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 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.