How to I set up SMS alerts for completed assessments?

Here’s how to receive Text Message (SMS) alerts when someone completes an assessment, starting from the “Account” tab of your Dashboard.

PLEASE NOTE: This feature requires setting up assessment rules! For information on Assessment rules, click here. Step-by-step instructions are below:

1. Click “Assessments” tab in the left sidebar.

In the Account tab, click on the “Assessments” option in the left sidebar.

2. Create a new assessment or select an existing one.

In the Assessments tab, select an existing assessment or create a new one, then click “Edit” in the Actions column.

3. Click “Rules” tab.

When editing an assessment, click the “Rules” tab to set up SMS Alerts from completed assessment.

4. Click “Add Rule.”

Click the “+Add Rule” to begin adding your rule.

5. Select “Send Text Message” from the “New Rule Result” drop-down list.

After selecting “Send Text Message” from the drop-down list, enter your phone number and the message you want to receive. Then, click “Save Assessment” to apply the changes.

Now when someone completes your assessment, a text message (SMS) will be sent if it matches your rule settings!