You can select the primary country of operation for the business. Messages will follow the compliance guidelines and Sender ID restrictions based on the country of coverage. 

Under Converse Settings, you can select only a single country.  If you need to send messages to multiple countries, send an email to care@screen-magic.com.

You can change the country of operation later if required.

1. Under Coverage , select the country from the Primary Country drop-down list.



2. Click Yes in the Confirm Selection pop-up window.



3. Click Go to Next Step.

You need to procure incoming numbers to receive messages in your Salesforce organization.

Incoming numbers can be procured from our Portal where you can view the rates for individual countries and the available SMS packs.

1. Click https://app.sms-magic.com/pricing/topup. The Portal top-up page appears.



 

2. Click Buy Inbound Number. The Get A Quote page appears.



3. Enter the details as required.
4. Click Get A Quote. The SMS-Magic Sales team will receive an email requesting a quote for the required quantities of Incoming number.
5. The Sales team reverts with a response and helps you procure the required numbers.

Contact the sales team at sales@screen-magic.com for more details on purchasing incoming numbers.

After creating the SMS button, you need to add the buttons to the record layout such as Contacts, Leads, Opportunities, and so on.

• To add the button to the page layout in Salesforce Lightning, you need to use the Object Manager.
• To add the button to the page layout in Salesforce Classic, you need to use the Quick Find/ Search field to search for the object page and add the button.

You can add the single SMS button to the record page layout for an object such as Contacts, Leads, Opportunities, and so on. The adding of the button is done through the Page Layout option of the object.

Add the Single SMS Button to a Layout Page in Salesforce Lightning

1. From the Salesforce navigation on the top right, click Setup.

2. Select Object Manager by:

• Using the Quick Find / Search field, or
• Selecting Objects and Fields > Object Manager.

3. Click a record page. Record page can be Contacts, Opportunities, Leads, and so on.

4. Click Page Layouts.

5. Click Edit for the record layout.

6. Select Mobile & Lightning Actions.

7. Select the SMS button from the Mobile & Lightning Actions section.

8. Drag and drop the SMS button in the Salesforce Mobile and Lightning Experience Actions section.

Add the Bulk SMS Button to a Layout in Salesforce Lightning

1. From the Salesforce navigation on the top right, click Setup.

2. Select Object Manager by:

• Using the Quick Find / Search field, or
• Selecting Objects and Fields > Object Manager.

3. Click a record page. Record page can be Contacts, Opportunities, Leads, and so on.

4. Click Search Layouts.

5. Click Edit for the record List View.

6. Select the SMS button in the Available Buttons list under the Custom Buttons section.

7. Click Add to move the SMS button from the Available Buttons list to the Selected Buttons list.

8. Click Save.

Add the Single SMS Button to a Layout Page in Salesforce Classic

1. From the Salesforce navigation on the top right, click Setup.

2. Select an object by using the Quick Find/ Search field. The object can be Contacts, Opportunities, Leads, and so on.

3. Click Page Layouts.

4. Click Edit for the record layout.

5. Click Buttons.

6. Select the SMS button from the Buttons section.

7. Drag and drop the SMS button in the Salesforce Mobile and Lightning Experience Actions section.

8. Click Save.

Add the Bulk SMS Button to a Layout in Salesforce Classic

1. From the Salesforce navigation on the top right, click Setup.

2. Select an object by using the Quick Find/ Search field. The object can be Contacts, Opportunities, Leads, and so on.

3. Click Search Layouts.

4. Click Edit for the record List View.

5. Select the SMS button in the Available Buttons list under the Custom Buttons section.

6. Click Add to move the SMS button from the Available Buttons list to the Selected Buttons list.

7. Click Save.

When you add the SMS button to the record page, the button is then available as a menu item on any record object page. The single SMS button is available on the record page of the object while the bulk SMS button is available on the record list view page.

To View the Single SMS Button in Salesforce Lightning

1. Log in to SMS-Magic Converse.

2. Select the detail page of a record object.

3. Click Submit for Approval.

4. Select the SMS button to send a message.

To View the Bulk SMS Button in Salesforce Lightning

1. Log in to SMS-Magic Converse.

2. Select the list view of a record object.

3. Click Add to Campaign.

4. Select the SMS button to send a bulk message.

To View the Single SMS Button in Salesforce Classic

1. Log in to SMS-Magic Converse.

2. Select the detail page of a record object.

3. Select the SMS button to send a message.

To View the Bulk SMS Button in Salesforce Classic

1. Log in to SMS-Magic Converse.

2. Select the list view of a record object.

3. Select the SMS button to send a bulk message.

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



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



4. Click to open a SMS-Magic Converse Permission Set. The Permission page appears.



5. Click Manage Assignments.The Permission Set page displaying existing users appears.



6. Click Add Assignments.The All Users page appears.



7. Select the users to whom you want to assign the permission set.
8. Click Assign. The permissions are assigned successfully.

