Training Hub
Quick Reference
The most important rules on one page. Bookmark this for a fast reminder.
The two channels
- WhatsApp = weekly calendar update (once a week).
- SMS = quick single-event reminder.
Staff can
- Use Contacts & Conversations
- Send SMS reminders when trained
- Add notes & upload flyers
- Reply in the same channel
Ariel/Admin handles
- Weekly WhatsApp automation
- Templates & workflows
- Import troubleshooting
- System updates
Never do
- Edit workflows or templates
- Send to the wrong language group
- Forget the calendar link
- Reply from the wrong channel
ℹWhen in doubt
Ask Ariel/Admin. It is always better to check than to send the wrong message. Include the event name and what the patron asked.
Key links
- Library calendar: dfpl.org
- Event Dashboard: the Tools section of the sidebar
- Training videos & PDFs: the sidebar's Training Videos & PDFs group