You can create a visitor management SMS workflow that automatically sends your SMS templates when conditions you specify are met. Before you can add an SMS workflow, you must add SMS templates. For more information, see Adding an SMS template for SMS workflows.
You can create both operator and property SMS workflows. Operator workflows are used for all of your properties, and property workflows are only used at the property you create the workflow for. This article describes adding an operator email workflow, but the steps are almost identical for property workflows.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all these menus or services may not be available or displayed.
To create an SMS workflow
Select your Personal Profile in the top menu.
Select System Settings from the drop-down menu. The Operator Details screen appears.
Select Workflows in the side menu and select the SMS tab.
Click the Add button in the Operator Level SMS Workflow section.
TIP: If you want to create an SMS workflow for a single property, click the Add button in the Property Level SMS Workflow section.
In the General section, select Visitor Management in the Category selector.
TIP: If you are creating a property workflow, select the property the workflow is for in the Property field.
Complete the fields in the Action section. For field descriptions, see the Workflow action screen reference at the end of this article.
NOTE: The conditions you select in the Action section fit together to form a complete sentence describing the workflow's behavior.
Click Save.
Workflow action screen reference
Category | Select the SMS template that Kube uses when sending the text message. Kube displays a read-only version of the selected template in the Template Preview section.
When you create an operator workflow, Kube only displays operator SMS templates in the drop-down menu. When you create a property workflow, Kube displays both operator and property templates from the property the workflow is for.
NOTE: You must add SMS templates before Kube populates the drop-down list. For more information, see Adding an SMS template for SMS workflows. |
When | Kube automatically sets the field to Visitor. |