This Quickstart guide will give you a headstart on your messaging journey. If you are evaluating SMS messaging for your business then this guide will help you take a positive decision by knowing the technical steps and critical considerations. It also tells you how SMS-Magic Converse can empower your business with a simple business texting solution.

Quick Snapshot to Converse Configuration Steps

You can quickstart your trial or implementation with an easy step-by-step guide. With the magical wizards in SMS-Magic Converse, this guide will reduce your onboarding time from weeks to days. We have leveraged our 11 years of experience and created this Quickstart Guide to ensure you have a good experience – whether you are evaluating SMS-Magic Converse or implementing it.

Trial Steps

First, install the SMS-Magic Converse package on salesforce with the installation link in the first section and then set up the app in Converse Settings. You will have to register with SMS Magic before opting for trial. Post-registration step, you get “Start your Conversation” and “Grow your conversation” plans trial for 7 days each. You can switch your trial in between the trial period which starts from the day you register with SMS-Magic. Go to Converse Home to see manage your plans. 

Available plans are Start your Conversations, Grow your Conversations, and Custom Plans.

For more information about buying a subscription plan, see Buy a Subscription Plan.

Auto Response

Auto-response can be used for various situations and various objects. In case of a Contact, you can set up for sending the next set of information when the recipient responds with a specific keyword.

For a Case, if you don’t get a response from the recipient in stipulated time then you can send out a reminder. 

Here is the general process flow to set up auto-response:

Automated Campaign Setup

Automation can be used for setting up different campaigns as well. Here is a sample for setting a drip campaign using Marketo.

Prerequisite – SMS-Magic Converse is integrated with Marketo and Leads from Marketo are synchronized in Salesforce. 

Automation can be used for setting up different campaigns as well as follows:

Check the links for more details on different scenarios and use cases.

Event-Triggered Alerts & Reminders 

SMS-Magic Converse provides Converse App functionality. This can be used very effectively for bulk messaging and automated conversations.

For more information about keyword-based automation, see Keyword-Based Automation.

• You can leverage the functional capability of Converse Apps to design the complete survey. The Converse App helps you create automation templates and define message flows. Once done, you can integrate those with flows to create message triggers and run the survey campaigns. You can define templates and message responses based on your business requirements.
• You can also create a simple message campaign with two message flows. Send a survey participation request upon receiving the expected response, attach the survey link in the message response template.

For more information about creating a survey, see Run a Survey.

There are some countries that allow you to send SMS with Alphanumeric Sender ID. To get replies you’ll need to procure an Inbound number and give reply instructions in the text of the SMS you send. For example, Dear Customer, Enjoy the Rewardz Festival on your Credit Card. To know more, SMS ‘JOIN’ to 5676756 and register now. For TnC, please visit http://bit.ly/6463nf’.

You can configure Sender IDs for different organizations, teams, or individuals or Campaigns or Messaging Programs to appear as you want on the customer’s mobile device. 

You can configure the default templates you wish to use to notify the User assigned to a Sender ID on any incoming message.

In case the Sender ID is assigned to multiple users or a profile, the incoming message notification is sent as per the rules defined in the Sender ID assignment settings page.

For example, if the Notification Recipient field displays Last Sender as its value, then the incoming message goes to the last user (within the profile or group of users) who sent the message.

In the Manage Notification pop-up window, you can configure the notification of a Sender ID. You set the recipient of the notification as well as select the email template to be used for notifying the recipients.

To know more about email templates and how to create them, see Email Templates.

You can associate an incoming number to a Sender ID only if it is defined for outgoing messages. Country-wise restrictions determine if the same Sender ID can be used for both incoming or outgoing messages.

Guidelines for Choosing Sender ID’s

Configure User Notification on Incoming SMS

You can configure User Notification on new incoming messages. You can configure the default email templates that you wish to use to notify the User assigned to a Sender ID on any incoming message. In case the Sender ID is assigned to multiple users or a profile, the incoming message notification is sent as per the rules defined in the Sender ID assignment settings page. For example, if the Notification Recipient field displays Last Sender as its value, then the incoming message goes to the last user (within the profile or group of users) who sent the message.

In the Manage Notification pop-up window, you can configure the notification of a Sender ID. You set the recipient of the notification as well as select the email template to be used for notifying the recipients.

For more information about configuring the sender ID, see Configure and Assign Sender ID.

• Managing responses to Customers 
• Working as an Effective Team 

Managing responses to Customers

Working as an Effective Team

You get a free 7-day trial and you have the option to purchase the best plan suited to your business needs.

Trial Steps

First, install the SMS-Magic Converse package on Salesforce and then set up the app in Converse Settings. You will have to register with SMS-Magic before opting for the trial. Post-registration step, you get “Start your Conversation” and “Grow your conversation” plans trial for seven days each. You can switch your trial in between the trial period which starts from the day you register with SMS-Magic.

You can manage your plans in Converse Settings. Available plans are Start your Conversations, Grow your Conversations, and Custom Plan.

The following are key use business use cases that would help you to get started on user permissions.