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Bulk Contact Update Forms They serve two purposes for MSPs. You can allow your users to opt in to receive SMS messaging prior to you sending them for support. The system will also allow them to update their phone number if it is not the correct number for SMS.  Before you begin we recommend doing two things:
  1. Setting up your company logo if you haven’t already: Update your Company Logo
  2. Customizing the Subject and Body of the Opt-in e-mail that you’ll be sending to your customers: Customize Contact Update Emails and Text Messages
Go to the Contacts page Filter by name, company, phone number or e-mail address; then select the users you’d like to email the Contact Update form and click the Send Contact Update Form button as shown below:  A review screen will come up that shows you any issues such as an incorrect format of the existing phone number. To receive SMS each contact needs to have the Country Code such as +1 in front of the number for US. We generally recommend emailing the Opt-In forms but you can also choose to send via SMS as well as an option or mix and match depending on the company/user.  Click Submit once you are ready to email out the forms. Emails will be sent to everyone in the list and they will have the opportunity to update their contact number from the link in the email.  The system will show if there are any errors (incorrect email/phone number etc):  Here is a sample email received and how it looks if a user opens/clicks on their mobile phone as well:  Any changes on the end-user side will be pushed directly through to your PSA, or M365 as specified and will sync back to our database automatically every 24 hours. Please note: Contact update forms can expire. You can update the timeframe by logging in to the MSP Process platform, navigating to the SMS Messaging _> Contact Update Setting _> Contact Update Setting Dropdown. You can adjust the timeframe at the bottom of the dropdown in the “Contact Update Settings Link Expired In” area.