1. Under Consent for Specific Content , click Create New. The Create New Content-Type pop-up window appears.
   
2. Enter the customer details to create a new content type.
   Refer to the table below for more details on individual fields.
3. Click Next. The Configure section appears to help you add the Sender ID and Keyword configurations for the new content type.
   Refer to the table below for more details on individual fields.
   
4. Click Validate and Next. The Opt-out Instructions section appears.
Avoid using the same keywords as those in the default Keyword configuration section.
5. Enter details, as required, to add an opt-out instruction to your message.
   Refer to the table for more details on individual fields.
6. Click Save. The new message type appears on the Content-Type table.

Consent can be collected from multiple non-mobile sources like web forms, emails, marketing automation platforms, and even physical forms. Depending on the country of operation you will have to complete additional processes to ensure complete compliance adherence.
For example, In the US, when a prospect sends an email, fills out a form or calls agents, they must apply a double opt-in before text messages are sent.

For a double opt-in, agents, on receiving the online consent request, sends a text message to recipients requesting them to confirm their consent with a keyword . The consent status of the recipients are set to pending till they use this keyword to confirm the request. On receiving the keyword from the prospect(recipient of the earlier request) , agents send a response confirming the consent. This completes the compliance process.
The consent collection process can be automated. You can set up a process builder so that whenever a new lead is created you will be able to create a new record in the consent database.
This section helps you create the configuration for double opt-in or confirmation messages for opt-ins via manual or online forms. All consent will be captured based on these configurations.

To Create a Double Opt-in Configuration

1. Under Double Opt-in & Others, click Create Configuration. The Create New Configuration screen appears.



2. Enter the details as required.
   Refer to the table below for more details:
3. Click Validate and Save. The Double-Optin & Others screen appears.

To comply with industry standards, you must respond to keywords for HELP & STOP. Any user who opts-out using the STOP keyword must be added to an opt-out list (blacklist) and must not be sent any further messages until or unless they opt back in. You can configure mandatory keywords for the three keyword types provided. These are:

• Opt-out
• Opt-in
• Help

For each keyword type, some default keywords have already been pre-defined. You can also create new ones following industry specific norms.

Create keywords using the following guidelines:

• Use Alphabets
• Do not add spaces
• Do not include special characters

When a customer uses the keywords defined under Opt-out keyword type, they will be opted out or blocked from receiving messages for all campaigns and other activities. You cannot send anymore messages to all such customers.

Similarly, when a customer uses the keywords defined under Opt-in keyword type, they choose to opt-in for receiving messages from any team within the organization.

You can define separate keywords to help customers opt-in for specific content type messages, for example, notification or promotions. These keywords will be considered for receiving consent for that specific content-type. 
Refer to Create Content type for more details on creating Content type keywords.

1. Under Keyword Management, click Edit next to the Keyword type you want to modify. The Edit Keyword Configuration pop-up window appears.



Refer to the table below for more details on the Keyword options.

You cannot edit the default keywords.

FIELD	DESCRIPTION
Opt-In Keywords	Displays the opt-in keywords that will be used at the organization-wide level. You can define Opt-in keywords that are specific to a content type. Refer to the section on Create Content Type for more details.
Opt-Out Keywords	Displays the opt-out keywords that will be used at the organization-wide level. This will opt-out users from all the campaigns/content types. No further messages can be sent to customers from any teams in the organization.
Help Keywords	Displays the help keywords that will be used at the organization-wide level. This will redirect customers to request for support based on the keyword you provide.

2. Enter the following details to add keyword configuration.

FIELD	DESCRIPTION
Type	Displays the keyword type that you have selected to edit. For example, Opt-out, Opt-in, Help.
Keywords	Type the new keywords that you want to configure for the keyword type. You can type multiple keywords for a single keyword type. The new keywords should not be the same as the default keywords.
Message	Type the message that will be sent to customers who have sent the consent details.
Do you wish to enable this setting?	In the drop-down, select to indicate whether you want to enable the keyword type. If you disable the keyword type configuration, then customer consent sent for the keyword type will be ignored. For example, Customers who wish to Opt-out using the defined keywords will continue to receive messages if opt-out Keyword type configuration is disabled. Similarly, customers who wish to opt-in with the defined keywords will not be included in the subscription list if Opt-in keyword type configuration is disabled.

3. Click Save Changes. The Keyword Management section appears.



4. UnderOpt-out instructions click Change next to the pre-configured instruction. The Opt-out Instructions pop-up window appears.
    
   
    
   Refer to the table below for more details on the Keyword options. 

FIELD	DESCRIPTION
Auto append opt out Instruction in every message	Select the option if you want to add an opt-out instruction to every message that is sent out.
In an Interval	Select this option to send messages only after the defined number of weeks. The recommended practice is to send 1 message in every 4 weeks. You can select the interval period in the drop-down list that appears.
Do not Auto-append opt out instructions in every message	Select this option if you do not want to add an opt-out instruction to every message that is sent out.
Opt-out Message	Type the message you want to append as an opt-out instruction.This field appears only if you select the Auto append opt out Instruction in every message

5. Click Save.The opt-out instructions, if added, appears as shown.