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Automated Text Messaging

Updated over 4 months ago

While managing Golf Genius - Golf Shop, there are scenarios where automated text messages can be sent to alert members, guests, and club repair technicians of certain information.

Automated text messages are available and set up for the following features:

Note: Some automated text message and enabled by default for your convenience.

You can manage text messages by:

  • Enabling/disabling specific automated text messages

  • Setting the timing of certain reminder text messages (Demo Clubs and Tasks Only)

  • Setting the timing of follow-up emails (Special Orders, Demo Clubs, Rentals, Club Repairs)

  • Single Notification for Multiple Special Orders (Special Orders Only)

  • Notification for "Different Recipients" (Drop Ship Special Orders)

  • Customizing Text Messages

Keep in mind you are not always locked into the content of these automated messages. You can customize the automated notification "on the fly" to include a personalized message to your members and guests. For more details on customizing notifications on the fly, Click Here.

To send automated text messages, cell phones must be stored in the Member Roster or Club Repair Technicians Profile.

In this article, we will discuss how you can manage your automated text messages.

Enabling/Disabling Automated Text Messages:

It's important to review and determine which automated text messages should be enabled or disabled. To do this, follow these instructions:

  1. Go to Communication > Text Messages > Automated Text Messages.

  2. Select to view the automated message for a feature (i.e., Special Order, Demo Club, etc).

  3. Use the "Enabled" toggle switch to enable or disable the automated text messages (as shown below).

These settings will be applied to all new special orders, demos, club repairs and other features with automated messages. However, these settings can also be overwritten at the member level or when managing a specific special order, demo or club repair. For more details on managing your notification settings, Click Here.

Setting the Timing of Reminder Text Messages for Demo Clubs:

To improve the timeliness of demo returns, you can send automated text messages:

  • Reminding the borrower that a due date is approaching

  • Notifying the borrower that a demo club is overdue

You can set the timing of these automated text messages on the text configuration page (as shown below).
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Setting the Timing of Reminder Text Messages for Tasks:

To improve the timeliness of getting tasks completed, you can send automated text messages:

  • Reminding the assignee(s) that a due date is approaching

  • Notifying the assignee(s) that a task is overdue

By default, the assignee(s) will receive the first text message one day before the due date and the second text one day after the due date. However, you can change the timing of these automated messages on the automated text message configuration page (as shown below).

Setting the timing of follow-up text messages (Special Orders, Demo Clubs, Rentals, Club Repairs):

Customer Service is a critical component of any successful operation. Customer service is the support you offer your members and guests - before, during, and after they use your facilities and services or buy products - that helps them have an enjoyable experience.

Therefore, it is important to understand these customer service experiences to ensure you are providing your members and guest with a satisfactory experience. Because of this, you can schedule emails and text follow-ups with your members and guests:

Single Notification for Multiple Special Orders (Special Orders Only):

In the event a member has placed an order that includes multiple special orders (items), this would mean that you might have multiple special orders attached to a purchase order for one member. When an automated text message is generated for these multiple special orders to one member, the notifications are grouped into one text message instead of sending a text message for each special order.

To enable or disable this grouping of notification, follow these instructions:

  1. Go to Communication > Text Messages > Automated Text Messages > Special Orders.

  2. You can edit the messages to a member by clicking the option for"Customize Text Message".

  3. Enabled by default, if you would like to disable it, uncheck the box for "Enable single notification for multiple special orders". Or if it is disabled and you would like to enable it, check the box to enable the feature.

  4. If enabled, you will have two tabs, one for "Single Special Order" and one for "Multiple Special" Orders, (as shown below).

  5. You can customize the text message for both a single special order or multiple special orders. More details about customizing messages can be found later in this article.

  6. Click "Save" when all modifications have been made.

Notification for "Different Recipients" (Drop Ship Special Orders):

When Drop Shipping a special order to a different recipient, as you manage your special orders, you can enable and disable notifications for both individuals. For instance, you can control both individuals' notifications when an order is placed or when sending shipping details (as shown below).
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​Click Here for more details about Drop Shipping.
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Customizing Text Messages:

Every automated text message has a default message that can be changed and customized if necessary. For details on customizing text messages, Click Here.

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