Staffbase SMS enhances communication by allowing you to send text messages to employees through SMS. Integrated with Twilio's messaging platform, SMS ensures reliability, high open rates, and easy access.

Configuration details

• Obtain account settings from the Twilio Console, see Prerequisites.
• Recipients' phone numbers are taken from the Profile field in the Studio.
• If there is an active phone number in the Profile field, messages are sent to:
  • Active users
  • Pending users
  • Deactivated users
• Messages are not sent to:
  • Deleted users

Prerequisites

• You have set up a paid Twilio account with a sender phone number. This is the phone number from which messages will be sent in the Studio. Learn more
• For sending SMS to recipients in the United States, you have completed A2P registration.
• You have copied the following information from the Twilio Console dashboard to configure SMS in the Staffbase Studio:
  • Account SID
  • Authorization token
  • My Twilio phone number

Steps

1. In the Studio, navigate to SMS > SMS Settings.
   

   The SMS Settings page opens.

2. Under Account SID, paste the account SID from your Twilio account.
3. Under Authorization Token, paste the authorization token from your Twilio account.
4. Under Sender Number, paste the My Twilio Number from your Twilio account. 
5. Under Recipients Phone Number Type, select the preferred number type based on the recipients' profiles. For example, work number.
6. Click Save.

You can now send SMS from the Staffbase Studio. Learn more