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Configuring Communication Planner Settings

Administrators can define numerous settings for your institution within the Communication Planner tool. Select the gear icon at the bottom left of the tool and click the carrot to display the available settings.

Email Settings

The table below outlines the Email settings available in the Communication Planner tool:

Email Opt-Out Page Footer Settings

These settings are related to what appears in your Email Opt-out Page.

Setting

Description

Institution Name

The Institution Name that will display on the Opt-out Page footer.

Address 1

The Address1 that will display on the Opt-out Page footer.

Address 2

The Address2 that will display on the Opt-out Page footer.

City

The City that will display on the Opt-out Page footer.

State

The State that will display on the Opt-out Page footer.

Postal Code

The Postal Code that will display on the Opt-out Page footer.

From Email

The From Email that will display on the Opt-out Page footer.

From Vanity

The From Vanity that will display on the Opt-out Page footer.

Reply Email

The Reply Email that will display on the Opt-out Page footer.

Reply Vanity

The Reply Vanity that will display on the Opt-out Page footer.

 

General Settings

Setting

Description

Enable Email Groups

This enables Email Groups. Note: You aren't required to select an Email Group. If you don’t select a group; the system selects all eligible recipients in your report.                          

Alternate Email Address: Contact

This setting allows you to select an alternate email field when choosing to use Alt Email in the Track or Element level. For example, if you have a custom field for your University email, you can select it here and when Alt Email is selected, this field will be used.

 

SMS Settings

Twilio Settings are where admins manage the Twilio settings for your SMS account.

  1. Navigate to the Communication Planner tab.
  2. Click Settings (gear icon).
  3. Under the SMS heading, click Twilio Settings.
  4. Enter the following:
    1. Twilio Account SID
    2. Twilio Account Auth Token
    3. Country code default  
  5. You can verify your Twilio API credentials and your Twilio credential sync by choosing Check Again or Try Again in the top of the screen:

TargetX ComPlnr SMS Settings.png

 

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