Sending Quick Messages

Overview

The Marketing view in CSU Transfer Planner allows you to create and track your outreach methods. Using the Marketing tools, you can set up automated, personalized communications to any contact.

The Quick Messages subsection is where you can send one-off messages to applicants individually or in batch, without using campaigns.

Creating Quick Messages

1. Using the Navigation Menu, click Marketing.
2. Click Quick Messages.
3. Click the plus sign to create a new message.
4. Select which media type you want to send. 
   • Email Message: design a new email message.
   • SMS Text Message: design text messages to send to your recipients.
   • Voicemail Message: send a prerecorded message to each recipient's phone. You can use a recorded voice message or use text-to-speech. Messages arrive as phone calls, and upon answering the call, the recipient hears your message.
5. Enter an internal name for the message.
6. Under Audience Type, select Applicant (one per person).
7. Under Include and Exclude, select a Segment to filter recipients.
8. Click Next.
9. Follow the appropriate next steps for each media type:
   • For emails:
     1. Select an existing email template to send.
     2. Click Next.
     3. If desired, update the email template configurations as needed. Click Change to select a different email template. If you want to add an email attachment, click Attach File. When the email is sent to your contacts, the attachment will be located at the bottom of the email, and contacts can click a link to download it.
   • For texts, enter the text body. You are limited to 500 characters, including spaces and punctuation.
   • For voicemail messages, select if you want to type your message and have it converted to audio, or if you want to record your voice.
     • If you use text-to-speech, enter your message and select your voice language and sound. Click Listen to my message to hear the message.
     • If you record your voice, make sure you have a microphone ready to record. Once you're ready, click the microphone icon to begin recording.
10. Click Next.
11. Select if you want to send the message now or schedule it for later.
12. Click Save message to send or schedule your message, click the save icon in the top right to save your message as a draft, or click Add New Message to delete it.

Managing Quick Messages

Once you send or schedule quick messages, you can review them in the Quick Messages Grid. To manage existing quick messages, click the checkbox next to the individual quick message name(s) or use the top checkbox to select them all.