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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.