Configuring User Account to Receive SMS Text Messaging

Last Updated: 12/03/2015 Introduced in Verision: 2.0

The system sends notifications in the form of email, popup message within the portal, SMS text, Twitter, or a custom method. To allow a user to receive notifications using SMS, the user’s phone information must be set up within the user’s account and configured for accepting SMS.

The general set up to enable SMS notifications is as follows:
  1. Add SMS carrier under System > Notifications > SMS Carriers.
  2. Configure user accounts to receive SMS text messaging.
  3. Configure the notification itself to deliver via text either under System > Notifications > Default Notifications, or within a flow using a notification, within the notification step itself.


Once the carrier is set up, it is necessary to set up phone information for the user intended to receive SMS messages. In this example, we will set up a user to receive text messaging.
Under System > Settings > Accounts, click on the user account to edit. Select Edit Account.
Under Phone Details, click on Add
Configure the following under Phone Information:
  • Phone number – Full phone number for the user.
  • Type of phone – Options are Mobile, Office, Fax, Home, Other, Pager, and IPPhone. This is simply a classification.
  • Preferred Voice Contact  – Check this checkbox if this number is the preferred number for leaving messages.
  • Accept SMS – Check this checkbox if the user is to receive SMS text messages.
  • SMS Carrier – Select the appropriate carrier that the user utilizes for text messaging.
  • Has Extension – Check this checkbox if the phone number has an extension, and enter the extension in the Extension field that appears.
Phone Number, Accept SMS and SMS Carrier are required to enable SMS text messaging.
Enter priority, preference, and whether the number is secured as desired under Contact Information. Click OK to save.
NOTE: As a test to see if the phone can receive text messaging in general, compose a new email to the phone number and use the carrier’s email suffix as the domain. For example, for a Sprint phone, send an email to (with the “6195555555” representing the actual user’s phone number). The message should appear as a text on the phone.


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