---
title: Messaging in PantrySoft (SMS, Email)
description: Learn about mass and automatic messaging in PantrySoft
---

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1. [Knowledge Base](https://support.pantrysoft.com/?hsLang=en)
2. [FAQ & Miscellaneous](https://support.pantrysoft.com/faq-miscellaneous?hsLang=en)
3. [Messaging and Notifications](https://support.pantrysoft.com/faq-miscellaneous?hsLang=en#messaging-and-notifications)

# Messaging in PantrySoft (SMS, Email)

## Learn about mass and automatic messaging in PantrySoft

### Activating Messaging

PantrySoft staff will turn on the email feature upon request, and SMS (texting) upon request and payment (SMS sends of 160 characters are $0.02 apiece; see [this article](https://support.pantrysoft.com/mass-email-and-text?hsLang=en) for more information on billing details).

**Automatic Messaging.** Once these features have been turned on, a variety of *automatic* email and/or SMS messages will issue to Clients and staff Users alike (see Notifications below).

**Deliberate Messaging.** You'll also then have access to *deliberate* mass-messaging from a properly-formatted Dynamic Report.

### Automatic Messaging

*The following events trigger automatic messaging...*

**Client Appointment Is Imminent (Client-made appointment via Client Portal Appointment screen OR staff-made appointment via Dashboard)**

- Clients are messaged at a certain interval before the date and time of their Appointment. 
    - Toggle this feature via **Storefront Settings: *Send Confirmation Email***.
    - Change interval for SMS: **Schedule Settings: *Hours Before Appointment To Send Sms Reminder***
    - Change interval for Email: **Schedule Settings: *Hours Before Appointment To Send Email Reminder***

**Client creates a Login profile for the Client Portal.**

- Pantries that expose the Sign Up button on their Client Portal (allowing guests to "introduce themselves" to the pantry via the Client Portal) automatically email those new Clients a confirmation that they've successfully created login credentials for themselves.

**Client Completes or Edits a Client Portal Order.**

- The Client will be emailed a confirmation that includes any storefront items and quantities in their cart. Message will indicate if this is the result of an edit. 
    - (Toggle this feature via **Storefront Settings: *Send Confirmation Email***.)
    - (Adjust the email header content via **Storefront Settings: *Order Confirmation Email Content***)
- Staff Users with the *Storefront Notification* Additional Role will also be emailed this information. 
    - (Adjust the email header content via **Setup-\>Storefront Settings: *Order Notification Admin Notification Email Content***)

**Client's Storefront Experience is Abandoned** 

- Client will be emailed when their storefront order has been left idle for too long. 
    - Adjust the time interval for this notification through **Storefront Settings: *Cart Idle Time.***
- Client will be emailed when their storefront order is slated to be deleted because they abandoned it without checking out.  
    - Adjust the time interval for this notification through **Storefront Settings:** ***Abandoned Cart Warning Time***.

- Client will be emailed when their storefront order has been deleted because they abandoned it without checking out. 
    - Adjust the time interval for this notification through **Storefront Settings: *Abandoned Cart Expire Time***.

**Staff edits an Appointment or Visit associated with a Client Portal Order.**

- The Client will be messaged their Order has been altered. 
    - Toggle this feature via **Storefront Settings: *Notify Client Of Order Edits***
    - Adjust the SMS message for this notification via ***Storefront Settings: Edited Online Order SMS Content***
    - Adjust the Email message for this notification with **Storefront Settings: *Edited Online Order Email Content***

**Clients Register (only for "Stops after Registration" workflows)**. 

- Admins with the Storefront Notification role will be messaged that a Client has registered. 
    - This only occurs if the portal workflow has been set to Stop after Registration (**Setup-\>Storefront Settings: *Stop After Registration***)
    - Edit the header content that Staff sees through **Storefront Settings: *Registration Admin Notification Email Content***.

**Staff creates a batch of Client Records and "asks" each Household to create a Login.**

- *A special feature has been used that mass-messages all Clients in the system, inviting them to create a login tied to their new Client Record.*
- Clients are initially emailed asking them to provide a password.
- Clients are then emailed confirming they've chosen a password.

### Deliberate Messaging

Admins can use any Dynamic Report that features columns for Email (Client's primary member's email) and/or Phone (Client's primary member's phone number) to manually mass-message the Clients that appear on that report.

*[See this article to learn about deliberately mass-messaging Clients](https://support.pantrysoft.com/mass-email-and-text?hsLang=en).*

 

 

 

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