Follow the below steps to install SMS-Magic into your Zoho CRM account.

1. To install this plugin, go directly to the SMS-Magic page, or visit the Zoho CRM Market place using the URL below and search for “SMS-Magic”:

• For AU customers: https://marketplace.zoho.com.au/home
• For EU customers: https://marketplace.zoho.eu/home
• For other customers: https://marketplace.zoho.com/home

2. Click on the Install button. Confirm Installation.

3. If necessary, log in to your Zoho CRM account, and then enter your valid Zoho CRM credentials 
4. Go through the Terms of Service, check the box for I have agreed to the Terms of Service.
5. Check the box for I authorize SMS Magic Interact to access and process my data as required, and click on the Continue to Install button 

6. Choose the Users and/ or Profiles that you want to provide access to SMS-Magic Extension for. We recommend that you choose the option to ‘Install for all Users’. 

7. The installation for SMS-Magic Extension on Zoho CRM is now complete, and you may now view the installed app in Zoho CRM Setup.

The SMS-Magic extension creates three Modules: SMS History, SMS Template, and Sender ID. It will also add a Send SMS button on the Leads and Contacts list view for your Zoho Org. Learn more by clicking the Details link in Setup > Customization in your Zoho CRM.

Once the installation process is complete you need to sign-up and configure SMS Magic with Zoho CRM.

To sign-up for Zoho CRM, follow the simple steps mentioned below:

• Click on the ‘Try it for Free’ button, and the following sign-up form page will appear:

Here, to sign-up, you need to enter all your details and click on the ‘Start free trial’ button. 

• Enter your first name in the ‘First name’ field
• Enter your last name in the ‘Last name’ field
• Enter your official email address in the ‘Business email address’ field
• Select the correct option from the ‘Select CRM’ drop-down. As you want to sign-up on Zoho CRM, select the ‘Zoho’ option.
• Select the country of your location from the ‘Select country’ dropdown
• Check the Terms of Service check box
• Validate the captcha and click on the ‘Start free trial’ button 
• Your account will be created and you will get the following message:

• You will receive a welcome message on your email ID. Confirm the email address and login to continue using SMS Magic services as shown in the image below:

• Once you verify your email address, you will be redirected to the following page where you need to set the password:

• Once your password is set, you can log in to the Zoho CRM and explore all features. To log in, select crm.zoho.in option from the Zoho CRM dropdown, as shown in the image below:

• Click on the ‘Accept’ button to allow SMS Magic to access data in your Zoho account:

• Once you complete the login steps, you will be redirected to the home page of Zoho CRM. Here, you need to install SMS Magic App in your Zoho org. Click on the ‘Install Now’ button:

• Add required modules in the following configuration page:

• Select the checkboxes to continue the installation of the Zoho plugin in your org:

• Select the users to continue the installation:

• Once the app is installed, you can see the extension details and installed components: 

• Once the Zoho plugin is installed, login back to your org and you will be able to see that all the required four steps are now complete:

• You can check your profile to see the details of your account. As your account is created with a Multichannel messaging plan, the Converse Desk and Campaign Manager will be enabled by default. You receive 15 messaging credits, one Sender ID, and five licenses with the trial plan.

• Go to Converse Desk and use the Sender ID/number that is assigned to you, to send your first message.

If you have logged in using Zoho CRM SSO, your account will be automatically configured with Zoho CRM.

NOTE: If you have not already installed the SMS-Magic Interact on Zoho CRM, click on Install and follow the steps mentioned in Installing SMS-Magic on Zoho CRM.

Re-login to SMS-Magic Web Portal, In the ‘Get Started’ section, click on the Configure Wizard to view the modules that have been created in your Zoho account.

Notes: Do not delete or modify any of the Zoho Module Names. These names must remain as-is for SMS-Magic to work correctly with Zoho CRM.

• In the Button Configuration tab, you’ll find instructions on how to create the Send SMS button for Zoho CRM. 

• The Automation tab provides information on how to use Webhooks to Send SMS Messages from workflows. You may proceed with these steps. 

