# SMS-Magic knowledge base ### Categories #### All About SMS Magic - [Getting Started with SMS Magic](https://docs.sms-magic.com/wjXwKHXY5l0-getting-started-with-sms-magic): This section will help you get started with sms\-magic quickly\. Various documents & videos in section will help you understand What & Why of SMS Magic product & offerings\. - [SMS Magic Converse for Salesforce](https://docs.sms-magic.com/wjXwKHXY5l0-getting-started-with-sms-magic/mnLiZhm3VLU-sms-magic-converse-for-salesforce.md): Introduction The SMS\-Magic integration with Salesforce offers a comprehensive set of features designed to enhance communication and engagement with customers through SMS and other messaging channels\. Key features include: \-Native app \- Salesforce app is a native application, It is a managed packag\.\.\. - [An Introduction](https://docs.sms-magic.com/wjXwKHXY5l0-getting-started-with-sms-magic/0D895PpXkjE-an-introduction.md): SMS\-Magic is a conversational text messaging solution that integrates with popular CRM platforms like Salesforce and Zoho CRM\. Businesses can use various channels such as SMS/MMS, WhatsApp, and Web Chat for these interactions\. It enables businesses to directly engage in marketing, sales, support, \.\.\. - [Take a Quick SMS\-Magic Trial\!](https://docs.sms-magic.com/wjXwKHXY5l0-getting-started-with-sms-magic/aiubiK76UUU-take-a-quick-sms-magic-trial.md): Welcome to SMS Magic\! SMS Magic offers a complete suite that works with your choice of CRMs and marketing automation applications\. We have been the preferred solution for Salesforce & Zoho customers\. SMS\-Magic works with CRM and all other apps, such as marketing and service apps from the CRM fa\.\.\. - [Glossary](https://docs.sms-magic.com/wjXwKHXY5l0-getting-started-with-sms-magic/KgU7ulArrmc-glossary.md): SMS \- It stands for Short Message Service, also called a text message\. MMS is an abbreviation for Multimedia Messaging Service, is a standard way to send multimedia such as pictures, videos, and other attachments over text messaging channels\. Unicode SMS \- SMS messages sent and received contai\.\.\. - [SMS Magic for Zoho Suite](https://docs.sms-magic.com/wjXwKHXY5l0-getting-started-with-sms-magic/m69IHINl0r8-sms-magic-for-zoho-suite.md): SMS\-Magic for Zoho CRM: Feature Overview Account Information \- Management: Access and update your SMS\-Magic account details and billing information seamlessly\. User Management and Licensing \- User Assignment: Flexibly assign users to specific virtual phone numbers\. \- License Management: Simplify the\.\.\. - [SMS Magic for Non\-CRM Users](https://docs.sms-magic.com/wjXwKHXY5l0-getting-started-with-sms-magic/LYaMyW6JeFM-sms-magic-for-non-crm-users.md): Contact Manager \- Contact Organization: Effortlessly create, delete, and manage contacts\. Organize your contacts into groups for targeted campaigns, enhancing communication strategies\. Multi\-channel Text & Media Templates \- Template Customization: Tailor multi\-channel text and media templates to\.\.\. - [Why SMS Magic?](https://docs.sms-magic.com/wjXwKHXY5l0-getting-started-with-sms-magic/6pW8ig44KJw-why-sms-magic.md): SMS Magic is a specially crafted conversational messaging application that works natively with CRM platforms like Salesforce and Zoho, as well as various vertical CRM and marketing automation applications\. SMS Magic Key Features:\- Robust SMS Connectivity across the Globe SMS magic has strong conne\.\.\. - [Industries](https://docs.sms-magic.com/wjXwKHXY5l0-getting-started-with-sms-magic/qE4aEwdcuAg-industries.md): SMS\-Magic offers solutions across various industries with tailored use cases; messaging is best for businesses with touch communication and a decision\-making cycle where a company needs to interact with customers for a longer duration\. 1\. Staffing: Streamlines recruitment by sending job alerts, s\.\.\. - [SMS Magic Mobile App](https://docs.sms-magic.com/wjXwKHXY5l0-getting-started-with-sms-magic/TO4VPLcEluc-sms-magic-mobile-app.md): SMS Magic Mobile app designed to enhance CRM usability, particularly for Salesforce, Zoho, and SaaS applications\. Key features include: \- Universal Access: Users can sign in using Salesforce, Zoho, or portal credentials, ensuring seamless access across different platforms\. \- Real\-time Alerts: The a\.\.\. - [SMS Magic Platform Explained](https://docs.sms-magic.com/wjXwKHXY5l0-getting-started-with-sms-magic/8xtrfREmSm4-sms-magic-platform-explained.md): SMS Magic Platform is a core platform that empowers SMS Magic solutions for various industries & CPAAS platforms\. It is a multi\-tenant SAAS platform\. It is located in three data centres \- US, EU & Australia\. Businesses can choose data centres based on their geographical location\. The SMS \.\.\. - [Pricing Explained](https://docs.sms-magic.com/wjXwKHXY5l0-getting-started-with-sms-magic/NPhfw3tyKZ4-pricing-explained.md): SMS\-Magic offers a range of pricing options tailored to different business needs, with specific plans focusing on various aspects of SMS and multichannel messaging\. The pricing varies based on the type of plan and the features included: 1\. SMS Automation: This plan is designed to engage prospects an\.\.\. - [SMS\-Magic Converse Salesforce App](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app): The SMS\-Magic Converse Guide equips admins with setup and configuration steps\. This guide also has content for users to use SMS\-Magic\. - [License Feature Access](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/49nnhu7L60g-license-feature-access.md): Users will have access to the SMS\-Magic Converse App features as per the license assigned to them by the Admin User\. Users can navigate to the License Detail page and go to the related list “License Feature Matrices” to see the list of all features available with the assigned license\. Every SMS\-Magi\.\.\. - [User Management](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/En3lMlNjU8Y-user-management.md): Here is the step by step video to Manage users\. By default, the users who have installed the SMS\-Magic app are assigned 1 trial license, and that the user \(admin\) can assign a trial license to its users\. You can add users by assigning one SMS\-Magic Converse App license per user\. Only licensed users \.\.\. - [Introduction \- Multichannel compliance](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/04Z1badp4Dc-introduction-multichannel-compliance.md): SMS or messaging compliance is a highly regulated industry\. The applicable laws depend on the place of business, destination country of your recipients, and the specific industry you are in\. Telecom laws apply uniformly to any SMS sent in that particular country\. Businesses are required to obtain sp\.\.\. - [Overview \- App Navigation](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/yaDv2U8vifI-overview-app-navigation.md): App Navigation allows you to interact with all of your application modules from a single interface\.  All the horizontal navigation tabs are now available in a simplified, vertically arranged navigation\. This menu will be available under a single navigation tab ‘SMS\-Magic Converse’ inside the SM\.\.\. - [SMS\-Magic Setup & Installation](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/fIQeloTOs50-sms-magic-setup-installation.md): SMS Magic is supported on Enterprise, Unlimited, Developer, Performance, Professional edition In case you want to trigger the Apex Code, Enterprise and Unlimited Edition is mandatory\. For professional Edition, you will need Rest API license SMS Magic onboarding process consists of few steps for\.\.\. - [Overview \- SMS Reports and Dashboards](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ZIbeHmIEx60-overview-sms-reports-and-dashboards.md): You need to monitor messages that are sent as well as received in order to track their status\. This helps you understand the actual count of messages that have successfully reached your customers\. When the volume of messages being sent and received is significantly large, it is difficult to keep a t\.\.\. - [Automating Conversations with Conversation flow](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/pXwYDO2DfQI-automating-conversations-with-conversation-flow.md): How to Automate Conversations with Conversation Flow? Using Pre\-built Industry\-Specific Templates Types of Available Conversation Flow Templates Conversive provides a variety of pre\-built, industry\-specific templates designed to cater to the unique needs of different sectors\. These templates streaml\.\.\. - [Integrating Conversive Button with your Website](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/VoxLa9aFVzs-integrating-conversive-button-with-your-website.md): How to Integrate a Conversive Button with the Website? Follow the steps below to embed Conversive buttons: All the buttons that you create will appear on the home page, as shown below: You can edit, deactivate/activate the Conversive buttons that you create\. Once the button configuration details ar\.\.\. - [Creating Conversive Buttons](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/9Xi2T1Pylh8-creating-conversive-buttons.md): How to set up a conversive button? Creating Conversive Buttons involves a few simple steps that allow you to engage effectively with your audience through various communication channels directly from your digital platforms\. Each Conversive button can be customized to include different messaging chan\.\.\. - [Getting Started with Conversive Buttons](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wL1oASvC3i8-getting-started-with-conversive-buttons.md): Overview of Conversive Buttons Conversive Buttons are dynamic tools integrated into various digital platforms such as websites, emails, and social media posts to facilitate immediate and direct conversations with customers\. These buttons serve as the primary entry point for businesses to engage inte\.\.\. - [New Onboarding via Salesforce AppExchange](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/I1OfSvXI5jw-new-onboarding-via-salesforce-appexchange.md): Introduction This user guide provides a step\-by\-step process for seamlessly installing and onboarding SMS Magic from Salesforce AppExchange\. It is designed to streamline the transition of account creation, installation, and workspace, ensuring an efficient and frictionless experience for system admi\.\.\. - [Configure Run SMS Campaign Button in Classic](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/kV7I7Nndwu0-configure-run-sms-campaign-button-in-classic.md): To Configure the Run SMS Campaign Button, follow the below steps: Login to Salesforce using the following page: To login, enter the Username and Password in respective fields and click on the Login button  The following SMS\-Magic Converse Home page appears: Click on the \+ icon  ‘All\.\.\. - [Create a New Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Yg40DIZ8img-create-a-new-template.md): 1\. Log in to the SMS\-Magic Converse application 2\. Click on the Converse Templates tab\. The Converse Templates page appears: 3\. Click on the ‘Create New Template’ button\. The New Template pop\-up window appears\. You can enter the basic information\. 4\. Enter the template text and according to your u\.\.\. - [Create New Media Message Template \(Package Version 1\.73 onwards\)](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ViireASSkK8-create-new-media-message-template-package-version-1-73-onwards.md): As a user, now you can create multimedia message templates and use them while sending messages over SMS and WhatsApp channels\. Create Media Media Message Template Click on the Converse Templates option to open the Templates home page, as shown below: The Templates home page displays a list of al\.\.\. - [Create New Rich Media Message Template \(Package Version 1\.73 onwards\)](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/CkJtvIrpuXM-create-new-rich-media-message-template-package-version-1-73-onwards.md): As a user, now you can create rich media message templates and use them while sending messages over SMS and WhatsApp channels\. Create a Rich Media Message Template 1\.Click on the Converse Templates option to open the Templates home page, as shown below: The Templates home page displays a list of\.\.\. - [Edit a Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/2APLxMEISzM-edit-a-template.md): 1\. Log in to the SMS\-Magic Converse application 2\. Click on the Converse Templates tab\. The Converse Templates page appears\. 3\. Select the checkbox next to the template you want to edit\. The template will be selected\. 4\. Click on ‘Edit’ the following page will appear: 5\. Click on 'Save' once \.\.\. - [Change the Template Owner](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/4zn32gkZEFw-change-the-template-owner.md): Log in to the SMS\-Magic Converse application\. Click the Converse Templates tab\. The Converse Templates page appears\. Select the check box next to the template which you want to assign to a new owner\. The template is selected\. Select multiple check boxes and click Change Owner on the top right\-ha\.\.\. - [Delete a Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/5337gE1C2pQ-delete-a-template.md): Log in to the SMS\-Magic Converse application\. Click the Converse Templates tab\. The Converse Templates page appears\. Select the check box next to the template you want to edit\. The template is selected\. Click and then select Delete from the drop\-down menu that appears\. The Delete Template Confir\.\.\. - [Search Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/yzPDtPFSP2Y-search-template.md): Here, you can search for any template by typing the template name in the 'Search' window\. - [Filter Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/W45yp40aY6Q-filter-template.md): Click on 'Filter' the following page will appear: Here, you can filter the Template by choosing the template type and clicking on 'Apply'\. - [Overview \- WhatsApp channel](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/BFdvSYzn4qA-overview-whatsapp-channel.md): With 1\.5 billion global users and end\-to\-end encryption, WhatsApp is poised to be the world’s most powerful business messaging channel\. With SMS\-Magic business solutions allowing you to start messaging over WhatsApp, you would be able to connect to your users with the most popular chat app globally\. - [Workspace Overview](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/NyQKm8SBYvg-workspace-overview.md): Now effortlessly manage one production account and multiple sandbox accounts with flexible options to add and collaborate with the SMS\-Magic Workspace\. Enjoy centralized management, easy access to details, and enhanced transparency with audit logs\. Streamline your account processes with Workspace\! W\.\.\. - [Overview \- Converse Apps](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Ykb2sC2I2iA-overview-converse-apps.md): Converse Apps lets the user configure templates to run a text messaging flow\. The user configures the templates depending on the objects that are associated with the Converse application\. The user uses readymade templates to create Converse Apps for different types of campaigns such as Drip Campaign\.\.\. - [Manage Access](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/manage-access.md): Enable Login Access to SMS\-Magic Support Providing Access to Support Team In order to help a customer with a query, concern, or request, SMS\-Magic has created a need where customers may provide access to the customer support staff\. This is necessary so that SMS\-Magic support may connect to the progr\.\.\. - [Configurate Notifications for New Conversations](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/PSx2ROQf7f8-configurate-notifications-for-new-conversations.md): On the Sender ID and Assignment page, click next to the Sender ID for which you want to manage notifications\. The drop\-down menu appears\. Click Manage Notifications\. The Manage Notification pop\-up window appears\. Under Recipients, select the recipient who will be notified on receiving an incom\.\.\. - [FAQ Bot](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/6ReFmf74mPA-faq-bot.md): Welcome to the FAQ Bot section\! This part of the documentation guides you through enabling businesses to integrate their own bot systems with Conversive\. Starting with OpenAI integration, businesses can build custom chatbots, GPTs, or assistants using OpenAI technology and seamlessly connect them to\.\.\. - [Setup Organization\-Wide Email Address](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/EdwHQf2g65I-setup-organization-wide-email-address.md): After the email service is set up, you need to activate the email addresses from the user’s domain to receive alerts\. Through the Salesforce platform, you can activate the email service address\. To activate the Email Service Address, perform the following steps: Click on the Salesforce navigation ba\.