FAQ

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19. What is the difference between transactional and promotional SMS messages?

Transactional messages have information about your services for customers who are already using them, like bank account balance updates. Promotional messages are ones that promote your brand, such as offers.

20. Do we get a country wise SMS summary every month?

You can view country wise summary by downloading reports from SMS History. We don’t send a country wise SMS summary on email.

21. Do you support API integrations?

Yes, we do support API integrations. You can read more about our API Docs here.

22. Is SMS-Magic secure and private?

Yes. Your data with SMS-Magic is fully secure and private. You can read about Security and Privacy here.

23. How are Credits deducted per message ?

  • 1 SMS credit is deducted for every SMS within 160 English characters.
  • Messages sent in non-English languages have a different length i.e. for Unicode messages, it is 70 characters per credit.

Messages with a character length of more than 160 characters are considered as long messages and 1 SMS credit is credited for every 153 characters.

24. Can we send pictures, links and pdf using messages?

Yes, you can send pictures, gif or links using SMS-Magic. However, attachments like pdf or any other document type cannot be sent. Currently, we provide MMS functionality for the U.S. and Australia only.

25. Can we use hyperlink in text body?

URLs in plain text work but creating a hyperlink like emails / rich text are not supported.

26. Is there any easy way to manually re-send messages if we exhaust our SMS credits?

Reach out to our Customer Success team to re-send your messages when you exhaust your SMS credits.

27. Can we automate and schedule messages?

Yes, you can configure automated messages with respect to different conditions. You can also schedule messages.

28. How does Bulk Texting Work? What is the Limit for bulk texting?

You can perform bulk texting in different ways while working on varied platforms:

Salesforce

There are three ways for Bulk/Mass texting:

  • Use Send Bulk SMS button available on the object’s List view. With this button, you can send messages to upto 200 records in one go.
  • Use the Campaign object belonging to Salesforce. We provide Bulk SMS button on Campaign which works for classic as well as Lightning. You can only send messages to Leads and Contacts as Salesforce allows only these two objects to be added as Campaign Member. You can reach out to 50k records in one go.
  • Use Bulk Campaign option provided with Converse Apps to send bulk messages from any object.

ZOHO

In Zoho, we provide Send Bulk SMS button on module’s list view from where you can send messages to 100 records simultaneously.

SMS-Magic Portal

We also provide the feature of running campaigns from SMS-Magic portal by uploading the CSV file.

29. Can you integrate SMS-Magic with Pardot / Marketo?

Yes, SMS-Magic can be integrated with Pardot or Marketo. Please note only automated messages can be triggered in this case.

30. What is the difference between long code & short code?

Long Code

Long numbers, as the name implies, are long telephone numbers which can be up to 16 digits in length but are usually the length of a standard telephone number. Long numbers are cheaper to use than short codes and allow you to receive replies from the recipients.

Short Code

A shortcode is a memorable number between 3 and 7 digits in length. They are ideal for marketing campaigns and promotions where you want people to remember your number. Short codes are country specific.

31. Does SMS-Magic integrate with Salesforce1?

Yes, SMS-Magic Converse can be integrated with Salesforce1.

32. Can we send Images & Videos? What is the ideal size limit?

Yes, images/ gif as well as Videos can be sent through SMS-Magic.

  • Maximum Supported MMS Size (In KBs):5000
  • Supported File Formats: Animation:(Gif), Application:(pdf), Audio:(AMR), image:(JPG, PNG, JPEG, VCF), video:(MP4)

33. How will SMS-Magic Handle Compliance i.e, Opt in / Opt Out?

Opt-In compliance 

If the compliance is Opt-In, you can only reach out to your recipients via SMS if you received their consent for sending text messages and if the Opt-In field in that record is true.

Opt-out compliance 

By default, we provide the SMS Opt – out field on Lead and contact object. You can add the opt-out disclaimer message at the end of the message body and setup up an automation process which would automatically check the SMS Opt-out field present on the record whenever there is a reply with opt-out keyword.

We also have Opt-out functionality on SMS-Magic portal where you can configure the opt-out keyword.

34. How does notification on Incoming Messages Work?

We provide the following notifications for Incoming message:

  • Email notifications can be activated for Last sender or User to whom senderID is assigned.
  • Browser notification.
  • Creation of task under Activity History on receiving response.

35. Does the DNC List effect the Texting functionality?

This will be country specific e.g. In India you cannot send promotional messages to DND activated numbers.

37. Will you enable VOIP carrier to work with SMS-Magic?

VOIP, toll-free, Google voice numbers can be text enabled only for the U.S., as of now.

38. Do you have number cleaning services to find if the number is mobile or landline?

No.

39. Who are your current customers?

Our customers are spread across the Globe and are part of different industries (real estate, health care, finance, education, non-profit etc).

