Rules for sending email and SMS notifications to Contacts

Owned by Theresa Klunk (Deactivated)
Last updated: Sept 14, 2023 by Shashi Sreenivasa (Deactivated)
3 min read

Whether EdSmart sends Email or SMS Notifications to Parent Contacts is determined by a combination of settings on the Parent Contact details and Slip or Broadcast settings.

Parent Contact Details

Parent Contact profiles contain Send Email Notifications and Send SMS Notifications flags. They can be set via data sync or manually. Please note that if you set these flags manually but your school has a data sync set up, they may be overwritten with the next sync. Please see Synching your school's data with EdSmart for more information.

If these flags are not included in your data sync information, the default values are:

  • Send Email Notifications = Yes

  • Send SMS Notifications = No

If you update your SQL views to include these flags, please contact EdSmart Support and we will update your import rules on our side. The fields in the data import are called enableEmail and enableSMS and are bit values of 0 or 1.

Slip and Broadcast Settings

When sending Broadcasts, you have the option of sending them to Parent Contacts via email, SMS, or both.

 

When sending Slips, if your school has SMS enabled, the Slip will be sent via the rules set on the Parent Contact configuration. The exception is Absentee Slips which some schools have made a special request for EdSmart to send SMS only.

EdSmart’s Email and SMS rules

Here is the order of rules that EdSmart checks before sending (or not sending) emails and SMS notifications.

  • Scheduled send

    • ShouldEmailContact - the following tests are applied in order and the first matching determines the outcome
      when contact email is blank => don’t send
      when is broadcast and broadcast does not have send email selected => don’t send
      when is not broadcast and contact does not have send email notifications selected => don’t send
      otherwise => send

    • ShouldSmsContact - the following tests are applied in order and the first matching determines the outcome
      when contact mobile is blank => don’t send
      when school does not have SMS notifications enabled => don’t send
      when is broadcast and broadcast does not have send SMS selected => don’t send
      when is not broadcast and contact does not have send SMS notifications selected => don’t send
      otherwise => send

  • Reminders

    • ShouldEmailContact - the following tests are applied in order and the first matching determines the outcome
      when contact email is not blank => don’t send
      when is broadcast => send/don’t send depending on on whether the broadcast has send email selected
      when school has SMS notifications enabled => send
      when contact mobile is blank => send
      when contact does not have SMS notifications enabled => send
      otherwise => send/don’t send depending on whether contact has email notifications enabled

    • ShouldSmsContact - the following tests are applied in order and the first matching determines the outcome
      when contact mobile is not blank => don’t send
      when school does not have SMS notifications enabled => don’t send
      when is broadcast => send/don’t send depending on on whether the broadcast has send email selected
      when contact email is blank => send
      otherwise => send/don’t send depending on whether contact has SMS notifications enabled