You can add SMS templates that send notifications via text message to your members when a visitor has completed a corresponding form and the associated workflow is triggered. In an SMS workflow, Kube automatically sends the SMS template to the recipient when the appropriate conditions are met. This article discusses creating an SMS workflow template. For more information about creating a custom SMS workflow, see Creating a visitor management SMS workflow.
This article is part of the Kube system setup flow. For more information, see Kube setup checklist.
You can create custom SMS templates for all of your properties at once in the System Settings section or individually for each property within the property's record. This article describes creating system custom SMS templates, but creating both system and property custom SMS templates follows the same process. To create property custom SMS templates, select your property on the Properties screen and click SMS Templates in the side menu before starting Step 4 below.
Adding an SMS template
Select your Personal Profile in the top menu.
Select System Settings from the drop-down menu. The Operator Details screen appears.
Select SMS Templates in the side menu and select the SMS Workflow tab.
Click the Add button. The New SMS Workflow Template screen appears.
Complete the fields. See the end of this article for New SMS Workflow Template Screen Reference.
Click Save.
New SMS Workflow Template Screen Reference
Name | Select the type of SMS template you want to create.
NOTE: At the time of this article's creation SMS is only supported for Visitor Management. |
Subtype | This list is populated by forms that have information collected from the visitor. By default, this list contains Delivery and Visit Employee.
NOTE: For information or assistance updating or creating a new form, please reach out to Yardi technical support. |
Token Drop Down | The tokens in this list are dynamic and are populated by the values defined in the Visitor Management setup forms. For more information on the forms, see Setup form types glossary. |
Token | Copy and paste the generated token into the Content field where you would like it to appear in the text message. |
Content | Fill in this section with the text and tokens you would like the member to receive through SMS messaging when SMS workflow criteria are met. |