Send SMS Message Wizard

The Send SMS Message wizard is located in the SMS Notifications toolbar and the Users toolbar in the Circulation module. Library staff use this wizard to send SMS notification messages to library patrons who have provided the library with the phone numbers from mobile devices. Users have the option to send SMS messages to one or multiple phone numbers associated with a given patron record.

To send a SMS notification message

Select the Send SMS Message wizard from the SMS Notification toolbar.

Enter the User ID of the patron to whom you wish to send a SMS notification message and select Get User Information.

If the desired User ID was already in use with another wizard, you may select the patron’s User ID displayed next to the User ID field.

In the message setup box, select the patron’s phone number from the Phone number dropdown menu.

Note: Some user records will have multiple phone numbers. If you wish to send a SMS notification message to all phone numbers, select ALL from the Phone number dropdown menu.

Select a message type from the Message type dropdown menu.

The Message type menu designates the type of SMS notification message you wish to send, as well as the message templates associated with that message type.

Note: Although the system allows you to select any message type for the user, the message will only get sent if the user opted into that type of message. For more information, see SMS Notice Contact Info Tab.

Select a message template from the Message template dropdown menu.

The Message template menu contains standardized messages related to a particular message type. Message templates store messages in a standardized format and with standardized content.

Note: Message templates that contain tags do not display in the list. Those types of templates can only be sent through the See "Notify Users Wanting Text Messages Report".

For information about templates and tags, see Message Template Manager Wizard.

If you wish to modify the content from the selected message template, use the Message text box.

Note: The Send SMS Message wizard does not save modifications to a message in its message template. The Message text box is meant for unique modifications for a one-off message.

Click the Send SMS Message button to send your SMS notification message.

If there are no problems, a message displays to inform you that the message has been sent to the SMS server and queued up for sending.

Note: If you selected to send to ALL the user’s phone numbers, you get a message prompt for each number.

Click the Close button to exit the wizard.

You can check the View SMS Message Logs Wizard to check for when the message is actually sent.