How to Use Text Message Job Notifications for Employees

Step 2 – Prepare Your Data

In our example, we plan on sending out a daily job schedule text message, and we’ll do this through a campaign (which we’ll discuss in a later step). In order to get our data in to Sakari each afternoon, we have two choices:

Using Excel File Uploads – This is the recommended method if you don’t want to use an API as you can still add thousands of employees records in seconds, but no development is required. As long as you have the employees mobile phone number, you can add any other data fields you want, and each can be added to your message.

Using the Sakari SMS API – If you would like to connect your system directly to the Sakari text messaging service, our SMS API will make it easy. We recommend reviewing the Sakari SMS developer portal.

Step 3 – Create Your Message Template

Now, we’ll create a message template that can be reused each time we send our message. Sakari allows us to create a template that includes a mix of static words as well as wildcard fields. The wildcard fields will automatically insert the employees information in the field.

Example SMS Template

“Hi [FirstName], here are the details for your assigned job tomorrow: [jobAssignmentWebPage]“

Step 4 – Format your Rich Text Message Page Template

With our daily job assignment text message we want to include additional job information in a Rich Text Messaging link. Rich text messaging pages are HTML pages that are automatically created and personalized to each employee.

Features we can include in our rich message include:

• Company Branding – Each page is a standard HTML webpage so you can completely personalize it to your companies brand. Change colors, logos and formatting.
• Images – Add pictures, icons and gifs
• Dates, Times, and Text – Include job assignment dates and time, as well as text personalize to that employee.
• Maps / Navigation – Include addresses, maps and click to navigate buttons. This makes it easy for your employees to get to the job site.
• Call to Action Buttons – Include buttons to confirm or deny jobs or call the office, all with a single click.

Step 5 – Create a Message Campaign

Now that we have the SMS template and rich text message ready to go, we’re ready to create a text messaging campaign. By creating a campaign we can set up the expected data structure, the SMS message template, the rich text message template and whether we want an email report after the message is sent. Once a campaign has been created it can be reused for future use.

In our example, we’ll create a file upload campaign. After we’ve created the campaign, whenever we upload a new file our campaign will automatically be triggered to send, sending a message to each employee in the job assignment file for that day.

Step 6 – Track Message Responses

Once your job notification messages have been sent, you can easily track responses.  Sakari has both a web dashboard and an iOS and Android mobile app. You’ll receive a notification when a response has been received, and you can respond in real-time using your desktop computer or mobile phone.

You can also add additional team members, so anyone on the team can respond, creating a single text message thread.