Scheduling a Text

Navigation: Communications > Texts

Tip: There are two ways to schedule a text job. You can use:

• The Scheduler. See Scheduler, Creating a Job, for instructions. 
• The Text Composer. See Scheduling a Text Job directly below for instructions.
  
  

1. From the bottom navigation bar, click Communications 
2. Click Texts. The Text Manager will display.
3. In the Search field, enter the name of the text you want to schedule or scroll through the list of text on the page
4. Click the name of the text. The Text Composer will display.
   
   
   
   
5. Click Finish section
   
   
   
   
6. Click Schedule. The Schedule Now window will display notifying you of the number of valid text recipients.
   
   
   
   
7. Click Confirm. The Text Job Composer will display.
   
   
   

 

Using the Text Composer to Create a Text Job

Details

1. Name: Enter the name of your text job
2. Text: The name of your text
   
   Tip: The Text field defaults to the name of your text that you are scheduling to be sent.
   
   
   
   
3. Start Date and Time:
   

1. 1. Click
   2. Select the first date you want to send the text
   3. Click  
      
      
      
      
   4. Select the first time you want to send the text
      
      
      

4. Time Zone: Select the time zone from the Time Zone dropdown menu
5. Active: The Active box is checked by default. 
   
   Tip: If you want to pause a scheduled text, uncheck the box next to Active.
   
   
   

 

Occurrences

6. Frequency

If you want to send your text one time:

1. 1. Click Select 
   2. Click On Date. The Date and Time fields will display.
   3. Click   
   4. Select the date you want to send the text
   5. Click  
      
      
      
      
   6. Select the time you want to send the text
      
      
      

If you want to send your text multiple times:

1. 1. Click Select 
   2. Click how frequently you want to send the text. The appropriate Day, Time, and End Date fields will display.
   3. Complete the details, as needed
      
      

Tip: To schedule more than one type of occurrence, click .

Tip: To remove an occurrence(s), click . 

Tip: If a day does not exist in your recurring schedule (e.g., February 29), the text job will not run.

 

Exclude

7. Date
   
   
   1. Click   
   2. Select the date that you do not want to send your text 

Tip: You can add as many exclusion dates as needed by clicking (e.g., If you send a text on the first day of every month, you can exclude January 1, New Year’s Day.)

 

Action

8. Override Action Date with the Date when this Job Runs: When the box is checked, the action date will match the date your text was sent.
   
   Tip: If you want the action date to ALWAYS be the date you created your text, rather than the date your text was sent, uncheck the box.
   
   
   

 

Notifications

9. Notify me every time the job runs: If you want to receive a notification once your text is sent, whether it’s been successfully delivered or contains error(s), check the box
   
   Tip: This is the default setting.
   
   
10. Only notify me when the job contains errors: If you want to receive a notification when your text is sent only if your text contains error(s), check the box
    
    
11. Notify me one week before the job runs: If you want to receive a notification one week before the first time your text is scheduled to be sent, check the box
    
    Tip: We recommend that you use this notification to double-check your text content and text recipient list are still accurate.   
    
    
12. Notify me on the last scheduled run date: If you want to receive a notification when your text is sent for the last time, check the box
    
    
13. Recipient’s Email: Enter the email address(es) of each staff member who should receive the notification(s)
    
    Tip: If multiple staff members will be receiving a notification(s), make sure to use a comma to separate each email address.
    
    
    

 

Schedule Preview

1. Click Month, Week, or Day to select your preferred calendar view 
2. Depending on the view you’ve selected, use the Navigation Arrows to scroll from month to month, week to week, or day-to-day 
3. Click Save Changes. Once your text has been saved, a banner will be displayed telling you that a Scheduled Job has been Created/Updated.
   
   Tip: The preview calendar will display all of your scheduled run dates and times