It is recommended that you first install and test SMS-Magic Converse in the Salesforce.com sandbox account. Once you complete all the sanity tests, you can install the SMS-Magic Converse in your production account.

For more information about installing the SMS-Magic Converse managed package, see Install the SMS-Magic Converse Managed Package.

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.

You can install the SMS-Magic Converse on the following Standard Salesforce editions: 

• Enterprise Edition
• Unlimited Edition 
• Force.com Edition 
• Developer Edition
• Performance Edition
• Professional Edition

Supported Browsers

SMS-Magic Converse supports whatever Salesforce supports when it comes to browser compatibility. For more information about supported browsers, see Supported Browsers.

Compatibility with Salesforce Classic and Lightning

SMS-Magic works with both the Classic and Lightning versions of Salesforce. You will need to do some additional settings for Salesforce Lightning. 

Domain Registration (Required only for Lightning users)

Enable Lightning Experience

To access SMS-Magic Converse on Lightning, you must have Lightning Experience enabled.

Register a My Domain Subdomain

To access SMS-Magic Converse on Lightning, you must have My Domain enabled. It enables you to use Lightning components in Lightning component tabs, Lightning pages, the Lightning App Builder, or standalone apps.

Register a subdomain with the My Domain wizard and then deploy it. For more information about registering subdomain, see Domain Registration (Required only for Lightning users). 

If you don’t enable My Domain, then the custom component cannot be added to other objects’ record page layout and other sections.

• Make sure your admin has configured objects on which you want to trigger SMS.
• Make sure you have required permission sets and custom settings.
• Mandatory inputs to trigger any SMS are the recipient’s phone number, your sender ID, and text message ( text/media/templates).

You can trigger SMS from the following sources:

For more information about sending messages, see Send Messages in SMS-Magic Converse.

There are three dashboards that are provided to address the needs of users and managers: 

• Converse Dashboard – User
• Converse Dashboard – Team
• Converse Dashboard – Messages 

Each dashboard comprises widgets that contain a minimum of one report. Reports display data collected over the last 30 days for individual Users as well as Managers. If you are a manager, you will be able to view reports for your entire team. Moreover, the same report may be used in multiple widgets to display more detailed analysis, if required.

The Converse Dashboards are installed once the app installation is completed. All reports are automatically downloaded once the installation is complete. To know more about SMS-Magic Converse dashboards, see View Converse Dashboards.

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.

• To educate or nurture your prospects and customers
• Learn more about them through a series of questions and content
• Simplify a complex process by automating it through messaging

Nurture or drip campaigns are typically used in the following scenarios:

• Nurturing new leads – While recruiting students, Universities can send them multiple messages to educate them about the prospects and opportunities their institute offers.
• Deepen your relationships with relevance – Survey your audience to find out what they want to know, then share the exact information through a series of messages.
• Run Loyalty programs – You can deliver timely and powerful loyalty program updates that keep your customers coming back for more.
• Automate a complex or detailed process – You can monitor and manage the workflow of sales contractual processes, simplifying them for both clients and brokers.

For more information about creating a drip campaign, see Create a Drip Campaign.