Verifying your Reminder Phone Number and your Caller ID ensures your messages are sent from a legitimate source you control. This quick process adds credibility to your communications and enables the full functionality of our Auto Reminder feature.
Understanding the Role of Each Number
It's important to understand the distinct roles of the phone numbers involved in your Auto Reminders:
Reminder Phone Number (Must be Validated/Verified):
This is the phone number that our system will call at the scheduled date and time you set in your Auto Reminder.
When the call is received, the recipient at this number will have options to:
Record and Send: Record and send the communication immediately.
Skip: Skip that time and ask for a callback (e.g., in 30 minutes).
Cancel: Cancel the Auto Reminder from that point forward.
Secure Delegation: This feature allows you to delegate the message recording and sending responsibility to someone else (e.g., a guest speaker, a board member) who does not have your User ID and PIN, thereby maintaining your account's security.
Caller ID (Must be Verified):
This is the phone number that will be displayed as the Caller ID on the outbound message delivered to all your recipients.
Verifying Your Phone Numbers: A Step-by-Step Guide
Both your Reminder Phone Number and your Caller ID must be verified to ensure proper functionality. Follow these simple steps for each number you wish to verify:
Initiate Verification:
While creating an Auto Reminder, locate the fields for "Reminder Phone Number" and "Caller ID."
You will find an option to "Add Phone Number." You may also see actual phone numbers listed if you have numbers already verified. Click "Add Phone Number" to begin the verification process for a new number.
Receive Your Verification Code:
Our system will send a unique verification code to the number you are trying to verify. You will receive this either as a text message or via an automated phone call to the number.
Enter the Code:
Once you receive the code, enter it into the designated field on your CallingPost screen.
Complete Verification:
Click "Save" to finalize the process.
Tips & Troubleshooting
Resend Code: If you do not receive the code promptly, you can request the code to be resent if needed.
By ensuring both your Reminder Phone Number and Caller ID are verified, you enable seamless and reliable delivery of your Auto Reminder messages.