Alerts: automatic reminders
Text and email the people serving, some days before each event.
Staff For staff and admins.
Alerts are reminders that go out by text and email some days before each event: You're on Worship this Sunday: accept or decline. Set them once on the template; each event made from it gets them, with the dates worked out from the event's date. Events have the same tab, with dates instead of days before.
Add an alertStaff
- Open the Alerts tab and select Add Alert. It starts on the day of the event, at the hour the event starts.
- Type the Days Before (marker 1 on the screenshot) the event. 0 is the day of the event.
- Pick the Time (marker 2 on the screenshot). Alerts go out on the hour.
- Choose who gets it (marker 3 on the screenshot) (marker 4 on the screenshot) (marker 5 on the screenshot) (marker 6 on the screenshot) (see below).
- Pick the Delivery Method (marker 7 on the screenshot): SMS, Email or both.
- Select Save Notification (marker 8 on the screenshot), then Save Template.
Until you save the template, the tab shows Unsaved Changes.
Who gets an alert
| Section | What it does |
|---|---|
| Filter by Group | In Schedule, In Staff, In Attendees: which parts of the event it goes to. |
| Filter by Fields & Roles | Uncheck fields to leave their people out, like the Preaching field. |
| Filter by Participants | Uncheck people to leave them out. |
| Filter by Notify Status | Un-confirmed: people who haven't answered yet. Un-notified: people never texted or emailed about this event, who haven't answered. All, Regardless of notified status: everyone. |
| Delivery Method | SMS, Email, or both. |
A common setup: one alert to everyone Un-notified a week before, then one to the Un-confirmed a day or two before, as a reminder.
The alerts on a template
Each alert shows when it goes out (marker 1 on the screenshot), how (marker 2 on the screenshot) (a check is on, a cross is off), and to whom (marker 3 on the screenshot). Select it to change or delete it. Add Alert (marker 4 on the screenshot) adds another.
What happens when an alert goes out
- Each person gets a text and/or an email with a link to the event, where they can accept or decline.
- Someone with a blockout during the event isn't texted: their roles are declined for them, with the reason Blockout. With auto-rotate, the next person is asked.
- People whose account is disabled are never texted or emailed.
Still have a question?
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