Message Campaign History window.
Select this button to clear the selections made.
Select the Help button to display window level help.

 

(08-2023)

NFO2AR1H (22)