Configure SMS messages for use with third-party provider CM.com
The Wise system has the ability to send mobile messages to your customers using third-party provider CM.com. mobile messages are not sent between the hours of 9 pm and 9 am as to not disturb your customers during those hours. As a result, the Customer correspondence screen in the Wise client will display the following message during these hours: mobile not yet sent.
Please contact your implementation manager if you are interested in using CM.com.
Update message preferences to include mobile messages
If you already have configured message preferences in the Wise configuration manager, you can update them to include mobile messages.
- In the Wise configuration manager, go to Products and Services > Memberships > Card configuration > Message preference configuration.
- Click Open next to your library organization.
- Click detail next to your library.
- Select a tab. The messages for that notification class display on the screen.
- Select the Change radio button to edit the tab.
- Add the delivery method code S to the end of the existing messages you would like to be delivered using mobile.
Example: If you would like customers to be able to select to receive hold pick-up notifications via email, inbox, or mobile, enter MIS in the RSO - Hold (pick-up) notification field on tab R.
Note: Currently, this code can only be used for the following notification types: HR1, HR2, HR3, IV1, RSO, and PFA - Click OK to save once you have updated all desired existing messages.
systemWise notification settings
To enable notification types and define notification texts, settings must be configured in the Wise configuration manager at systemWise > Messages > Messages.
Configure notification types
Notification types can be enabled to send in the Wise configuration manager at systemWise > Messages > Messages > System table.
To add an mobile message type:
- Navigate to systemWise > Messages > Messages > System Table.
- Click any row. The Message editor screen opens.
- Select the New radio button in the middle of the page.
- Fill out the following fields in the System Table.
Field Description Branch Enter 0000 to send the message to all branches. Class Select the appropriate class from the drop-down menu. - Notifications - For overdue messages (HR1, HR2, HR3)
- Return requests - For courtesy messages (IV1)
- Public notifications - For public messages (PFA)
- Hold - For hold pickup messages (RSO)
Function Enter the code that is associated with the selected class. - R1, R2, or R3 - For Notifications (overdue messages)
- V1 - For Return requests (courtesy messages)
- FA - For Public notifications (public messages)
- SO - For hold pickup messages
Layout Select Text message from the drop-down menu. Text group Text group code, used to associate messages with specific groups of customers. The default text group code is 01 and should be used for all standard messages.
See Configure unique message texts per subscription type for more information.Style Enter the stylesheet that is associated with the selected class: - wise/sms_her - Overdue messages (HR1, HR2, HR3)
- wise/sms_inl - Courtesy messages (IV1)
- wise/sms_pub - Public messages (PFA)
- wise/sms_res - Hold messages (RSO)
Prefix Enter the first part of the name of the output file. The message type should be added to the prefix (e.g., SMS_Overdue). Formatting Objects Processor type Select xsl_fo from the drop-down menu. Follow-up run Select Yes from the drop-down menu. Device Enter your API token in the text field. Collect By default, No is selected. Only select Yes from the drop-down menu if mobile messages will be sent from one branch group. - Click OK to save.
Configure notification texts
Once you have determined which notifications will be sent, you must enter the text of those messages in the Wise configuration manager. Notification texts are defined at systemWise > Messages > Messages > Texts.
To add an mobile message text:
- Navigate to systemWise > Messages > Messages > Texts.
- Click any row. The Texts screen opens.
- Click the New radio button in the middle of the page.
- Fill out the following fields in the Texts table.
- Fill out the following fields in the Texts table.
Field Description Branch/Institution Enter 0000 to send the message to all branches. Class Select the appropriate class from the drop-down menu. - Notifications - For overdue messages (HR1, HR2, HR3)
- Return requests - For courtesy messages (IV1)
- Public notifications - For public messages (PFA)
- Hold - For hold pickup messages (RSO)
Function Enter the code that is associated with the selected class. - R1, R2, or R3 - For Notifications (overdue messages)
- V1 - For Return requests (courtesy messages)
- FA - For Public notifications (public messages)
- SO - For hold pickup messages
Format Select Text message from the drop-down menu. Group Enter the number from the Message Preference configuration table you configured for mobile messaging. Number Enter the number associated with where the text should appear in the message. The following codes apply: - 2- Salutation
- 3 - Body
- 4 - Body
There are two different ways to format an mobile notification using the Number field.
- Single Texts table entry
- Enter 3 in the Number field.
- en_US - English from the drop-down menu.
- Enter The following item(s) are overdue: in the Text field.
- Click OK to save.
- Multiple Texts table entries
- Enter 3 in the Number field.
- Select en_US - English from the drop-down menu.
- Enter The following in the Text field. Wise will insert the number of overdue items after line 3.
- Click OK to save.
- Repeat steps 2-6, entering all the same information in the Texts table except:
- Enter 4 in the Number field.
- Enter item(s) are ready for pickup in the Text field.
Language Select en_US - English from the drop-down menu. Text Enter the text that will appear in the message sent to the customer. - Click OK to save.