1. Log in to Salesforce and access SMS-Magic Converse.
2. Click the Converse Settings tab.



3. Select the Conversations section.
4. Click General Settings tab.



5. Under Internal Note, slide the toggle button to enable the feature.



6. Click under the Action column.



7. Click Edit. The Edit Internal Note Setting pop-up window appears.



8. Enter 3 characters to search for user or profile in the Users and Profiles field.
9. Select the user or profile.
10. Select Yes or No in the Do you want to enable Internal Note field.
11. Click Save.

1. Log in to Salesforce and access SMS-Magic Converse.
2. Click the Converse Settings tab.



3. Select the Conversations section.
4. Click General Settings tab.



5. Under Configure CRM Actions, slide the toggle button to enable the feature.



6. Click and then click Edit. The Configure CRM Actions for Account pop-up window appears.



7. Select CRM actions for the object.
8. Click Save Changes.
9. Click Save Changes at the bottom of the General Settings tab page.

In the User Management section, you can add users to access SMS-Magic Converse by assigning one license per user. By default, as the Admin user setting up SMS-Magic Converse, you are the first license holder. Only licensed users can access SMS-Magic Converse.

The User Management screen displays the following information:

• Plan type you have purchased
• The total number of licenses assigned to the Plan type
• The number of available licenses
• The number of licenses used

If the number of users is more than the number of licenses available, the Admin can purchase more licenses by connecting with care@screen-magic.com.

You can add more users by clicking Add New and entering at least three characters to search for name or email addresses. After adding the new user, the following happens:

• A license is consumed from the available licenses.
• The new user is listed in the User’s List.

You can remove a user from the User’s List and free a license for reuse. After confirming the removal of a user, the following happens:

• A license is added to the available licenses.
• The user is removed from the User’s List.

You can also associate user licenses directly to a profile. All users within that profile will be eligible to use that license. However, if the number of users sharing that profile exceeds the available licenses then you will have to purchase additional license.

Add A User

1. Under Converse Settings, click User Management.



2. Under User Management, click Add New.
3. Enter at least three characters to search for the name or email addresses. The selected user name appears as shown.



4. Select the users or profiles from the list.
5. Click Assign License to select the license type you want to assign to the user. The user/profile details appear as shown.



6. Click Add. The new user/profiles appear on the User Management List.



A license is deducted from the Available License box.
If users within a profile exceed the number of available licenses then the following message appears:
“You have exceeded the limit on the number of users that can use SMS-Magic. You can purchase additional licenses by sending an email to care@sms-magic.com.”

Remove A User

1. Go to User Management section in the Converse Settings tab.



2. Click next to the user in the User’s List. The Remove User pop-up window appears.



3. Click Remove to delete the user in the Remove User pop-up. The user is removed from the User’s List.
A license is available in the Available License box.

1. Under Converse Settings, click User Management.



2. Under User Management, click Add New.
3. Enter at least three characters to search for the name or email addresses. The selected user name appears as shown.



4. Select the users or profiles from the list.
5. Click Assign License to select the license type you want to assign to the user. The user/profile details appear as shown.



6. Click Add. The new user/profiles appear on the User Management List.



A license is deducted from the Available License box.
If users within a profile exceed the number of available licenses then the following message appears:
“You have exceeded the limit on the number of users that can use SMS-Magic. You can purchase additional licenses by sending an email to care@sms-magic.com.”

A Sender ID is an alphanumeric name or number that appears on the mobile device and helps to identify the sender of the message. It can be a long code or shortcode that you assign to a single user, multiple users, or a profile.

You can configure Sender IDs for different organizations, teams or individuals to appear as you want on the recipient’s mobile device(s).

You can configure the default templates you wish to use to notify the User assigned to a Sender ID on any incoming message.

In case the Sender ID is assigned to multiple users or a profile, the incoming message notification is sent as per the rules defined in the Sender ID assignment settings page.
For example, if the Notification Recipient field displays Last Sender as its value, then the incoming message goes to the last user (within the profile or group of users) who sent the message.

In the Manage Notification pop-up window, you can configure the notification of a Sender ID. You set the recipient of the notification as well as select the email template to be used for notifying the recipients.

To know more about email templates and how to create them, click here.

You can associate an incoming number to a Sender ID only if it is defined for  outgoing messages. Country-wise restrictions determine if the same Sender ID can be used for both incoming or outgoing messages.

1. On the Sender ID and Assignment page, click Add Sender ID. The New SMS SenderId pop-up window appears.



2. Enter the information in each field. Fields marked with a red asterisk are mandatory.
   Refer the table below for more details on individual fields.
3. Click Save.

