How to Setup SMS & EMAIL Notification?

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By Kaushal Bansal

updated 3 months ago

Once you have logged in on the dashboard and updated your user account. The next important thing is setting up the notification mode and selecting the preferences regarding each and every activity on the dashboard.



To reach on the notification setup page click on the “Notification Setup” Tab on the left-hand side “Settings” Menu. Once you click on the tab, below given page will appear.



CREATE/INVITE MEMBER

Here the member will receive the notification about Mobile Number Verification. You can either choose SMS or Email as your preference.

FORGET PASSWORD OTP

In case the user/member forget the Password and wish to recover it in future then, a One-Time Password (OTP) will be delivered to the user to reset the password on their preferred choice of verified number/e-mail id.

CALL NOTIFY TO CALLER

The caller will Receive an Automatic Notification in both the cases; When a call is answered and when a call is unanswered, Either through SMS or Email as preferred by the Member.

CALL NOTIFY TO MEMBER

Members will also receive an Automatic Notification regarding the call in both the cases; when a call is answered and when a call is unanswered, after their communication with the Caller through their preferred mode of communication.

MISSED CALL NOTIFICATION

A pre-saved automatic message will be delivered in case of missed calls through your preferred mode of communication.

WELCOME SOUND NOTIFICATION

An automatic message will be shared in case of selecting welcome sound as a notification through your preferred mode of communication.

VOICE MAIL NOTIFICATION

An automatic message will be shared in case of selecting voice mail as a notification through your preferred mode of communication.

CALL SUMMARY

A call flow summary is prepared and shared with the admin based on the following options: Daily, Weekly, and Monthly through Email only.

Once the user has selected all the necessary preferences, Click on the save tab at the bottom of the page.


Once you have clicked on saving a new confirmation window will pop-up. Click on close and your notification setup is completed.




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