Check out the updated Prepare for Evolution section for the latest training schedules/recordings and support articles.

Open navigation

Vital | SMS Messaging

Learn how to use the SMS functionality in the Vital Platform.



Note:

To prevent sending water testing reminders to service clients, please ensure that the water test reminders options are both deselected.


Do not use the SMS text fields for marketing purposes.





Watch the tutorial below, or click the PDF icon for the step-by-step instructions.        




View tutorial for detailed step by step 


For the best viewing experience, we recommend clicking on the full-screen icon below

14 STEPS

1.  In this tutorial, we'll guide you through the SMS functionality within the Vital platform.

Step 1 image

2. To get started, go to Setup and then select the Plan & payment tab.

Step 2 image

3. Enter the card details and click Save card.

Step 3 image

4. This card will be used to buy SMS packs.

Step 4 image

5. Next, go to Operations then the SMS tab and click on Configure.

Step 5 image

6. Click Enable SMS messaging.

Step 6 image

7. Select an SMS pack - these do not expire.

Step 7 image

8. Setup auto-buy if you'd like to automatically purchase the same SMS pack when balance drops.

Step 8 image

9. Click Buy SMS credits to complete setup.

Step 9 image

10. To use the SMS function in automatically sending water test reminders, go to Setup then the Lab tab and click on SMS.

Step 10 image

11. Click Enabled and set a frequency for the test reminder. Click Save.

Step 11 image

12. SMS messaging can also be used to send water test reports - just ensure that the contact has a valid number.

Step 12 image

13. Select the contact number and click Send SMS.

Step 13 image

14. That's it. You're done.

Thank you for your time.

Step 14 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2329984/Vital---SMS-Messaging






Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.