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Notification Methods

The Notification Methods section enables users to manage how they receive notifications, whether via email or phone. This screen allows the user to verify, prefer, and Opt In/Opt out of their Notification Methods.

ManageAccountNotificationMethods

Adding Notification Methods

  • Clicking Add Plus Icon allows the user to add a Notification method, click 'Save' to add the entered Notification Method

  • Add an Email

Add Notification Method Email

  • Add a Phone Number

Add Notification Method Phone

Verifying Notification Methods

Verifying an Email

Step 1: Click 'Verify' next to the Email Address you want to verify.

Send Verify Notification Email

  • A Verification Email is then sent out, here is an example:

Verify Notification Email

Step 2: Click the 'View in App' link in the email

Verify Notification Email Link

  • The Email is now verified.

Verify Notification Confirmation

  • In the notification methods grid, the user can now Opt-In and select if this method is Preferred.

Verified Notification In Grid

Verifying a Phone Number

Step 1: Click Verify next to the Phone Number you want to verify.

Send Verify Notification Text

  • A text message is then sent out with a verification code, here is an example:

Verify Notification Text

Step 2: Enter the verification Code into SmartSub, and click 'Save'

Verify Code Input

  • The Phone Number is now Verified

Verify Notification Confirmation

  • In the notification methods grid, the user can now Opt-In, select if this method is Preferred, and also choose to allow texts (allow Text is required to receive SMS messages).

Verified Notification In Grid

Preferred Notification Methods

  • Clicking the checkbox in the 'Preferred' column for a Notification Method allows users to toggle their preferred notification methods. Notifications will be sent using the selected methods only if they are Verified and Opted-In. For phone notifications, Allow Texts must also be enabled to receive text messages.

Notification Preferred

Allow Text (Phones Only)

  • Clicking the checkbox in the 'Allow Texts' column for a Notification Method enables users to toggle text message permissions. To receive text message notifications, the phone must meet the following criteria: it must be Verified, set as Preferred, have Allow Texts enabled, and be Opted-In.

Notification Allow Texts

  • Here is an example of a Phone method that is eligible to receive text message notifications.

Notification Phone Enabled

Opting In/Opting Out

Opt-In

  • A Notification method must be verified in order to Opt-In

Step 1: Click the Opt-In button for the Notification Method you wish to enable and start receiving notifications.

Opt-In Button

Email Phone
Opt-In Message Popup Opt-In Message Popup

Step 2: Confirm by checking the box and clicking 'Save'

Email Phone
Click the Checkbox to Opt-In Click the Checkbox to Opt-In
  • Notifications are now enabled for this method.

Opt-Out

Step 1: Click the Opt-Out button for the Notification Method you wish to disable and stop receiving notifications.

Opt-Out Button

Email Phone
Opt-Out Message Popup Opt-Out Message Popup Phone

Step 2: Confirm by checking the box and clicking 'Save'

Email Phone
Click the Checkbox to Opt-Out Click the Checkbox to Opt-Out
  • Notifications are now disabled for this method. Administrative messages such as password resets, and other notifications will still be sent.

Browser Push Notifications

After enabling Browser Push Notifications, users will receive notifications directly in their web browser. This feature allows for real-time updates and alerts without needing to check email or phone messages.

Browser Push Notification