Understanding Project Broadcast

Project Broadcast is a comprehensive app designed for business communication, offering SMS marketing, two-way texting, and contact management. Its powerful features make it a top choice for engaging customers, managing appointments, and automating communication workflows.

Harnessing ID Verification with IdentityCheck

Integrating IdentityCheck with Project Broadcast adds a crucial layer of ID verification to your workflows. Whether you’re confirming customer identities for new appointments, verifying participants in a loyalty program, or ensuring a secure sign-up process, IdentityCheck has you covered.

Key Use Cases of ID Checks for Project Broadcast Users

• Appointment Verifications: Ensure the identity of clients booking appointments via SMS.
• Loyalty Program Checks: Verify the identity of members joining or redeeming rewards.
• Sign-up Authentication: Confirm the identities of users signing up for services or events.

Setting Up the Integration

1. Create a Zapier Account: If you don’t already have one, sign up for a free Zapier account.
2. Authorize Project Broadcast: Connect your Project Broadcast account to Zapier by navigating to ‘Connected Apps’ within Zapier and selecting Project Broadcast.
3. Authorize IdentityCheck: Follow the same process to connect IdentityCheck to Zapier.
4. Set Up a New Zap: In your Zapier dashboard, click ‘Make a Zap’ to start creating a new automation.
5. Trigger Event: Choose Project Broadcast as the trigger app, and select the trigger event that will initiate the ID verification process.
6. Action Event: Choose IdentityCheck as the action app and select the relevant action event, such as ‘Verify ID’.
7. Configure Data Flow: Map the data fields from Project Broadcast to IdentityCheck to ensure proper information is passed for verification.
8. Test & Activate: Test the integration to confirm it’s working correctly, then activate your Zap.

Using the Integration

• Initiate Verification: Upon an event trigger in Project Broadcast (e.g., a new appointment booking), the integration will automatically initiate the ID verification process via IdentityCheck.
• Monitor Verifications: Use Project Broadcast to oversee the status and results of the verifications initiated by IdentityCheck.
• Automate Responses: Configure automated responses to customers based on the outcome of the ID verification process, enhancing your workflow efficiency.

Integrating Project Broadcast with IdentityCheck ensures that your customer communication processes are not only seamless but also secure. With automated ID verification, you can build trust, reduce fraud, and enhance the overall customer experience.