Every text messaging initiative geared to drive sales typically would begin with a bulk messaging activity. You may need to address a group of people within a geographic region or community and send out a bulk message to all or a few of them from the list. Salesforce Experience Cloud users can trigger automated and bulk messages using list view and reports.

For bulk messaging, a new component BulkSMSForCommunity has been created. The user just has to drag and drop that component on the required page. 

Pre-requisites

Following are the pre-requisites to enable the Bulk SMS Component on Experience Cloud:

1. Create a remote site setting that contains the Community URL. (The community URL can be found in Setup → Home → All sites).

2. Clone the “SMS Converse Conversation User” permission set and assign it to community users. In the cloned permission set:
   • Give permission to smagicinteract.FetchSessionId VF Page in the permission set
   • Set the checkbox “API Enable” to true. (API enable is required)

3. Make sure that the appropriate Sender ID is visible to the contact the user who will log in to the community. Sharing rule needs to be applied for objects License Type, Feature and License object.
4. Make sure that the community user has the ‘Community Power User’ license to access the UI on bulksmscomponent.

5. Make sure that the user has access to the object (e.g. Lead/Contact) to which the message is sent.

Ex – Let MOC be Lead/Contact the community user must have access to the object otherwise the user won’t be able to retrieve the object records.

Limitations:

1. Only 2000 records can be fetched from a list view on the Community

Steps to add Navigation for Bulk SMS Component

Follow the below steps for Bulk Community – 

• Navigate to the builder in the salesforce community
• For bulk messaging we have created a new component BulkSMSForCommunity as highlighted in the image below
• The user just has to drag and drop that component on the required page

Working with Bulk SMS Component

For more details on how to use the Bulk SMS Component, refer to the detailed guide.

The Converse Desk provides you with an intuitive, easy-to-use interface. It features a familiar Inbox style, making it simple for users to begin messaging with little or no training. The Converse Desk also features intelligence that guides users to effectively manage and respond to any volume of messaging conversations.

Pre-requisites

Following are the pre-requisites to enable the Converse Desk Component on Experience Cloud:

1. Create a remote site setting that contains the Community URL. (The community URL can be found in Setup → Home → All sites).

2.  Clone the “SMS Converse Conversation User” permission set and assign it to community users. In the cloned permission set :
   • Give permission to smagicinteract.FetchSessionId VF Page in the permission set.
   • Set the checkbox “API Enable” to true. (API enable is required)

3. Make sure that the appropriate Sender ID is visible to the contact the user who will log in to the community. Sharing rule needs to be applied for objects License Type, Feature and License object.

 Steps to add Navigation for Converse Desk

• Navigate to the builder in the salesforce community
• For converse desk messaging we have created a component Conversations View as highlighted in the image below
• The user just has to drag and drop that component on the required page

Working with Converse Desk

For more details on how to use the Converse Desk, refer to the detailed guide.

The Converse Template is a library of all the templates created for different purposes across multiple channels such as SMS, WhatsApp, Facebook Messenger, and Line. It helps you to easily manage and organize all templates that are necessary to conduct messaging campaigns. SMS-Magic helps Salesforce Experience users create their own templates before they decode to use them on 1-1 or bulk messaging.

Pre-requisites

Following are the pre-requisites to enable the Converse Templates component on Experience Cloud:

1) New template creation support is added for the Experience Cloud community. The Community needs to override standard actions with a Lightning component setting enabled. 

Code changes are made to handle the navigation in the component.

Administration → Preference → Override standard actions with a Lightning component.

Steps to add Navigation for Converse Templates

• Converse Template is a custom object from SMS-Magic converse
• Converse Template can be added as an object from Edit Default Navigation as shown in the following image:

Working with Converse Templates

To know more about how to use the Converse Templates, refer to the detailed guide.

The Campaign Manager is an add-on package to the SMS-Magic Converse app on Salesforce that allows you to run campaigns with standard Salesforce List View and Reports using converse templates. The Campaign Manager supports Salesforce Experience Users who can run campaigns with content provided by the business.

Pre-requisites

Following are the pre-requisites to enable Campaign Manager Component on Experience Cloud:

1. Create a remote site setting that contains the Community URL. (The community URL can be found in Setup → Home → All sites).

2. Clone the “SMS Converse Conversation User” permission set and assign it to community users. In the cloned permission set :
   • Give permission to smagicinteract.FetchSessionId VF Page in the permission set.
   • Set the checkbox “API Enable” to true. (API enable is required)

3. Make sure that the appropriate Sender ID is visible to the contact the user who will log in to the community. Sharing rule needs to be applied for objects License Type, Feature and License object.

 Steps to add Navigation for Campaign Manager

• Navigate to the builder in the salesforce community
• For the campaign manager, we have created a component CampaignManager as highlighted in the following image
• The user just has to drag and drop that component on the required page 

Working with Campaign Manager

To know more about how to use the Campaign Manager, refer to the detailed guide.