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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.

SMS Vendors

  1. Twilio: To integrate your Twilio account, provide your unique Account Id, AuthToken and Sender Phone No. The Sender Phone No should obey the following rules:
    • Phone numbers are limited to a maximum of 15 digits.
    • Should be prefixed with a leading + (plus) sign, Country Code, Local Area Code, Local Phone number.
    • Cannot contain spaces, special characters such as ( , ) , – .
  2. Nexmo: To enable SMS settings using Nexmo, enter the Key, Secret and Sender Phone No of your account. The Sender Phone No can contain numeric or alphanumeric values that should obey the following rules:
    • Phone numbers are limited to a maximum of 15 digits.
    • Can include a string of up to 11 supported characters.
    • Cannot contain spaces, special characters such as ( , ) , – .
    • Cannot include leading + and access codes such as 00 or 001.
  3. Sinch: Enter the Key, Secret and Sender Phone No of your Sinch account to enable SMS settings. The Sender Phone No should obey the following rules:
    • Phone numbers are limited to a maximum of 15 digits.
    • Should be prefixed with a leading + (plus) sign, Country code, Local Area Code, Local Phone number.
    • Cannot contain spaces, special characters such as +, ( , ) , – .
  4. SMPP: To activate SMS settings using SMPP, provide SMSC ID, SMPP host, SMPP Port, Sender Phone No and Password. The Sender Phone No cannot contain special characters except white spaces, +, ( , ) , – .

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.

Note:

  • 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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