\.\. - [Setup Email Services](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/t8AF47mnhD0-setup-email-services.md): You can configure the Email Services to handle the inbound messages\. Perform the following steps to manually set up Email Services: Click on the ‘Settings’ icon on the Salesforce navigation bar and then click on the ‘Setup’ button Select Email Services in one of the following ways: Use the Search S\.\.\. - [Email to Text – FAQs](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wPdjy6Se0pc-email-to-text-faqs.md): \.faq\-list, \.faq\-list li \{ list\-style: none; margin: 0; padding: 0; \} \.faq\-list ul \{ margin\-left: 0; \} \.faq\-list li \{ border: none; border\-radius: 3px; background: \#fff; margin\-bottom: 15px; \-webkit\-transition: all 0\.3s ease\-in\-out; \-moz\-transition: all 0\.3s ease\-in\-out; \-ms\-transition: all 0\.3s ea\.\.\. - [Enable Notification](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/gVjK4LLMsM8-enable-notification.md): This is the final step of the configuration to enable the ‘Email to Text’ feature\. Notifications can be enabled in the following two ways: Default Notification Settings  Sender ID Notification Settings 1\. Default Notification Settings In default notification settings, you can configure templ\.\.\. - [Overview](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/xusbm4l2PcM-overview.md): The URL Shortening and Tracking feature allows users to shorten a URL thereby reducing the characters in the link and hiding the parameters which deter recipients from clicking on the links\. Clicks on all Short Links created using SMS\-Magic are tracked and the information such as time of the click, \.\.\. - [Create an Email Template \(Optional\)](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/GV2DgVUAy6k-create-an-email-template-optional.md): We are providing a default template for the package users\. If you want to create a separate template you can follow the below steps and create your email template as per your requirements: Click on the ‘Setup’ option Search ‘Classic Email Templates’ in the Quick Find field and go to that page Clic\.\.\. - [Send a New Message](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/9hK9A3bUn38-send-a-new-message.md): On the Converse Desk, click located above the Global search icon\. The Send SMS pop\-up window appears\. Enter the following details: Fields Description To Enter the Recipient Name or number\. Phone Field Select the phone field defined for the Recipient\. From Select the Sender ID\. Mess\.\.\. - [Send a Multimedia Message](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/92Pc4EokREo-send-a-multimedia-message.md): Users exchange documents and files with a record \(e\.g\. insurance application docs on contact object\) by attaching them with respective records\. SMS\-Magic Converse application has been using SMS\-Magic storage to store the media files\. Many times, the documents were lost in the conversations, as they \.\.\. - [Reply to a Message](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Bxv7oh1vfCg-reply-to-a-message.md): Search for the message to which you want to send a reply\. Refer to the section Work with Converse Desk for more details about searching the message\. Click the message\. The message reply pane appears displaying all the related conversations\. Click individual icons displayed on the top right corne\.\.\. - [Send a Message from Converse Inbox](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/PqODCulW220-send-a-message-from-converse-inbox.md): On the Salesforce Home page, click \. The App Launcher page appears\. Click Sales Console\. The Console page appears displaying a narrow panel at the bottom of the screen comprising the Conversation View and the History tab\. Click Conversations View\. The conversation list appears\. Click individ\.\.\. - [Send a Message from Record Details](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/1jrUmcJUjJA-send-a-message-from-record-details.md): On the Salesforce Home page, click \. The App Launcher page appears\. Click the object name\. The object record list appears\. Under Contacts click and then select All Contacts from the drop\-down menu to view the complete contact record list\. Click a record name\. The Record details appear\. Und\.\.\. - [Send a Message from Conversation View on a Record Page](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/WXSZvd68UtI-send-a-message-from-conversation-view-on-a-record-page.md): On the Contact Details page, click the contact record whose conversations you want to access\. The Contact Details page appears\. Click the section in which you have added the Converse Inbox\. The Message reply panel appears\. Refer to the section on work with Converse Desk for more details on addi\.\.\. - [Send Bulk SMS](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/4s6vXaUqrjM-send-bulk-sms.md): Bulk messaging is inherent feature of our App and you can use it to trigger bulk campaigns and bulk messages through below Salesforces features\. Using Salesforce list view Converse Campaign Manager Salesforce Campaigns Salesforce Reports Every text messaging initiative geared to drive sales typ\.\.\. - [Schedule Bulk SMS](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/2TkKQ4FjHg8-schedule-bulk-sms.md): On the Bulk SMS page, click Schedule\. The Schedule page appears\. Under the Single tab, click to select the start date\. Under Time, click to select the time when you wish the SMS schedule to start\. Under Time Zone the default time zone is displayed\. You can configure your Timezone from Profil\.\.\. - [Email To Text Overview](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/XN6XAeKDFt8-email-to-text-overview.md): Email to text service is an extension to inbound message notification via email feature\. It is provided for customers to easily reply to inbound messages without having to log in to Salesforce\. A sales or service rep would get alerted via an email whenever a new incoming message is received from a c\.\.\. - [Overview \- converse desk](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/5xkPV1QW3G0-overview-converse-desk.md): The main or default view of Converse Desk displays all the conversations that belong to the user\. You can search for records or apply filters to restrict the entries that appear in the listing\. To return to the main view at any time, navigate to Converse Desk tab, then click the&\.\.\. - [Managing Conversations & Responses](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/g119eTAOSes-managing-conversations-responses.md): How Does Conversive Button Manage Live Chat and Bot Conversations for Effective Customer Support? Live Chat Functionality as Default Behavior Default Live Chat Interaction: In the absence of an activated conversational flow, the Conversive button functions by default as a live chat interface\. This \.\.\. - [Overview \- Facebook Messaging](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/GK9tsXRB0Rs-overview-facebook-messaging.md): With 2\.5 billion monthly active users, Facebook is poised to be the world’s most popular business messaging channel\. With SMS\-Magic business solutions allowing you to start messaging over Facebook, you would be able to connect to your users with the most popular chat app globally\. - [Permission Management](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/w1eIDTRHdfs-permission-management.md): In the Permission Management section, you can see what permissions are set for the user’s organization\. The permissions are set so that there is access control for users of the Salesforce Org interacting with SMS\-Magic Converse\. The Permission Sets are preset by SMS\-Magic while the Custom Permission\.\.\. - [Conversations](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/4DvfPbEyZ2k-conversations.md): Here is the step\-by\-step video for setting up Conversations in Converse Settings In the Conversations section, you can define the conversation settings for users and user profiles in the organization\. You can configure the following in Conversations: Converse Desk Layouts – Under the Converse D\.\.\. - [Sender ID and Assignment](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/8gbbufQ5jqM-sender-id-and-assignment.md): Sender ID is an alphanumeric name or number that appears on the mobile device and helps to identify the sender of the message\. It can be a long code or short code that you assign to a single user, multiple users, or a profile\. Inbound numbers should be used as the Sender ID to receive replies to you\.\.\. - [Overview \- Campaign Manager](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ZuzUXsKtRGU-overview-campaign-manager.md): A Campaign is a series of activities that you perform to promote or sell your products and services to your target audience\.  Common Use Cases for Text Messaging Marketing Campaigns:\- Sales and Promotions Product Announcements Surveys Alerts and Reminders Loyalty Programs The Campaign Man\.\.\. - [Capturing Basic consumer info & syncing with CRM](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/xJVdzBH0Zpg-capturing-basic-consumer-info-syncing-with-crm.md): How Conversation Flows Capture Information? Conversation flows are structured to naturally collect essential consumer information as part of the interaction process\. By integrating prompts and forms within these flows, businesses can gather data without disrupting the engagement\. How Automated Flows\.\.\. - [Message Configuration](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Su3AwPRgXPQ-message-configuration.md): Here is the step\-by\-step video for Message Configuration Choose who you want to Message and from which Objects\. Message Objects are objects from which you can send SMS\. In salesforce, you can choose your standard and custom objects from which you want to trigger SMS\. You can choose one or more phone\.\.\. - [Understanding WhatsApp Messaging](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/v23bWOQnjoE-understanding-whatsapp-messaging.md): WhatsApp messaging is slightly different than normal text messaging, featuring two types of messages\. WhatsApp Session Message WhatsApp Session messages are any messages sent and received in response to a user\-initiated message to your business\. A messaging session starts when a user sends your busi\.\.\. - [Add Navigation Bar](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/mdK3Q4cw4DU-add-navigation-bar.md): Click on ‘Switch to Lightning’ on the home page the following page will appear: Here, you can see the steps to add Campaign Button\. You can add the object by clicking on the personalize your navigation bar the following page will appear: Here, we are adding a Sales App Navigation Item to the \.\.\. - [Create a New Converse App](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/F8demj8m7O8-create-a-new-converse-app.md): To Create a New App: 1\. In the SMS\-Magic Converse application, click on the Converse Apps tab\. 2\. Click Create New App\. 3\. Enter a name in the App Name field\. 4\. Enter a short description of the app in the App Description text box\. This is optional\. 5\. Select an object from the Object list\. The ob\.\.\. - [Configuring User Profiles](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/eE63F7rmLlM-configuring-user-profiles.md): Salesforce administrators can control access to the URL Shortening features using the hierarchical custom settings known as URL Shortening Configuration\. Follow the steps below to configure access to the URL Shortening: Create a record in the custom setting of URL Shortening Configuration for user\-p\.\.\. - [Search Conversations in Converse Desk](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/bVmBx8fqtvY-search-conversations-in-converse-desk.md): The Global Search field helps you filter all the conversations available within Converse Desk to find a specific conversation\. You can type in a minimum of three letters or any three digits of a record’s phone number in the field to display possible matches to choose from\. To Search Conver\.\.\. - [Prerequisites](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/DvdL66nbUgM-prerequisites.md): The version of the Campaign Manager works only with the SMS\-Magic Converse base package 1\.58\.25 and above Admin users, non\-admin users, and community users must be assigned with the newly introduced “Campaign Launcher Permission Set” in order to use Campaign Manager\. To use Campaign Manager, all t\.\.\. - [Converse Dashboard \- User](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ql1r9wYNQZE-converse-dashboard-user.md): Refer the following table for more details on the Converse Dashboard – User report\. Report Name Description Total Conversations Displays the number of conversations that the user has managed in the last 30 days\. This includes any conversation where at least one message was sent or received durin\.\.\. - [Features Available as per the Selected Plan](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/0hLwVF36BTw-features-available-as-per-the-selected-plan.md): The features in the App Navigation bar will vary as per the plan selected\.  The following features will be available depending on the plan that you select: No Master Feature\(s\) on App Navigation Feature\(s\) Start Your Conversation plan availability Grow Your Conversation plan availability \.\.\. - [Configure Audit Database](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/QMJ64yDKKTM-configure-audit-database.md): All consent received through web forms, emails or those that are created manually must be maintained in the form of individual records within a defined database also known as the Consent Database\. This is a mandatory requirement by all regulatory bodies\.Consent records need to be maintained for a pe\.\.\. - [Understanding Facebook Messaging](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/t42feYsCgKU-understanding-facebook-messaging.md): Facebook messaging is different from normal text messaging; it has two types of messages: Facebook Session Messages Facebook Session messages are any messages sent and received in response to a user\-initiated message to your business page\. A messaging session starts when a user sends your business a\.\.\. - [Steps to get started and configure WhatsApp\-enabled business number](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/3wQo24BNfCg-steps-to-get-started-and-configure-whatsapp-enabled-business-number.md): In order to get started with WhatsApp messaging using SMS\-Magic, the following are the steps you would need to complete:  You can first reach out to our sales team on sales@screen\-magic\.com to know the prerequisites of enabling WhatsApp messaging capabilities with SMS\-Magic\. You would need to f\.\.\. - [Configure Consent Method](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/gzfdHlh1mz4-configure-consent-method.md): 1\. Overview You can initiate and respond to messages from multiple messaging sources\. As each message has a specific purpose, the need to ensure that consent is received for those messages prior to sending them, is therefore critical\. For example, while sending automated messages or sending messages\.\.\. - [Compliance](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Z3t4S3wU3vI-compliance.md): If you have enabled opt\-in/opt\-out compliance configuration in your org, please note that messages will be sent based upon the compliance enforcement To enforce the ‘New Compliance’ configuration with the Campaign Manager, you need to install the Campaign Manager with the SMS\-Magic Converse version\.\.\. - [Enable Facebook Messenger for Your Business Page](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/GDUm3BW9FyQ-enable-facebook-messenger-for-your-business-page.md): At first, make sure the Messenger is enabled for your business page\. Here’s how to double\-check: 1\. Go to your page’s General Settings 2\. Next to Messages, make sure that ‘People can contact my Page privately’ is checked - [Manual Sync\-up of System Settings](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/HavUvP6w6pk-manual-sync-up-of-system-settings.md): UI Implementation: Upon clicking on the 'Sync Now' button, all account information, licenses, Sender IDs, and plans will get synced with the SMS\-Magic Platform\. The user will be able to view the sync status, last sync date, and time\. If the sync fails, it will display the status as 'Failed', as sho\.\.