Does anyone know how to set up notifications that are sent to your phone when a task is due? I’m not constantly on the app or checking my email, so when a task is due, I’d like it to pop up on my phone. I have all the settings set up to receive notifications from InfusionSoft but I get nothing. do they not offer this? And if so, why not?
IS does not offer an SMS service itself. Using Twilio is the most common way to go. It costs extra, but FYF and a couple of others have these integrations already worked out for an additional monthly cost OR you can hire a dev to create/setup code to post to Twilio using an http post in campaign builder. That latter option just prevents you having the additional month to month cost on top of the cost of Twilio so it’s really “dealers choice”