Using Aircall with SMS-Magic Salesforce native app

1 Prerequisites

To integrate Aircall with the SMS-Magic solution, you need to have:

  • An account with SMS-Magic
  • Aircall numbers

2. Getting Started with Sending Messages

2.1 Supported Messaging Channels

With SMS-Magic, you can have continuing, personalized seamless conversations, regardless of the channel. Go multichannel via WhatsApp, Facebook Messenger, SMS, MMS, and Line, and start conversing with your integrated Aircall numbers seamlessly with your leads, customers, and prospects from anywhere. 

2.2 Creating Messaging Templates

The Converse Template is a library of all the templates created for different purposes across multiple channels such as SMS, WhatsApp, and Facebook Messenger, etc. It helps you to easily manage and organize all templates that are necessary to conduct messaging campaigns. You can create new templates, edit existing templates, change a template owner, and attach a template to an object. Also, it is easy to add merge fields to the templates in order to personalize each of the outgoing messages. Refer to this document to know more about how to create and use different templates while you converse with your customers using your Aircall numbers.

2.3 Consent Management

Before you decide to send messages to your customers using your Aircall numbers that are integrated with SMS-Magic, make sure to obtain the required consent. With SMS-Magic’s consent management setup, you can keep track of the status of your recipient’s consent to receive messages from your business. Being compliant with anti-spam guidelines makes sure that you only send messages to customers who have subscribed to your services. Enable or Disable the Consent Management using the toggle button in the top right corner of the screen. Follow the steps mentioned here to set up consent.

2.4 One-to-one Messaging (Converse Desk)

If you wish to send one-to-one messages using your integrated Aircall numbers, you can use the Converse Desk. Converse Desk provides you an intuitive, easy-to-use interface. It features a familiar inbox style, making it simple for users to begin messaging with little or no training. The Converse Desk also features intelligence that guides users to effectively manage and respond to any volume of messaging conversations. You can send SMS and WhatsApp messages over Converse Desk. Converse with your customers using the Converse Desk by following the steps mentioned in the documents here.

2.5 Bulk Messaging (Send bulk SMS, Campaign Manager)

Once you have integrated your Aircall numbers with SMS-Magic, you can send bulk messages to multiple users as part of a bulk SMS campaign. Messages, once created, may be sent at a time and frequency that is suitable for your business needs. Therefore, you can schedule messages accordingly. To know more about how to send bulk messages, refer to the documents here.

2.6 Automated Messaging (Based on the call events getting captured within CRM)

If you are using the SMS-Magic native solution, then based on the event captured in the CRM, you can call SMS-Magic automation to send messages automatically.

3. Operations

3.1 Setting up Notifications

Message notifications are an important functionality that keeps you updated on all incoming messages. SMS-Magic Converse provides multiple ways in which you can be notified when you receive a new message. Find out more on setting up customized notifications for different types of messages and events here.

3.2 Message Reporting

SMS-Magic Converse provides Dashboards that help you view the analytics generated from the message volume. The reports displayed on each dashboard provide a graphical view of the data to help in easy comprehension. They are sufficiently detailed covering every aspect of your messaging strategy. 

3.3 Analytics and Dashboards

While you are using your Aircall numbers with SMS-Magic for messaging, you would want to know the status or analytics of the messages sent, messages delivered, agent productivity, and other statistics. With SMS-Magic’s analytics dashboards, which are accessible from the global navigation bar, you will be able to access different charts on consent status, compliance, agent productivity, and consent. Refer to this document to learn more about analytics dashboard and agent productivity.

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Important Announcement!

URGENT! Please register the 10-digit business phone number (e.g. 555-555-5555) that your organization uses to send texts to consumers in the U.S. Failure to register may cause heavy penalties and disruption to all your text messaging communications.