\. - [Configure Run SMS Salesforce Campaign Lightning Steps](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/jkNGgcL3ZZY-configure-run-sms-salesforce-campaign-lightning-steps.md): Click on the ‘Setup’ icon the following page will appear: Click on the ‘Setup’ icon the following page will appear: Under Quick Find search for the object manager the following page will appear: Click on ‘Campaign’ the following page will appear: Click on ‘Page Layout’ on the left side of \.\.\. - [View Conversations using Global and Conversation Filters](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/KU2e04Mk9bk-view-conversations-using-global-and-conversation-filters.md): View Conversations using Global Filters Using global filters, you can view all conversations under specific categories\. Conversations are grouped in the form of lists within the global filters\. On selecting a specific folder, you can view the relevant lists that it comprises\. You can also search wit\.\.\. - [Add Message Flow](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/7mc4vpLvJgI-add-message-flow.md): On the Campaign Builder page, under Converse App, click Select\. The Converse apps assigned to your Organization appears\. Hover over the Converse App and then click Modify\. The Modify Converse App page appears\. Click Add Flow to add another message flow\. The new message flow edit area appears\. \.\.\. - [URL Shortening](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/8k3Jt1UFABE-url-shortening.md): URL shortening is a means of generating a link that is typically shorter than the original link but which still directs to the required location\. Follow the below steps to shorten the URL: Navigate to a Messaging Interface among New Messages, Bulk Messages, Conversation Views, Salesforce Campaigns\. \.\.\. - [Converse Dashboard \- Team](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/9A2hqn09NN8-converse-dashboard-team.md): Refer the following table for more details on Converse Dashboard – Team Report Report Name Description Total Conversations Displays the number of conversations that the team has managed in the last 30 days\.This includes any conversation where at least one message was sent or received\. Unread C\.\.\. - [Pick & Choose \- Additional configurations](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/CGZu3H2lxhc-pick-choose-additional-configurations.md): With basic setup, You would have got the everything to get started with SMS Magic\. Across the year, we have observed customers doing additional setups using flows \(previously process builder\) or using Apex code\. It used to be done by SMS Magic Support or SI partners expertize\. We have automated t\.\.\. - [Access Campaign Manager](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/DrBx1QgraF0-access-campaign-manager.md): You can access the Campaign Manager from the Salesforce Classic header tab row\. The Campaign Manager is well\-integrated with the SMS\-Magic Converse modules and helps you create and execute campaigns efficiently\. Log in to Salesforce\. On the header tab row click Campaig\.\.\. - [Use Action Key](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Tmw60vWC9jg-use-action-key.md): Using the Action Key generated for each message in a message flow, you can trigger further messages from a Process Builder\. The triggering of the messages is based on certain criteria and conditions\. What is an Action Key? For each message created in the message flow a unique Action Key is\.\.\. - [Expiring Short Links](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/A33NDXg4j44-expiring-short-links.md): The option to expire short links is available for data clean\-up only\. Expired short links become a dead link\. Admins should check with businesses and expire only the short links that are not  in use for some time\. Admins should ensure to remove short links from the templates before expiring the\.\.\. - [Converse Dashboard \- Messages](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/lUnQ794NTWI-converse-dashboard-messages.md): Refer the following table for more details on Converse Dashboard\- Messages Report Name Description Messages Sent Displays the total number of text messages sent\. Message Received Displays the total number of messages received\. Messages Delivered Displays the total number of text messages d\.\.\. - [Connect Production Accounts from Workspace](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Ei4DXAAv9CI-connect-production-accounts-from-workspace.md): Now, with the Workspace, you can check all your existing connected Salesforce accounts and connect new accounts with ease\. Login to SMS\-Magic application using your Salesforce Org credentials\. Once you’re logged in, you will be redirected to the Workspace page, from where you will be able to see th\.\.\. - [SMS Magic \- System Update Notifications](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Xhr8aykESO4-sms-magic-system-update-notifications.md): This section talks about notifications that the users get inside the Converse App when there is an OAuth failure, service downtime or if there are new releases\. Notifications at Salesforce about OAuth failure, Service downtime, and Release updates Click on the 'Notifications' icon the following page\.\.\. - [Overview \- Configure Converse Inbox](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/PUEE4m3s57U-overview-configure-converse-inbox.md): You can get notified about incoming messages from multiple places when you use Converse Inbox\. Converse Inbox \(available with Grow\) shows a list of all SMS Conversations and prompts or alerts on a new message, in a single list inside Salesforce very much like an email Inbox\. You can configure Conver\.\.\. - [Conversations in Converse Inbox](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/U6RVM28z6zE-conversations-in-converse-inbox.md): In addition to the default Converse Desk tab, that helps you view and manage conversations, SMS\-Magic Converse provides another option to view and edit conversations\. The Converse Inbox provides a smaller and more compact view of all conversations\. - [Create Double Opt\-In Configuration](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/90wXodwrqE4-create-double-opt-in-configuration.md): Consent can be collected from multiple non\-mobile sources like web forms, emails, marketing automation platforms, and even physical forms\. Depending on the country of operation you will have to complete additional processes to ensure complete compliance adherence\.For example, In the US, when a prosp\.\.\. - [Creating WhatsApp Templates](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/3dasNhzayr0-creating-whatsapp-templates.md): According to your use case, you can create templates and tag it to single/multiple/all channels\. Once you tag a template to the WhatsApp channel, you will be asked to fill the channel\-specific information along with the basic template information\. Channel specific information will be only required w\.\.\. - [Steps to Integrate Facebook Business Page via Customer Portal](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/W5NBs3txPr0-steps-to-integrate-facebook-business-page-via-customer-portal.md): To get started with Facebook Messaging using SMS\-Magic, following are the steps you would need to complete after signing in to the customer portal\. If you face any issues, you can contact care@screen\-magic\.com\. Click on the ‘Multi\-Channel Settings’ under the ‘Settings’ tab\. The integration page is \.\.\. - [Overview \- Analytics Dashboard](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/jbuXJpvfZO8-overview-analytics-dashboard.md): The global navigation bar gives you a single tab to display different dashboards and charts\. The 4 dashboards included in this section are:\- 1\. Consent Status dashboard The Consent Status dashboard displays the overall consent status at the org level\. It shows the number of known contacts against co\.\.\. - [Steps to Configure Sender ID and Message Templates in SMS\-Magic Converse](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/BVPMvNnrlNU-steps-to-configure-sender-id-and-message-templates-in-sms-magic-converse.md): You can add your Facebook templates and can also tag them against the message tag in order to send messages using those templates outside the standard 24\-hour window\. You can check detailed information on creating Facebook templates in further sections\. Please contact care@screen\-magic\.com if you ne\.\.\. - [Search Converse App](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/J6VmwmfZofI-search-converse-app.md): To search for an App: 1\. In the SMS\-Magic Converse application click on the Converse Apps tab\. 2\. Whenever a user navigates to the Converse Apps, they can use the ‘Search bar’ option besides the ‘Create New App’ button to search for different Converse Apps or Actions using the converse app name\. 3\.\.\.\. - [Deleting Short URL](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/rqn1sHIEOiE-deleting-short-url.md): The option to delete short links has been provided purely for data cleanup\. Any short link that is deleted would free up space but at the same time, lose all existing click tracking and the short link would become a dead link\. Admins are advised to check with businesses and delete only those short l\.\.\. - [Configure Converse Inbox on Classic Side Panel](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ICpw3vlh5E8-configure-converse-inbox-on-classic-side-panel.md): Here is the step by step video to Configure Converse Inbox on Classic side Panel Converse Inbox for Classic Side Panel feature helps the user to see and reply to new messages from the Home tab sidebar of your Salesforce Org\. This feature is a compact version of the Converse Desk with minimal functio\.\.\. - [Create a Campaign](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/1PrKW8L0WOA-create-a-campaign.md): Here, users can use the filter to select and view either the ongoing campaigns, scheduled, completed, aborted, failed, draft campaigns, or all campaigns\. 1\.Click on the New Campaign button 2\. In the pop\-up window, enter the Campaign Name, Objective, and Description\. Under Campaign Name, type the nam\.\.\. - [Connect Salesforce Sandbox from Workspace](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wuOp2Z5M2E0-connect-salesforce-sandbox-from-workspace.md): Now, with the Workspace, you can check all your existing connected Salesforce accounts and connect new accounts with ease\. Login to SMS\-Magic application using your Salesforce Org credentials\. Once you’re logged in, you will be redirected to the Workspace page, from where you will be able to see th\.\.\. - [Configure Keywords](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/uBHbOm8A3Lc-configure-keywords.md): To comply with industry standards, you must respond to keywords for HELP and STOP\. Any user who opts\-out using the STOP keyword must be added to an opt\-out list \(blacklist\) and must not be sent any further messages until or unless they opt back in\. You can configure mandatory keywords for the three \.\.\. - [WhatsApp Tagged Sender IDs, Templates and Messages](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ybBajubpTP8-whatsapp-tagged-sender-ids-templates-and-messages.md): 1\. WhatsApp Sender ID After completing the configuration steps, you would be able to see WhatsApp Sender ID added into the ‘SenderID and Assignment’ table in converse settings along with the ‘Channel Type’ column showing the channel type to which the respective Sender ID belongs\. While sending messa\.\.\. - [View Conversation Details](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/bf3b4wqG9V4-view-conversation-details.md): Search Conversation using Global or Conversation Filters\. The conversation message list appears\. Click the contact name of the conversation recipient\. The conversation reply panel appears on the right of the screen\. The Converse Desk message reply panel displays the last used phone num\.\.\. - [Save an Unknown Number as a New Lead](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/2fnBiE70IKg-save-an-unknown-number-as-a-new-lead.md): On the Converse Desk, click a conversation with an unknown phone number\. The message reply pane appears\.   3\. Click on the reply panel header and click New Lead\. The New Lead pop\-up window appears\. The mobile number is pre\-filled in the mobile field\. Enter the details for the new lead\. Cli\.\.\. - [Trigger a Message Action from Flows](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/2eP2qVjhGsc-trigger-a-message-action-from-flows.md): Using the Action Key generated for each message in a message flow, you can trigger further messages from Flows\. The triggering of the messages is based on certain criteria and conditions\. For each message created in the message flow, a unique Action Key is generated\. The action key is nece\.\.\. - [Campaign Results](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/4wEDNPV7MM8-campaign-results.md): 1\. Immediate Executed Campaigns Once you start the campaign with the option ‘Execute Now’, you will see that the campaign status will get updated to ‘Ongoing’ in the campaign dashboard\. Once you refresh the dashboard using the ‘Refresh’ option given, you will see the campaign\-specific statistics get\.\.\. - [Upgrade Package Version From Workspace](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/PyYtRxR2Hvs-upgrade-package-version-from-workspace.md): In this guide, we'll walk you through the step\-by\-step process of upgrading your package version\. Whether you're an existing user or new to our platform, keeping your package version up\-to\-date ensures you have access to the latest enhancements, bug fixes, and functionalities, empowering you to make\.\.\. - [Configure Converse Inbox on Lightning Utility Bar](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/E6MfoR1nbKc-configure-converse-inbox-on-lightning-utility-bar.md): Converse Inbox for Lightning Utility Bar feature helps the user to see and reply to new messages from the utility bar of the configured lightning console app\. The utility bar in Salesforce is broadly defined as a single\-column Lightning page\. Before setting up a utility bar for a lightning\.\.\. - [FAQ’s](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/cUAsdzbODuo-faq-s.md): Q\.1\. How do I get WhatsApp enabled business number?Ans:\- You can reach out to our sales team on sales@screen\-magic\.com\. They will help you in procuring WhatsApp enabled business numbers for you\. Typically the process takes around 4 weeks time\. Q\.2\. If I already have a WhatsApp enabled business numbe\.\.\. - [Automation of URL Shortening](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/VZAWGOVVLrE-automation-of-url-shortening.md): A Long URL stored in a record can be shortened automatically using Process Builder\. Admins can set\-up a Process Builder that is configured once, after that the shortening of URL happens automatically\. Admins can follow the steps below to set\-up a Process Builder: Under Long URL, enter the Long URL \.\.\. - [Facebook Tagged Sender ID’s, Templates & Messages](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/dpttA0fCNxw-facebook-tagged-sender-id-s-templates-messages.md): 1\. Facebook Sender ID After completing the configuration steps, you would be able to see Facebook Sender ID added into the ‘Sender ID & Assignment’ table in Converse settings along with one new column as ‘Channel Type’ showing the channel type to which the respective Sender ID belongs\. While sen\.\.\. - [Introduction \- Create consent database](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wL2BaO1wGms-introduction-create-consent-database.md): Consent cannot be exchanged, bought, or sold\. For instance, you cannot obtain the consent of the recipients by simply buying a phone list from other parties\.  Service providers or carriers strive to work closely with their customers to obtain their consent before sending any type of message\. Al\.\.\. - [Consent Status](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/CoYxwuXZF2E-consent-status.md): The Consent Status dashboard displays the overall consent status at the org level\. It shows the number of known contacts against configured messaging objects who have provided the consent to receive messages\. The displayed data is fetched in real\-time\.  a\. Messaging Object It is a top\-level fi\.\.\. - [Opt\-Out Analysis](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/48GUSi283Q8-opt-out-analysis.md): The Opt\-out Analysis dashboard shows the analysis for opted out numbers based on different dimensions, such as numbers opting out from different types of content, messaging sources, etc\. The displayed data is not real\-time\. It is last updated based upon the batch processing schedule time that you ha\.