Using a Data Policy to Send a Message

Using a Data Policy to Send a Message

Send a Message to an Email Account

1. Create a Data Policy Criteria which will trigger an action.
2. Create a Data Policy Action to Send an Email.
3. For the To: field select Specific Email Addresses.

Send a Message to a Mobile Phone

SMS is the protocol for sending text messages to mobile devices. Read about it at: http://en.wikipedia.org/wiki/SMS.

This article covers information about how you can use SMS text messaging to send information out. It can be used with any email function within the platform.

Using Data Policies with SMS

Want to be alerted on your mobile phone whenever you have new data or updates within the platform? It's easy using our Data Policies to send an SMS message to mobile phones for you or your team.

1. Create a Data Policy Criteria which will trigger an action.
2. Create a Data Policy Action to Send an Email.
3. For the To: field select Specific Email Addresses.
4. In the select Specific Email Addresses field, type in the SMS-email address. (see table below)
5. Type the message you want to send to the phone. You can also embed template variables related to that record. For example: $account.name.

Below are the most popular carriers and their formats and their character limits for messages. Just replace 5551234567 with your own number.

Carrier	Email Format	Limit
AT&T	5551234567@txt.att.net	160
Verizon Wireless	5551234567@vtext.com	140
T-Mobile USA	5551234567@tmomail.net	160
Metro PCS	5551234567@mymetropcs.com	120
Sprint PCS	5551234567@messaging.sprintpcs.com	160
Alltell	5551234567@message.alltel.com	116

For a complete list of carriers and their formats you can go to: http://www.livejournal.com/tools/textmessage.bml?mode=details