Process: Create an Automated SMS

SMS stands for Short Message Service, more commonly known as a Text Message.

Our Student Management System gives you the ability to send a text message to a Party and receive a response. These messages can be sent ad hoc or sent automatically when triggered; for example, you can send an SMS Reminder 24 hours before an Event Start Time.

Please Note

To use this feature, you need to connect with a third-party provider such as Message Media before sending an SMS from your System. 


Add an SMS Template

To add an Automated SMS, you must first create a templated message against the Party Record (where the Mobile Number is captured). 

To create an SMS Template, follow these steps:

  • Go to AdministrationTemplatesEntities.
  • Click Party from the List.
  • Click Templates. This is nested under the Notes heading in the left-hand navigation.


  • Click the + plus Icon to create a new SMS Template.


  • Complete the Note Template window.


    1. Title - The contents of your SMS goes here. This is what will be sent to the Party.

    2. Category - Select the 'SMS' Category from the drop-down list provided.
    3. Enabled/Disabled - By Enabling (checking) this box, you are allowing for this SMS Template to be available for use later on. If this SMS Template is no longer appropriate you can either (a) change the message, or (b) disable the SMS Template.
    4. Priority - Set as 'Normal'. 

    5. Days to Follow-Up - This is not a required field. Leave blank.
    6. Content - For an automated SMS, the Content section is not required and can be left blank. 
  • Click, Create.

You have now added an SMS Template.


Automate the SMS Template

To Automate the SMS, follow these steps:

  • Go to CommunicationsAutoMateAutomations.
  • Click the + New button to create a new automation. 
  • From here, you will be asked to select a Target.

  What is a Target?

The Target is where you want to create your automation. This is important because it determines what you can do with the task, the fields you can merge, the templates you can access and the triggers/conditions that are available.
For example; if you want to create an Event Reminder you would select Event as the Target.

For the purpose of this article, we will create an Automated Event Reminder. Therefore, we have selected Event as our Target.

  • Complete the New Automation window.


    1. Name - Create a unique name for your automation that will allow you to easily identify and search for it in the future. 

    2. Description - Describe the purpose of the automation.
    3. Action - Make sure that Create Note is highlighted/selected.
    4. Apply to - Where do you want to store the record of this communication?
      For example; if it is an Event Reminder you may wish to store the Automated SMS against the Party (Student) record. 
    5. Execute Task - This is your trigger. Use this section to identify when to send the automated SMS. For example, 24 Hours Before Event Start Time.
    6. System Task - If enabled (checked), the automation will be triggered for all entities for which this workflow task has been created. If this is not enabled, you will need to allocate the automation to each Entity (e.g. Course or Event).
    7. Enabled - If enabled, this automation will be in effect. 
    8. Conditions - Conditions can be used to further filter the automation.
      For example; you could limit the automation to only send the SMS to students who have been marked as 'present' or 'absent'.
    9. Assigned to - Leave blank. As this is an SMS to a Party, you do not need to assign this note to the system user. 
    10. Template - Here is where you apply your previously created SMS Template. 
  • Click, Create.

You have now set up an automated SMS.

Nick is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.