\.\. - [Configure Custom Inbox](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/aTs1hvOko5I-configure-custom-inbox.md): Custom Inbox A custom inbox is nothing but the list views \(with custom filters/lists\) created on objects\. The custom inbox appears as a sub\-menu of the My Inbox menu in the Converse Desk\. Steps to setup custom inbox for users: Login to your Salesforce org with valid credentials\. The following page w\.\.\. - [View Campaigns](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/IGqgZAdpmwg-view-campaigns.md): You can view all campaigns you have created\. You can search for a specific campaign or filter records based on their run status\. On the Campaign Manager page, search for a campaign and do one of the following: Click on the search icon to open the Search bar\. Type the name of the campaign and press\.\.\. - [Transferring Credits: Move and Manage Your Messaging Credits](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/VhEtxW3mfmg-transferring-credits-move-and-manage-your-messaging-credits.md): By understanding these simple rules, you can effectively manage your credits and make the most of your account\! You can buy credits only in the main production account\. Once you have purchased credits, you can choose to move them to a sandbox account, but there are some limits on how much you can t\.\.\. - [Conversation Filters](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/8pkHQBzuRpQ-conversation-filters.md): The Global Search field helps you filter all the conversations available within Converse Desk to find a specific conversation\. You can type in a minimum of three letters or any three digits of a record’s phone number in the field to display possible matches to choose from\. - [Facebook Policy Violation Notifications](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Uh2llV1g8ec-facebook-policy-violation-notifications.md): Anytime a page is restricted from sending messages for Platform Policy reasons, the page will receive an explanation of the policy violation in an email sent to the Page Support Inbox for the app\. To ask questions about a policy violation notification, respond to this email and one of our Policy Tea\.\.\. - [Create Consent Automatically](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Jrl8GNxod6s-create-consent-automatically.md): 1\.1 Create Consent Automatically 1\.1\.1 Overview You would need to create a consent record for contacts for the following scenarios: When explicit consent is obtained via the website, email, or mobile handset captured at the object record level\. When explicit consent is obtained via contract or pape\.\.\. - [SMS\-Magic Converse Compatibility with Salesforce](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Yy69sjtAZVs-sms-magic-converse-compatibility-with-salesforce.md): SMS\-Magic Converse Compatibility Matrix SMS Magic works with both the Classic and Lightning versions of Salesforce\. You will need to do some additional settings to enable the Lightning version\. Here is a detailed list of Modules & Features and its compatibility with the Enterprise, Partner Prof\.\.\. - [Number Transfer: Move and Manage Your Sender IDs](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/IoxERXYAsfw-number-transfer-move-and-manage-your-sender-ids.md): By following these simple guidelines, you can efficiently manage your Sender IDs and enjoy a smooth experience with our platform\! On the workspace page, you can easily view the total number of assigned Sender IDs for each account, helping you keep track of your Sender IDs\. You can purchase Sender I\.\.\. - [Compliance Enforcement Stats](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/nNIiXBTZ33k-compliance-enforcement-stats.md): This dashboard will show you the compliance enforcement metric displaying how many times it stopped messages being sent to opted\-out numbers and what it means in monetary terms\. a\. Filter It is a top\-level filter to handle the analysis date range\. The filter is on ‘message sent date’ i\.e\. all the f\.\.\. - [Edit Campaigns](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/bC4yTz2rkaU-edit-campaigns.md): You can edit campaigns that are in the draft and scheduled stage\. While editing, you can update any of the parameters defined while creating the campaign\. 1\. Search for the campaign you wish to edit\. The campaign appears in your search result\. 2\. Click on the icon adjacent to the draft campaign and\.\.\. - [URL Tracking](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/C0sKiaNR2ic-url-tracking.md): URL tracking allows users to track the links that result in link clicks\. Users can always check the details about every Short link generated under Shortened Link tab\. Users can select the checkbox ‘Generate Unique Short Link Per Message’ at the time of creating the short link that generates a unique\.\.\. - [Overview \- Configure SMS Buttons](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/h0Bn1UxXtvo-overview-configure-sms-buttons.md): Before the users can start using SMS\-Magic Converse, you need to configure the SMS buttons for sending single SMS and bulk SMS\. After completing SMS\-Magic Converse basic setup, you do the following: Create SMS buttons necessary to send SMS Associate the SMS buttons to the Visualforce pages The pu\.\.\. - [Assign Conversations](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/1Ugh9ai27UY-assign-conversations.md): On the Converse Desk, select a filter\. The conversation list appears\. Click on the conversation row you want to assign and then click Assign Conversation from the drop\-down menu that appears\. A selected check box appears next to the conversation\. You can also click the icon on the individual \.\.\. - [Create Consent Manually](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/puDbtlWTQ6s-create-consent-manually.md): Click\. The app launcher appears\. Under All Items, click Consents\. The Consent List view page appears\.   Click New\. The Add New Consent Record pop\-up window appears\. If the button is disabled, enable the Allow users to manually Add/Edit Consent Records option in Step 2 of the Compli\.\.\. - [Compliance with Facebook Messaging](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/dYBAoj7XGDs-compliance-with-facebook-messaging.md): Businesses capturing the recipient’s explicit Messenger opt\-ins as per the Facebook Messenger Platform Policy guidelines can use our out of box compliance configuration feature to set up and enforce compliance checks for Facebook Messenger outbound messages\. Please click here to know detailed inform\.\.\. - [Messaging Limits](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/AiG1EGwbPtM-messaging-limits.md): Page Rate limits are in place to prevent malicious behavior and poor user experiences\. Page Rate Limit \(Per day \) = 200 \* Total Messenger Audience Or maximum of 250 messages/sec Note: Total Messenger Audience is the number of people your business \(Page\) can send messages to\. If you have multiple pag\.\.\. - [Agent Productivity](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wZS5gl505bA-agent-productivity.md): a\. Filter It is a top\-level filter to handle the analysis date range\. The filter is on conversation and SMS history ‘record creation date’ i\.e\. all the further analysis is done on the records where the record creation date is within the filter date range\. Metrics with conversions filter are: Active \.\.\. - [Schedule Campaigns](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/vfYS73bU5uI-schedule-campaigns.md): You can define a schedule for running a campaign\. Campaign schedules can be configured for single runs or for recurring frequency\. You can either choose to execute the campaign right away or you can schedule it for execution at a future time\. 1\. If you choose to execute right away, on clicking on ‘S\.\.\. - [Mark Conversations](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/THdoYHWiUW0-mark-conversations.md): On the Converse Desk, select a filter to view conversation lists\. The list of conversations appears\. Click on a conversation row marked as new and then click Mark as Read on the drop\-down menu that appears\. A selected check box appears next to the conversation\. If the conversation has already \.\.\. - [Add SMS Button to Layouts](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/WHYTnC6Jyco-add-sms-button-to-layouts.md): After creating the SMS button, you need to add the buttons to the record layout such as Contacts, Leads, Opportunities, and so on\. To add the button to the page layout in Salesforce Lightning, you need to use the Object Manager\. To add the button to the page layout in Salesforce Classic, you need t\.\.\. - [Create Consent programmatically\(via apex\)](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/o3SyX3a9MgE-create-consent-programmatically-via-apex.md): Introduction Consent records are automatically created based on the keywords received via incoming messages\. E\.g\. Opt\-In consent record will be automatically created when an incoming message is received with the “START” keyword\. Source of such consent records is “Incoming SMS” \(i\.e\. created via inco\.\.\. - [View SMS Button on a Record Page or List](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/9oMY6O4eITY-view-sms-button-on-a-record-page-or-list.md): When you add the SMS button to the record page, the button is then available as a menu item on any record object page\. The single SMS button is available on the record page of the object while the bulk SMS button is available on the record list view page\. To View the Single SMS Button in Salesforce \.\.\. - [Clone Campaigns](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/5wwlGpY0MJg-clone-campaigns.md): You can clone a campaign to retain and reuse some of its settings for a new campaign\. For example, you may need to retain the same template in a campaign but for a new recipient list\. Therefore, in order to save time in recreating the campaign all over again, you can clone the existing campaign and \.\.\. - [Steps to Schedule a Data Processing Batch Overview](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/e1lyJJgU10E-steps-to-schedule-a-data-processing-batch-overview.md): The opt\-out analysis, compliance enforcement stats, and agent productivity dashboards can be updated daily or monthly depending on the schedule of a ComplianceDashboardScheduler from Salesforce ‘Schedule Apex’ in the setup of your org\. Below are the steps to schedule a consent compliance & opt\-o\.\.\. - [Create an Internal Note](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/fI5rkEpFiFA-create-an-internal-note.md): On the Converse Desk, select a filter to view conversation lists\. The list appears\. 3\. Click a conversation to view it in the Reply panel\. 5\. Click Internal Note located above the message area\. The Internal Note area appears\.   7\. Enter the message you wish to add as a note\. Click Add Note\. Th\.\.\. - [Creating Facebook Templates](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/OpODtN7sRCA-creating-facebook-templates.md): According to your use case, you can create templates and tag it to single/multiple channels such as SMS and Facebook Messenger\. Once you tag a template to the Facebook Messenger channel, you will be asked to fill the channel\-specific information along with the basic template information\. Channel spe\.\.\. - [Importing Existing Consents](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/XKPoxXHQoHs-importing-existing-consents.md): Prior to the 1\.59 release, we used to store consent information such as Opted\-In or Opted\-Out on the object record detail page\. The disadvantage of this way of storing consent information is when the same number exists for two lead records and one record has opted\-in and another record has opted\-out\.\.\. - [Failed Campaigns](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/pJOkRnU9M24-failed-campaigns.md): Whenever a campaign fails due to any reason such as configuration issue, processing of list view or report gets failed, etc\., the status of the campaign will get updated as ‘Failed’\. Along with the status being updated as failed, on hover of the info icon, the user can get to know the details about \.\.\. - [FAQ's](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/fu3fe5lmdz4-faq-s.md): Q 1\. How many business pages can I connect with SMS\-Magic?Ans:\- Right now there is no limit on pages that you can connect as long as you are able to complete the authentication\. In the future, we will update you if we introduce any limit\. Q 2\. Do I need to register my facebook templates before mappi\.\.\. - [Converse Home Dashboard](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/UlfEA61wTCk-converse-home-dashboard.md): The following reports are available on Converse Home: Report Description Messages Displays a count of all incoming and outgoing messages that have occurred within the last 30 days\.​ Conversations Displays a count of all active and new conversations that occur within the last 30 days\. - [Configure Conversations/Conversations View on Lightning](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Pb9bvmr6eGI-configure-conversations-conversations-view-on-lightning.md): To Configure Conversation/Conversation View on Lightning, follow the below steps: Login to Salesforce using the following page: To login, enter the Username and Password in respective fields and click Login In button\.  The following SMS\-Magic Converse Home page appears: To proceed, switc\.\.\. - [Shared Inbox\- Salesforce](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/q93uixUw7b4-shared-inbox-salesforce.md): Overview Shared Inbox is a feature that allows you to manage your conversations with your team\.  Available versions: SMS\-Magic Salesforce version 1\.74 How to create a shared Inbox Check Access: Check the you have access to create a shared inbox  Access Conversations Settings: In the naviga\.\.\. - [Spam Number Blocking](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/xQGg9IbAPCI-spam-number-blocking.md): Block numbers who are sending spam to you SMS\-Magic helps you stay safe by detecting unwanted or spam messages\. If someone keeps sending you spam, you can block their number so they can't message you again\. You can also block messages that contain certain words\. We make sure that important messages \.\.\. - [Abort Campaigns](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/GrtXRxGuqoc-abort-campaigns.md): You can pause a campaign that is in ongoing or scheduled status\. Once aborted, all actions will be stalled and no further actions will be executed\. You can edit an aborted campaign and execute it as a new campaign\. Please note that this will not resume the aborted actions\. 1\. Search for an ongoing o\.\.\. - [Restricted Keyword Set\-Up](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/T1cZPsT2xB0-restricted-keyword-set-up.md): Overview The Custom Keyword Filter feature in SMS\-Magic allows businesses to define and block specific keywords in outgoing messages\. This is crucial for ensuring compliance with regulations, maintaining professionalism, and preventing the transmission of sensitive or inappropriate information\. Step\.\.\. - [Accessing Error logs](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ptti2DZ2AN0-accessing-error-logs.md): All the error logs that may arise due to errors while users are creating and running campaigns will get captured in the ‘Error Logs’ object\. Here, you can get to know the user\-specific errors which will further help in the investigation and resolution of the issue\. Lightning UI You can access the er\.\.\. - [Restricted Keyword](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wvwSi0Dz9j4-restricted-keyword.md): How the Restricted keywords are handled in the Salesforce for the users\. When the Restricted word was used in the in the converse desk while sending a message it show an error with the Restricted words been used in the message with the words pointing which need to be changed User will not be able t\.\.\. - [Email Notification on Campaign Failures](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/JmsFn2VyLog-email-notification-on-campaign-failures.md): Campaign Failure We have added a new custom setting ‘Campaign Manager Email Notification’ using which you can enable or disable email notification that your users would receive whenever any campaign fails failed\. By default this setting would be enabled hence upon campaign failure, the user who init\.\.