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SMS Integration

By enabling SMS integration, you can receive enrollment requests as text messages on your phone. To start getting enrollment requests on phone,

  1. Go to Admin > SMS Settings.
  2. Select an SMS vendor from the list, for which you’ve signed up for, and fill in the credentials you obtained from the SMS vendor.
  3. Alternatively, provide SMPP settings like SMSC ID, SMPP Host, SMPP Port and password.
  4. Click Save.


SMS integration

After saving the SMS settings

  1. Go to Enroll tab > Settings.
  2. Check Text/SMS under Request Modes.

Sending Enrollment Requests

Now start sending enrollment requests via SMS to users.

For already existing users,

Method-1

  1. Go to Enroll > All Enrollments > Invite > SMS.
  2. Select the Domain.
  3. Under Send enrollment request to, switch the button to Single User.
  4. Select the User.
  5. Click Send to send enrollment requests as SMS messages.

Method-2

  1. Go to Enroll > Status.
  2. Select the user to whom enrollment request is to be sent.
  3. Click on Manage > New Enrollment.
  4. Click Send to send enrollment requests as SMS messages.

Method-3

  1. Go to Manage > Users.
  2. Select the user to whom enrollment request is to be sent.
  3. Click on Manage > New Enrollment.

Enrollment request will be sent to the selected user.


Notes:

  • Enrollment requests as SMS messages can be sent only to those users whose mobile numbers were included in the appropriate field during user creation.

If the user doesn’t exist, create a new user

Method 1

  1. Go to Manage > Users.
  2. Click on New User.
  3. Enter Display name, Domain, Email, Mobile number.
  4. Check Send enrollment request and Save.

This sends an Enrollment request to the user’s phone and Email inbox.

Method 2

  1. Go to Enroll> All Enrollments > Invite > SMS.
  2. Select the Domain.
  3. Under Send enrollment request to, switch the button to Single User.
  4. From User, click on +Add New User and provide the user details.
  5. Click Send to send enrollment requests as SMS messages.


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Notes:

  • If you have not previously configured SMS Settings from the Admin tab, you can configure from the Enroll tab itself.
  • Complete the on-screen procedure same as that of the above to configure SMS Settings.

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