Sequence | SmartReach UI Navigation | Task |
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1 a. | Configure > Services > Client > Billing tab | Ensure that the SMS Channel is enabled for your client site. If it is not, contact your SmartReach system administrator. |
2 a. | Configure > SMS > SMS Channel > Codes tab | View the configured long code and short code SMS numbers from which you can send SMS messages to customers, on the Codes tab. For more information, see Navigating the SMS Channel Window. |
| 2 b. | Configure > SMS > SMS Channel > Services tab | Map the required services to the SMS long code and SMS short code. For more information, see Navigating the SMS Channel Window. |
| 3. | Configure > Messaging > Messages | Create SMS message templates to use in SMS campaigns, automated replies to inbound SMSs, and agent-customer interactions. For more information, see Create Messages. |
| 4. | Configure > Services > Services > Settings tab | Update the settings for the service that will be used for mass SMSs: - Select the Agent Desktop that will be used for transactional SMSs.
- Map the respective SMS templates for SMS Opt-in Message and Inbound SMS Message.
- Select the SMS Consent checkbox if applicable.
For more information, see Services: Settings Tab. |
| 5. | Configure > Contacts > Contacts > Channels tab | Confirm that contacts' channel settings allow SMS campaigns and SMS consent. For more information, see Contact Fields. |
| 6. | Configure > Contacts > Contacts > DNC > SMS tab | Confirm if contacts' DNC settings allow SMS campaigns. For more information, see Dial-Time Phone DNC - SMS Tab. |
| 7. | Configure > Contacts > Contacts | Configure SMS campaigns for mass SMSs. For more information, see Creating a Campaign. |
| 8. | Configure > Agents > Agents | Configure agent settings for mass inbound and transactional SMSs. For more information, see Creating Agent Profile. |
| 9. | Configure > Agents > Agent Desktop | Map message templates to the agent desktop for transactional SMSs. For more information, see Agent Desktop - Messagebook Tab. |