Setup and configuration is now complete. You are all set to begin using SMS-Magic. To learn more about SMS-Magic Extension, please refer to our User Guide.

Add a New User to your existing Zoho CRM account

1. Login to your Zoho CRM account as an Administrator
2. Go to Setup and select Users in Users and Control

3. Add a new user

4. Verify and activate the new user on Zoho CRM
5. Login with this newly created user in Zoho CRM.

Add a new user to your existing SMS Magic account

1. Login to your SMS Magic account as Admin User.
2. Go to Account Info -> User Management. Click on Invite User.
3. If you have enough Available licenses, you will be able to invite a new user. If not, kindly contact care@screen-magic.com to purchase more user licenses.
4. Add the email address of users you wish to invite one by one
5. The count of Available Licenses will keep on updating as you add users
6. Click on Invite. All the users invited will be by default Standard Users.
7. An Invitation email with Subject “You’re invited to join SMS-Magic” will be sent to the entered email addresses
8. You can keep track of the invite status in the User Details table.

Follow the below steps to Join SMS-Magic on receiving an Invitation –

1. Click on the Join SMS-Magic link in the Invitation Email.
2. Fill in the details and Click on Register.
3. Once registered, Click on Login, and it will take you to Sign In page of SMS-Magic.
4. Sign In using Zoho CRM Single Sign On and start using SMS-Magic Web Portal services.
5. Go to Account Info and check if the Account ID is the same as the Account ID for the SMS-Magic account of your business.

Request Access to SMS-Magic Account

A Zoho CRM user of your organization can request access to SMS-Magic Account. When this Zoho CRM user logs in to SMS-Magic account using Zoho CRM SSO, if they are already not assigned a Portal License, then they can raise a request to get the license and access the SMS-Magic account. SMS-Magic Admin User can approve this request by assigning a Portal license to this user.

If the Zoho customer has enabled IP restriction, then IP Whitelisting is necessary to access the SMS-Magic application. If the whitelisting is not done for the necessary IPs, then the Zoho customer will not be able to login to the SMS-Magic application.

To whitelist an IP, go to this link –
https://www.zoho.in/crm/help/security/allowed-ips.html#Add_IPs.

The following table shows the complete list of IPs that is to be whitelisted for Zoho customers:

For your convenience, we provide the JSON Payload configuration that must be used for creating a Webhook for Automation.

Follow these steps to enable the JSON Payload configuration:

1. Navigate to Get Started > Configure > Automation and click the Generate JSON button 

2. A pop-up window will appear that asks for details such as Module, Sender ID, Phone field, and SMS Templates

3. Click on the Generate JSON button to create the JSON payload configuration for setting up a webhook in Zoho CRM.

A webhooks gives you the ability to communicate with a 3rd-party application by sending an instant web notification every time an event occurs.

Follow these steps to create a webhook:

1. In Zoho CRM, go to Setup and click on the ‘Actions’ sub-section in the Automation section 

2. Go to Webhooks and click on the Configure Webhook button 

3. Complete the New Webhook form:
   • Name: Type a name for the webhook
   • URL to Notify:

Here is the URL you can use based on your data center-
US > https://api.sms-magic.com/v1/zoho/webhook

EU > https://eu.api.sms-magic.com/v1/zoho/webhook

AUS > https://aus-api.sms-magic.com/v1/zoho/webhook

3. Method: Select POST
   • Description: Briefly state the purpose of the webhook
   • Module: Select the module for which you want to Automate and ensure it matches with the module chosen in the JSON Payload.

• URL Parameters: Click on the Add Parameter under User Defined Format. Enter the Parameter Name = text. For the Description, copy and paste the JSON payload configuration that you saved in the Generate JSON step above. 

4. Click on the Save button and your webhook is now ready to be used in a Workflow rule.

Follow these steps:

1. Go to Setup > Automation > Workflow Rules and click Create Rules 

2. Choose the Module for which you need to create a Workflow rule, then provide the rule name and description

3. Select the When condition for the rule to execute. For this example, we are creating a workflow rule which will trigger an automated message to leads when a lead is created in Zoho CRM. 

