Creating Text Series Templates in the Content Partner Portal

Overview

A text series template is a set of SMS messages that practices can send to their patients over time, such as newborn care tips for new parents. Once approved, your template appears in the Text Series Library for all Social Cascade practices. Practices create their own series from it.

Text Series is included in the Publisher and Enterprise plans.

Before You Start

• Your organization must be approved. Unlike posts, you can't save a text series draft before approval.
• Plan your messages: what each says, and when it should arrive.

How to Create a Template

1. Go to Text Series and click New template.

2. About: Template title, Description, Topic, Audience and an optional Icon (an emoji).

3. Timing: choose a Pacing mode:

   • Drip: messages go out a fixed number of days apart (Days between messages).
   • Anchored: messages go out relative to a date the patient gives, such as a child's birthday or a due date (Anchor label, Anchor precision).
   • Mixed: both.

   Also choose the Late enrollment policy: what happens when someone joins after earlier messages would have gone out.

4. Messages: click Add message for each one, and set:

   • Message text (up to 1,600 characters). The counter shows how many SMS segments it uses.
   • Send on day and Send hour.

   You can personalize messages with tokens: {{name}}, {{firstName}}, {{childName}}, {{practiceName}}, {{practicePhone}}, {{keyword}} and {{link}}. Other tokens aren't accepted.

5. Click Save draft. When every message has text, click Submit for review.

What Happens Next

• In Review: Social Cascade reviews it, and you'll get an email with the result. Withdraw from review pulls it back.
• Approved: it's added to the Text Series Library shortly. Only the description can be changed afterwards. View analytics shows series created, active series, subscribers and messages sent.
• Needs Revisions: read the feedback, edit, and Resubmit for review.
• Archived: removed from the library. Series practices already created from it keep running. Click Restore to draft to bring it back.

FAQ

Q: Can I change messages after approval? A: No. Archive the template and create a new one.

Q: Who sends the messages? A: The practices that create a series from your template. Your organization is shown as the source.