Using SMS for the Intranet and Employee App transforms communication by directly engaging deskless and frontline workers. With seamless Twilio integration into the Studio, you can effortlessly send SMS messages without leaving the platform, ensuring efficient and convenient communication. You can send SMS to individual users or entire user groups.
Note that additional third-party costs will arise while using the SMS service. These expenses are outside our control, and you are responsible for understanding and managing any associated fees. Staffbase does not assume liability for third-party charges and advises to exercise diligence in assessing potential additional costs.
Prerequisites
- You have the SMS service fully set up in Twilio.
- You have configured SMS communication in the Studio.
- Your recipients have consented to receive SMS.
- Your recipients have a valid phone number in E.164 format in the configured profile field.
- You understand the limitations to SMS character volume, encodings, and message length. Learn more in the Twilio documentation.
Create and Send an SMS
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- In the Studio, navigate to SMS > Create SMS.
- Under Message, write the message to be sent as an SMS.
You can personalize SMS by using profile information, such as recipent’s first name, last name, or other available profile field. Contact your Customer Success Manager or Staffbase Support for more information.
A character counter, starting from 160 for the first segment and 153 for all further segments, displays under the message field.
- Double-check the sender's phone number that is displayed.
You can change the sender’s number in SMS Settings.
- Under Recipients, from the Users dropdown, select individual recipients. The dropdown includes pending users and email contacts, if available.
Staffbase recommends testing your SMS by sending it to limited recipients, preferably yourself, before sending it to your full recipient list.
- Optionally, from the Groups dropdown, select an entire user group as recipients.
- Click Send.
A confirmation dialog opens. It states the number of segments the SMS has and to how many recipients it will be sent.
- Click Send.
You have sent the message to the selected recipients.
The Create SMS page clears automatically. You can view the message history and logs in the Twilio Console under Monitor > Logs > Messaging.
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