Set Up Auto-Replies (How-To)

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Set Up Auto-Replies

Once you have set up your Canned SMS templates, you can configure automated messaging.

  1. Navigate to Left-hand Navigation: Admin » Manage SMS Auto-Replies.

  2. Click the blue Add button towards to right of the screen to create a new template.



  3. There are several fields you will need to fill out. Please review the following guide. Once these details are filled out you can click Save or Save and Add Another.

 

Auto-Reply SMS Settings Guide

Field Name Description Helpful Hint
Location Select the location where this template should send.  
Name This is the name of the template within your Gingr application and is not visible to customers. Make this name descriptive enough for easy access to choose the correct template.
Template Select the Canned SMS Template that should send for this Auto-Reply. Please see our article on Send a Canned SMS with a Template for more information about setting these up.
Status Choose whether or not this template should send. You can filter the list to enabled and/or disabled templates just above the list of templates.
All-Day Select this toggle if the Auto-Reply should send at all hours of the day. If the All Day toggle is on, the time selectors will disappear.
Start Date & Time Select the date & time this auto-reply should start sending.

You can schedule auto-replies to begin at a later date.

If the All Day toggle is on, the time selector will disappear.

End Date & Time Select the time this auto-reply should stop sending.

You can schedule auto-replies to stop sending on a certain date.

If the All Day toggle is on, the time selector will disappear.

Type Select if the Auto-Reply should send on certain days of the week and/or end on certain dates.

Repeat: select from daily, weekly, monthly, or yearly. See more details below.

Repeat Every: select how frequently the reply should repeat (depending on which repeat selection you chose above).

End: optionally set the reply to send Until a certain date or after a certain Count of sends. This defaults to ending Never.

 

Repeating Options for Auto-Replies

  • Never:
    The auto-reply will only send between the selected Start and End Dates and Times.



  • Daily:
    The auto-reply will repeat daily on a set schedule. You can set it to repeat every set number of days. For example, entering 1 in the Repeat Every field means the template sends every day, entering 2 will make the template send every other day. Optionally set an end date.



  • Weekly:
    Auto-replies can send on select days of the week. A single rule can be applied to one or multiple days of the week. You can set it to repeat every set number of weeks. For example, entering 1 in the Repeat Every field means the template sends weekly, entering 2 will make the template send every other week. Optionally set an end date.



  • Monthly:
    Auto-replies can send on select days of each month. You can set it to repeat every set number of months. For example, entering 1 in the Repeat Every field means the template sends every month, entering 2 will make the template send every other month. There are two options for repeating dates: you can enter a set day of the month or based on the 1st, 2nd, 3rd, 4th, or last day of the week of the month. Optionally set an end date.



  • Yearly:
    Auto-replies can send on select days of each year. You can set it to repeat every set number of years. For example, entering 1 in the Repeat Every field means the template sends every year, entering 2 will make the template send every other year. There are two options for repeating dates: you can enter a set day of the year or based on the 1st, 2nd, 3rd, 4th, or last day of the week of the year you select. Optionally set an end date.

 

Example Configurations

  • Repeating every other day:



  • Replies only on weekends:



  • Replies on a set day of the month. For example the 1st of each month:



  • Replies based on the day of the week in a month. For example the 1st Friday of every month:



  • Replies for a holiday that falls on a specific date. For example the 4th of July or Christmas:



  • Replies for a holiday that occurs on varying dates of the year. For example Thanksgiving or Labor Day:



  • Temporary replies such as for facility closures can have an end date set. For example this would achieve an all day reply while your facility is closed July 5th thru the 9th. In this case the rule does not need to be set to repeat.

 

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