SMS Text Messaging
- Brett Talbot
Schoolworks offers SMS Text Messaging via our SMS Partner ValueText application in the following ways:
Single Message via a student, teacher or accommodation record
Single or Bulk Message via a View list on an object
Bulk Message via using a Salesforce Report
SMS Message automation via schedule
SMS Message automation via Workflow or Process Builder
We are currently developing various SMS message entry points via the Scheduling and Classing screens to make it even easier to send SMS messages.
Bulk Messaging via a pre-saved Report
It is possible to build use a report as a target list of SMS messages.
Reports are particularly useful as the full extent of Salesforce report filters - such as cross object filters - can be used to generate a complex dataset.
Quick Steps
Create the target report and ensure the report has a valid mobile phone number field
Open the ValueText SMS Test Application
Select Report to Text
Enter the source report name
Select ‘Analyze’
Select the Source Data Object
Select ‘Send now’ or ‘Dynamic Schedule’
Detailed Steps
Create the target report and ensure the report has a valid mobile phone number field
A report may have made already or check the ‘SMS Reports' folders in Reports
2. Open the ValueText SMS Test Application
3. Select Texting from Reports
4. Enter the Source Report name, Analyze Report, Data Source, then Send Now or Dynamic Schedule
5. Send Now
6. Schedule
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