SMS Texting

Initial Setup

• Staff members need the SMS Permission assigned to their role.
• The agency’s empowOR Administrator must apply this permission via Manage Staff Roles or Manage Staff Access.

Sending SMS to Staff

• Navigate to Group Functions > Group SMS.
• Choose Staff/Volunteers/Donors and apply filters (e.g., Name, Program, Position).
• Select recipients individually or click Select All.
• Click Send SMS, enter your message (max 160 characters), and send.
• View Log: Use start/end date filters to review sent messages.

Sending SMS to Participants (Group Functions)

• Navigate to Group Functions > Group SMS.
• Choose Participants and apply at least one filter (e.g., Program, Age, Zip Code).
• Select recipients and click Send SMS (max 160 characters).
• View Log: Filter messages by start/end date.

Sending SMS to Individual Participants

• Search for the Participant.
• On the Household Basic Information page, click the phone icon.
• Select the participant (must have a mobile number) and send the SMS.

Requesting Documents via SMS

• Go to the Document Management screen.
• Click Select Document Types for Client Access.
• Send the SMS (predefined text, cannot be changed).
• View Log: Track messages from the Household Basic Info page.