Send an SMS
Selecting the communication type
For configuring the type of alert, under Select communication type, enter/select the values for the following fields:
Select communication type | Select SMS as the type of alert that you want to configure |
SMS Body | Enter the text that you want to send in the SMS |
Mark SMS as promotional | Turn on this toggle switch if you want to send a promotional alert message |
Note: To fetch and send out dynamic values in the alerts, use the following syntax:[[$<key of the field>]]
Please refer to the above image for an example of the use of keys for dynamic values. In this example, e is the key that is obtained from the backend, the dynamic value of which will be sent out in the SMS.
You are required to go through a few additional steps for whitelisting SMS templates before the system can send out messages:
Get your message template whitelisted from a DLT platform and obtain a template ID.
Enter this template ID in a bulk SMS provider platform and get it accepted.
You can now manage your SMSes and templates in the bulk SMS provider platform. For more information, see https://www.trai.gov.in/.
Selecting the receivers for your SMS
For configuring the receivers of the alert, under Select receivers, select the required options from the fields below:
Field | Description |
---|---|
Users who are present in company defined roles | You must select the roles to which the SMS is to be sent. |
Phone Numbers from a particular field in the form | You must select the fields, having the Phone Number to which you want to send the SMS alert. |
Custom Phone number list | You must enter the Phone Number(s) to which you want to send the SMS alert. |
Setting a condition for your alerts
Now the last stage is where we configure the notification alerts to be sent out based on a predefined condition.
Refer to the steps to configure a condition for alerts here.
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