Turning on the Verification Popup - Contact Sync Launch

Overview

This article reviews how to turn on the verification popup, which will request contacts (i.e. families) to verify when they enter into your ReachWell channel.

Instructions

1. Go to your school or organization's profile page by clicking Organizations > Schools/Orgs on the main navigation bar of the ReachWell dashboard.
   
2. Click the pencil icon to the right of the school/org whose profile you'd like to enter.
   
3. Scroll down to where it says Verification Pop-Up.
4. Check the box next to Verification Pop-Up.
   
5. Select Save.
   

Here's a preview of how the popup that will appear. It will match the color of your organization's page.

Troubleshooting Verification for Contacts

Some contacts may report having trouble finding their code. Here are tips on how to help them get their code:

1. To download a CSV file with every contact's information, including phone number on file and verification code, follow THESE instructions.
2. Check that the contact clicked the Text me a code option in the popup.
   
3. If a contact reports that an error message appeared after entering their number, that means the phone number on file does not match the one they entered.
4. For schools syncing contacts with Clever: Go into your Student Information System (SIS) to check that the phone number on file matches their phone number.
   
1. If you update their phone number in your SIS, it will take 48 hours to update in the ReachWell system.
   
2. If the phone number in your SIS matches the number they reported, reach out to support@reachwellapp.com.
   
5. For schools syncing contacts with a CSV: Go to the contact's profile in ReachWell to update their phone number.
   
1. On the main navigation bar of ReachWell's dashboard, select People > Contacts.
   
2. Search for the contact's name or email address and select Search.
   
3. Click the pencil icon next to their name.
   
4. In the contact's profile, update the phone number.
   
5. Select Save.

For additional questions, please reach out to support@reachwellapp.com. We are happy to help! 

Click here to subscribe to status updates through our ReachWell Academy channel on the app.

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