Configuring Communication Planner Settings

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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.

General Settings

These settings are related to the creation and maintenance of Email Test Lists.

Test List

Navigate to the Communication Planner tab.
Click Settings (gear icon).
Under the General heading, click Test List.
Click the + to add a new Test list.
Enter the following:
1. List Name
2. List Description
Click the + to Add Members. You can create a New member or select from a list of existing members.
Add First Name, Last Name, Email and Mobile Phone, then click Add, then Create.
Choose Existing Member to select from a list of members you’ve already added in another Test List.

Notes:

To manage Test List members, select the person icon in the top right. From here, you can search and view all the members in the Test List. Select a specific member to remove the member or view all the Test Lists they belong to and delete them as needed.
Choose Delete Test List to delete the selected list.

Schedule Jobs

Schedule Jobs enables you to Start, Stop, or Schedule Apex jobs, deactivate idle jobs, and more. The date/time of the last time the job was run is displayed.

Auto Deactivate Campaigns and Tracks
Campaign Sync Retry
Report Validator

Transfer Images

Transfer Images allows you to copy images located in the Documents Email Image Library and transfer them to the TargetX Communication Planner Images file library. You can check the job's status by navigating to Apex jobs.

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.

Email 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.

Navigate to the Communication Planner tab.
Click Settings (gear icon).
Under the SMS heading, click Twilio Settings.
Enter the following:
1. Twilio Account SID
2. Twilio Account Auth Token
3. Country code default
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: