SMS/TXT Alerts Setup
In Actionstep you have the option to be able to make sure that Alerts you create can be sent out a SMS or Text messages. In order to use this you will have to enable SMS for your database.
SMS/TXT alerts are currently only available in AU and NZ. We are investigating a suitable provider for the US and Canada.
The Actionstep SMS function does cost extra. The additional cost will be displayed when you go to turn on the function.
Enabling SMS for your System
There are two ways you can enable the SMS for your Actionstep Database.
1.Through the Admin menu
Go to Admin > General > SMS setup.
2.Through the Subscription Settings screen
Go to the Subscriptions Settings page by clicking on the name of your company or database in the top left hand side of the Actionstep screen and choosing Subscription Settings. You will see a box to the right called Installed Extensions, under this will be a link reading SMS/TXT Messages. Click on this.
Click image to enlarge
How to setup your contacts for SMS
Under each contact there is a field called TXT/SMS Number found under the phone numbers. You will have to populate this field for a SMS to be sent to a contact. Even if you have entered in a mobile number as one fo the phone options above Actionstep will only use what is entered into this field. When entering numbers please make sure they include a country code at the front and do not include spaces.
For more information on how to create an alert so that it sends a SMS, please look at our user guide here: Alerts