Configuring User Account to Receive SMS Text MessagingLast 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.
- Add SMS carrier under System > Notifications > SMS Carriers.
- Configure user accounts to receive SMS text messaging.
- 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.
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.
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