10 | Messaging Accounts

This article covers Messaging Accounts and the configurations that are used within BackOffice setups.

The Messaging Account(s) component allows Operators to create & send messages to Account Holders.

Operators can send messages to a specific Account or to all Accounts that belong to a specific Account Profile.

The messaging to Accounts function allows for messages to be sent to Accounts direct from the BackOffice.

Supported message formats include Email & SMS.

Prerequisites

An Operator must have applicable Messaging flags enabled which can be found on the Marketing & Promotions tab of Operator Maintenance

E.g., to send an Email to Accounts, an Operator will need to be authorized with the "Send Email Message" flag enabled

Step-By-Step Guide

After logging into BackOffice, navigate to the Messaging component within the side menu and then select Message Account(s)
A prompt will appear with options for selecting an Account/s

This allows the Operators to select Accounts either manually, via Account Profiles, or from a Report

Manual Selection

If the Operator chooses to select an Account manually, the Account tree will be displayed similar to the screen below:

Navigate through the Account List and select which Account(s) to send a message to
Once all Accounts have been selected, click the Select Account button from the tab's Header Section and the below "Messaging" window will appear:

From the Message Type selection choose how to deliver the Message
When sending an Email, standard formatting options as shown below will be available:

Account Profile

If an Operator chooses to select an Account Profile, a list of pre-configured Profiles will be shown to choose from, similar to below:

From Report

When the Report option is chosen, a prompt will appear with Saved Reports available to choose from

After selecting the desired Report, the Message Edit Screen will be displayed on top of the Report selected

In the top, left corner of the message edit screen, the number of Accounts that will be sent to will be displayed

Additional Features

Fields/ Icons	Descriptions
Message Type	Messages can only be sent to Account holders via Emails or SMS The process differs slightly for each contact method SMS will send the message to the mobile phone number listed in the Account Contact details Type the message in the message text box on the lower half of the screen The message field does not have a character limit. To avoid sending multiple SMS for 1 message keep the Character Count under 160 characters
From	Write the description of the Sender
	View Recipients will display a report This report will show, before sending a message, if the contact will be successful This status is shown as a TRUE or FALSE response on the report For any FALSE result, you will need to add or edit the Operator Contact details on the Operator screen It is also possible to print or export this report
	Converts the message from HTML to plain text removing any images or advanced settings

In a Single-Venue site, the Message will be sent automatically; however, in a Multi-Venue Organization, Operators will need to Send Data Base from BackOffice to send the Message