To begin creating an Email or SMS Text Messaging Campaign, follow the steps below in SecurityTrax:
Creating an Email Message Template
- Click on the Administration tab
- Click Message Campaigns under Content Management
- Click Add Message located directly beneath the main tabs at the top
- Select the Type of message (Lead or Customer)
- Select Email from the the Message Type drop down menu
- Enter a Name for the message
- Enter the Email Subject
- Enter the name you'd like to show as the sender
- Enter the email address you'd like to show as the sender. (For example, 'noreply@yourcompany.com')
- Create your content in the HTML Body field using the editor
- Create a duplicate of the content in the Plain Text Body field
- Click Save
Creating an SMS Text Message Template
- Click on the Administration tab
- Click Message Campaigns under Content Management
- Click Add Message located directly beneath the main tabs at the top
- Select the Type of message (Lead or Customer)
- Select SMS from the the Message Type drop down menu
- Enter a Name for the message
- Create the content of your text message
- Click Save
The following pages include the various types of messages available, their respective Fields, and samples for how the Fields are used.