Platform access level: Org Admins, Managers, and Distributors (anyone who delivers courses). Editing organization-wide settings is Org Admin-only.
Arist delivers over SMS, WhatsApp, Email, Microsoft Teams, Slack, and Arist Messenger, so lessons arrive in a tool learners already check every day. This guide walks through the six delivery methods, the organization settings that switch them on, and the team settings that narrow them.
Note: Delivery methods and Channels are two different settings. A Channel is a named sender you attach to a schedule in its optional Channel field so content arrives under that name instead of your organization's, and Managing Channels covers it.
1. Knowing the delivery methods
Every send reaches learners over one or more delivery methods, which you pick in the schedule's own Delivery methods field, and each one meets learners in a different place:
SMS: Lessons arrive as text messages on the learner's phone. Texts can send under a named Channel's name instead of a bare number (see Configuring Delivery Methods in Settings). See Using Arist on SMS.
WhatsApp: Lessons arrive as WhatsApp messages, grouped with SMS under the same phone-number delivery method. Learners reply START once before their first lesson, which no other delivery method requires. See Using Arist on WhatsApp.
Email: Lessons arrive as email messages to the learner's inbox. See Using Arist on Email.
Microsoft Teams: Lessons arrive inside the Teams app, so learners reply without leaving their workday. See Using Arist on Microsoft Teams.
Slack: Lessons arrive in Slack through the Arist app. See Using Arist on Slack.
Arist Messenger: Arist's own delivery method, a web app learners sign in to with its own log-in, separate from the Arist apps for Teams and Slack. It can show learners a help button while they take the course.
Note: These six are the complete list. Arist does not currently support RCS (Rich Communication Services) as a delivery method.
2. Turning delivery methods on for your organization
Which methods your organization can deliver over is set under Settings > Delivery methods, a page only Org Admins can open. Each method has its own row, with a toggle that turns it on or off across the organization and a status line summarizing how it is configured. Selecting a row opens that method's detailed settings in place, without leaving the page.
Rows that open: Microsoft Teams, Slack, SMS, and Arist Messenger each hold their own settings, so their rows expand when you select them.
Rows that only toggle: WhatsApp and Email have no further settings, so their rows switch on and off without opening.
One method always stays on: Your organization cannot disable its final enabled method, so at least one is always available.
Microsoft Teams and Arist Messenger each have their own panel, offering Show enroll button, Show help button, and Show feedback button, plus a Feedback form URL that appears once the feedback button is on and must be filled in before you can save. The options you set in each panel apply to that delivery method only.
3. Checking which delivery methods your team can use
If your organization uses teams, each team can narrow your organization's enabled methods down to the ones it uses.
Open Team settings > Delivery methods to see which methods this team uses. Each method's toggle switches it on or off for the team, and its status line describes how the method is configured:
SMS: The status line shows the sender your texts come from and where SMS can deliver, for example "Sending as Paxori. Using channel name. Only U.S. and Canada."
Arist Messenger: The status line shows whether learners see the help button.
A team can only narrow the organization's list, never extend it. If your organization later disables a method, it stops being available to every team regardless of what that team had selected.
What a team turns off stops being used. It is not offered when someone builds a schedule for that team, and it is not used to reach that team's learners. Detailed per-method settings stay at the organization level, so these rows carry a toggle but do not open. (Teams is in Beta.)
Note: Microsoft Teams delivery includes an Arist-managed setting that uses each learner's contact email, instead of their Teams sign-in email, for their Arist account and address display. It is on by default for newly created organizations, while existing organizations keep their current setting. Changing it in either direction triggers a full re-sync of your Teams users. Reach out to your Arist Customer Success contact to change it.
Related articles
Using Arist on SMS
Using Arist on Microsoft Teams
Using Arist on WhatsApp
Using Arist on Email
Note: Need help at any point? Reach out to your Arist Customer Success contact, or email [email protected].