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Signing Up for SMS

To start your SMS license number, you'll want to navigate to Settings>>Subscription. From there, you'll have the option to select which packaged you'd prefer. Once completed, you may also reference our How to Send SMS Messages article as well as our SMS Template Management article!

 

Next, use the toggle arrows to select the number of licenses you'd like to add to your account. 

 

You will then be redirected to a "Text Messaging" settings area where you may use the 'plus' sign to add an SMS number. 

 

Next, choose your preferred area code and continue. 

 

Please then review that number prior to confirming.

 

Now that the number has been added, you may then assign a user's name. You will also have the capability to set up Call Forwarding or set a Voice Message. Call Forwarding is enabled for our Professional SMS customers and will give you the capability to route any calls to your SMS number directly to a number of your choice. If this is disabled, you may instead adjust a Voice Message below which will read an automated script that can be adjusted. 

As a use case for Call Forwarding- I have been sending SMS messages with a candidate in my database and he/she as a result, gives me a call. Because this number is for SMS only, you may redirect those calls directly to a number of your choice.

 

 

To enable call forwarding, select the prompt you see below. (Please note: 500 minutes will be included for our Professional SMS customers). Next, add your number and save above.

 

 

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