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SMS for Onboarding Checklist Tasks — Cloud Customer Connect
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SMS for Onboarding Checklist Tasks

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edited Sep 12, 2023 6:29AM in Journeys 6 comments

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We are looking for option to enable SMS functionality to notify the performer about the assigned task. As per the attached document, once enabled it is an OPT IN feature for the respective person. I have couple of queries regarding this functionality, if anyone of you can answer it will be of great help.

  1. The document talks about adding Promotion Code. What exactly is this and how to get the code?
  2. In pending worker state the person will have only access to 'Onboarding' tile. Will the person be able to navigate Me > Personal Information > My Details?

Regards

Soumya

 

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