Schedule an SMS

1. Go to the Event record that you want to schedule the SMS for.
2. Click Create Schedule.

Recipients Section

1. Select Schedule “an SMS” 
2. Select “Event Attendees” or “Session Attendees”
3. Enter a Schedule Name. 
4. Select a country in the Send SMS From field.
5. Set Send SMS To = “Phone”. 
6. Choose an Attendee Filter, if needed. 
   • If you set Attendee Filter = “Attendance Status”, select the relevant options in the Attendance Status field. 
   • If you set Attendee Filter = “Registration Status”, select the relevant options in the Registration Status field.
7. There must be at least one recipient listed in Total Recipients. If a zero is listed underTotal Recipients, check that you have the correct status selected and review the Attendees that should have the chosen status. 
8. Confirm that the amount under SMS Balance is greater than the number ofTotal Recipients.
9. Click Next.

Schedule Section

1. Choose one of the three options below to schedule your SMS. 
   • Send the SMS at a specific date and time 
     • Choose the specific date and time in the Select a Date / Time field. 
   • Send the SMS X Minutes/Hours/Days After/Before the selected trigger. 
     • Enter the number. 
     • Choose “Days”, “Hours”, or “Minutes”. 
     • Select “Before” or “After”. 
     • Choose “Event Start Date/Time”, Event End Date/Time”, “Event Attendee Registration Date”, or “Event Attendee Created Date”. 
   • Select Now to send the SMS two minutes after the SMS is scheduled. 
2. Click Next.

Message Section

1. In the Message Text box, enter the message that you would like to send.
2. Click Next.

Send Test Section

1. Enter a Test Phone Number(s). Make sure to use a phone number that can be checked easily. 
2. Select a Test Record. 
3. Click Send Test.
4. After you receive the success message, click Schedule.

The schedule will now be visible under Schedule History on the Scheduler tab. Please refer to the video for the process flow for sending an SMS.