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

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

3. SYSTEM Email Preferences

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

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

6. Booked Appointment Email Preferences

7. Additional Email Options

8. Email Visit Report to Instructors

9. 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

10. Activation Code – generated by admin

11. 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

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

13. 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.

14. Sending Messages

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

16. 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 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'

17. Automatic Messages

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

19. Messages
bleh

20. 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.

21. 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?