1. Click next to the Sender ID you want to edit.
2. Click Edit. The Edit SMS Sender ID pop-up window appears.



3.  Edit the information as required.
   Refer the table below for more details on individual fields.
4. Click Save.

4. Click Save.

1. On the Sender ID and Assignment page, click next to the Sender ID you want to remove. The drop-down menu appears.



2. Click Remove. The Remove Sender ID pop-up window appears.



3. Click Delete.

1. On the Sender ID and assignment page, click next to the Sender ID to which you want to assign users. The drop-down menu appears.



2. Click Assign to Users. The Assign to Users pop-up window appears.



3. Enter at least 3 characters to search for users or profiles.



4. Click Add. The users/profiles are assigned to the Sender ID.

1. On the Sender ID and assignment page, click next to the Sender ID to which you want to assign users. The drop-down menu appears.



2. Click Assign to Users. The Assign to Users pop-up window appears.



3. Enter at least 3 characters to search for users or profiles.



4. Click Add. The users/profiles are assigned to the Sender ID.

1. On the Sender ID and Assignment page, click next to the Sender ID for which you want to manage notifications. The drop-down menu appears.



2. Click Manage Notifications. The Manage Notification pop-up window appears.



3. Under Recipients, select the recipient who will be notified on receiving an incoming message.
   Refer the table below for more details on the available options for notifying recipients.

4. Under Email Template, select the email template you want to send with the notification. The Subject and Description fields below display the template content.

5. Click Save.

1. On the Sender ID and Assignment page, click next to the Sender ID to which you want to associate an incoming number. The drop-down menu appears.
This feature will be available only for Sender IDs that have been defined for use in Outgoing messages.



2. Click Associate Incoming Number. The New Alpha Sender ID Map pop-up window appears.



3.  Under both Outgoing Sender ID and Incoming Sender ID, do one of the following:
• Click New SMS Sender ID, to create a new Sender ID.
Refer To Add a Sender ID topic for more information on creating new sender IDs.



• Search for the Sender ID that you want to associate with the selected  Sender ID.
4. Click Save; Or
5. Click Save & New to save the action and create another Sender ID.

1. Under Notification on Incoming slide the toggle button to receive notifications for an incoming message. You can disable all notifications by sliding the toggle back.



2. Click View. The View Default Email Template pop-up appears.



3. Click Close. The  Sender ID and Assignment page appears.
4. Click Change. The Change Default Email Template pop-up window appears.



5. Under Email Template, select a new email template drop-down list, if required.
6. Click Save.

In the Message Object Configuration section, you can define which objects need messaging capabilities for the user’s organization. You can do the following:

• Define objects for which the user defines conversation templates.
• Auto-generate Conversation and Bulk Sending pages based on the objects defined.
• Define the use of mobile fields and name fields.
• Configure setup buttons using the pages that are generated.

 You can add objects to the Object list. The system then automatically configures the Visualforce pages. These pages are then used to create buttons such as:

• Send SMS
• Send Bulk SMS
• Conversation View

You need to assign users access to Visualforce pages in order to send messages.

In addition to Visualforce pages, Lookup Fields are also created for that object on SMS History, Converse App Task, and Conversation objects. These fields will be used to attach messages to a record when required by the application while building related conversations. User profiles need to be provided field-level access permissions in order to refer these lookup fields while building conversations.

User should also have access to merge/dynamic fields that are referred to in the message configuration and used in SMS templates and fields. For example, a mobile number.

To delete a Message Object or an Information Object, log in to an administrator account. You need to have the relevant permissions to perform the deletions. Deleting a Message Object or an Information Object must be carefully considered and carried out as it impacts SMS delivery throughout the application.

Before deleting the configuration of an object, the Admin must disable the following:

• All Automations
• Process builders
• Campaigns

1. Log in to Salesforce and access SMS-Magic Converse.
2. Click the Converse Settings tab.



3. Click Message Configuration on the left.
4. Click Add Objects.



5. Under Object Name, select the object from the drop-down list.
6. Under Name Field, select a name option from the drop-down list.
7. Under Phone Fields select a phone option from the drop-down list. The user can select more than one phone options.
8. If you are using the older compliance features, you need to select an opt-in option under the OPT-IN column. This field is not available for users of the new Compliance features.



9. Click Save.

1. Log in to Salesforce and .
2. Click Setup. The Setup Home page appears.



3. Type Profiles in the Quick Find search box and then click Profiles in the search results. The Profiles page appears.



4. Click the Profile name of the user profile to which you want to assign the Visualforce pages.
5. Click Enabled Visualforce pages. The list of Visualforce pages that have been enabled for the profile appears.



6. Click Edit. The list of available Visualforce pages for which you can enable access, appears.



7. Under Available Visualforce Pages, select the pages for which you want to enable access.
8. Under Add click to move them to the Enabled Visualforce Pages section.
9. Click Save. The user profile can access the selected Visualforce pages.