Run SMS Marketing campaigns and track success rate from SMS Magic App. Below are key entry points to trigger SMS campaigns.
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Keyword based automation, Event based automation and Time based automation are all configurable with converse app for capturing business logic and reduced dependency on process builder .
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Quickly install SMS Magic converse from this link and follow below mandatory converse configuration steps to get started. Click Here for detailed setup instructions.
Bulk messaging is inherent feature of our App and you can use it to trigger bulk campaigns and bulk messages through below Salesforces features.
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Team working is possible on SMS Magic Converse App features such as conversation assignment, view related conversation, round robin assignment etc. Below are key use case to work as a effective team.
| Team Specific | Use cases | How to Get Started |
| Sales | How to Assign Conversations ?: Morgan figures out a salesforce queue with Rony’s help and he got ben and john included there and now he wants to assign conversations to queue | Use the “Assign Conversations” feature to assign the single or bulk conversation to a queue or user |
| Sales | How to do Round-robin Assignment ?: Morgan has figured out that queue setup is taking time and he wants leads to be assigned in a round-robin fashion to agents | Round robin and queue setup, both are configurable, contact at care@screen-magic.com |
| Service | Canned Templates: Thomas is allowed to communicate to customers using canned responses only | Canned responses use pre-defined templates, configure it in conversations sections in Settings |
| Marketing | Bulk Campaigns: Seema runs bulk campaigns to list of leads and nurture them with automation | Bulk SMS feature with trigger sources can fulfill this use-case |
| Marketing | Recurring Messaging: Seema uses the marketing plan to run SMS scheduled recurring campaigns across weeks | Use the “Schedule” feature on Bulk SMS on the list, reports, salesforce campaigns & campaign manager |
| General | Related Conversations across Objects: John was working along with Thomas on one customer issue and he wants to see all communications to customer across salesforce org | With “Related conversations” you can pull up parent and siblings conversations |
| General | Templated Messaging: John wanted multiple predefined templates with merge fields | Set Object-specific templates and use information objects for cross objects merge fields |
Get notified of any new incoming message and reply on the go. Below are the key use cases to get started.
| Team Specific | Use cases | How to Get Started |
| General | Reply from Notifications: John wants to reply to incoming notifications and be proactive | Reply from email, utility bar, sidebar, browser notifications |
| General | Alerts/Notifications: John wants to be notified of all incoming messages | Alerts/ notifications can be set on chatter, email, utility bar, sidebar, browser notifications & Salesforce bell icon |
With Converse Desk you can manage all your conversation at a go on one interface and customize it as per your business requirement. Below are the key use cases to get started with.
| Team Specific | Use cases | How to Get Started |
| Sales | How to see all my Unread Conversations ?: Ben and John in Morgans team wants to act on unread messages | Use the “Unread conversation” filter for the sales team |
| Sales | How to View and Act on Multiple Conversations ?:Ben and John again want to manage multiple conversations at a go in a single window | Click on “View Details” on each conversation opens it on a separate tab within the converse desk |
| Service | Open Conversations:Thomas works to close cases and he wants to act on open cases conversations | Use “Open Conversations” and “Close conversations” filters in Desk |
| Marketing | Automated Conversations: Seema got progressive profiling setup from Rony and now she wants to interact with users who have left out automation flow and are cold | Use Global filter help to filter conversations based on “Converse apps” |
| Sales, Service, Marketing | Filtered Conversations: Teams want to act on custom inbox with their list of conversations only | Custom Listview on Contact, Sales, Cases, Leads, Opportunity, Conversations object, and custom objects helps to create a custom inbox |
| General | Multimedia Messaging: John wants to send images, videos, emojis, and templates for each conversation and use CRM actions (create a new lead, new case, new contact, etc.) to act right away within conversations | Images, Videos, Emojis, Templates (Primary and Cross Objects), CRM Actions are all supported in Desk with individual conversations threads |
| General | Search Conversations: John searches usually conversations by phone number or name | Search conversations based on the mobile number and the name of the recipient |
Responding to incoming message through SMS Magic Solution is very flexible and provides you range of below listed options. You can click on alert and respond to the incoming with a click.
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Quickly send SMS to your contact, Leads and Other Salesforce Custom object through SMS Magic Below Features :
Through you can manage your conversation and engage with your prospects and customers. To get started Click Here
Now you can be in touch with your prospects and customer all with in Salesforce record page. To get started with conversation on record detail page Click Here
Conversation View lets see the contextual conversation with your contacts on record page and to get started Click Here
Quickly responding to your prospects and customer leads to a success business and provides happy customer experience for your customer. With utility bar and sidebar you can be in touch with notification round the clock on Converse inbox. To get Started Click Here
Now quickly respond and engage with your prospects and customer on the go with Salesforce1 Mobile App. To get Started Click Here
Run your marketing campaigns or schedule your messages to your customers easly and enagage with them on conversation. To get Started Click Here
Checklist/ Prerequisite to trigger any SMS