4. Select the records to which this rule should be applied 

5. Select Webhook in Instant Actions

6. Select and associate the Webhook that you created

The module selected for the Workflow rule and the module selected for the Webhook should be the same.

7. Click on the Save button to finalize this process and associate the Webhook with the Workflow.

You can send Bulk Campaigns to records of any module. You can send SMS, MMS, or Registered WhatsApp template messages via these Campaigns. The sections below explain how to set this up.

Note: You need to have Campaign feature enabled in SMS-Magic Web Portal to send Bulk Campaigns. Please contact sales@screen-magic.com, in case you do not have access to the feature.

Preparing your recipient list

To send Bulk Campaign to the records of any module of your Zoho CRM, you need to have the recipient list in the CSV file and upload it while running a campaign. The uploaded CSV gets saved on SMS-Magic Web Portal so that you can use this in the future again. You can delete the saved lists by navigating to Campaign -> Contact Lists.

Follow these steps to export records from Zoho CRM:

1. Login to your Zoho CRM account.
2. Go to Setup > Data Administration > Export 

3. Choose the Module from which you need to export records in CSV format

4. Your CSV has the list of records and is ready to be used for sending out SMS/MMS campaigns. You can examine the CSV file and remove any recipients that you don’t want to receive SMS messages.

Running an Bulk campaign

Now that you have the recipients for your campaign, you are all set to run an Bulk campaign. Follow these steps:

1. Go to https://app.sms-magic.com and log in with your SMS-Magic credentials 
2. Go to Campaign > Message Campaign and click on the Create Campaign button
3. In the Create Campaign section:
   • Enter both the Campaign Theme/Name and Sender ID, and also choose Recipients for your campaign
   • Optionally, add a detailed description to your campaign
   • In the Recipient List, either select the saved list you created earlier, or upload the exported CSV file
   • If you select an SMS Sender ID, you can send SMS/MMS messages. If you select a WhatsApp Sender ID, you can send pre-created Registered WhatsApp template messages.

4. In the Compose section, select a template that you created in the SMS-Magic portal. SMS-Magic currently supports only static templates, which can be used while running a campaign.

Using Insert Dynamic Fields you can choose to insert dynamic fields into your SMS message. The fields displayed in the drop-down will be the columns present in the CSV file.

Since you can have multiple fields for storing phone numbers of your recipients, SMS-Magic provides you the ability to choose the column of your CSV which has the phone number of your recipients—using the Select Phone Field drop-down list.

If MMS is enabled for your organization, you can check the Add media file box and attach a media file to your message, then enter the Subject of the MMS and choose to either upload a media file from your system or enter the web address (Enter URL) of the media file.

The MMS size, supported file format, and supported file type depends on your network carrier. You can check the details by clicking the link to view the Upload Instructions.

Note: If the rows in your uploaded/selected CSV have errors, you will be shown a warning dialog mentioning the number of rows ignored by us while processing your CSV file.

5. In the Validate section, you can:
   • See the Message Preview
   • Send a sample message to yourself before shooting the campaign
   • Validate the recipient phone number

6. In the Send section, you can:
   • See the summary of the campaign
   • Click on the Shoot Campaign button, or schedule campaign now

7. Once the campaign has been sent, the campaign list view page will appear—on which you can see the list of all campaigns 

8. In the Action column, click the small info icon to see the details of a campaign.

You can check the details of the messages that are sent out from campaigns by going to the SMS History Module on your Zoho CRM or by navigating to Campaign > Message History in the SMS-Magic portal.

Auto SMS functionality support is provided for Zoho events such as request creation, request assignment, and request closure. SMS notifications can be sent to support representatives and any Contact.

Registration with SMS-Magic

After completing the registration form, click on the Register button to register with SMS-Magic. You’ll receive an email containing all your account details–including account ID, user name, and password.

Click this button to go to the registration form page:

If you encounter any difficulty, don’t hesitate to contact us through email at sales@sms-magic.com

Configure SMS notifications

1. To configure SMS notifications, navigate to Setup > Automation > Notification Rules. 

2. On the Notifications Rules page, set the notification preferences according to your needs. Here, you can also set the SMS template.