Setting up SMS configuration
The setting up of the SMS configuration is required to ensure that the relevant SMS templates are available, visible and can be assigned to a specific process. For example only certain SMS templates need to be accessible from within an application, only certain SMS templates need to be accessible within an investor, etc.
NOTE: A SMS template needs to be created first before referring to this configuration process.
To find out how to create an SMS template, refer to this article:
1. Login to Clearmatch Fusion with the relevant credentials:
2. Navigate to Home Pages > Notification Management:
3. Select the Application SMS Configs option under SMS Configuration:
4. Use the Filter Options to search through the existing list of
In the number of items to show filter, ensure that ‘500 entries’ has been selected. The purpose of doing this is to ensure that there has not been one setup previously:
5. To create a new application SMS configuration setting, click on the cross/plus icon in the top right-hand corner 
6. Select the Finance Company from the drop down list, that this workflow is associated with:
7. Select the Originator Group from the drop down list (usually based on the Finance Company and may automatically populate with a group):
8. Select the Product from the drop down list NOTE: if a specific Finance Company and Originator Group has been selected, the associated product should be selected by default:
9. Select the SMS Template from the drop down list NOTE: this is an SMS template that has already been created:
10. To save the application workflow, simply click on the 
button. If for any reason, you would like to exit out of this, click on the 
button.
button. If for any reason, you would like to exit out of this, click on the button.Related Articles
Setting up SMS configuration - listing SMS configuration
The setting up of the SMS configuration is required to ensure that the relevant SMS templates are available, visible and can be assigned to a specific process or customer. For example only certain SMS templates need to be accessible from within an ...Setting up SMS configuration - business customer SMS configuration
The setting up of the SMS configuration is required to ensure that the relevant SMS templates are available, visible and can be assigned to a specific process or customer. This details how to create the configuration for sending messages to business ...Setting up SMS configuration - finance agreement SMS configuration
The setting up of the SMS configuration is required to ensure that the relevant SMS templates are available, visible and can be assigned to a specific process or customer. This details how to create the configuration for sending messages based on a ...Setting up SMS configuration - personal customer SMS configuration
The setting up of the SMS configuration is required to ensure that the relevant SMS templates are available, visible and can be assigned to a specific process. NOTE: In order to create the required configuration, an SMS template must be created ...Setting up SMS service provider
The preferred service provider used to send SMS messages from within Clearmatch is Message Media. Finance companies will need to be able to successfully configure the required settings for the SMS gateway (Message Media) and can be setup using the ...