\. - [Exporting Campaign Statistics](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/NYZx141Ql2o-exporting-campaign-statistics.md): You can export the data of Campaign Statistics as per your requirement by creating a custom report using objects Converse Campaign and Recurring Statistics\. Following is the step\-by\-step process for the same\. Create Report Type Click on Setup\. For classic click on Setup and for lightning click on G\.\.\. - [SMS Magic Interact for Zoho CRM](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm): This integration streamlines your communication efforts, allowing you to engage with your contacts more effectively through SMS\-Magic's innovative features\. Whether you're sending personalized messages, automating workflows, or tracking interactions, - [Configuring Modules](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/FmBITofFCzs-configuring-modules.md): You need to Configure Zoho CRM Modules to perform a Record Lookup on the Customer conversations that are newly created in Converse Desk\. Select the Zoho CRM Modules in the order you want to run the Lookup on the Mobile Number of the Conversation\. By default, Leads and Contacts Module will be selecte\.\.\. - [Overview Messaging Services](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/Okz0WTkf8m8-overview-messaging-services.md): Only Admin Users can access Messaging Services, SMS Services menu in the application, and perform the required setup\. SMS Services covers Coverage, Provision, My Sender IDs, Business Hours, Consent Management, HIPAA Compliance sections, as seen on the left bar in the below screenshot\. - [IP Whitelisting](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/DzLqto6KaLM-ip-whitelisting.md): 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://w\.\.\. - [Message Template](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/3pNcGDK9EFo-message-template.md): SMS\-Magic allows you to create SMS, MMS, and WhatsApp templates that can be used while sending Bulk, Single, or Automated message\. In templates, you can use variables that represent the object—such as name or address\. These variables are also called merge fields or dynamic fields\. While sending SMS \.\.\. - [Overview\- Set up autoresponders in Zoho](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/QpHX5tKMfng-overview-set-up-autoresponders-in-zoho.md): Unlock the full potential of SMS and WhatsApp automation with SMS\-Magic Extension for Zoho CRM\! You can trigger auto response for specific words by executing keyword\-based automation in Zoho using SMS\-Magic\. You need to follow the below 3 steps to set up this automation: Understanding JSON Payload C\.\.\. - [Adding send sms button](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/cstLhZj4L6E-adding-send-sms-button.md): Steps to Create a Single SMS Button on the Custom/Standard Module  Navigate to Module Settings: Go to Setup → Under Customization, select the Modules & Fields tab\. Under the Module tab, locate and select "Module \- Leads/Patients" Click on the "Links and Buttons" tab\. Click on "\+ New Butt\.\.\. - [Converse desk \- Overview](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/4FOPo5JS47Y-converse-desk-overview.md): Conversation is an interactive communication between two or more people\. It is a thread of messages between customers and agents\. It is important to track these messages to monitor and streamline the customer relationship journey of your business\. Converse Desk provides you an intuitive, easy\-to\-use\.\.\. - [Incoming messages overview](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/FTQMLI6zogc-incoming-messages-overview.md): There are two ways to collect responses from incoming numbers: Use the incoming number that corresponds to your Sender ID, so that your recipient can simply reply to the incoming message\. Mention the incoming number in the SMS message that you’ve sent to your recipient\. For example, ”Hi Ted, Please\.\.\. - [Overview](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/ff2RmXcCS0A-overview.md): Texting/SMS has evolved over the past decade and is one of the most preferred media of business communication today\. The percentage of people using text messaging for business is increasing every year\.  By communicating with customers through the medium that they prefer, you can attract more le\.\.\. - [Create a New Campaign](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/hyTJsQbesbk-create-a-new-campaign.md): To create a new campaign, click on the ‘Create New Campaign’ button\. The campaign creation process is divided into five steps namely, Define Campaign, Select Recipients, Compose, Test Message, and Send Message\. Step 1: Define Campaign In this step, the user has to define the campaign and enter deta\.\.\. - [Incoming Message Notification](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/C38NFh9ZrOk-incoming-message-notification.md): When you receive a message, you get an Incoming Message Notification on the Bell icon of Zoho CRM, as seen in the below screenshot\. Click on the Bell icon to see the notifications\. Click on the notification to see the incoming message\. To see the detailed SMS History message record, click on View M\.\.\. - [Url shortening](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/qwsWNqyfi88-url-shortening.md): The URL Shortening and Tracking feature allows the user to shorten a URL thereby reducing the characters in the link and hiding the parameters which deter recipients from clicking on the link\. Clicks on all short links created using SMS\-Magic are tracked and the information such as the total count o\.\.\. - [Pre\-requisites](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/JE4f9gxRubA-pre-requisites.md): Zoho Edition You need to have a valid Zoho CRM account on which you have installed the SMS\-Magic Extension\. The supported CRM editions are \- Standard Professional Enterprise CRM Plus Zoho One Ultimate SMS\-Magic Subscription Choose an SMS\-Magic Subscription Plan to enjoy the features that are \.\.\. - [Transfer SMS History from Leads to Contacts](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/VJbR15qiVU8-transfer-sms-history-from-leads-to-contacts.md): On Lead Conversion, a lead gets converted to a Contact or Accounts or Deals\. Users can map the Lead fields with those of the Contacts, Accounts or Deals, so that the details of the Leads such as Name, Mobile Number, Industry, etc\., are transferred to the appropriate fields of these modules\. SMS\-Magi\.\.\. - [Manage Access](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/manage-access.md): Enable Login Access to SMS\-Magic Support Providing Access to Support Team In order to help a customer with a query, concern, or request, SMS\-Magic has created a need where customers may provide access to the customer support staff\. This is necessary so that SMS\-Magic support may connect to the progr\.\.\. - [Account Activity](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/account-activity.md): Customer Activity for OAuth and Support Access Customer activity in the customer portal will be shown using this functionality\. Our system performs a large number of actions in response to consumer requests\. These actions are important to demonstrate to customers so that they are aware of what has o\.\.\. - [SMS History in Zoho CRM](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/uXJ9BbAZOOM-sms-history-in-zoho-crm.md): You can see all your sent or received messages in Zoho under SMS History tab, A clean tabular representation for all your messages\. Track your incoming and outgoing messages in the SMS History module of SMS\-Magic Interact Extension with ease\. In SMS History Module,  Incoming/Outgoing messages \.\.\. - [Module Lookup on SMS History](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/5LvnCzIPigs-module-lookup-on-sms-history.md): Incoming and Outgoing messages in SMS History get associated with a relevant Lead/Contact record for which the mobile number of the recipient matches\.  Notes:If multiple Lead or Contact records have the same Mobile Number, there can be discrepancies in the association of Lead/Contact\. To assoc\.\.\. - [Setup Converse Desk in Zoho CRM](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/MHxMNeujOvk-setup-converse-desk-in-zoho-crm.md): You need to update and install version 25\.0 of the SMS\-Magic Interact package on Zoho CRM to have one on one conversations with your customers from within the Zoho CRM\. Please follow the below steps to configure Converse Desk Web Tab in Zoho CRM: Once the updates to the package are installed, please\.\.\. - [Email Notification on Incoming Messages](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/NR2f7nROc8w-email-notification-on-incoming-messages.md): Email Notification Overview Now you can enable Email Notifications for Inbound Messages on the SMS\-Magic Portal\.  When an account is created for the SMS\-Magic Portal and when an inbound message is received on a Sender ID, and if the Email Notification setting is enabled, a notification will be \.\.\. - [Manage Your Message Templates](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/pMuINfyGd9M-manage-your-message-templates.md): Manage Your Templates with Folders The new folder\-based organization system allows you to efficiently manage your templates while providing control over user access\. This feature enhances usability and security by enabling you to structure templates based on roles or specific user access\. Benefits o\.\.\. - [Send Single from Zoho CRM](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/I03m5CddWnM-send-single-from-zoho-crm.md): You can either send a message to a single record from your Leads or Contacts, or you can select multiple records of Leads or Contacts and send a text message to all those recipients at once\. Using this method, you can send messages to a maximum of 100 records\. You can select up to 100 recipients to \.\.\. - [Understanding the JSON Payload Configuration for Automation](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/jpiRCnokU70-understanding-the-json-payload-configuration-for-automation.md): For your convenience, we provide the JSON Payload configuration that must be used for creating a Webhook for Automation\. Notes:You can create the JSON Payload for a particular object by logging in to https://app\.sms\-magic\.com and then going to Get Started > Configure > Automation\. Follow thes\.\.\. - [Manage Campaigns](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/tRuviPwePmo-manage-campaigns.md): This manual talks about the new Campaign, its features, menus, and the options to create and run campaigns\. SMS\-Magic allows users to run campaigns using SMS, MMS, WhatsApp channels to reach out to their target audience\. Campaign Introduction With an enhanced UI, the new campaign comes with features\.\.\. - [Configuration \- URL shortening](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/SaB8uMqITic-configuration-url-shortening.md): Portal administrators can configure the settings in URL Shortening features using the SMS setting tab\. Click on the ‘Link Configuration’ the following page will appear: Follow the steps below to configure the URL Shortening Settings: Select a ‘Provider’ from the drop\-down list: Select a ‘Domai\.\.\. - [Messaging dashboard](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/bcOs3EMY5ds-messaging-dashboard.md): The Message Delivery Dashboard is built for quick access to statistics and information related to messages sent and received\. This helps in keeping a track of all messages in one place with visual depictions and statistical information\.  The information in the Dashboard can be filtered using t\.\.\. - [Zoho setup\-overview](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/v4xBnfdKomM-zoho-setup-overview.md): Here are the steps to set\-up Zoho CRM with SMS\-Magic - [Coverage](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/coverage.md): This section helps you in managing the Coverage of your account\. In Coverage, you can add the countries where you wish to send messages\. Follow the below steps to add a Country\- Click on the \+Add Country Select the ’Country’ you want to conduct business in Click on th\.\.\. - [Initiate a New Conversation](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/gUkh4biEyL8-initiate-a-new-conversation.md): What is Conversation? Conversation with a recipient is a thread of message exchange between the user and the recipient\. Conversation can be viewed by selecting one contact from the list in the inbox\. The conversation gives a holistic view of all of the interactions with the user across your business\.\.\. - [Sender ID/ Numbers Setup in Zoho CRM](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/FRxeLRuUov8-sender-id-numbers-setup-in-zoho-crm.md): Sender ID is the name or mobile number which appears on the mobile phone of a recipient when they receive an SMS message\. SMS\-Magic provides you the option to configure the Sender ID for your organization\.  Follow these steps to create a Sender ID: Admin User can view all the incoming numbers a\.\.\. - [Adding send bulk sms button](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/d0rIJ5xFHQY-adding-send-bulk-sms-button.md): Navigate to Module Settings: Go to Setup → Under Customization, select the Modules & Fields tab\. Under the Module tab, locate and select "Patient\." Click on the "Links and Buttons" tab\. Click on "\+ New Button\." Configure Button Details: Name: Bulk\_SMS\_Button\_Patient Description: Button fo\.\.\. - [Signup for free trial](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/0J2G0J1ICsc-signup-for-free-trial.md): 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\.  You will receive a welcome message \.\.\. - [Create Webhooks](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/VW6XpAXKtGQ-create-webhooks.md): 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: In Zoho CRM, go to Setup and click on the ‘Actions’ sub\-section in the Automation section   Go to Webhooks a\.\.\. - [Shortened Links](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/xHBCSOzNfG8-shortened-links.md): Here, the admin can get all the information about shortened links that are created from the account such as Long URL, Short URL, Domain, Slash URL, Status URL Expiry, and Click Count\. Note: Expired short links become a dead link\. Admin has the access to check the duration or expiry of the shortened \.\.\. - [Manage Conversations](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/xIHnOhlXu3g-manage-conversations.md): You can manage your conversations and take a few actions as per your need for one or more conversations\. Conversation Window This is a chat interface to communicate easily with a customer\. You can see the outgoing and the incoming messages in a selected conversation\. Follow the below steps to open t\.\.\. - [Deleting a Shortened URL](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/YtHcuBm9E9Y-deleting-a-shortened-url.md): The option to delete short links has been provided purely for data cleanup\. Any short link that is deleted would free up space and all existing click tracking records will be lost; the short link would become a dead link\. Admins are advised to check with businesses and delete only those short links \.\.\. - [Inbox](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/6Jw3m028sjs-inbox.md): My Inbox All your conversations with at least one incoming message will appear in My Inbox\. For the Sender ID/s owned only by you, all the incoming messages will be shown in your Inbox\. In the case of Shared Sender ID, i\.e\., when a Sender ID is shared with one or more Standard Users, the incoming me\.\.\. - [Associate the Webhook with the Workflow Rule](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/ntQHpBOI7u0-associate-the-webhook-with-the-workflow-rule.md): Follow these steps: Go to Setup > Automation > Workflow Rules and click Create Rules   Choose the Module for which you need to create a Workflow rule, then provide the rule name and description Select the When condition for the rule to execute\. For this example, we are creating a wo\.\.\. - [Setup Outbound and Inbound Sender IDs](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/setup-outbound-and-inbound-sender-ids.md): You can setup outbound or inbound Sender IDs for the countries you have added in Coverage\. You can Provision Incoming Numbers from SMS\-Magic and also create your own Outgoing Sender IDs based on the country you have selected\. You can use Incoming Numbers of the following types – Long Code \- SMS Long\.\.\. - [Installation](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/qO2HiOSNkfY-installation.md): SMS Magic provides embedded application inside Zoho CRM\. Follow the below steps to install SMS\-Magic into your Zoho CRM account\. 