Using SMS Templates
The SMS templates are the text messages that users see on their devices. The language and content can be customized for each message, or you may use the default text.
A message must be set to Enabled to be sent. When enabling or disabling a message, click Save after each message.
Notes
- SMS templates are zone-specific. Ensure that you have the correct zone selected in Settings -> Zone Settings -> Current Zone before you make any changes to a template.
- There is a character limit of 160 characters for the Content field. If a message exceeds this limit it will be broken into two messages.
- If you do not click the Save button before moving to the next template your changes will be lost.
Template Definitions
The table below provides a definition for each type of template.
| Template Name | Definition |
| Deep Link (Welcome Message) | Sent when the user joins the platform as an active user. |
| Reactivated User (Welcome Back) | Sent when the user's account has been reactivated. This message contains the user's Deep Link. |
| Session Reminder | The reminder that’s sent based on the health survey. |
| Consecutive Reminder | A reminder to users to fulfill their daily session of the Daily Pulse Survey or Health Survey. |
| BluePass | The message the end user sees when they receive their BluePass. |
| GreenPass | The message the end user sees when they receive their GreenPass. |
| GreenPass Expiry Reminder | The message the end user sees to let them know when their GreenPass will expire. The message will be sent based on the value in the Remind before Days field. The message will be sent at user's remindMeAt time. |
| BluePass Expiry Reminder | The message the end user sees to let them know when their BluePass will expire. The message will be sent based on the value incthe Remind before Days field. The message will be sent at user's remindMeAt time. |
| Forced Isolation | Displays when Forced Isolation has been applied to a user. |
| Appointment Confirmation | Displays when the end user schedules a test. |
| Medical Test: Positive | Displays when a user’s test kit tests positive. |
| Medical Test: Pending Positive | Displays when a user’s test kit tests positive. |
| Medical Test: Negative | Displays when a user’s test kit tests negative. |
| Medical Test: Inconclusive | Displays when a user's test kit results are inconclusive. |
| Medical Test: Invalid | Displays when a user's test kit results does not produce a valid result. |
| Medical Test: Scheduled | Displays when a user’s test has been scheduled. |
| Medical Test: Rejected (Default & Reason 1-4) | Displays when a user’s test kit results have been rejected by an Admin. You have the option of having up to 5 separate reasons for rejecting a medical test. Use the default Name and Content text or customize each template for your organization. Changing the text of Name line of these templates will change the drop-down selection menu in the Reject Reason window.
The Reject Reason window can be found by clicking the Edit button in the Covid Test Information widget on the user's profile, then clicking the Reject button.Notes: -- While the Name of each of the Default and Reasons 1-4 templates display in the drop-down menu on the user profile, you must enable each template for the SMS message to be sent to the user.-- The Name field on the SMS and Email templates automatically sync. When you make a change to the field on one type of template the Name field on the other type of template will automatically update.-- After a test has been rejected, a note is automatically generated in the user's profile explaining the rejection reason with the use of the Name section from the respective template. Tags can also be automatically assigned to a user after a test rejection. They can be defined by selecting the template of choice and scrolling to the bottom of the page to the Tags field.
Click the Save button at the top of the page after making any changes. |
| Vaccination: Accepted | Displays when a user's vaccination information has been reviewed by an Admin and been accepted. |
| Vaccination: Rejected | Displays when a user's vaccination information has been reviewed by an Admin and been rejected. |
| Contact Tracing: Exposure | Message that’s sent via the Contact Tracing tool when exposure is suspected. |
| Temperature Scan: Success | Displays when the end user successfully enters their temperature on their profile. This message is also used when the end user checks in through a CS Auto or CSTS Auto device.Note: The Show Upload Daily Temperature Reading button in Settings-User Experience must be enabled for this feature to display to the end user. |
| Temperature Scan: Fail | Displays when the end user tries to enter their temperature on their profile, but is unsuccessful. This message is also used when the end user checks in through a CS Auto or CSTS Auto device. Note: The Show Upload Daily Temperature Reading button in Settings-User Experience must be enabled for this feature to display to the end user. |
| Temperature Scan: Repeat Fail | Displays when the end user makes multiple attempts to enter their temperature on their profile but is unsuccessful. This message is also used when the end user checks in through a CS Auto or CSTS Auto device.Note: The Show Upload Daily Temperature Reading button in Settings-User Experience must be enabled for this feature to display to the end user. |
| Temperature Scan: No HealthPass | Displays when the end user tries to enter their temperature on their profile but does not have a HealthPass. This message is also used when the end user checks in through a CS Auto or CSTS Auto device.Note: The Show Upload Daily Temperature Reading button in Settings-User Experience must be enabled for this feature to display to the end user. |
| Check-in: Success | Displays when the end user checks in successfully through a CS Auto or CSTS Auto device. |
| Check-in: Repeat success | Displays when the end user checks in successfully through a CS Auto or CSTS Auto device, then checks in again. |
| Check-in: No HealthPass | Displays when the end user tries to check in successfully through a CS Auto or CSTS Auto device but does not have a HealthPass.Note: This does not mean the user is symptomatic. |
| Check-in: Covid-19 Test Needed | Displays when the user tries to check in, but has broken either a survey rule or a test rule. |
| Check-out: Success | Displays when the user tries to check out, but has broken either a survey rule or a test rule. |
| One-time Password | Displays when a user clicks the Forgot Password link. Note: This template must be enabled for a user to view test results as the One-time Password is required for Multi-Factor Authentication. |
| Custom Templates 1-5 | Displays when an Admin sends a message to one or more user from the Users dashboard via the Message -> Custom Template drop-down menu.Note: While the each of the Custom Templates displays in the drop-down menu on the Message -> Custom Template tab on the Users page, you must enable each template you want to use in Settings -> SMS Templates for the text message to be sent to the user. |
Customizing a Template
You can further customize your artifacts by using one or more of the display variables listed in the table below.
When you use a display variable, the information listed in the Function column will automatically display to the end user. For example, in the following example "<[user_name]>" and "<[location_name]>" will be replaced with the name of the user the message is sent to, and the location.
Example
Hello <[user_name]>,
Please have your paperwork turned in by Friday to <[location_name]>.
Thank you
| Display Variable | Function |
| <[user_name]> | Prints the user's full name. |
| <[user_id]> | Prints the user's ID number. |
| <[date]> | Prints today’s date in MM DD format. |
| <[link]> | Prints the user's deeplink. |
| <[sso_link]> | Prints the user's Single Sign On (SSO) login page. |
| <[org_name]> | Prints an organization's name. |
| <[org_dname]> | Prints an organization's display name. |
| <[location_address]> | Prints a location's address. |
| <[appointment_time]> | Prints a scheduled appointment's time and date. |
| <[gpe_date]> | Prints the expiry date of a GreenPass. |
| <[bpe_date]> | Prints the expiry date of a BluePass. |
| <[location_name]> | Prints a location name. |
| <[not_answered_days]> | Prints the number of days the Daily Survey has not been answered. |
| <[sampled_date]> | Prints Covid test sample date. |
| <[zone]> | Prints the name of the zone assigned to the user. |
| <[test_type]> | Prints the name of the type of test taken by the user, ie, PCR, antigen. Note: This variable can only be used with email and SMS message templates. |
| <[first_name]> | Prints the user's first name. |
| <[last_name]> | Prints the user's last name. |