Smart sms app user manual for classic

Smart SMS App (Classic Version)

Email:info@girikon.com www.girikon.com

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SMART SMS APP

Contents 1. Introduction .......................................................................................................................... 3 2. Installation ........................................................................................................................... 3 3. Configuration of app ........................................................................................................... 4 4. Dashboard ............................................................................................................................. 4 5. SMS Template ...................................................................................................................... 5 6. From Number ....................................................................................................................... 6 7. SMS Setup ............................................................................................................................ 7 8. SMS Workflow Configuration........................................................................................... 8 9. Recharge Now .................................................................................................................... 10 10.

Recharge History ............................................................................................................ 11

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App Usage Stats.............................................................................................................. 11

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Activate Button ................................................................................................................... 12

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Site Setup ......................................................................................................................... 12

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Permission Sets ................................................................................................................... 14

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New Remote Site............................................................................................................. 15

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Send Single SMS from Object Record Detail Page ................................................. 16

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Send Bulk SMS ............................................................................................................... 17

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SMS History ..................................................................................................................... 18

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Send Mass SMS from Object List View ..................................................................... 18

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SMS Chatting View ........................................................................................................ 20

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Optouts ............................................................................................................................... 22

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SMS Scheduler ................................................................................................................ 22

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Documents ........................................................................................................................ 24

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SMART SMS APP

1. Introduction Smart SMS App allows the owner or the super admin to send individual or bulk SMS to the object records (e.g. Account, Leads, Contacts, etc.) from the Salesforce admin panel. In this app, the super admin can create multiple users and assign them permission to send SMS (bulk & individual).

After installing Smart SMS App, the super admin can create new users if there are no users. The super admin can assign SmartSMS APP User permission set to its users who can access app features like     

Bulk SMS SMS History OptOuts SMSApp Debugs Recharge History Documents

The SmartSMS APP Admin User can view the above mentioned tabs along with two additional tabs- SMS Admin & Schedule SMS.

2. Installation  

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You have to visit (AppExchange Product URL) for downloading and installing the app.

Click on Get It Now button, login into your Salesforce Account, select between Sandbox or Production for the app installation and then the click on Confirm and Install.

While installing, this will ask you to choose for:  Install for admins only  Install for all users  Install for specific profiles Choose the option as per your requirement.

Wait for the application to get installed and then click done.

After the app installation, you can see the components of the app under Installed Packages.

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SMART SMS APP

3. Configuration of app On clicking SMS Admin tab, you will see tree-like structure on the left navigation panel  Dashboard  Configuration  Add New  View All Configuration  Workflow Configuration  Debug Log  SMS Template  Add New  View All Templates  From Numbers  Add Number  Recharge Now

4. Dashboard 

Type "Site" in the Quick Find search box and then click "Site" to go to that page. Copy the site URL which you have created few moments back.

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SMART SMS APP

Now, click on the SMS Admin tab, and then click on Dashboard. In "One Time Setup" area, paste the site URL into the "Site URL" field and then save it.

5. SMS Template   

Go to SMS Template and click on "Add New" link. Here, you can create templates which can be used for sending SMS by the app.

Enter "Template Name", select Object, then select Field. After you select the field from the picklist, then you will see the Merge Field.

You can use that Merge Field and create a message in the "Template Body" and then save the template.

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SMART SMS APP

6. From Number 

Go to From Numbers and click on "Add Number" link. Here, you can add phone number & country code and save it. The SMS will be sent out from the saved number.

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SMART SMS APP

7. SMS Setup  

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Click on "Add New" link to create a new configuration for any object (standard and custom).

Enter "Title", select "Object", and based on the chosen object, select "Number Field" value and save it.

In "View All Configuration", you can see a list of configurations created by the admin or the user having admin permission.

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SMART SMS APP

After creating a configuration for an object, edit an existing record or create a new record and go to its detail page. You will find "Send SMS" button and SMS History section on the detail page.

8. SMS Workflow Configuration  

The admin can create workflow configuration to send SMS from a workflow.

Enter Title, select "From Number", "Object", "To Number Field", "Template".

SMS message will get populated automatically in the SMS Content field as the template is selected from the picklist.

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After creating the SMS Workflow configuration, search workflow rules in the quick search box and click on it.

Now click New Rule button to create a new rule. Select the object from the drop-down to which the workflow rule will apply.

Enter the rule name, description. In "Evaluation Criteria" section, select the option which suits your requirement.

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In the Rule Criteria section, create the criteria and click on "Save & Next" button.

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In "Immediate Workflow Actions" section, add a new workflow action by selecting New Task from the picklist.

Choose user for "Assigned To" look-up field, enter "Subject", "Unique Name" and "Due Date".

In the "Comments" field, you have to paste the Unique Key of SMS Workflow Configuration of the same object which you have created for sending SMS.

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SMART SMS APP

9. Recharge Now 

For adding balance, click "Recharge Now" and it will redirect to a new page where you have to select the SMS count and click the checkout button.

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Now, it will redirect to the Stripe Payment page for making payment. Enter the payment details, card details and then click pay button.

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SMART SMS APP

After making the payment, you will be redirected back where you will see ChargeId, Recharge Status and button for making another recharge.

Recharge History Here, you can see recharge details (SMS count and name) in a list view done on the app.

App Usage Stats In the Dashboard section of SMS Admin, you can see the APP Usage Stat segment.

You can view the SMS balance (total SMS count, used SMS count & remaining SMS count) in the form of an intuitive pie chart.

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Activate Button After the installation, you can see Smart SMS App created in the App section. Go to the app drop-down (situated on the top-right side in Salesforce Classic) and click on Smart SMS App. After the app installation, select Smart SMS App from the top-right dropdown.

Click on Dashboard and then tap the Activate button to activate the app.

