Setting up SMS Notifications in portals
Note: SMS notifications are only supported in the US and IN data centers.What does this page cover
This page explains how to set up SMS notifications in Zoho Creator portals by assigning and switching SMS templates. Configuring these notifications helps portal users receive invitation, OTP messages, password reset notifications, and updates when portal users are approved to access portals using their registered mobile numbers.
Availability
- SMS Notifications are available only for US and IN data centers.
- SMS Notifications in Creator can only be utilized in paid plans.
- SMS Notifications in Creator can be assigned to portals by super admin and admins.
- Portal users who sign in using their mobile number receive SMS Notifications.
To enable mobile number sign-in for portal users, complete the following steps in order:
- Explore System Integrations and configure the Zoho Creator SMS integration.
- Purchase SMS credits to enable SMS delivery.
- Learn about SMS templates and configure SMS templates for each notification type.
- Learn about SMS notifications and configure SMS notifications by assigning templates to your portals.
- Learn about portal authentication types and configure your portal with mobile-based authentication.
- Learn about portal users and add portal users using their mobile number.
1. Setting up SMS Notifications in Zoho Creator
SMS Notifications in Creator send automated text messages to portal users’ registered mobile numbers for the following template types: Invitation, OTP, Reset Password, Update Mobile Number, and Approval. Learn more about SMS notifications in portals.
Prerequisites
To set up SMS Notifications in Creator, the super admin needs to:
- Configure the Zoho Creator SMS integration in the Operations module and ensure sufficient SMS credits are purchased.
- Configure SMS templates in the Operations module. They must get the templates approved by DLT and Zoho Creator for the IN data center.
1.1 See how to set up SMS notifications
2. Steps to set up SMS notifications
An SMS template must be assigned for each template type to deliver notifications to portal users, which can be switched to a different template if required.
2.1 Assign templates
Assign SMS templates to a portal to define the message content sent to portal users for each template type.
To assign templates to a portal:
- Click Portal under DEPLOY in the left pane of the Zoho Creator admin dashboard and select the required portal. If no portals exist, create a new portal before proceeding.
- Navigate to the SMS Notifications tab in the top bar and click Assign.
- Select the required template for each type from the dropdown list of approved SMS templates. These are reusable messages configured and approved for different portal notifications in the Operations module. Once selected, click Assign.Note: To use a different template, the existing one must be replaced with another approved template.
The selected templates are now assigned to the portal and will be triggered when portal users or admins perform the corresponding action.
Alternatively, specific templates can be assigned to multiple portals at a time from SMS Templates in Operations.
2.2 Switch templates
Switch the SMS templates assigned to a portal to replace existing templates with new ones for any SMS notifications triggered henceforth.
To switch templates:
- Click Portal under DEPLOY in the left pane of the Zoho Creator admin dashboard.
- Select the required portal. If no portals exist, create a new portal before proceeding.
- Navigate to the SMS Notifications tab in the top bar.
- Hover over an assigned SMS template and click Switch to change the existing one to another approved template.
- Select a different template for the required type from the dropdown list of approved SMS templates and click Switch.
The selected template replaces the previously assigned template and will be triggered when portal users or admins perform the corresponding action.
Alternatively a template can be switched for multiple portals at a time from SMS Templates in the Operations module.
3. Points to note
- SMS notifications only work for mobile-based authentication types.
- SMS delivery to a portal user depends on the available SMS credits in the configured SMS Management integration.
- Ensure sufficient credits are purchased or auto-pay is configured to avoid interruptions in portal notifications.
- Admins can utilize email notifications where portal users prefer email updates.