To Sign Up, click on this link.

• Select the type of account (Production / Sandbox) from the ‘Salesforce’ drop down.

• You will be redirected to the Salesforce Login page

• Enter your Salesforce credentials
• Allow SMS-Magic access to your Salesforce account data. Read through the required access and click on the ‘Allow’ button.

• You will be automatically Signed In to the SMS-Magic Web Portal and redirected to the Home Page.

• US Data Center
• EU Data Center
• India Data Center
• Australia Data Center

Choose the Data Center and you will be redirected to the Zoho CRM Login page. Enter your Zoho CRM credentials.

Click on the ‘Accept’ button to grant SMS-Magic access to the data in your Zoho CRM account. You will be automatically Signed In to the SMS-Magic Web Portal and redirected to the Home Page.

Click on to Sign In using the Facebook account. Enter your Facebook Credentials. Single Sign On (SSO) will redirect you to the SMS-Magic Web Portal.

• Click on the ‘Free Trial’ button as shown below:

• The following sign-up form page will appear:

Here, to sign-up, you need to enter all your details and click on the ‘Start free trial’ button. 

• Enter your first name in the ‘First name’ field
• Enter your last name in the ‘Last name’ field
• Enter your official email address in the ‘Business email address’ field
• Select the correct option from the ‘Select CRM’ drop-down. As you want to sign-up for SaaS Portal, select the ‘SMS Magic Portal’ option
• Select the country of your location from the ‘Select country’ dropdown
• Check the Terms of Service check box
• Validate the captcha and click on the ‘Start free trial’ button
• Your account will be created and you will get the following message:  

• You will receive a welcome message on your email ID. Confirm the email address to proceed. Users will be able to access the product and browse through all the sections even before confirming the account.

• Once you verify your email address, you will be redirected to the following page where you need to set the password:

• Enter the password and click on the ‘Update Password’ button. The following page will appear:

• Once your password is set, you can log in to the SaaS Portal and explore all features. The following home page will appear:

• You can go to the account settings and check your account details. By default, you receive 1 Sender ID and 15 messaging credits. 

Note: Sender ID is assigned to the user only when the U.S. country is selected

• You will now be able to send messages using the available credits and the Sender ID that is assigned to you:

• Click on Sign In with Email button and the following Sign In page will appear:

• Enter your registered email address and password. Check the captcha checkbox and click on the ‘Sign In’ button.

• In case you have forgotten your password, click on Forgot Password? button.

• Enter your registered email address, check the captcha checkbox, and click on the Reset Password button. You will receive a reset password link in your email. Click on the reset password link to set your new password.

• You will be redirected to the Home Page of the SMS-Magic Web Portal.

If a message connection (OAuth) fails for whatever reason, the failover method will automatically switch the standby users to the main user and vice versa. Using this feature, message synchronization will not be interrupted, and incoming messages and delivery reports for messages will be synced on a regular basis.

Admin will be able to add 3 users. When the OAuth connection fails then automatically it will connect to the next connected user. 

This section can be accessible from Get Started -> Connected Users

Once the user is added for OAuth, their status can be ‘Connected’, ‘Requested’, or ‘Disconnected’:

• Connected – The user is connected with a message connection 

• Requested – The admin user has requested another user to be a part of the OAuth user management

• Disconnected – The user is disconnected 

Add User

The Admin can add up to 3 users. 

For new users “Add only Admin Users for standby users”.

When a user is added, an email notification is sent to the requested user and the status is mapped as ‘Requested’. The requested user has to log in to the portal and connect to Salesforce, then the status will be mapped as ‘Connected’. 

The system recognizes all users that are in ‘Connected’ status and will automatically connect with them whenever the OAuth message connection fails. This ensures that the message sync remains uninterrupted. The auto failover feature will work only for the users who are in ‘Connected’ status.