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Setup SMS Notification Settings ✔

LMN can be used to create and edit SMS message templates that can be personalized using tokens, then sent in bulk to the contacts associated with a selection of visits or jobs.

Written by Kaitlin Lane

Before you Begin

Before you can create or use templates, you'll need to add an SMS plan to your LMN account and complete verification as a sender. You'll also need a business website that includes a Privacy Policy and Terms & Conditions covering SMS communications, since this is reviewed during verification and is one of the most common reasons verification fails.

For Starter Plan Accounts:

If you're on the Starter plan, SMS is available as a paid add-on:

  1. Message our Support Team at lmn-support@granum.com to get it turned on first.

  2. Once Support has confirmed this feature is turned on, navigate to Settings > SMS Notifications

  3. (Continue with steps in Setup SMS Notification Settings below)

For Professional or Enterprise Plan Accounts:

If you're on a Professional or Enterprise plan, SMS messaging is already included on your account. (Continue with steps in Setup SMS Notification Settings below)

Setup SMS Notification Settings

  1. Settings > SMS Notifications
    ​

  2. Click Set up next to Set up SMS messaging.
    This is where your templates will eventually be managed, and it's also where you'll complete the verification steps below.

  3. You'll first see a short agreement screen confirming that SMS messaging cannot be used for marketing purposes; check the box agreeing to the Terms & Conditions to continue.

  4. Next, you'll be asked to provide Company Info that supports the verification of your account, including your business type, website URL, Privacy Policy URL, Terms and Conditions URL, and legal business name.

    ⚠️ This verification is conducted by our SMS delivery partner and reviews your submitted details to confirm that your messages are being sent from a real, legitimate business, as opposed to an account being misused to send spam. Make sure the business name you provide matches your legal business name exactly, and double-check that your business website includes a Privacy Policy and Terms & Conditions covering SMS communications. Missing these is one of the most common causes of failed verification.

  5. As the final step, you'll be asked to choose your SMS number from a list of available phone numbers. This will be shown as the sender number on all LMN-generated SMS messages that your customers receive.

  6. Once you finish completing the form, you'll see a status of "Pending Verification" in the Account Details panel. While verification is taking place, you will be unable to send any SMS messages via LMN. Verification usually takes up to a few weeks, but it can take longer depending on the carrier.

  7. When verification is complete, you'll receive an email notifying you of the successful verification, and this status will automatically update to "Verified."

⚠️ If your account fails verification, check the following before resubmitting:

  • Your business website includes both a Privacy Policy and Terms & Conditions that cover SMS communications.

  • The business name you submitted matches your legal business name.

🎥 SMS Notification Settings Video

To view a video tutorial about SMS Notification Settings click here:

🎥 SMS Notification Settings Video

Need more help? Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864
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