Step 1: At the top the screen, navigate to Admin and select System from the drop-down.
Select External Services
Step 2: Next Click External Services (SMS Service Configuration)
Step 3: Click button at the top-right of the page
Step 4: Set the following parameters in Edit External Service Configuration
host_name: Use the {Message-gateway host name} Port_Number: It should be 9191 end_point: Set end point as message-gateway-0.0.1/ tenant_app_key: {Paste the same tenant_app_key that is generated while configuring Message-Gateway} |
Step 5: Click Submit.
Step 1: At the top the screen, navigate to Admin and select Organization from the drop-down menu.
Select SMS Campaigns
Step 2: On the SMS Campaigns page, click on button to create a new SMS Campaign
Step 3: Here you find a three step process from Campaign to Message to Preview. At the campaign stage, fill out these details;
Define the "Message Details" for the SMS Campaign.
When it Is Not a Notification;
When it Is a Notification;
No need for SMS provider
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If you select Direct or Triggered, you may then proceed to the Business Rule part of the page. However, if you select Scheduled, then you will be required to provide additional information like Schedule Date and Schedule Time;
Depending on your Business Rule selection, fill in the required fields.
Step 4: Next is the Campaign Message Section.
The Available Template Parameters vary according to the Business Rule you selected in the previous section. |
Choose those which apply to the campaign message you wish to broadcast. These available templates act as placeholders for the various options. For example, if you want to capture the first name of the client in the message, select firstName and it will be added into the Campaign Message textbox.
Step 5: Preview avails you the opportunity to check the information you have provided. Click the button to finish.
After which, you can then choose to activate the campaign or edit.
From the general list of SMS Campaign, select the Campaign you want to make active. This should launch the details of the campaign like the screenshot below:
Click the Activate button which will launch a pop-up dialog box in which you should provide the current date.
If you want the campaign to begin on another day, you have to wait till that day arrives and then you provide that date in the Activate date field. Also you may not be able to edit the details of the campaign once you Confirm. Ensure that the provided details are according to your preference. |
After choosing the date, click the Confirm button.
Your SMS Campaign has successfully been created and marked active in the general SMS Campaign page.
From the SMS campaign window, you can see the SMS campaign names that are at the active,closed and pending stages.
To check the status of your campaign, select the campaign from the general SMS Campaign page. At the top of the campaign details, there are tabs with the different campaign statuses. Select the status you want to view.
In each case, set "From Date" and "To Date" parameters. This will provide a list of SMS if applicable.
To send pending SMS, please run the scheduler job "Send Messages to SMS Gateway". This can be achieved by navigating to Admin>>System>>Scheduler Jobs. |