Configure statuses to automatically disable outbound messages.
Use statuses to disable outbound messages automatically.
Manage custom statuses for any data model - including Events, Clients, Payments, and Cases.
In this example, we'll create a status for Canceled to disable messages for canceled events.
As this setting applies regardless of the assigned Flow, we don't need to make any changes on the Flow-level.
STEPS
1) Login to your eCourtDate agency.
2) Click Admin > Settings in the top menu, then click the Statuses tab.
3) Click to edit an existing Status or use the Create form to add a new one.
4) Click to enable the Disable Messages setting. Click Save to apply your changes.
WHAT TO EXPECT
Any events with the same status should show a Messages Disabled alert.
Any newly created or updated events with the status will automatically disable any Flow or Auto Messages.
The following messages may still be sent:
- Manual one-off messages sent by users
- Manual bulk action messages sent by users
- Auto-responses triggered by an inbound message from the client/contact
- Auto Messages that are triggered based on the same status and have the Ignore Messages Disabled setting turned on.
To apply the disabling change to existing events that already have scheduled messages:
By Flow: click on Admin > Messages > then the Flows tab. Click to edit the Flow > click the Tools button > click the Sync Messages button.
All Future Events: read this article about using the Console Tools to Sync Messages for Future Events.
USEABLE FIELDS
Custom statuses with the Disable Messages setting apply to the following fields:
CLIENTS
- Status
- Type
- Group
EVENTS
- Status
- Type
- Appearance
PAYMENTS
- Status
- Type
Other ways to disable outbound messages:
- Any archived or trashed record should automatically disable scheduled messages.
- Use the Locations Auto-Disable Messages setting to disable messages based on the assigned Location.
- On each Flow message, use the Enabled Statuses setting to enable messages for records based on status.