Configuring User Account to Receive SMS Text MessagingLast Updated: 03/28/2018 Introduced in Version: 2.0
The system sends notifications in the form of email, popup message within the portal, SMS text, Twitter, or a custom method. If a user would like to receive notifications via SMS then, the user’s phone information must be set up within the user’s account and configured properly.
- Add SMS carrier under System > Administration > Notifications > SMS Carriers.
- Configure user accounts to receive SMS text messaging.
- Configure the notification itself to deliver via text, either under System > Administration > 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, Home, Fax, Other, Pager, and IpPhone.
Preferred Voice Contact – Enable this checkbox if this the preferred number for leaving voicemails.
Accept SMS – Enable this checkbox if the user is to receive SMS text messages.
SMS Carrier – Select the appropriate carrier that the user currently uses for text messaging.
Has Extension – Enable this checkbox if the phone number has an extension. Enter the extension in the Extension field that appears.
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