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\.\.\. - [Send Message as Campaign from Zoho](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/KfBH7wC2JW4-send-message-as-campaign-from-zoho.md): This document offers instructions for sending and scheduling campaigns using Zoho's new beat feature\. With this feature enabled, you can effortlessly dispatch campaigns from Zoho by selecting recipients or lists and clicking on the "send message" or "Send bulk message" options\. Step 1: Begin by sel\.\.\. - [Using Short links in Converse Desk](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/OaRzWo5thuM-using-short-links-in-converse-desk.md): The URL Shortening and Tracking feature allows the user to shorten a URL thereby reducing the characters in the link and hiding the parameters which deter recipients from clicking on the link\. Clicks on all short links created using SMS\-Magic are tracked and the information such as the total count o\.\.\. - [Invite new users](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/kueBjT9QV2U-invite-new-users.md): If you want to add new users from your organization for using sms\-magic, follow the below process\. Login to your SMS Magic account as Admin User\. Go to Account Info \-> User Management\. Click on Invite User\. If you have enough Available licenses, you will be able to invite a new user\. If not, \.\.\. - [Manage your Sender IDs](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/0Zd2JtOcruU-manage-your-sender-ids.md): You can check the Sender IDs added to your SMS\-Magic account by clicking on My Sender IDs\. You can filter your Sender ID List by Country, Area Code, and Sender ID type\. To get more details about a Sender ID, hover over the Sender ID and click on the ‘View Details’ button\. A Short Code can be shared\.\.\. - [Bulk SMS to List](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/6eKrX03qllg-bulk-sms-to-list.md): You need to update and install version 25\.0 of SMS\-Magic Interact package on Zoho CRM to send SMS/MMS messages to Custom List View of your Modules\. Please follow the below steps to configure Bulk SMS to List Widget and Button: To avail this feature you need to update and install the SMS\-Magic Intera\.\.\. - [Sending Bulk messages from Zoho Lists](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/cPGerQQWQxw-sending-bulk-messages-from-zoho-lists.md): If you wish to send messages to more than 100 records of a Module from Zoho CRM, you can do so by using Send SMS to List\. The ‘Send SMS to List’ feature allows you to send messages to records in Custom List Views of your modules\. You can create the Custom List Views in your required modules based on\.\.\. - [Setup Business Hours Compliance](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/setup-business-hours-compliance.md): This section helps you set Business Hours for your offices based in the Countries you send messages to\. The messages will not be sent outside the specified timeline that you choose for your business for the specified countries\. The messages will be queued for the next day and sent once that country \.\.\. - [Setup Consent Management](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/KL26A5kIfbw-setup-consent-management.md): This section helps you keep a track of the status of your recipient’s consent to receive messages from your business\. You can track the opted\-in customers and manage your keywords at the same time\. Being compliant with Anti\-spam guidelines makes sure that you only send  messages to customers wh\.\.\. - [Setup Multi\-Channel Integrations](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/setup-multi-channel-integrations.md): This section helps you set up Integrations for multiple messaging channels such as WhatsApp, RCS, Facebook, Instagram, Line, WeChat, Viber etc\. Support for WhatsApp and Facebook  Integration is available on the SMS\-Magic Web Portal\. Support for integrating other channels will be available soon\.\.\.\. - [Messaging Quickstarts](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/m89VOpsezFY-messaging-quickstarts.md): Send Messages in Zoho You can either send a message to a single record from your Leads or Contacts, or you can select multiple records of Leads or Contacts and send a text message to all those recipients at once\. For more details refer to the section on Send Single/Bulk SMS in the Zoho Product Guide\.\.\. - [Alert and Subscription Management](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/xU2cdRS8uAQ-alert-and-subscription-management.md): This section enables you to create alerts based on certain Events or Rule Evaluations\. Click on the Alerts button on the Dashboard to move to the Alerts and Subscription Management tab to view and create Alerts\. A list of alerts generated is visible in the Alert History tab\. Alerts on an Event When \.\.\. - [SMS Magic \- Standalone](https://docs.sms-magic.com/sms-magic-standalone): SMS\-Magic Web Portal is a standalone Software as a Service \(SaaS\) solution\. This also serves as entry point for onboarding of salesforce & Zoho customers\. - [Overview Messaging Services](https://docs.sms-magic.com/sms-magic-standalone/Okz0WTkf8m8-overview-messaging-services.md): Only Admin Users can access Messaging Services, SMS Services menu in the application, and perform the required setup\. SMS Services covers Coverage, Provision, My Sender IDs, Business Hours, Consent Management, HIPAA Compliance sections, as seen on the left bar in the below screenshot\. - [Overview \- Conversations](https://docs.sms-magic.com/sms-magic-standalone/1JIDa0VFoqg-overview-conversations.md): Conversation is an interactive communication between two or more people\. It is a thread of messages between customers and agents\. It is important to track these messages  to monitor and streamline the customer relationship journey of your business\. Converse Desk provides you  an intuitive,\.\.\. - [Accounts](https://docs.sms-magic.com/sms-magic-standalone/accounts.md): You can click on your Profile icon on the top right corner of the screen\. Select "Account Settings" from the dropdown\. All the information related to your SMS\-Magic account is available in the Account Settings section\. Account Details Displays all your details which you filled during signup\. Adm\.\.\. - [Url shortening](https://docs.sms-magic.com/sms-magic-standalone/qwsWNqyfi88-url-shortening.md): The URL Shortening and Tracking feature allows the user to shorten a URL thereby reducing the characters in the link and hiding the parameters which deter recipients from clicking on the link\. Clicks on all short links created using SMS\-Magic are tracked and the information such as the total count o\.\.\. - [Overview \- Contact Management](https://docs.sms-magic.com/sms-magic-standalone/oQriEyrOcUo-overview-contact-management.md): SMS\-Magic Web Portal provides a capability for businesses to manage their customer \(recipient\) lists and use them to initiate messaging communication from SMS\-Magic\. There are 2 different ways of managing your contacts Contact Lists Contacts Manager - [Create a New Campaign](https://docs.sms-magic.com/sms-magic-standalone/24BcWYEn9YA-create-a-new-campaign.md): To create a new campaign, click on the ‘Create New Campaign’ button\. The campaign creation process is divided into five steps namely, Define Campaign, Select Recipients, Compose, Test Message, and Send Message\. Step 1: Define Campaign In this step, the user has to define the campaign and enter deta\.\.\. - [Message History Overview](https://docs.sms-magic.com/sms-magic-standalone/cy1Jc8oFXM8-message-history-overview.md): A clean tabular representation for all your messages\. Track your incoming and outgoing messages in the Campaign > Message History or SMS Reports > Message History  drop\-down with ease\. We have added a few other tweaks to it too\! This feature wi\.\.\. - [Messaging dashboard](https://docs.sms-magic.com/sms-magic-standalone/bcOs3EMY5ds-messaging-dashboard.md): The Message Delivery Dashboard is built for quick access to statistics and information related to messages sent and received\. This helps in keeping a track of all messages in one place with visual depictions and statistical information\.  The information in the Dashboard can be filtered using t\.\.\. - [Sign Up using Email](https://docs.sms-magic.com/sms-magic-standalone/sign-up-using-email.md): To sign\-up for SaaS Portal, follow the simple steps as mentioned below: Click on the ‘Free Trial’ button as shown below: 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 \.\.\. - [Getting Started with Conversive Buttons](https://docs.sms-magic.com/sms-magic-standalone/wL1oASvC3i8-getting-started-with-conversive-buttons.md): Overview of Conversive Buttons Conversive Buttons are dynamic tools integrated into various digital platforms such as websites, emails, and social media posts to facilitate immediate and direct conversations with customers\. These buttons serve as the primary entry point for businesses to engage inte\.\.\. - [Overview \- Campaign](https://docs.sms-magic.com/sms-magic-standalone/TwoM7MSPpt4-overview-campaign.md): This manual talks about the Campaign, its features, menus, and the options to create and run campaigns\. SMS\-Magic allows users to run campaigns using SMS, MMS, WhatsApp channels to reach out to their target audience\. Campaign Introduction With an enhanced UI, the campaign comes with features such as\.\.\. - [Setup Business Hours Compliance](https://docs.sms-magic.com/sms-magic-standalone/setup-business-hours-compliance.md): This section helps you set Business Hours for your offices based in the Countries you send messages to\. The messages will not be sent outside the specified timeline that you choose for your business for the specified countries\. The messages will be queued for the next day and sent once that country \.\.\. - [SMS\-Magic Web Portal Overview](https://docs.sms-magic.com/sms-magic-standalone/sms-magic-web-portal-overview.md): SMS\-Magic Web Portal is a standalone Software as a Service \(SaaS\) solution created to cater to Business Messaging needs of small & medium businesses\. It can be used to send and receive messages without any CRM integration\. SMS\-Magic Web Portal has been designed in a way where various teams in yo\.\.\. - [FAQ Bot](https://docs.sms-magic.com/sms-magic-standalone/6ReFmf74mPA-faq-bot.md): Welcome to the FAQ Bot section\! This part of the documentation guides you through enabling businesses to integrate their own bot systems with Conversive\. Starting with OpenAI integration, businesses can build custom chatbots, GPTs, or assistants using OpenAI technology and seamlessly connect them to\.\.\. - [User Management](https://docs.sms-magic.com/sms-magic-standalone/user-management.md): This section is only accessible to Admin Users\. A dedicated section to manage your users and licenses\. View your available/used licenses and invite more users as per business requirements\. You can view the License details by selecting Account ID and the License Type with ease\. A count of the Total l\.\.\. - [Sign In Using Email](https://docs.sms-magic.com/sms-magic-standalone/sign-in-using-email.md): Click on Sign In with Email button and the following Sign In page will appear: Enter your registered email address and password\. Check the captcha checkbox and click on the ‘Sign In’ button\. In case you have forgotten your password, click on Forgot Password? button\. Enter your registered emai\.\.\. - [Contact Lists](https://docs.sms-magic.com/sms-magic-standalone/ryJSHxTscWU-contact-lists.md): The list of contacts \(recipients\) uploaded as a CSV file while sending Bulk Campaign is stored as a Contact List for later use while sending Bulk Campaigns\. The CSV file is saved as a Contact List when you Save the campaign\. You can view the saved Contact Lists under Campaign \-> Contact Lists\. Na\.\.\. - [Creating Conversive Buttons](https://docs.sms-magic.com/sms-magic-standalone/9Xi2T1Pylh8-creating-conversive-buttons.md): How to set up a conversive button? Creating Conversive Buttons involves a few simple steps that allow you to engage effectively with your audience through various communication channels directly from your digital platforms\. Each Conversive button can be customized to include different messaging chan\.\.\. - [Setup Consent Management](https://docs.sms-magic.com/sms-magic-standalone/KL26A5kIfbw-setup-consent-management.md): This section helps you keep a track of the status of your recipient’s consent to receive messages from your business\. You can track the opted\-in customers and manage your keywords at the same time\. Being compliant with Anti\-spam guidelines makes sure that you only send  messages to customers wh\.\.\. - [Configuration \- URL shortening](https://docs.sms-magic.com/sms-magic-standalone/SaB8uMqITic-configuration-url-shortening.md): Portal administrators can configure the settings in URL Shortening features using the SMS setting tab\. Click on the ‘Link Configuration’ the following page will appear: Follow the steps below to configure the URL Shortening Settings: Select a ‘Provider’ from the drop\-down list: Select a ‘Domai\.\.\. - [Coverage](https://docs.sms-magic.com/sms-magic-standalone/coverage.md): This section helps you in managing the Coverage of your account\. In Coverage, you can add the countries where you wish to send messages\. Follow the below steps to add a Country\- Click on the \+Add Country Select the ’Country’ you want to conduct business in Click on th\.\.\. - [Initiate a New Conversation](https://docs.sms-magic.com/sms-magic-standalone/2OwhiWfBlMk-initiate-a-new-conversation.md): You can initiate a new conversation with an existing contact from Contacts List or type in a Phone Number directly\. Follow the below steps to Send a new message \- Type in Full Name\. \(Contact suggestions are displayed while typing a name\) Select the Country Code \(I\.\.\. - [Message Delivery Analytics Dashboard](https://docs.sms-magic.com/sms-magic-standalone/se9n7CPiyHw-message-delivery-analytics-dashboard.md): You can also view a summary of the Message Delivery Reports in SMS\-Magic’s Message Delivery Analytics Dashboard\. Click on the Analytics tab to view Message Analytics Dashboard\. To know more, click\. - [Message Template Management](https://docs.sms-magic.com/sms-magic-standalone/WbJa7mykdyY-message-template-management.md): Creating a Message Template can help in multiple ways – A default set of information that will serve the purpose Pre\-approved information which will not require multiple edits SMS\-Magic allows you to create SMS, MMS, and WhatsApp templates that can be used while sending Bulk, Single or Automated \.\.\. - [Setup HIPAA Compliance](https://docs.sms-magic.com/sms-magic-standalone/setup-hipaa-compliance.md): The Health Insurance Portability and Accountability Act \(HIPAA\) establishes the standards for accessing, storing, and transmitting medical data and ensuring the privacy and security of Private Health Information \(PHI\)\. HIPAA suggests that no PHI is stored at the organization’s end if a customer opts\.\.\. - [Download Message History Reports](https://docs.sms-magic.com/sms-magic-standalone/IjYR8hnO4ak-download-message-history-reports.md): You can generate and download monthly message history reports and receive those on your registered email address\. Outgoing and Incoming message history reports are generated separately\. Note: Currently, you can only download SMS and Facebook History reports\. You can follow the below steps to genera\.\.\. - [Inbox](https://docs.sms-magic.com/sms-magic-standalone/Sa6A6qStKLg-inbox.md): My Inbox All  conversations with at least one incoming message will appear in My Inbox\.  For the Sender ID/s owned only by you, all the incoming messages will be shown in your Inbox\. In case of Shared Sender ID, i\.e\., when a Sender ID is shared with one or more Standard Users, the incoming\.\.\. - [Shortened Links](https://docs.sms-magic.com/sms-magic-standalone/OrBJZx85Vrc-shortened-links.md): Here, the admin can get all the information about shortened links that are created from the account such as Long URL, Short URL, Domain, Slash URL, Status URL Expiry, and Click Count\. Note: Expired short links become a dead link\. Admin has the access to check the duration or expiry of the shortened\.\.