Keep in Touch with Your Students via Email & Text with Jodie Huddle

Email / Message / Text Customize Trac Messaging features Required Settings Customize Automatic Messages Text Alert Settings & Activation Setting up email options Configuring Text Alert Options Different methods of sending emails Different methods of sending texts

SYSTEM Email Preferences

PROFILE Email Preferences The center is required to have a “Center Email Address” to send Confirmation and Cancelled appointment messages.

USER Email Preferences Your account must have an email address in order to send Message, Email or Text to students.

Booked Appointment Email Preferences

Additional Email Options

Email Visit Report to Instructors

Text Alerts System Requirements Latest Trac 4.0 Web and Engine updates Trac Server must have ability to make outbound http/https connection to msgtrac.com Current Maintenance Agreement with Redrock Support Trac Server must have ability to receive incoming http/https connection from 63.224.138.155

Activation Code – generated by admin

Students Decide If They Want Text Alerts It's as easy as 1,2,3!!! Check-mark the 'Activate' box. Text 'hi' to provided address. Set personal text alert options. 15 - 120mins

Center Bulletins as Text Messages Students that have opted in to receive center bulletins can be texted when they visit a center.

Text Alert Option from the Kiosk When the waiting room feature is activated -- Students are offered a Text Alert notification when a consultant is ready to see them.

Sending Messages

Message a Group of Students Broadcast a message to selected students. TIP: ALWAYS VERIFY NUMBER OF STUDENTS SELECTED!!! Enter text friendly message here. Enter email message here.

View Messages Sent to Students See past messages that have been stored for a student: Student Entry window > History tab > Messages tab Rights to view specific message types are controlled through group permissions. Each time an email or text is sent – it doesn’t automatically create a message record for the student.  A message (aka note) record is created only when you specify that it should be created. There are options to set if you would like to save automatic messages sent by your Trac System. For more info, goto our knowledgebase article: 'How To: View Messages Sent to Students'

Automatic Messages

Messages For manually sent emails and texts, the checkbox or note option must be selected when creating the email/text.

Messages bleh

Message Types TIP: You may want the Sys Admin group to view all messages.  To do this, you will need to list system message types along with your customized message types (include one blank line for blank message types).  Then, give the Sys Admin group permissions to view all message types.

Reminders The guidebook app is set up with our conference schedule.  It also allows connections with Redrock conference attendees. 5:30pm - CrossPIT or Yoga 7:30pm - Dine with Redrock Survey Questions?