Set a Member up with IVR

The IVR or ‘Interactive Voice Recognition’ service gives you the option to both receive and respond to Broadcast messages via a phone call (mobile or landline).

Like SMS, the IVR service allows you to respond to a Broadcast instead of, or in addition to a Smart Device Push Notification.

To learn more about IVR, please see this page.

SMS/IVR Credits

The IVR service requires the following SMS credits:

• 1 SMS credit required to connect to the landline or mobile

• + 1 SMS credit required per minute of connection

Check List

To start, there’s a few requirements you’ll need to check off:

• 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 landline or mobile phone number recorded 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 landline or 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 landline or mobile number.

Then tick the ‘VOICE’ checkbox.

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

2. Enable VOICE (IVR) 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 ‘VOICE’ column.

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