\. - [Sign In using Single Sign\-On \(SSO\)](https://docs.sms-magic.com/sms-magic-standalone/sign-in-using-single-sign-on-sso.md): We have provided multiple ways for you to sign in for your ease\. Feel free to proceed with any of the methods and register with SMS Magic services\. You can Sign In with Salesforce, Zoho CRM, Google\+, Facebook, and Email\. To Sign Up, click on this link\. - [Contacts Manager](https://docs.sms-magic.com/sms-magic-standalone/TEztQRFW9io-contacts-manager.md): Contacts Manager allows you to manage your contacts individually and create a Group of contacts\. Individual Contacts are useful while having a direct conversation with the customers\. Group of Contacts are useful to send Bulk Campaigns to a targeted audience\. You can add a maximum of 1000 contacts\. T\.\.\. - [Integrating Conversive Button with your Website](https://docs.sms-magic.com/sms-magic-standalone/VoxLa9aFVzs-integrating-conversive-button-with-your-website.md): How to Integrate a Conversive Button with the Website? Follow the steps below to embed Conversive buttons: All the buttons that you create will appear on the home page, as shown below: You can edit, deactivate/activate the Conversive buttons that you create\. Once the button configuration details ar\.\.\. - [Data Centers](https://docs.sms-magic.com/sms-magic-standalone/data-centers.md): SMS\-Magic has 3 data centers as listed below  1\. USA \(global\) Data Center For users registering to SMS\-Magic from North and South America, APAC regions are advised to sign up with SMS\-Magic on https://app\.sms\-magic\.com\. This will keep your account data on our USA data center\. 2\. EU \(European\) D\.\.\. - [Configure Viewing Rights for Standard User](https://docs.sms-magic.com/sms-magic-standalone/configure-viewing-rights-for-standard-user.md): Admin Users can configure the visibility of a few SMS\-Magic features for the Standard Users in their account\. This assures that you can provide the required access to the Standard Users as per the use cases in your organization\. Only the Admin Users can configure the feature access rights for the st\.\.\. - [Setup Outbound and Inbound Sender IDs](https://docs.sms-magic.com/sms-magic-standalone/setup-outbound-and-inbound-sender-ids.md): You can setup outbound or inbound Sender IDs for the countries you have added in Coverage\. You can Provision Incoming Numbers from SMS\-Magic and also create your own Outgoing Sender IDs based on the country you have selected\. You can use Incoming Numbers of the following types – Long Code \- SMS Long\.\.\. - [Create Message Template](https://docs.sms-magic.com/sms-magic-standalone/mh9LTZNYo7E-create-message-template.md): As a user, now, along with text templates and media message templates, you can also create rich media message templates and use them while sending messages over SMS and WhatsApp channels\. The Templates home page displays a list of all templates with details such as template name, template text, tem\.\.\. - [Alerts and Subscription Management](https://docs.sms-magic.com/sms-magic-standalone/vzEwhcK4ldo-alerts-and-subscription-management.md): Generate Alerts by creating condition\-based rules\. When a rule condition is evaluated to TRUE an alert is generated and an email is sent to the registered email address as a notification\. To know more, click here\. Click on the Analytics menu and then click on Alerts button to Alerts and Subscription\.\.\. - [Sent Messages](https://docs.sms-magic.com/sms-magic-standalone/sent-messages.md): All the conversations initiated or replied to, by you, will appear in Sent Messages\. - [Deleting a Shortened URL](https://docs.sms-magic.com/sms-magic-standalone/bejCqr75oak-deleting-a-shortened-url.md): The option to delete short links has been provided purely for data cleanup\. Any short link that is deleted would free up space and all existing click tracking records will be lost; the short link would become a dead link\. Admins are advised to check with businesses and delete only those short links \.\.\. - [Sign In Using Salesforce CRM](https://docs.sms-magic.com/sms-magic-standalone/sign-up-sign-in-using-salesforce-crm.md): You can use your Salesforce Production or Sandbox account to Sign In to SMS\-Magic Converse\.  Select the type of account \(Production / Sandbox\) from the ‘Salesforce’ drop down\. You will be redirected to the Salesforce Login page Enter your Salesforce credentials Allow SMS\-Magic access to \.\.\. - [Register 10DLC A2P](https://docs.sms-magic.com/sms-magic-standalone/QpawRUypMcQ-register-10dlc-a2p.md): The U\.S\. mobile carriers require all businesses sending A2P messages on a 10DLC phone number to register their brand and campaign with a chosen campaign service provider \(for example SMS\-Magic\)\. You can now register 10DLC from SMS\-Magic Portal\. To learn how to register 10DLC with the help of a step\.\.\. - [Manage your Sender IDs](https://docs.sms-magic.com/sms-magic-standalone/0Zd2JtOcruU-manage-your-sender-ids.md): You can check the Sender IDs added to your SMS\-Magic account by clicking on My Sender IDs\. You can filter your Sender ID List by Country, Area Code, and Sender ID type\. To get more details about a Sender ID, hover over the Sender ID and click on the ‘View Details’ button\. A Short Code can be shared\.\.\. - [Manage Access](https://docs.sms-magic.com/sms-magic-standalone/manage-access.md): Enable Login Access to SMS\-Magic Support Providing Access to Support Team In order to help a customer with a query, concern, or request, SMS\-Magic has created a need where customers may provide access to the customer support staff\. This is necessary so that SMS\-Magic support may connect to the progr\.\.\. - [Automating Conversations with Conversation flow](https://docs.sms-magic.com/sms-magic-standalone/pXwYDO2DfQI-automating-conversations-with-conversation-flow.md): How to Automate Conversations with Conversation Flow? Using Pre\-built Industry\-Specific Templates Types of Available Conversation Flow Templates Conversive provides a variety of pre\-built, industry\-specific templates designed to cater to the unique needs of different sectors\. These templates streaml\.\.\. - [Capturing Basic consumer info & syncing with CRM](https://docs.sms-magic.com/sms-magic-standalone/xJVdzBH0Zpg-capturing-basic-consumer-info-syncing-with-crm.md): How Conversation Flows Capture Information? Conversation flows are structured to naturally collect essential consumer information as part of the interaction process\. By integrating prompts and forms within these flows, businesses can gather data without disrupting the engagement\. How Automated Flows\.\.\. - [Email Notification on Inbound Messages](https://docs.sms-magic.com/sms-magic-standalone/Ceq1Jqwejk4-email-notification-on-inbound-messages.md): 1\. Email Notification Overview Now you can enable Email Notifications for Inbound Messages on the SaaS Portal\.  When an account is created for the SaaS Portal and when an inbound message is received on a Sender ID, and if the Email Notification setting is enabled, a notification will be sent to\.\.\. - [Sign In Using Zoho CRM](https://docs.sms-magic.com/sms-magic-standalone/sign-in-using-zoho-crm.md): SMS\-Magic supports the following Zoho Data Centers\. US Data Center EU Data Center India Data Center Australia Data Center Choose the Data Center and you will be redirected to the Zoho CRM Login page\. Enter your Zoho CRM credentials\. Click on the ‘Accept’ button to grant SMS\-Magic access to t\.\.\. - [Change your Password](https://docs.sms-magic.com/sms-magic-standalone/change-your-password.md): We have kept things simple hence all that’s available here is the option to change your password to a new one\. - [Managing Conversations & Responses](https://docs.sms-magic.com/sms-magic-standalone/g119eTAOSes-managing-conversations-responses.md): How Does Conversive Button Manage Live Chat and Bot Conversations for Effective Customer Support? Live Chat Functionality as Default Behavior Default Live Chat Interaction: In the absence of an activated conversational flow, the Conversive button functions by default as a live chat interface\. This \.\.\. - [Sign In Using Google\+ or Facebook Account](https://docs.sms-magic.com/sms-magic-standalone/sign-in-using-google-or-facebook-account.md): Click on to Sign In using the Google\+ account\. Enter your Google\+ credentials\. Single Sign On \(SSO\) will redirect you to the SMS\-Magic Web Portal\. Click onto Sign In using the Facebook account\. Enter your Facebook Credentials\. Single Sign On \(SSO\) will redirect you to the SMS\-Magic Web Portal\. - [Manage Conversations](https://docs.sms-magic.com/sms-magic-standalone/Ox4DoK74v6o-manage-conversations.md): You can manage your conversations and take a few actions as per your need for one or more conversations\. Conversation Window This is a chat interface to communicate easily with a customer\. You can see the outgoing and  incoming messages in a selected conversation\. Follow the below steps to open\.\.\. - [Setup Multi\-Channel Integrations](https://docs.sms-magic.com/sms-magic-standalone/setup-multi-channel-integrations.md): This section helps you set up Integrations for multiple messaging channels such as WhatsApp, RCS, Facebook, Instagram, Line, WeChat, Viber etc\. Support for WhatsApp and Facebook  Integration is available on the SMS\-Magic Web Portal\. Support for integrating other channels will be available soon\.\.\.\. - [Alert and Subscription Management](https://docs.sms-magic.com/sms-magic-standalone/xU2cdRS8uAQ-alert-and-subscription-management.md): This section enables you to create alerts based on certain Events or Rule Evaluations\. Click on the Alerts button on the Dashboard to move to the Alerts and Subscription Management tab to view and create Alerts\. A list of alerts generated is visible in the Alert History tab\. Alerts on an Event When \.\.\. - [Account Activity](https://docs.sms-magic.com/sms-magic-standalone/account-activity.md): Customer Activity for OAuth and Support Access Customer activity in the customer portal will be shown using this functionality\. Our system performs a large number of actions in response to consumer requests\. These actions are important to demonstrate to customers so that they are aware of what has o\.\.\. - [SMS Magic \- Mobile app \- User Guide](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide): SMS\-Magic elevates mobile communication with leads and customers through virtual numbers on Android and iOS platforms\. - [Install the App](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/2uYK920NBqs-install-the-app.md): This section describes all about how to install the mobile app\. Download the app from the store by searching for SMS\-Magic on the Apple App Store or Google Play Store\. The app is completely free\. Install and launch it just like any other app on your smartphone\. - [Sending MMS Messages](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/sYCbe3fMSa8-sending-mms-messages.md): With the SMS\-Magic Mobile App, users can attach various media files and send MMS messages and view the media files in the message history\. You can send MMS messages by attaching photos, videos, or files from your mobile device or by clicking pictures\. All this gives your customers a personal touch\. \.\.\. - [Initiate New Message Overview](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/Ia4ff7Q5TLw-initiate-new-message-overview.md): The application allows you to send smarter SMS messages with emojis, merge fields, or ready\-to\-use templates\. All this gives your customers a personal touch\. The messages sent will adhere to the country\-specific compliance that you have set in the Salesforce CRM\.  Using the application you can \.\.\. - [Getting Started](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/getting-started.md): SMS\-Magic is a complete solution to do business messaging via multi\-channels such as WhatsApp, SMS, MMS, and Facebook The primary target user personas/end\-users are Sales and Marketing Representatives and Service Agents\. For many businesses, these are on\-field users, who prefer an easy\-to\-use mobile\.\.\. - [Mobile User Profile](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/fzt8oSgImxk-mobile-user-profile.md): Here, users can view profile details such as account ID, message credits, email address, and the Sender IDs assigned\. Users can also change their profile photos if required\. - [Contacts for SMS Magic](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/GfY2H807Ng8-contacts-for-sms-magic.md): We have made sure that the contact and its lists or groups get synced to the mobile app for you to converse flawlessly and continue responding to messages\. Here, the user can view all contacts saved in the ‘Contacts’ section\. Click on the icon to add a new contact\. To add a new contact, the user n\.\.\. - [Push Notifications and Alerts](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/5OEixOMpUBw-push-notifications-and-alerts.md): More than 50% of iOS users and more than 80% of Android users enable push notifications on their mobile devices\. Push notifications are a great way to seek the attention of the users and help them take immediate actions resulting in increased engagement and improved user retention\. Note To receive \.\.\. - [Inbox](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/4RLlh2hg1k0-inbox.md): Inbox is a list of all the new, read, and unread conversations\. All these conversations are synced with the CRM\. Keep a track of all your conversations, assign conversations and respond to conversations quickly\. From the Inbox, users can also mark conversation\(s\) as read or unread, pin conversation\(\.\.\. - [Conversation](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/317qgc2vzJo-conversation.md): Conversation with a recipient is a thread of message exchange between the user and the recipient\. Conversation can be viewed by selecting one contact from the list in the inbox\. The conversation gives a holistic view of all of a lead or contact’s interactions with the user across your business\. With\.\.\. - [Sending a Message from Inbox](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/JL7ftHdYrNw-sending-a-message-from-inbox.md): The mobile app allows you to send SMS and MMS messages from the inbox\. Simply select a conversation from the inbox, use a message template or send a manual message to the recipient\. Select a conversation from the Inbox to proceed In the composer field, type your message\. You can use the emoticon i\.\.\. - [SMS\-Magic Mobile App Overview](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/lLWhhq1w56E-sms-magic-mobile-app-overview.md): SMS\-Magic offers an enhanced digital experience on Android and iOS\. The mobile app allows businesses to carry their virtual number everywhere using their mobile devices and converse with their leads, prospects, or customers\. For Salesforce or Zoho CRM, all conversations will be recorded for future \.\.\. - [Message Template](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/3Axw9z9BTSE-message-template.md): Here, users can view all the message templates that are created for sending messages\.  - [Contacts from Zoho CRM](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/eSBT5wgiLuQ-contacts-from-zoho-crm.md): We have made sure that the modules and the contacts get synced from the Zoho CRM to the mobile app for you to converse flawlessly and continue responding to messages\.  All the modules that you have added in “Configure Zoho Modules” in the settings are displayed in the mobile app\. The correspond\.\.\. - [Sign In with Zoho](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/kgFGmNmMbQ8-sign-in-with-zoho.md): After you install the SMS\-Magic mobile app on an Android or iOS device, sign in to the application using valid credentials and start conversing seamlessly\. To sign in to the SMS\-Magic mobile app, users can use their Salesforce, Zoho, or Email credentials\.  Here you need to use your Zoho credent\.\.\. - [Support Salesforce Custom & Standard Objects](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/Zey2uH1Pa5k-support-salesforce-custom-standard-objects.md): We have made sure that the contact and it’s lists or groups get synced from the CRM to the mobile app for you to converse flawlessly and continue responding to messages\. You can select a contact from the database and send a message\. Example:  For Salesforce org: All the objects that you have ad\.\.\. - [Tech Specifications](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/akI0Cz1d71U-tech-specifications.md): Before you download and install the mobile app on your Android and iOS, read through the following tech specifications: Current Version: 2\.16\.3 App Size: 14\.6 MB Android, 56\.2 MB iOS Required Android Version: 6 and above Required iOS Version: 13\.0 and above Offered By: Screen Magic Mobile Media \.\.