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

Overview Setting up email options Configuring Text Alert options Different methods of sending emails Different methods of sending texts

SYSTEM Email Preferences

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

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

Appointment Email Preferences Center Profiles > Prefs > Emails Confirmations Reminders Cancellations Special #tags#

Additional Send Email Options

Email Visit Report to Instructors

Messages Settings Before sending messages, you need to create the message types, and indicate which groups can send which types of messages. Messages are a way for you to manually send an email to students through the Trac product. Messages can be sent to a particular student, or to an entire group of students.

Sending Messages One Student One or MORE students Sends email or message (not text sms). One or MORE students (double-check number of selected students!!!) Students Listing > List Options > Send HTML Note

Text Alerts Text Alerts allow you to : Send appointment confirmation/cancellations via text. Remind Students/Consultants of their appointment by text shortly before the appointment time. Send a text to Students currently visiting your Center. Broadcast messages by text to Students who have “opted in”.

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

Opting-in to Text Alerts as a Student Students can “opt in” to receiving text alerts from their main menu by sending a text to the address generated. Once Activated, Students can determine the amount of time prior to their appointment they want to receive the text alert.

Defaults for Text Alert Options Set the default values for a student’s text alert opt-in options. The student can change the defaults.

Text Alert Activation Code – generated by admin Administrators can also assist students looking to opt in to text alerts by generating the activation code on the student profile.

Text Alert Option from the Kiosk Students are offered a Text Alert notification when a consultant is ready to see them.

Center Bulletins as Text Messages Option 1: Students that have opted in to receive center bulletins can be texted when they visit a center.

Text a Group of Students Broadcast a message to all students that have opted in to text messages. Select your group of students, and check-mark SMS Text. ALWAYS VERIFY NUMBER OF SELECTED STUDENTS!!!

We are now in touch through… Text Messaging and Email!

Reminders 5:30pm – Mat Pilates or Yoga 7:00pm - Dine with Redrock at The Old Spaghetti Factory

On the Go Redrock Conference Guide Download the guidebook App on mobile device or tablet To find the 2019 Redrock Conference Guide: passphrase: 2019rrconference

GUIDEBOOK: Session Evaluation and Handouts After the session you attended to fill out the Session Evaluation: Click on Session Schedule then the Session Title Toward the bottom, click on Session Evaluation Fill the out the Survey and click Submit Want the handout for the session you just attended: Toward the bottom, in PDFS click on the guide you want to download. Fill Out Evaluation Get Handouts