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SMS-Magic Converse Quick Start Guide
  • Home
  • SMS Providers
  • How To Guides
    • Send Bulk SMS & Run Bulk Campaigns
      • Salesforce
        • Send bulk SMS
        • Run bulk campaigns
      • Zoho
        • Send bulk SMS
        • Run bulk campaigns
    • Sales/service conversations from CRMs
    • Messaging with CRM
    • Buy/purchase new SMS, Numbers
    • WhatsApp Messaging
      • Activate WhatsApp Business Account
    • Line Messaging
    • Set up autoresponders
      • Salesforce
      • Zoho
      • SaaS - Coming Soon!
    • Facebook Messaging
  • SMS-Magic with CRMs
    • Salesforce
      • Converse Quickstart
      • Admin Guide
      • User Guide
      • Release Notes
    • Zoho
      • Installation Guide
      • User Guide
      • Important! Zoho V2.0 Migration
  • FAQ
    • General
    • Getting started
    • Converse On Salesforce
    • Interact On Zoho
    • Pricing
    • Message Delivery
    • Phone Number
    • Compliance
    • Security
    • 10DLC US A2P
  • Try it for Free
Suggested Search: Pre-Installation, Installation, Automation
Suggested Search: Pre-Installation, Installation, Automation
  • Home
  • QuickStart
  • Admin & User Guide

Admin Guide

July 21, 2020

Admin & User Guide

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SMS-Magic Converse Quick Start Guide

  • Getting Started
    • Overview
  • Prerequisites
    • Pre-Installation Tasks for SMS-Magic Converse
  • Install and Register SMS-Magic Converse
    • Install the SMS-Magic Converse Managed Package
    • Register your SMS-Magic Converse Account
    • OAuth User Management and Failover
  • Configure SMS Messaging in Salesforce
    • Users and Sender ID Management
      • Select your Destination Country
      • Manage SMS-Magic Converse User Licences
      • Configure Sender ID and Assign it to your Users, Campaigns, and Programs
    • Configure Message Objects, SMS Buttons, Converse Inbox, and More
      • Configure Objects to Send and Receive Messages
      • Create and Configure Send SMS and Bulk SMS Buttons on Object Page and List View Layouts
      • Configure Converse Inbox on Page Layouts
    • Steps to being Compliant with your SMS Messaging
      • What is Messaging Compliance?
      • Understanding who you are Getting Consent from, for what & how?
      • Three Keys to Compliance – Write, Map, and Configure
      • Choosing a Consent Database
      • Configure Double Opt-in
      • Configure Consent for Source and Content Type
      • Configure Keywords
      • Upload Existing Consent Database
    • Configure Conversations Settings
      • Configure Converse Desk Layout
      • Configure Message Settings
      • Configure General Settings
    • Manage User Permissions
      • Assign a Permission Set
      • Assign Custom Permissions
  • Messaging and Conversation
    • Send Your First SMS
    • Bulk Messaging
    • Create or Use SMS Templates
    • Incoming SMS Alerts
    • Managing Responses and Working as an Effective Team
  • Automation and Campaigns
    • Automated Conversations
    • Setup Nurture or Drip Campaigns
    • Setup Keyword-Based Auto Responses
    • Event-Based Alerts and Reminders
    • Multi-Touch Campaigns
    • Run a Survey
  • Converse Dashboards
    • SMS-Magic Converse Reporting
  • Pricing
    • Plans and Pricing
  • Admin & User Guide
    • User Guide
    • Admin Guide

Latest Articles

  • User Guide

  • Install the SMS-Magic Converse Managed Package

  • Admin Guide

  • Overview

About SMS-Magic

SMS-Magic is a proven, global messaging platform provider for popular CRM platforms, with over 2000 clients across 190 countries, including small, midsize, and enterprise accounts.

Business Enquiries

US: 1-888-568-1315
UK: 0-808-189-1305
AUS: 1-800-823-175
Sales: sales@sms-magic.com
Support: care@sms-magic.com

Converse Now

Text Converse for Demo to
USA: 36343
AUS: (61) 409564682
UK & ROW: +44 7860 017509

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