Leaving this blank will have Signal Vine automatically assign the outgoing number instead. If you want to force assign an outgoing program phone to all matching records, you can specify it by checking this box. Most people should just skip to the final step, but if you need either of these special advanced options you can specify them here. Use this to confirm that your criteria are set up correctly and that the records are as expected. Here you'll find a preview of records that meet your criteria. Each criteria you add is adding another AND statement (Push doesn't yet support OR statements) and records that meet the criteria will begin to appear in the preview below. The query builder is just like any query builder in Salesforce - simply pick fields from the dropdown and start defining. Then go to the Push tab.įirst, you need to build a query to gather the records you want to send to Signal Vine. Once you're in SV Messaging, go to Program and click the name of the program you want to push records for. Doing this from within Salesforce is easy.įirst, open SV Messaging from your App Launcher. When you're setting up SV Messaging to sync with Signal Vine, at some point you'll want to push a population of records over to Signal Vine. If you're interested in an administrative overview of the package, check out the Configuring and Setting Up SV Messaging article Pushing Records to Signal Vine The following article is for administrators only and assume's you've already installed SV Messaging. If you'd like to add SV Messaging to your Signal Vine account, reach out to your account team. This not my area, but I'm surprised there is not a faster plug and play API built for Salesforce.Note: SV Messaging is a premium offering for Salesforce customers. The syncing with Salesforce appears to have been a bit cumbersome. Submitting a form for scheduled texts that explicitly requiring lists be uploaded before scheduling, requires the user to designate the send list or criteria, requiring Gif upload no more than 500kb, etc will eliminate the gray areas in which most error occur. This was in large part due to miscommunication. I also find the fact that I have to work with Word Documents back and forth odd (feels cheap)- I would think there could/should be some sort of form submission with required fields to set up a text.Įxample of user error: We recently sent out a text that went to the wrong this. I would like greater summary details for my texts. I also do not find the reporting to be very robust. I see that something is scheduled in my message calendar, but I can't confirm to whom this is being sent. I wish there was a better way to review scheduled texts (preview feature with real contact).
#SIGNAL VINE MMS FULL#
I can't set up individual program texting for my specific group, only my director can for the full team so it's not scoped to a personal level. There have been times when the phone numbers are added but the names aren't, but I can't search by phone number for some reason. When adding people to the system it is corrupted regularly and I cannot find the students I have added to the system. It doesn't notify you if someone else is texting the same person as you at the same time, so I could be looking up some information for a student and when I reply I can see that someone else, or in one case three others, have responded to that individual. I work on a team and it is very focused on just working for a single person.
It will find any name that contains any of the letters I put in the search, so if I search "Amy" every name with an "A, M or Y" will pop up and I have to look through hundreds of names to find the student. I have over 30,000 students in the program and to search one student takes way too much time because their search tool is absolutely broken. There are several aspects to this program I found to be very frustrating.
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