Overview

SMS messages in Upvise can fail due to account configuration, phone number formatting, message content, gateway/provider issues, or custom workflow logic.




Use the table below to help identify the most common causes.




CategoryPossible CauseWhat To Check
User / Account SetupSMS sending not enabledConfirm SMS functionality is enabled for the Upvise account
SMS gateway not configuredConfirm the SMS provider/service is configured for the database.
Projects - Options - Staff - SMS Gateway URL
note: if this is blank please contact workbench support to review this.
Phone Number IssuesMobile number blankConfirm the contact has a populated mobile number
Invalid number formatVerify the number format is valid (no letters or invalid characters)
Missing country codeEnsure the number includes country code (example: +61)
Unsupported charactersRemove spaces, brackets, or special characters
Landline or invalid numberConfirm the recipient is a valid mobile number
Message ContentMessage too longReduce message length if exceeding gateway limits (640 characters)
Unsupported charactersRemove special/unicode characters if unsupported (e.g. remove emoji's)
Carrier filteringRemove suspicious URLs or spam-like wording
Duplicate/spam detectionAvoid repeatedly sending identical messages




Things To Check First

Before escalating, confirm:

  1. The recipient mobile number is valid and includes the country code.
  2. SMS works when testing with a known good mobile number.
  3. SMS is enabled for the Upvise account.
  4. The issue impacts all users or only one user.
  5. The issue impacts all numbers or only specific contacts.
  6. Any custom script sending the SMS has populated recipient and message values.

Escalation Information To Provide

When escalating an SMS issue, include:

  • Upvise database/client name
  • User impacted (person trying to send the SMS)
  • Recipient mobile number & name
  • Example date/time SMS was triggered
  • Whether the issue affects all users or one user
  • Whether the issue affects all numbers or one contact
  • Whether the SMS is manual or triggered by a custom script/workflow
  • Screenshots or error messages, if available