Set Up Auto-Replies (How-To)

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Summary

After you set up your Canned SMS templates, you can set up automatic messages. This article shows you how to create an auto-reply and set when it sends.

Before You Begin

You need at least one Canned SMS template. See Create Canned SMS Templates.

Steps

  1. Go to Left-hand Navigation: Admin » Manage SMS Auto-Replies.
  2. Select the blue Add button on the right side of the screen.

    SMS Auto-Replies management interface

  3. Fill out the fields. Use the guide below.
  4. Select Save or Save and Add Another.

Auto-Reply SMS Settings Guide

Field Name Description Helpful Hint
Location Select the location where this template sends.
Name The name of the template in Gingr. Customers do not see it. Make the name clear so staff can pick the right template.
Template Select the Canned SMS Template that sends for this Auto-Reply. See Send a Canned SMS with a Template for more about setting these up.
Status Choose whether this template sends. You can filter the list to enabled or disabled templates above the list.
All-Day Turn this on if the Auto-Reply should send at all hours of the day. If All Day is on, the time selectors disappear.
Start Date & Time Select the date and time this auto-reply starts sending.

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

If All Day is on, the time selector disappears.

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

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

If All Day is on, the time selector disappears.

Type Choose whether the Auto-Reply sends on certain days of the week or ends on certain dates.

Repeat: Choose daily, weekly, monthly, or yearly. See the options below.

Repeat Every: Choose how often the reply repeats, based on the Repeat option.

End: Optionally set the reply to send Until a date or after a number of sends (Count). The default is Never.

Repeating Options

  • Never: The auto-reply sends only between the Start and End dates and times.

    Auto-reply type selection dropdown menu.

  • Daily: The auto-reply repeats daily. Set it to repeat every set number of days. Enter 1 in Repeat Every to send every day, or 2 to send every other day. You can set an end date.

    Auto-reply settings with daily repeat option.

  • Weekly: The auto-reply sends on select days of the week. One rule can cover one or more days. Set it to repeat every set number of weeks. Enter 1 to send weekly, or 2 to send every other week. You can set an end date.

    Weekly auto-reply settings interface.

  • Monthly: The auto-reply sends on select days of each month. Set it to repeat every set number of months. Enter 1 to send monthly, or 2 to send every other month. Pick a set day of the month, or the 1st, 2nd, 3rd, 4th, or last day of the week of the month. You can set an end date.

    Auto-reply scheduling options interface.

  • Yearly: The auto-reply sends on select days of each year. Set it to repeat every set number of years. Enter 1 to send yearly, or 2 to send every other year. Pick a set day of the year, or the 1st, 2nd, 3rd, 4th, or last day of the week of the year. You can set an end date.

    Auto-reply schedule settings form.

Example Setups

  • Repeat every other day:

    Auto-reply settings interface.

  • Reply only on weekends:

    Auto-reply settings for weekends.

  • Reply on a set day of the month, such as the 1st of each month:

    Auto-reply settings for the 1st of each month.

  • Reply based on the day of the week in a month, such as the 1st Friday of every month:

    Monthly auto-reply settings interface.

  • Reply for a holiday on a set date, such as July 4th or Christmas:

    Auto-reply settings for July 4th annually.

  • Reply for a holiday on changing dates, such as Thanksgiving or Labor Day:

    Auto-reply settings for a holiday on changing dates.

  • Temporary replies, such as for a facility closure, can have an end date. This example sends an all-day reply while your facility is closed July 5th through the 9th. You do not need to set it to repeat.

    Auto-reply settings with start and end dates.

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