Site Setup Now, search site in Quick Find / Search box and create a new site.

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SMART SMS APP

If you haven’t created any site in your org, then first you need to register your domain by entering a name for your domain, check its availability and then click Register Domain button.

Now, go to setup, search Site in the quick find box and then select Sites.

Enter details like Site Label, Site Name, Site Contact and for Active Site Home Page click on lookup icon and select SmartSMS_Site_Home page (this page is included in the package) and save it.

You also have to check Require Secure Connections (HTTPS), Upgrade all requests to HTTPS checkbox.

Now, click on Public Access Setting button and click on Enabled Apex Class Access and move gkn_sms.IncomingSMSApi, gkn_sms.OutgoingSMSStatusApi & gkn_sms.RechargeSMSApi from Available Apex Classes box to Enabled Apex Classes box and then save it.

Now, scroll down and search for Field-Level Security section. Under Custom Field-Level Security, you will find four objects- SMS History, Girikon SMS Api, OptOut and Recharge History.

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Click on view button next to the above-mentioned objects, edit it and provide Read & Edit Access. You have to give Read & Edit Access to all four objectsSMS History, Girikon SMS Api, OptOut and Recharge History.

Permission Sets Now, go to the Permission Sets page. Two additional permission set labels SmartSMS APP Admin User and SmartSMS APP User will get created automatically after activating the app from the dashboard.

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SMART SMS APP

New Remote Site Now, type Remote Site Settings in the Quick Find search box and then click Remote Site Settings to go to that page.

You will see a grid box with entries. In the Remote Site Name column, you will see sms_app_mdapi.

Now click on New Remote Site and enter Twilio in the Remote Site Name field, https://api.twilio.com in Remote Site URL field and check Active field and save it.

Now, come to Custom Object Permissions section on the site detail page and allow Basic Access & Data Administration to OptOuts, Recharge History, SMS History and Girikon SMS Api.

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Send Single SMS from Object Record Detail Page After creating SMS configuration for objects, you can navigate to that particular object and view any of its record detail pages.

You will see Send SMS button and SMS History section on the record detail page. The user can send individual SMS by clicking on Send SMS button.

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Just select From Number, Select Template, upload the image and then send SMS.

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After sending the SMS, you can see its details in the SMS History section.

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Send Bulk SMS

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In the navigation tab, click on the Bulk SMS tab. Now, select object from the drop-down, enter a number in the To Number Field, select From Number, select Template and then click on Send SMS button.

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On the right side, you will see Bulk SMS History which will display the total number of SMS sent, number of SMS delivered and number of SMS failed to get delivered.

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SMART SMS APP

SMS History On clicking SMS History tab, you can see a list of SMS sent (Outgoing) or received (Incoming), its status (Delivered or Undelivered), Object Name and To Number (to which the SMS is sent).

Send Mass SMS from Object List View Click on the object tab for which you have created SMS configuration and then select the list view based on your requirement.

You will see the records based on the list view selected and Send Bulk SMS button. Now, select the records to whom you want to send SMS and then click on Send Bulk SMS button.

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SMART SMS APP

For sending SMS, select From Number, select Template or you can enter SMS text and upload an image or provide publicly accessible file URL in the SMS and then click on Send SMS button.

How to display Send SMS button on record detail page?

If Send SMS button is not available in the Object List view, then go to Setup and in the quick search box type the name of the object to which you want to send SMS. Now, go to Search Layout of that object and in the Custom Buttons section, move Send Bulk SMS from Available Buttons to Selected Buttons and then save it.

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SMS Chatting View

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In the Home page, on the corner left, you will see Messages and Alerts, where you can see a list of incoming SMS and reply icon next to the message.

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Click on reply icon next to the message and then you will be redirected to SMS Chatting View page.

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Here, the super admin can view the incoming and outgoing SMS of its all users.

On the left side, the logged in user can see SMS conversation under the tab Me.

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SMART SMS APP

Likewise, the admin can see the SMS conversation of its users under their tab name.

The end user can opt out from receiving the SMS by sending a text like STOP or CANCEL. The end user can again start receiving the SMS by sending text SMS like START. You can view these activities in the SMS Chatting View.

How to display Messages and Alerts on the home page?

If Messages and Alerts window is not visible on your Homepage then click setup and search Home Page Layouts and select it. Then edit DE Default layout and check SMS Notification checkbox and then hit next and save it.

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SMART SMS APP

Optouts In the OptOuts tab, you can see a list of end users who do not want to receive SMS in the future.

When any user unsubscribes to the SMS service by sending a text message like Cancel or Stop then that user is added to the OptOut list automatically.

SMS Scheduler In the SMS Scheduler, you can schedule for sending SMS to the records of an object.

You can select how frequent the SMS will go (monthly or weekly).

You can also select the day(s) on which the SMS will be sent to the records of an object.

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And, the final step is to set the date range (choose Start Date and End Date) and set the timing and then submit it.

Now, automatically on the set day and time SMS will be sent to the records of the chosen object.

On the right side, you will see SMS Scheduler List which will display up to date SMS Scheduler name, its status, next run and action button.

On clicking the action button, you will see SMS scheduler detail.

How to display Schedule SMS visible on the navigation tab?

To make Schedule SMS visible on the navigation tab (if this is not visible), click Setup and type apps in the quick search box. Now, edit Smart SMS App and move Schedule SMS from Available Tabs to Selected Tabs and save it.

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SMART SMS APP

Documents You can view the images sent along with the SMS under the Document tab.

Under the Document Folders, select Girikon SMS from the drop-down and then you will see a list of documents sent in SMS. You can see details like name, file size, type, and author. You can also do the following actions for any document- Edit, Del, View & Email.

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SMART SMS APP