Automated Messaging🔗
Automating Messaging Setup Procedure
Key Steps
Step 1: Request Automated Messaging Service 0:10
- Access managers must request the automated messaging service from their business relationship manager.
- Ensure to provide necessary details regarding the criteria for messaging.
Step 2: Configure DNS Settings 0:23
- Contact your domain services to set up the following DNS records:
- DMARC record
- DKIM record
- These records are essential for the automated messaging to function properly.
Step 3: Schedule Automated Messaging 0:33
- Determine the days of the week on which to send automated messages.
- Set different criteria for each day to allow for unique messages.
Step 4: Enable Automated Messaging 0:48
- After setup, ensure that the business relationship manager enables the automated messaging feature.
Step 5: Verify Sent Messages 0:58
- To check the records of messages sent:
- Visit the student profile page.
- Click on the student's name.
- Navigate to the 'Notes' section and scroll down to view messages.
Step 6: Access Reports 1:10
- Download the notes report from the reporting section.
- Filter the report by author or subject line to find specific automated messages.
Cautionary Notes
- Ensure all DNS settings are correctly configured to avoid issues with message delivery.
- Double-check the criteria set for automated messaging to ensure they align with your communication goals.
Tips for Efficiency
- Keep a checklist of the steps to ensure nothing is missed during the setup process.
- Regularly review and update the criteria for automated messaging based on student needs.
Need Help? Reach out to support@aspiredu.com.