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How to Setup Automatic Session or Event Email or Text Message Reminders

Overview

This article explains how to setup a CloudAlert as a session, event, or appointment email or text message reminder.

Table Of Contents

  • How to Quickly Setup CloudAlerts Session Reminders or Thank you Emails/Texts.
  • Breakdown of the Pre-Built CloudAlert options
  • How to Setup A CloudAlert Using the Custom CloudAlert as Email Event Reminders

How to Quickly Setup CloudAlerts Session Reminders or Thank you Emails/Texts.

This option will setup an email or text message for a calendar type or calendar sub-type. If you setup an email or text message cloudalert for a calendar type it will also send out emails or text messages to the calendar sub-types as well.

  1. Click on the Calendar component
  2. Click on the Settings tab
  3. Click the Manage Calendar Types button
  4. Click on the Select Action menu for the desired Calendar Type
  5. Click on the Manage CloudAlerts menu item
  6. Click the New CloudAlert button at the bottom
  7. Select the desired Cloudalert you would like to setup

Breakdown of the CloudAlert Wizard options

  • New CloudAlert Email Options
    • New Session Reminder Email
      • This option will automatically setup a CloudAlert email message to be sent out 2 days before an event
    • New Session Thank You Email
      • This option will automatically setup a CloudAlert email message to be sent out 1 day after an event
    • New Session Cancellation Email
      • This option will automatically setup a CloudAlert email message to be sent out 1 hour after an event has been cancelled
    • New Session Confirmation Email
      • This option will automatically setup a CloudAlert email message to be sent out 1 day after an event has been confirmed
    • New Session Created Email
      • This option will automatically setup a CloudAlert email message to be sent out 1 day after an event has been created
    • New Custom Email
      • This option will automatically setup a CloudAlert email message for the calendar type but it is up to you to decide how long before or after the event
  • New CloudAlert Text Message Options
    • New Session Reminder Text Message
      • This option will automatically setup a CloudAlert text message to be sent out 2 hours before an event
    • New Session Thank You Text Message
      • This option will automatically setup a CloudAlert text message to be sent out 1 day after an event
    • New Session Cancellation Text Message
      • This option will automatically setup a CloudAlert text message to be sent out 1 hour after an event has been cancelled
    • New Session Confirmation Text Message
      • This option will automatically setup a CloudAlert text message to be sent out 1 day after an event has been confirmed
    • New Session Created Text Message
      • This option will automatically setup a CloudAlert text message to be sent out 1 day after an event has been created
    • New Custom Text Message
      • This option will automatically setup a CloudAlert text message for the calendar type but it is up to you to decide how long before or after the event

      How to Setup A CloudAlert Using the Custom CloudAlert as Email Event Reminders

      1. Click on the Cloud Services component
      2. Click on the CloudAlerts tab
      3. Click the Manage Emails or Manage Text Message button
      4. Click the New CloudAlert Email button or New CloudAlert Text Message button
        1. Select the CloudAlert Status. Whether you want it to be active or paused.
        2. Enter a name for this CloudAlert
          1. An example name could be "Session Event Reminder"
        3. Select Session/Appointment/Event CloudAlert from the "Select Type of CloudAlert Type" drop-down box
        4. Select the name of the calendar type that you want to send a reminder for from the "Select Trigger" drop-down box
          1. Please note, if you want a reminder for all calendar types then you will need to create a Cloud Alert for each calendar type you have entered in StudioCloud
        5. Select the number of hours or days before or after the event that you want the email or text message to be sent
        6. Click the New Template button to create a new email template or click the Select Template button to select an already existing email template
        7. Select whether you want this to go to multiple recipients or a specific client
          1. You will probably want this to go to multiple recipients
        8. Click the desired checkboxes to send emails to Customer(s), Employee(s), and Custom
          1. The Custom option allows you to enter an email address that will always receive the email address when this CloudAlert is triggered
        9. Click the Save button to save the CloudAlert