SMS Events Configuration

You can specify events that automatically send an SMS text message or prompt a user to send one. These events use SMS Templates, which can insert merge variables into text messages so that recipients receive information that is specific to them. Messages are sent to the account’s primary contact. If that contact is not SMS-enabled, the message is not sent. Run the SMS Report to view the status of all messages.

To use this functionality, you must obtain an Integrated Texting subscription from Applied Systems. Contact your Applied sales representative for subscription information. Additionally, you must obtain clients’ consent and update Contact Detail accordingly before you can text them. For an overview of the steps necessary to set up Integrated Texting for your organization, see Getting Started with Integrated Texting.

All SMS Events are turned off by default; you must activate the ones you want to use. You can set SMS events to be required or not required or to occur in the background. For some events, Background is the only option.

Click here for a list of available SMS events. Please note that some do not apply to U.S. agencies.

1. From the Home screen, do one of the following:
• Click Configure on the navigation panel.
• Click the down arrow next to Home on the menubar and select Configure.
• Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

• Click the down arrow to the right of the Home options bar button and select Configure.
• Click Home > Configure on the menubar.

2. Click SMS on the navigation panel or Areas > SMS on the menubar.
3. Click Events on the navigation panel.
   
   You can do the following from here:
• Edit an SMS System Event
  1. Click the system event and do one of the following:
  • Click the Edit button to the left of the list.
  • Click File > Open on the menubar.
  • Double click the system event.
  • Press [Enter].
  2. Select the Generate SMS text for event automatically checkbox to enable the event, or deselect the checkbox to disable the event.
  3. Specify whether the SMS event is Required, Not Required, or Background.
  • Required: If the primary contact is SMS-enabled, the employee must send a text; no Cancel button displays in the SMS Messaging popup. If the primary contact is not SMS-enabled, however, the employee can select an SMS-enabled secondary contact and send the message, or click Cancel to refrain from sending a message.
  • Not Required: The SMS Messaging popup displays, where the employee can choose to send a text to an SMS-enabled contact on the account or not.
  • Background: An SMS message is sent to the account’s primary contact automatically with no user interaction if an SMS Template is defined for the event and the primary contact is SMS-enabled. If either of these conditions is not met, the SMS Messaging popup displays, where the employee can select a secondary contact or choose not to send a message.
  4. To select a template for the message, click the lookup button in the Template field.
  1. The Select SMS Template window displays. Select a Tag to filter the templates available if necessary.
  2. Select a Template. A preview of the Message displays.
  3. Click Finish to add the template, or Cancel to discard your template selection.
  5. Click Finish or press [Enter] to complete the record.
     
     Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
• Print a List of SMS Events
  1. To print the list of SMS system events, do one of the following:
  • Click the Print button to the left of the list.
  • Click Print > Listview on the options bar.
  • Click File > Print > Listview on the menubar.
  2. Print this list as you would any other document.