IN THIS ARTICLE:
Overview
Sending SMS messages manually from Rosterfy follows a consistent process, regardless of who the SMS messages are intended for.
In this article we will take you through sending SMS messages to specific Events, Shifts or Roles.
For more information on SMS messages in Rosterfy, check out the SMS Overview article.
Note: Rosterfy will limit SMS to 1500 recipients per send. If you need to communicate with more than 1500 users, you can do this by splitting the users into smaller groups. For more information on how to do this, check out Segmenting Users.
SMS specific Events / Shifts
To send an SMS to a specific Event or Shift, follow these simple steps:
In the admin Console, navigate to the Events Tab > Events.
Locate the Event you want to communicate with by scrolling the list or using the Search Bar or Advanced Filters.
Click View Shifts, all shifts for the event will be displayed.
Select your audience:
To SMS all shifts, click Actions > Send Communications To > All Listed Shifts.
To SMS some of the shifts, select the shifts, click Actions > Send Communications To > Selected Shifts Only.
A pop up will appear allowing you to further filter who the SMS will be sent to and what content will be included:
Send to Users on any Shift with chosen statuses: SMS will send to Users with the chosen status/es.
Is Shift Leader: Selecting Yes will SMS only the Shift Leaders.
Include Shifts into content with chosen statuses: Multiple Shifts will be in one SMS send. Users with the chosen statuses on a shift will be included in the SMS.
Include only listed Shifts in content: When unselected, all Shifts on the Event for the User will be included in Shift content.
Exclude Shifts into content that have already finished: If selected this exclude any Shifts where the finish date/time has passed.
Once you have made all your required changes, click Compose.
On the Send Communications page choose SMS. This will take you to the Content page where you can either select a template or manually input the details.
Once you are satisfied with the content, click Next to proceed to the Recipients page.
Here, confirm the recipients of the SMS and make any necessary additions or removals before clicking Next.
On the Confirm page, you have the option to either Confirm and Send the SMS immediately or choose to Schedule for Later. If scheduling for later, input the desired date and time before selecting Confirm and Send.
You will receive a confirmation notification that your SMS has been sent or scheduled.
Note: The merge tag *[custom_event_shifts]* will merge all the event shift information for a User. You can customise this within merge tag settings, check out the Mail Merge Tags article for more information.
For more information on SMS, check out the SMS Overview article.
SMS specific Roles
To send an SMS for specific roles, follow the steps below:
In the Admin Console, navigate to the Headcount Tab > Role Offers.
Locate the Role Offer you want to communicate with by scrolling the list or using the Search Bar or Advanced Filters.
Click View Users, all users for the role offer will be displayed.
Select the audience:
To SMS all Users, click Actions > Send Communications To > All Listed Users.
To SMS some of the Users, select the specific Users, click Actions > Send Communications To > Selected Users Only.
On the Send Communications page choose SMS. This will take you to the Content page where you can either select a template or manually input the details.
Once you are satisfied with the content, click Next to proceed to the Recipients page.
Here, confirm the recipients of the SMS and make any necessary additions or removals before clicking Next.
On the Confirm page, you have the option to either Confirm and Send the SMS immediately or choose to Schedule for Later. If scheduling for later, input the desired date and time before selecting Confirm and Send.
You will receive a confirmation notification that your SMS has been sent or scheduled.
More Information
For more information on SMS, check out the SMS Overview article.