PTC Texting
  • 06 Dec 2023
  • 1 Minute to read
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PTC Texting

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Article summary

PTC Texting:

**New Release**

A new Communication lookup has been created.
This lookup gives access to PTC fields to be able to text a message to the parents with their appointment time/s.
For example: you can send a text to your parents which would say "Reminder PTA will iy"H take place tonight. Your appointments are as follows: Rabbi Cohen (Avrohom) 9:00, Mrs. Levy (Yitzchok) 9:15, Rabbi Stern (Yaakov) 9:30."

To access this option:

1. Open the Communication Menu and select SMS/Voice -> Send Messages

2. In the lookup dropdown, select 'Telephone Lookup For Texting - PTC'

Optional: You can add additional filters using the standard filter option. 

3. Click search.
You will then be prompted to select a Conference.

It is important to note:
This lookup will only pull up parents that have an appointment scheduled for this Conference.

4. Once the lookup list has been pulled up, select the parents you would like to receive this message by checking off the row or selecting all.
You can view the additional columns with the merge fields in the list by scrolling to the right. 

5. Create your message using available merge fields in the Message box:
 or set up an sms message template by clicking 'Templates', 'New' and then creating the desired message:

6. To send out the message hit the "Send Messages..." button or schedule it,
follow the instructions on the standard sms messaging guide: Texting Manual .



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