Managing Orders
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      Email and SMS reminders for Orders

      This article guides you on setting up and managing email and SMS reminders in the Truv Dashboard to ensure timely applicant responses and improve verification completion.

      In the Truv Dashboard, managing email and SMS reminders for orders is essential to ensure timely applicant responses. Here's how to configure and customize these notifications:

      1. Access the Truv Dashboard:

      2. Navigate to Customization Settings:

        • On the left-hand menu, select Customization > Order Settings.

      3. Set Link Expiry:

        • Adjust the Link Expiry to define how long the verification link remains active.

      4. Customize Notification Templates:

        • Go to Customization > Templates.
        • Create a new template or edit an existing one to personalize the content of initial and reminder emails and SMS messages.

      5. Save and Apply Templates:

        • After customizing your templates, ensure they are applied to your orders. When creating a new order, select the appropriate template to utilize the customized notifications.

      Additional Tips:

      • Combining Email and SMS: Utilizing both email and SMS notifications can improve order success rates, leading to faster applicant responses.

      • Automated Reminders: Truv sends reminders via email and SMS daily between 8 am and 10 pm local time when an order is pending.