How to schedule an alert for a future time

1. Begin on the Send Alert Page
   • Which is the first page you will see when you log into your account as an Admin.
   • You may also access the Send Alert Page by hovering over Alerts and selecting Send Alert.
     
2. Fill out the information regarding who to send the alert to.
   • Select Groups: These have been defined by Admin accounts in Groups → Add Groups
   • User Types: Member, Staff, Admin
   • Message Type: Choose from the dropdown list.
      
   • From the Select Alert Escalation Level dropdown, choose an Escalation Level. This is for all types of messages sent. Options are different based on the type of alert.
3. Fill out the message information.
   • Insert Name Options will add each person's name into the message. This may be preferable when using an email alert and no so much when using a text alert.
     
     
     • For example, selecting the First Name option will insert the placeholder for the first name that looks like this: $firstname$.
   • Insert Template: You may have already created a template of a particular kind of alert you want to send. If so, you may insert the Template and then modify it for this particular alert. Likewise, once you have created an alert, you may save it by clicking the Save Template button.
   • Message Subject
   • Message Body
4. At this point, if you want to send the message later, you must click the Send Message Later Button at the bottom.
   
   • This will refresh the screen and provide the option to fill out a Start Time which includes the date and time you would like the message to be sent.
     • Fill in the time/date
     • Click Add
     • Click Schedule Alert.
     • Click OK on the pop-up box asking if you are sure.
   • The screen will refresh to show the scheduled alert which includes the Alert Subject and the time/date stamp.

Updated January 16, 2024 14:22