POS Account Messenger Scheduler

PATH: Point of Sale > Account Maintenance > POS Account Messenger Scheduler

Before you begin, create message templates with the POS Account Messenger tool.

You must create a message template in POS Account Messenger prior to creating delivery schedules.

The POS Account Messenger Scheduler allows districts to select a day and time for Campus to send account balance information and other routine food service notices. This tool uses the message templates created with the POS Account Messenger.

The POS Account Messenger Scheduler will automatically generate messages based on the data available at that time. A confirmation email will be sent to the person that created the messenger schedule telling them that it has run and how many phones/email devices received the message if the Send confirmation email checkbox is marked. The person must have an email address entered on their Census > Demographics tab.

Keep the following items in mind when creating a schedule:

  • POS Account Messenger templates that include email attachments will send the same attachment each time the message is sent. Keep this in mind if the email attachment was not meant to be sent repeatedly.
  • Always review and compare Ad hoc results to recipient lists. If you are scheduling the same message but using different templates for different audiences or setting up a recurring schedule, this step will help you avoid unintentionally sending the message multiple times to the same recipients because of crossover created by the ad hoc lists. You can use the POS Account Messenger tool to review the recipient list.

To receive Point of Sale messages, contacts must have the General checkbox selected, on the appropriate devices, in Census > Demographics >   Personal Contact Information .

Emancipated minors who have a non-household Messenger relationship to themselves on the Census > People >   Relationships tab will receive Point of Sale messages.

POS Account Messenger Scheduler

Before you Begin

Keep the following in mind before you schedule POS Account Messenger Scheduler.


Scheduling a POS Account Message

PATH: Point of Sale > Account Maintenance > POS Account Messenger Scheduler

  1. Select a template from the Message Builder Schedules table.
  2. Enter the Schedule Name.
  3. Enter the Start Date/Time of the message.

    The Start Date/Time should be when all meal service is complete. Avoid scheduling calls too early in the morning or too late in the evening.

    If the time entered on the Scheduler is...Then the message will be sent...

    the same or later than the time entered in the Dial Window or Send Email field on the template

    at the time entered on the Scheduler.
    earlier than the time entered in the Dial Window or Send Email field on the templateat the time set on the template.
  4. Choose how often to send the message by selecting an option from the Recurring Frequency dropdown list.
  5. Mark the Send Confirmation Email checkbox to receive an email when the message has been sent. A confirmation email will be sent to the person who set up the Message Builder Schedule.
  6. Select the Save icon when finished. The new schedule will appear below its respective template in the Attendance Messenger Schedules table.

Add more schedules by selecting the newly added schedule in the Message Builder Schedules list and select the Add Scheduled Message Builder.

If the Message Builder Schedule should be disabled, mark the Disabled checkbox. If disabled, no future messages will be sent for the schedule.

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