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Overview

Any users who interact with CommConnect are required to have their phone numbers already registered.  In some situations this may not be possible (ex. an SMS reporting system that is available to the public).  For these situations, CommConnect allows them to send an SMS using a special keyword that will register with the system.  This will create a case for that phone number in the system.  The message has the following format:

join <projectname>

This message is sent to one of the SMS backends supported by the project (see Setup SMS Gateway for Project).  Once a case is registered, its highly recommended that a follow-up survey is sent to capture additional information to identify that phone number (name, etc.).  This is described in Send a Welcome Message or Survey.

Configure SMS Registration

In the "Settings and Users" tab go to "Project Settings" under "PROJECT ADMINISTRATION".  You must a be project admin in order to do this. 

Find the setting "Enable Case Registration Via SMS" and set it to true.  The following information needs to be provided:

  • SMS Case Registration Type: This the case type that should be created when the user sends the message.
  • SMS Case Registration Owner: This is the mobile worker that will own this newly registered case.  In some situations, you may need to create a dummy mobile worker for these directly registered cases.
  • SMS Case Registration Submitting User: This is the mobile worker that is specified as submitting the registration.  The majority of the time, this is a same as the registration owner. 

Save the Project Settings once this is complete.  

The above configuration will create a person case for the user sheel if a message is sent to one of the SMS gateways configured for the project.  Once this is done, its is recommended that additional information is captured about that person by sending a welcome survey.  

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