Overview

With this version, users enjoy more control over their customer conversations. Media message templates, being the main highlight of this release, users will be able to personalize user experience and manage multimedia conversation better. Users can now create and send media message templates via SMS and WhatsApp channels while managing them from the campaign manager.

Other features such as enhanced search, flagging of invalid sender ids, mapping of license and permission sets, quick links in the dashboard, quick view of OAuth status and credits at global navigation, and the ability to resend failed messages will offer a smoother messaging experience.

1. Enhanced search on Converse apps

The user can search for converse apps using the sender id (number, channel, and label), and template name on the converse app page. This will help when you want to modify existing automations. E.g. if you want to change a message included in a certain automation, you dont have to scroll through all apps & flows to find out that message. Also this will help you quickly change the SenderId configuration.

As shown in the following image:

Search converse app by template name

Search converse app by sender id

Search converse app by channel

2. Flagging of invalid sender IDs

There are chances due to sandbox refresh or duing production migration process, wrong senderids get added in to your app. As these senderIds are assigned to the relevant orgs, messages would fail. In this package, The sender ids that are invalid or not associated with your account will now be flagged in the sender id assignment section,

as shown in the image below:

Users will be restricted from sending messages to such invalid sender ids to avoid any failure.
Note: Invalid sender ids are those that are created in your org/account but don’t belong to SMS-Magic.

3. An enhanced navigation pane

We have added Quick links to access SMS history, converse templates, and consents from app navigation

This package comes with an enhanced navigation pane as now you can easily access converse templates, consent database, and message history from the app navigation. Users can click on the quick links and directly access respective pages.

• Upon clicking on the message history option, the user will be redirected to the recently viewed SMS history page directly:

• Click consents option and the following consent details page will appear:

• Click on converse templates and the following message templates page will appear:

4. OAuth status & messaging credits quick view in app navigation

As a user, now with this package, you will be able to know the current OAuth status & available credits upfront from the app navigation.

Oauth is Open authentication protocol (Link) used to sync data such as incoming messages, delivery report, user licenses, credits from sms-magic platform to sms magic salesforce app.

If the OAuth is revoked, it will be shown as below:

5. Use of unicode characters or international language messages

Any characters used in message which are non-english or more precisely is not part of GSM character set, its treated seperately. Typically messages drafter in non-english such as Spanish, french, Hindi etc would fall under this category of Unicode character messages

Now users can enable or disable the use of unicode characters while composing templates as well as messages for the SMS channel. Disabling this feature will prevent the users from creating templates and sending messages with unicode characters. Messages with unicode characters consume more credits depending upon the size of the message text.

By default, this feature will be disabled from the converse settings>conversations>general settings

6. Option for Auto-resend failed messages

Many times message failure due to reason such as message credit expiry or some issues with connectivity.

You can now auto-resend failed messages after 10 minutes or opt to resend them manually.

By default, both options will be disabled. Until now, if the message sending failed due to SMS-Magic server issues, the user had to resend them manually. But now, users can resend the failed messages automatically. By enabling the ‘Auto send failed messages after 10 mins’ option, SMS-Magic would resend the failed messages after 10 minutes, whenever they failed due to SMS-Magic server downtime.

Note: You should not enable this option if in case you want to send time-sensitive messages.

By enabling the ‘Manually resend failed messages’ option, users will get an option to resend the failed messages from the converse desk manually. Users will also see a ‘Resend’ button in the SMS history record.'

There are four ways to resend the failed messages, as shown below:

Inside conversation

SMS history list

SMS history record

7. Media message templates

Media message templates are used to send rich text messages having images, videos, CTA buttons.

As a user, now you can create multimedia message templates and use them while sending messages over SMS and WhatsApp channels.

Create media message templates

• Click converse templates option to open the templates home page, as shown below:

The template home page displays a list of all templates with details such as template name, template text, template type, channel, objects, content type, and last modified date.

As and when the user scrolls down the page, new templates will appear in the list. 

As you can see in the template text column, all media message templates will be identified with a small icon representing the media type (for example, audio, file, video, or image).

• Click create new template button and the following template creation page will appear:

• You need to select the template category as ‘Media message template’ from the template category drop-down. For now, media message templates can be sent only via SMS and WhatsApp.

• You need to add the URL specific to the environment in CORS in setup > CORS > and create a record specific to the SMS-Magic environment i.e. https://app.sms-magic.com, https://aus-app.sms-magic.com, https://eu.app.sms-magic.com

8. License permission set mapping

Auto assignment of permissions

Now, with the new release, when any license is assigned while adding a new user, the permission set associated with the license will also be assigned automatically.

As you can see in the screenshot above, you will get the message saying, ‘License assigned successfully. Additionally, we have assigned an SMS-Magic permission set to this user. For permissions, refer to the permissions management section.’

SMS-Magic will automatically assign permission sets to users based on the license that is being assigned. The ‘Auto assignment SMS-Magic permissions’ option in the converse settings will be enabled by default. If it is disabled, you will need to manually assign the permissions:

Refer to the table below to understand the license-permission sets mapping:

Note: The auto-assignment SMS-Magic permissions option in the converse settings will be enabled by default. If it is disabled, you need to manually assign the permissions by referring to the steps mentioned in the permission management section.

9. Display credits balance

Now with this version, while composing a message in the message template of the campaign manager, users will be able to see the available credits instead of available SMS:

Known Issues

For sandbox issues: The sandbox issues mentioned in the below table are encountered only when the Salesforce Lightning web security setting is enabled, after disabling this setting, these issues are not encountered.