Add Text Message Campaign
WINDOW OVERVIEW:
This window is used to create and send text messages to a client.
See Also:
List Text Message Campaign History
How Do I:
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:
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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. |
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Select this button to close the window and return to the List Text Message Campaign History window. |
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Select this button to clear the selections made. |
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Select the Help button to display window level help. |
(08-2023)
NFO2AR1H (22)