Send Leaders Attendance Reminder ================================ You can configure your Involvements so that text or email messages are sent to leaders shortly before the next meeting (within 15 minutes). The message provides a link for the leader to record attendance. If your database is set up for sending text messages and a leader has a cell phone on record, a text is sent to that leader. Otherwise, an email is sent. When an Involvement is configured for attendance reminders, the messages will be sent to all leaders in the Involvement. Leaders must be assigned the `Attendance` user role and have a Leader member type. Depending on the settings on your database, this will include any with a member type of Teacher, Director, Leader, Section Leader and Group Leader, among others. Configuring for Attendance Reminders ------------------------------------ Setup involves one administrative setting and configuring each Involvement whose leaders you want to receive attendance reminders. Step 1: Add the Administrative Setting To activate attendance reminders on your database, go to `Administration > Setup > Settings > System > Administration` and set the `AttendanceReminder` setting to `True`. Step 2: Configure the Involvement Make sure the Involvement has at least one leader whose record has either a * Cell phone number, or * Valid email address The Involvement also will need a schedule or future meetings created. The key setting for this feature is found on the Involvement's `Settings > Attendance` tab. Check the box for `Send an attendance link to leaders at the start of each meeting`. How the Reminders Are Sent -------------------------- When the `AttendanceReminder` administrative setting exists and is set to `True`, every fifteen minutes the system will poll configured Involvements for upcoming meetings. If a schedule or meeting is found with a start time within the next fifteen minutes, messages will be sent to the leaders. As stated above, the default communication method is texting. If, however, a leader's record does not have a cell phone number with SMS Opt-in flag set to `true`, an email will be sent. .. important:: For text messages to go out, you will need to specify which SMS Group the system should use. If you are using Twilio, navigate to SMS Management (`Administration > Setup > SMS Management`) and click on the name of the desired SMS Group to edit it. Check the `System SMS/Quick Sign-in` box and `Submit` your changes. If you are using MBT, you will need to check the `Use for system SMS` option when first creating the SMS Group. If you didn't indicate any of your groups as `Use for system SMS` when created, you cannot edit. You will need to delete the group and re-add it. .. tip:: If you wish to ignore the SMS Opt-in flag and send these messages as texts to all your leaders who have a cell phone number on record (regardless of their SMS Opt-in setting), go to `Administration > Setup > Settings > System > Administration` and set the `AttendanceReminderSMSOptIn` setting to `False`. The message will contain the name of the Involvement and a link to an attendance page for the upcoming meeting. The attendance page will be displayed in a web browser, but is suitable for desktop or mobile devices. It is very similar to the attendance page in the mobile app. Members of the Involvement are listed on the page with a checkbox to the left of their name. To record attendance, simply check the box by an attendee's name. There are also tabs for Guests, with a button to add a Guest, and a tab for entering Headcount. .. note:: The emails are sent from mailer@tpsdb.com, but the Reply To address is set to the email address of your system administrator as defined by the `AdminMail` administration setting. Attendance Reminder Email ------------------------- For *emailed* attendance reminders, the subject and body are controlled by an email template named ``Attendance Reminder Email``. The Title of the template will be the subject of the email. The body of the email is a mobile-responsive email. You can modify as desired, using the following replacement codes (whether in the Title or body): - {first} - the leader's first/preferred name - {churchName} - {meetingName} or {orgName} - the name of the Involvement - {meetingTime} - the date and time of the meeting - {attendanceUrl} - use this to create the link to the attendance page (for example, the sample Attendance Reminder Email that has been provided has a button with this code as the URL for the link The template is restricted to the `SystemEmailTemplates` role. .. _DNMAnchorPoint: `Did Not Meet` Feature ---------------------- This feature allows leaders to indicate that the group did not meet for a scheduled meeting. To enable the feature, add the `UseDidNotMeetOption` setting with a value of `True`. This will add a `Did Not Meet` button to the attendance page leaders receive when they click on the link in the email reminder. It will also add a `Did not meet` check box to the Meeting page. Certain reports, available on the blue Toolbar when on the Involvement Search page, will include a column for `Did Not Meet`. These reports are: - Export Meetings/Attendance - Meeting Day Stats - Meetings - Meetings/Attendance - Meetings For Month Troubleshooting --------------- If your attendance reminders are not being sent, be sure to check that the following requirements are met. - SMS Reminders - Correct credentials entered in Administrative Settings - One SMS Group configured for `System SMS` - Involvement Leader(s) with a valid cell phone number and opted in to receive SMS - Email Reminders - Involvement Leader(s) have a valid, active email address that is not opted out from the `AdminMail` email address - Email Template named ``AttendanceReminderEmail`` or ``Attendance Reminder Email`` - Involvement - At least one Schedule or future meeting - At least one Member with a Leader member type - Settings - `Send an attendance link to leaders at the start of each meeting` set to `Yes` - `Status` is set to `Active` - `First Meeting Date` is empty or prior to today's date - `Last Meeting Date` is empty or after today's date | | +--------------------+------------------+ | **Latest Update** | **8/23/2022** | +--------------------+------------------+ Add Troubleshooting section