Setup a member with SMS

If you have a member in your group that doesn’t have a smartphone, you might want to set them up to send and receive BART notifications via SMS.

Depending on their settings, Members have the ability to send and receive notifications and alerts via SMS. They will also have the ability to respond to a call out with their status and estimated time of arrival.

Check List

Before we get into the nitty-gritty, there’s a few requirements you’ll need to check off first:

• The Member must have a current BART subscription

• The Member, Group or District must have pre-purchased SMS credits (you can purchase SMS credits here)

• The Member must have their current mobile phone number within the system

Steps

1. Check your Members ‘Contact Methods’

Log into the BART Members WebApp

Navigate to the ‘Administration’ item in the main menu, then select ‘Members’ from the sub-menu

Open

Select your Member from the list.

A popup dialogue box will appear with the ‘Profile’ tab open by default.

Open

First ensure that your member has a current and valid mobile phone number set within the ‘Contact Methods’ section – if not, click on the ‘Add +’ button.

You’ll see a new row in the Contact Methods section, where you can select the contact type from the dropdown:

• Email

• Mobile

• Landline

• Pager

Use the ‘Value’ text field provided to fill out the Member’s mobile number.

Then tick the ‘SMS’ checkbox.

When you’re ready, click on the ‘Save’ icon.

2. Enable Send Instructions

While the Member Profile dialogue box is open, click on the ‘Permissions’ tab.

Scroll down to ‘SMS Send Instructions’ and use the toggle to enable this option.

3. Enable SMS for a Broadcast Tag

Select the ‘Broadcast Tags’ tab up the top of the modal dialogue box

For each Broadcast Tag that you would like your Member to View or Send to, use the dropdown box provided in the ‘SMS’ column.

Once you’re happy with your settings, click on the ‘SAVE’ button