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The Communication Automations tab in Appointment Configuration allows you to schedule SMS and Email Communications to learners and applicants linked to an Appointment. Any automations you set up here will run at 5am on every day that they are valid. The process will only message each person learner/applicant linked to the appointment once, even if the appointment is found by the process on multiple occasions.
For each automation, the Name and Type are shown.
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In this section, you can enter the Title for the automation (which will not be shown to the learner or applicant) as well as the contents of the message that will be sent.
It is possible to You can add merge fields to the message body to personalise the messagetext. To do this, type {{ and search the drop-down menu for the appropriate field. Unless otherwise specified, the name fields will show the learner or applicant name from the Attendees field of the appointment.
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CC Officer Attendees. If selected, any officer records (with an email address) in the Appointment Attendee field will be CC'd in an the email being sent to a each learner/applicant.
Note also that if Respect Contact Methods option (below) is selected, then Email must be an allowed contact method for the officer record.Send iCalendar Attachment. This will attach an ical file to any emails sent, which the receipient can open and save to their own calendar.
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