40. Can I run reports?

Yes. You can use the Salesforce standard report functionality to create different reports as per the requirement.

41. Can I configure Appointment reminders?

Yes, you can configure appointment reminder messages. For example, you can send reminder message one day or one hour before the appointment.

42. Can I do surveys using SMS-Magic?

Yes, with the help of Converse Apps (which can be integrated with Salesforce Automation tool – process builder/ workflow), you can configure and run Surveys.

43. Can you automate messages on Keywords?

Yes, automated messages can be triggered based on keyword.

44. Can the same incoming Number /sender ID be shared by different users?

Yes.

45. How do I create a sender Id in Converse?

Refer to the topic on Add a Sender ID in the SMS-Magic Converse Salesforce Admin Guide.

46. What are the different fields available on SMS History and conversation objects?

The following SMS History fields are available in the managed package:

  • Campaign – Lookup of Campaign object
  • Case – Lookup of Case object
  • Contact – Lookup of Contact object
  • Conversation – Lookup to conversation
  • Converse App – Lookup to Converse app if message is triggered from converse app
  • Converse App Action
  • Converse App Task
  • Country – If the country settings is All and country code is added to mobile number, shows the country name
  • CreatedOn – Created date
  • Delivery Error Message
  • Delivery Status – Delivery report of outgoing message
  • Direction – Shows direction of the messages IN for incoming and OUT for outgoing
  • Disable SMS On Trigger
  • External Field – Unique ID of the record
  • Lead – Lookup of Lead object
  • Message Credits – Shows how many SMS credits were consumed for that SMS
  • Message Type – Shows if it is SMS /MMS
  • MMS Subject – If it is MMS, show the subject of MMS.
  • Mobile Number – Shows the mobile number used for sending the outgoing message
  • Name
  • ObjectType – Shows the object name from where the outgoing text was triggered
  • Opportunity – Lookup of Opportunity object
  • Previous Message – This field populated the lookup of last outgoing message in case of an incoming message
  • SenderId – Shows the senderID used for sending/receiving message
  • Sent Status
  • SMS Template – Lookup of the SMS template used
  • SMSText – Shows the message body of SMS
  • Source – From where the message was triggered
  • Status – Shows the overall status of message
  • Status Message
  • Text Unicode – Shows if the text was considered unicode
  • Unformatted Phone Number – Unformats the mobile number
  • User

The following Conversation Fields are available in the managed package:

  • Account
  • Campaign
  • Case
  • Contact
  • Converse App
  • Converse App Action
  • Inbound Number
  • isUnread
  • Last Incoming Time
  • Last Message Direction
  • Last Message Time
  • Last Outgoing Time
  • Lead
  • Mobile Number
  • Mode
  • New Count
  • Object
  • Opportunity
  • Purpose
  • Sender
  • State

47. Where can I find my SMS-Magic account ID and available SMS credits in Salesforce?

The SMS-Magic Account Id and remaining SMS credits are displayed on the SMS Home or Converse Home tab.

48. Does the user need SMS license to send messages from Converse?

Any user who would be triggering manual or automatic message, needs an SMS-Magic license to send messages.

Please note that for automated messages, the user who would be fulfilling the criteria (mentioned in the automation flow) needs to have the SMS-Magic license. In short, when the conditions are satisfied by the respective user, as per Salesforce functionality, that user will become the owner of History record and our logic checks if that user has SMS- Magic license.

51. Can we assign a Sender ID to multiple users?

Yes, Sender ID can be assigned to multiple users and also have incoming email alerts enabled.

52. How can we give SMS license to users in bulk?

Bulk SMS licenses can be provided to users with the help of Data Loader. Click here for more details.

53. Can we give our recipients the option to opt out of the messaging service? If yes, how?

Yes, you can add an opt-out message disclaimer at the end of the message body asking your recipients to opt-out by replying with the opt-out keyword e.g. To opt-out reply with STOP. You can also configure an automation process that checks the SMS opt-out field available on that record page layout.

54. Can we restrict users from sending messages to Opted out records?

Yes, we have custom settings named SMS-Magic Converse.smagicinteract.AllowToChangeOptout which can be disabled at the profile level. On removing this permission the user will no longer be able to send messages to opted-out records. 

55. Can we send messages to more than one mobile number simultaneously?

Yes.

56. Where can we specify or change the mobile number fields used for sending messages?

Follow the given procedure to specify or change the mobile number fields:

  1. Under Converse Settings, click Message object configuration.
  2. Select the Object.
  3. Select the Name field.
  4. Add or Edit the Mobile Phone.
Refer to the SMS-Magic Converse Salesforce Admin Guide for more details.

57. Can we send Bulk messages to a selected list of records?

Yes, we can send Bulk messages to a selected list of records in Salesforce.

58. Can we send messages from a custom object?

Yes, we can send messages from custom object.

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.