Automated Messages

You can set up automated messages like birthday greetings in ChurchOffice. These messages will be sent every morning to members who are celebrating their birthday, or those who have made contributions that you want to acknowledge.
Setting up these automated SMS/Email messages is simple. We will look at setting up contribution acknowledgement and birthday greetings messages.

Set up Contribution Acknowledgement messages

To set up Contribution acknowledgement,

1. Click on the app launcher, then select Communication.
2. From the SMS dropdown, click on contribution acknowledgement.
3. Click on the action button to the right, then select edit.
4. On the message form, Under the SMS tab, enter the sender’s name that should appear when the member receives the message.
5. Edit the message. The placeholders listed above can be placed in your message. They will be replaced with the actual value when the message is being sent.
   Note: Do remember to add the curly brackets when you add a placeholder.
6. Under the Email tab, follow the same procedure as before.
7. Then click OK to save.

Set up Birthday messages

For automated birthday messages,

1. Click on the app launcher, then select communication.
2. From the SMS dropdown, click on birthday message.
3. Click on the action button to the right, then select edit.
4. On the message form, Under the SMS tab, enter the sender’s name that should appear when the member receives the message.
5. Edit the message. The placeholders listed above can be placed in your message. They will be replaced with the actual value when the message is being sent. Do remember to add the curly brackets when you add a placeholder.
6. Check the activate SMS notice.
7. Under the Email tab, follow the same procedure as before.
8. And that is it. Automated messages will now be sent every morning.