{"id":11535,"date":"2025-03-27T14:48:38","date_gmt":"2025-03-27T14:48:38","guid":{"rendered":"https:\/\/www.limoanywhere.com\/?p=11535"},"modified":"2025-04-02T12:15:20","modified_gmt":"2025-04-02T12:15:20","slug":"creating-account-specific-scheduled-messaging-templates","status":"publish","type":"post","link":"https:\/\/www.limoanywhere.com\/2025\/03\/27\/creating-account-specific-scheduled-messaging-templates\/","title":{"rendered":"Creating Account-Specific Scheduled Messaging Templates"},"content":{"rendered":"\n<p>Limo Anywhere&#8217;s scheduled messaging templates help operators automate communication based on trip statuses. For added flexibility, you can set up account-specific scheduled messages tailored to individual clients. This ensures that bookers, billers, and passengers receive the right information at the right time.<\/p>\n\n\n\n<p>This guide walks through how to create, customize, and assign account-specific scheduled messaging templates.<\/p>\n\n\n\n<p><strong>Creating Scheduled Messaging Templates<\/strong><\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Click the \u201cMy Office\u201d icon in the Navigation Bar.<\/li>\n\n\n\n<li>From the \u201cCompany Settings\u201d tab choose Messaging &amp; Template Settings from the lefthand menu.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" width=\"523\" height=\"537\" src=\"https:\/\/www.limoanywhere.com\/wp-content\/uploads\/2025\/04\/sched-1.png\" alt=\"\" class=\"wp-image-11536\" srcset=\"https:\/\/www.limoanywhere.com\/wp-content\/uploads\/2025\/04\/sched-1.png 523w, https:\/\/www.limoanywhere.com\/wp-content\/uploads\/2025\/04\/sched-1-390x400.png 390w\" sizes=\"(max-width: 523px) 100vw, 523px\" \/><\/figure>\n\n\n\n<p>3. Click the &#8220;Scheduled Messaging&#8221; tab.<\/p>\n\n\n\n<p>4. Select Email or SMS from the Configuration Type drop-down menu. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"752\" height=\"94\" src=\"https:\/\/www.limoanywhere.com\/wp-content\/uploads\/2025\/04\/sched-2.png\" alt=\"\" class=\"wp-image-11538\" srcset=\"https:\/\/www.limoanywhere.com\/wp-content\/uploads\/2025\/04\/sched-2.png 752w, https:\/\/www.limoanywhere.com\/wp-content\/uploads\/2025\/04\/sched-2-400x50.png 400w\" sizes=\"(max-width: 752px) 100vw, 752px\" \/><\/figure>\n\n\n\n<p>5. Click Add New Template. <\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" width=\"418\" height=\"509\" src=\"https:\/\/www.limoanywhere.com\/wp-content\/uploads\/2025\/04\/sched-3.png\" alt=\"\" class=\"wp-image-11539\" srcset=\"https:\/\/www.limoanywhere.com\/wp-content\/uploads\/2025\/04\/sched-3.png 418w, https:\/\/www.limoanywhere.com\/wp-content\/uploads\/2025\/04\/sched-3-328x400.png 328w\" sizes=\"(max-width: 418px) 100vw, 418px\" \/><\/figure>\n\n\n\n<p>6. Enter a name for the template in the Email or SMS Template Name field.<\/p>\n\n\n\n<p>7. Select Trip or from the Type drop-down menu.<\/p>\n\n\n\n<p>8. Select New\/Live from the Reservation Status drop-down menu.<\/p>\n\n\n\n<p>9. Choose Select All from the Trip Type drop-down menu.<\/p>\n\n\n\n<p>10. Choose Select All from the Service Type drop-down menu.<\/p>\n\n\n\n<p>To create a template for a specific service, select that service. <em>Example: Choose \u201cProm\u201d to send a message when the status changes to \u201cPassenger Dropped Off.\u201d<\/em><\/p>\n\n\n\n<p>11. Select Customer from the Email or SMS Class drop-down menu.<\/p>\n\n\n\n<p>12. Choose who should receive the message: Billing Contact, Passenger, and\/or Booking Contact.<\/p>\n\n\n\n<p><em>Example: A booker may receive a text when the status changes to \u201cPassenger on Board,\u201d while a billing contact may prefer an email for \u201cNo Show\u201d or \u201cLate Cancel.\u201d<\/em><\/p>\n\n\n\n<p>13. Set the timing in the When To Send field:<\/p>\n\n\n\n<p>Associate the message with a status change.