SMS Messaging

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We have introduced an SMS Messaging Feature that enables administrators to send SMS messages to users through integration with Twilio, a leading global SMS and communications provider.

1. Introduction to the SMS Messaging Feature

  • Purpose: Allows the platform to send SMS messages to users, enhancing communication and engagement through text messaging.
  • Integration Partner: Twilio, a leader in global SMS and communication services.

2. Enabling the SMS Feature

  • Accessing the Feature:
    • Features Page: Navigate to the Features page and search for “SMS” to locate the SMS integration options.
    • Pop-Up Interface: A pop-up will appear with the option to enable SMS messaging.
  • Prerequisites:
    • Premium Plan: Activation of the SMS feature requires purchasing the platform’s premium plan. Detailed pricing information is available on the pricing page.
    • Integration Setup: Upon enabling, the platform’s team will assist in creating the integration with Twilio.

3. Configuration and Setup

  • Setting Up Sending Number:
    • Number Setup: Involves setting up a sending number on behalf of your organization.
    • Country Regulations: Different countries have varying regulations for creating sender numbers. The platform provides guidance and support through the verification process required for compliance.

4. Managing SMS Notifications

  • Notifications Section:
    • Admin Dashboard: A new “Notifications” section becomes available in the admin dashboard once the SMS feature is enabled.
    • Trigger Points: All existing trigger points used for transactional emails can also be utilized to send SMS messages.
  • Configuration Options:
    • Enable SMS: Toggle to turn SMS sending on or off.
    • Templates: SMS templates can use the same dynamic variables as transactional email templates (e.g., those used in Postmark), allowing for consistent and personalized messaging.

5. Best Practices and Considerations

  • Message Length: SMS messages are limited in character count, so it’s advisable to keep messages concise and to the point to avoid high costs and ensure clarity.
  • Cost Management:
    • Included Usage: The premium plan covers the initial set of SMS messages.
    • Additional Costs: For high-volume messaging (e.g., thousands of messages sent frequently), users are responsible for the majority of the costs. Detailed discussions on usage and pricing can be arranged with the platform’s team.

6. Implementation Steps

  1. Purchase Premium Plan: Ensure the platform’s premium plan is active to access the SMS feature.
  2. Integrate with Twilio:
    • Provide API Credentials: Supply the Twilio URL and API key to establish the connection.
    • Setup Sender Number: Work with the platform’s team to set up the sender number, adhering to country-specific regulations.
  3. Configure Notifications:
    • Access Notifications Section: Once integrated, navigate to the Notifications section in the admin dashboard.
    • Enable SMS Triggers: Turn on SMS for desired trigger points and customize the message templates using dynamic variables.
  4. Design and Test Messages: Create SMS templates and test them to ensure they are concise and effectively convey the intended information.

7. Benefits of the SMS Messaging Feature

  • Enhanced Communication: Provides a direct and immediate way to reach users through SMS.
  • Flexibility: Utilizes the same trigger points as email notifications, allowing for seamless integration of SMS into existing communication workflows.
  • Global Reach: Leveraging Twilio’s robust infrastructure, the platform can support SMS messaging across various countries, adhering to local regulations.

8. Cost Structure and Management

  • Included in Premium: Initial SMS usage is covered under the premium plan.
  • Scalable Costs: For users requiring high volumes of SMS, additional costs apply based on usage, with the platform providing support to manage these expenses effectively.

9. Conclusion and Support

  • Summary: The SMS Messaging Feature, integrated with Twilio, offers a powerful tool for enhancing user communication through text messages. By enabling this feature, administrators can effectively engage with users, ensure timely notifications, and maintain consistent communication across multiple channels.
  • Support: Users are encouraged to reach out for any questions or assistance in setting up and utilizing the SMS Messaging Feature effectively.

This SMS integration significantly boosts the platform’s communication capabilities, offering a versatile and reliable method for interacting with users through text messaging.

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