<\/p>\n\n\n\n<p>Schedule it to send a set number of days, hours, or minutes before or after a trip.<\/p>\n\n\n\n<p><em>Example: A general reminder may be sent 24 hours before a trip, while a specific passenger prefers a notification 7 days in advance.<\/em><\/p>\n\n\n\n<p>You can also specify when messages should not be sent (ex. for canceled trips).<\/p>\n\n\n\n<p>14. Select Yes or No for Allow Profile Level Setting Override, based on company preference.<\/p>\n\n\n\n<p>15. Choose Yes for the setting that restricts the template to accounts that have selected it in their profile. <em>(This enables account-specific scheduled messaging instead of system-wide notifications.)<\/em><\/p>\n\n\n\n<p>16. Ensure the Is Active setting is set to Yes. <em>(If you want to disable a template without deleting it, set this to \u201cNo.\u201d)<\/em><\/p>\n\n\n\n<p>17. (Optional) For SMS notifications, set a blackout period to prevent messages from being sent during specific hours.<\/p>\n\n\n\n<p>18. Enter your message content in the template editor. Click the HTML trip tags button to insert dynamic details.<\/p>\n\n\n\n<p><em>Example: \u201cThe passenger for Trip #TRIP_CONFNUM# has been dropped off.\u201d<\/em><\/p>\n\n\n\n<p><strong>Assigning Account-Specific Templates<\/strong><\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Search for the client\u2019s account.<\/li>\n\n\n\n<li>Select the contact and click Edit.<\/li>\n\n\n\n<li>Go to the Misc tab.<\/li>\n\n\n\n<li>Choose the relevant templates from the Scheduled Email Rules for Account drop-down menu. <em>(Only templates where you selected \u201cYes\u201d in Step 13 will appear.)<\/em><\/li>\n\n\n\n<li>Click Save.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" width=\"602\" height=\"234\" src=\"https:\/\/www.limoanywhere.com\/wp-content\/uploads\/2025\/04\/image.png\" alt=\"\" class=\"wp-image-11540\" srcset=\"https:\/\/www.limoanywhere.com\/wp-content\/uploads\/2025\/04\/image.png 602w, https:\/\/www.limoanywhere.com\/wp-content\/uploads\/2025\/04\/image-400x155.png 400w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/figure>\n\n\n\n<p>For questions about setting up scheduled messaging templates, contact Limo Anywhere Support at 888-888-0302 x2 or Support@LimoAnywhere.com. Have feedback on existing features? Email our Product Team at ProductTeam@LimoAnywhere.com\u2014your input helps us improve the platform.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Limo Anywhere&#8217;s scheduled messaging templates help operators automate communication based on trip statuses. For added flexibility, you can set up account-specific scheduled messages tailored to individual clients. This ensures that bookers, billers, and passengers receive the right information at the right time. This guide walks through how to create, customize, and assign account-specific scheduled messaging [&hellip;]<\/p>\n","protected":false},"author":19,"featured_media":11553,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[276],"tags":[304,262,265],"class_list":["post-11535","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-how-to","tag-automate","tag-messaging","tag-scheduled-messaging"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Creating Account-Specific Scheduled Messaging Templates - Limo Anywhere<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.limoanywhere.com\/2025\/03\/27\/creating-account-specific-scheduled-messaging-templates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating Account-Specific Scheduled Messaging Templates - Limo Anywhere\" \/>\n<meta property=\"og:description\" content=\"Limo Anywhere&#8217;s scheduled messaging templates help operators automate communication based on trip statuses. 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