\. - [Sign in from Email](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/Bgj8AJcagfs-sign-in-from-email.md): This is another simple way to sign in to the SMS\-Magic Converse mobile app\. Here you use your email credentials to sign in to the app and start seamless conversations with your customers\. Select the ‘Sign In with Email’ option Enter your email address and password in relevant fields Click on the \.\.\. - [Filter Field](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/VYUGqu6epKc-filter-field.md): The Filter field allows the user to apply filters to the message object\. Different filters such as all, unread, not responded, open, closed, unknown number, case, contact, lead, etc\. can be applied\. - [Sending Message to a Contact](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/2fxkqK8cmyc-sending-message-to-a-contact.md): The mobile app allows you to send SMS and MMS messages from the inbox\. Simply select a conversation from the inbox, use a message template or send a manual message to the recipient\. Select a conversation from the Inbox to proceed In the composer field, type your message\. You can use the emoticon\.\.\. - [Conversation Assignment](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/IcSr6OUoz1w-conversation-assignment.md): The application allows you to assign the conversation to another team member\. Whenever a conversation is assigned to another user, it moves out from your inbox to the inbox of the assigned user\. It is a great way to stay focused on the conversations relevant to you and control notifications\. In the\.\.\. - [Help and Support](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/V8uIcSpiQF4-help-and-support.md): This section redirects users to the SMS\-Magic Technical Resource Center, where user guides, FAQs, and all relevant documents can be accessed\. - [Sending a Message to a Known Customer](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/2IJyD1t11HM-sending-a-message-to-a-known-customer.md): Follow a few simple steps and start sending messages to your known customers\. Click on the New Message icon in the tab bar Type the name in the ‘To’ field and search for the recipient\. The phone number of the recipient gets populated automatically in the ‘Phone Field’\. If required, you can change \.\.\. - [Search Field](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/vjxJhnbZUuo-search-field.md): The Search field allows users to search for a contact by name or a number\. All conversations between the contacts that are added to your ‘Contacts’ and CRM can be searched using this ‘Search’ field\. Click on the search icon as highlighted in the above image\. The following field will appear: Here, \.\.\. - [Sign in with Salesforce](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/vdU6WqFmgYA-sign-in-with-salesforce.md): Once you configure the mobile app settings, you can sign in to the app through Salesforce by following the below steps\. Here, you use your Salesforce credentials to sign in to the application\. Click on the ‘Sign In with Salesforce’ button to continue Enter your Salesforce credentials Enter the ve\.\.\. - [Pin Conversations](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/5LlOIdL5cNs-pin-conversations.md): Users can pin the important conversations, which then appear at the top bar\. At a time, a maximum of eight conversations can be pinned\. The pinned conversations will be always available for quick access and thus saves time to search for them from a long list of conversations\. As the pinned conversat\.\.\. - [Contact List from Salesforce CRM](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/YhmKvlKluuI-contact-list-from-salesforce-crm.md): We have made sure that the contact and it’s lists or groups get synced from the Salesforce CRM to the mobile app for you to converse flawlessly and continue responding to messages\. Along with the standard lists from Salesforce, you can also add custom list view objects\. All the objects that you have\.\.\. - [Settings](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/dmOdGF7rWBQ-settings.md): This section allows the user to refresh message objects, refresh the Sender IDs, and set the date and time format\. 1\. Refresh Sender ID By clicking on this button, you will be able to refresh the Sender ID\. If you have made any changes to Sender IDs on the portal, use this option to refresh\. 2\. Da\.\.\. - [Pre\-requisites](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/Kl2ZB8zWj9s-pre-requisites.md): Before you start conversing with your customers using the SMS\-Magic mobile app, make sure to fulfill the following prerequisites: Install the mobile app on your iOS or Android device The customer should have an active SMS\-Magic account with an active plan  User needs to have a license SMS\-Mag\.\.\. - [Licensing](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/puwKRin625E-licensing.md): Currently, this App is bundled with an active SMS\-Magic plan and is accessible to all the users with an SMS\-Magic license\. You need to configure all your users to get started\. - [Sending a Message to an Unknown Number](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/XR1551EUypA-sending-a-message-to-an-unknown-number.md): The SMS\-Magic mobile app simplifies messaging and conversing with your clients\. With the mobile app, it is possible to send a message to an unknown number as well\. You can compose and send messages to someone who is not a part of your contact list\. Click on the New Message icon in the tab bar Ente\.\.\. - [Message Templates](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/T5zPc1misTg-message-templates.md): All the message templates that the organization has created are visible in the SMS\-Magic mobile application\. Users can use these templates that include text, the recipient’s first name, or any other custom fields ensuring consistent replies across the business\. Click on the Menu icon in the tab bar\.\.\. - [Salesforce and Zoho Settings](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/4xTnxEltpac-salesforce-and-zoho-settings.md): Salesforce Objects Settings This section allows the user to refresh message objects, refresh the Sender IDs, and set the date and time format\. 1\. Refresh Message Objects If your org has made any changes to the message object configuration on Salesforce, use this option to refresh\.  Zoho Modul\.\.\. - [Mark as Read](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/iwJwyDhywZY-mark-as-read.md): The SMS\-Magic mobile app allows you to mark a single conversation or multiple conversations as read if you have read them and manage to take any action just as you do with your email inbox\. In the Inbox Swipe left on a new or unread conversation Click on the More option Select Mark as Read option\.\.\. - [Additional Salesforce Configuration for Push Notifications](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/L6hXFnBYx6s-additional-salesforce-configuration-for-push-notifications.md): Salesforce org \(For Admin only\) Once the Org is created or upgraded to package 1\.64 do the following setup: Setup \-> Custom Metadata \-> Interface Details \-> Manage Records Create New Add "Interface Category" as "SINGLE" Source Code \-> "4001"\. "Interface Details Name" \-> "MOBILE\_AP\.\.\. - [Sending a Message by Selecting a Record from the List View of your CRM](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/UCbbO0eWqLo-sending-a-message-by-selecting-a-record-from-the-list-view-of-your-crm.md): Salesforce CRM The SMS\-Magic mobile app allows you to send a message by selecting a record from the list view of your CRM\. Standard and custom objects can be configured in the Salesforce account\. Simply select the recipient from the contact list and start conversing by following the below steps: Cl\.\.\. - [Data Security Aspects of Mobile Apps](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/saas-data-security.md): We at Screen Magic are compliant with the following data privacy certifications\. These allow us to follow proper data security with respect to industrial standard policies\.  ISO 27001:2013 HIPAA GDPR Data Security Guidelines for SMS\-Magic iOS/Android Application: SMS\-Magic application doesn\.\.\. - [Logout](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/Q2iLfPJKlS0-logout.md): Click on the Logout button to log out from the SMS\-Magic mobile application\. - [Mark as Unread](https://docs.sms-magic.com/sms-magic-mobile-app-user-guide/hl3JNQiQxhI-mark-as-unread.md): The SMS\-Magic mobile app allows you to mark a single conversation or multiple conversations as unread if you want to take action on them later\. Smart actions to manage and respond to your recipients\. In the Inbox swipe left on a read conversation Click on the More option Select Mark as Unread opt\.\.\. - [SMS Magic with Various Zoho Apps](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps): Unlock the power of SMS\-Magic across a range of Zoho Apps including Bigin, Recruit, Marketing Hub, and more\. This section provides comprehensive guidance to seamlessly configure and deploy automation within these applications\. - [Setup for Triggering Automated WhatsApp Messages via Zoho Books](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/cQ4sGkcW3p8-setup-for-triggering-automated-whatsapp-messages-via-zoho-books.md): 1\) Create a workflow in ZOHO Books with the desired conditions\.2\) Attach an instant Webhook action :  Follow as shown in the screenshot, make sure you pass the header as application/json only3\) Track if the workflow is getting triggered or not under Workflow LogsGet the template registered with\.\.\. - [Zoho Survey\-Setup and configuration](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/zqW0Ni4Q840-zoho-survey-setup-and-configuration.md): To set up SMS distribution connection: Click the Setup icon in the user info widget\. Under the Portal Setup section, click the Apps and Services button\.  Navigate to the list of Apps and Services to find the available SMS Distribution channels\. Click the Conne\.\.\. - [Zoho Meetings](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/D6ESz8EPItI-zoho-meetings.md): Step 1: Go to CRM Settings>> Developer Space >> Function >> New function Give Function name, Display name , Description and category as AutomationThen click on create , In the next window of function editor click on Edit ArgumentsWrite in Function arguments as meetingId and type as\.\.\. - [Zoho Campaign\-Configuration](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/79bHwrqZoAE-zoho-campaign-configuration.md): For sending automated messages from ZOHO Campaign:  1\. Firstly, you will need to configure an integration with SMS Magic\. 2\. Campaign to send out the messages\.  Zoho Campaign Integration: \(Refer Screenshots below\)  Step 1: Goto settings \(Bottom left corner\) and click on “Apps” under I\.\.\. - [Zoho Inventory\-Automation](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/TEWQgZgXPOY-zoho-inventory-automation.md): For sending automated messages from ZOHO Inventory Firstly, you will need to create a webhook\. Then workflow rules to associate that webhook\. Create Webhook: Go to Settings from the top right corner \-> Automation \->New Workflow \-> Webhook 2\. Fill in the following details : Workflow\.\.\. - [SMS magic with Zoho Forms \- Video Guide](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/FAGaLRXPhRQ-sms-magic-with-zoho-forms-video-guide.md): Integrate SMS Magic with Zoho Forms body \{ font\-family: Arial, sans\-serif; line\-height: 1\.6; \} h1, h2 \{ color: \#333; \} p \{ margin: 10px 0; \} ul \{ margin: 10px 0; padding\-left: 20px;\.\.\. - [Zoho Forms integration for OTP Verification \- Video Guide](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/usthuMwLDsk-zoho-forms-integration-for-otp-verification-video-guide.md): Zoho Forms OTP Verification with SMS Magic body \{ font\-family: Arial, sans\-serif; line\-height: 1\.6; margin: 20px; \} h1, h2 \{ color: \#333; \} p \{ margin\-bottom: 10px; \} ul \{ margin\-bo\.\.\. - [Automated SMS Notifications from Zoho Creator \- Video Guide](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/R101DMEqQIo-automated-sms-notifications-from-zoho-creator-video-guide.md): Integrate Zoho Creator with SMS Magic body \{ font\-family: Arial, sans\-serif; line\-height: 1\.6; \} h1, h2 \{ color: \#333; \} p \{ margin: 10px 0; \} ul \{ margin: 10px 0; padding\-left: 20p\.\.\. - [Engaging Candidates via SMS on Zoho recruit \- Video Guide](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/S2mbRfxzmWM-engaging-candidates-via-sms-on-zoho-recruit-video-guide.md): Integrate SMS Magic with Zoho Recruit How to Integrate SMS Magic with Zoho Recruit In this video, we will see how to integrate SMS Magic with Zoho Recruit\. Follow the steps below to complete the integration: Step\-by\-Step Guide Log into Zoho Recruit and navigate to the\.\.\. - [Webhook configuration for Zoho Books](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/S4SbObZfXU4-webhook-configuration-for-zoho-books.md): Steps for Webhook Configuration  on Zoho Books with SMS Magic Go to Settings tab \->  “Workflow actions” under “Automation” in Zoho Books\. Click on “Webhook” from the left panel\. Click on “New Webhook” to create one\. Enter the webhook details: Name of Webhook: test\_webhook\_sms\_magic \.\.\. - [Pre\-requisites for Zoho Marketing Hub](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/u1Meo60cSho-pre-requisites-for-zoho-marketing-hub.md): Users should have an account created at SMS\-Magic Portal Once the account is created, the SMS\-Magic API key is generated\. The user needs to have this API key to create a connection on ZOHO Marketing Hub\. Note:\- Sender ID restrictions differ from country to country Only Bulk Messages and Automa\.\.\. - [SMS\-Magic Integration with Zoho Apps Overview](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/aeLHAzh8w2M-sms-magic-integration-with-zoho-apps-overview.md): SMS\-Magic is a platform that enables businesses to integrate SMS communication into their workflows, enhancing customer engagement and relationship management\. Zoho has integrated SMS\-Magic into many applications of Zoho using SMS\-Magic api's\. As these integrations has been built over long period of\.\.\. - [ZOHO SDP on demand](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/qr3pCoT4ixQ-zoho-sdp-on-demand.md): Zoho Service desk on demand Manage Engine cloud Enter Your User Credentials: Log in to the SMS Settings Page using your UserName, Account ID, API key, and SMS Sender Id as indicated in the provided instructions\. Verify Mapping of User's Mobile Number: Navigate to Setup \-\-> Users & Permis\.\.\. - [Zoho Booking integration](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/1AoZpg5BTFg-zoho-booking-integration.md): Zoho Bookings facilitates service enablers or service providers to send text notifications or reminders for bookings, cancellations, or reschedules through SMS\-Magic\. Requirement: This integration requires an account with ScreenMagic\. SMS notifications through ScreenMagic can be set up by fol\.\.\. - [Set\-up SMS magic account for Zoho apps](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/FGamU6WROZE-set-up-sms-magic-account-for-zoho-apps.md): In this document, you'll learn the essential aspects of integrating SMS\-Magic with Zoho apps, focusing on acquiring the API key and managing sender IDs\. Understanding these key components enables you to utilise SMS\-Magic effectively within your Zoho environment applications\. API Key: The SMS\-magic \.\.\. - [Introduction](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/4kYAfjR8S0U-introduction.md): Overview Zoho Bigin is a CRM designed for small businesses\. SMS Magic has a native topping created to provide messaging from Bigin\. It will help you to effectively communicate with your team about the areas that need your attention\. Pre\-requisites To use the Bigin, a user should have an account\.\.\. - [Configure and Send SMS/Text Notifications](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/yVJwWFzd77E-configure-and-send-sms-text-notifications.md): SMS Add\-on in Zoho Desk lets you notify your customers and agents via Text Messages \(SMS\)\. Say, when a ticket is raised by your customer or a new activity has been added for an agent, an SMS notification would acknowledge them\. All you need to do is choose who should be notified and when\. Prerequisi\.\.\. - [Zoho Survey\-Overview](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/qpvI7OMRbeQ-zoho-survey-overview.md): What is SMS survey? SMS surveys are an effective way to reach customers quickly\. By sending out a survey through SMS, you get actionable feedback from respondents in real\-time\. It is one of the most cost\-effective ways to reach respondents, as it does not require any additional hardware or\.\.\. - [SMS Magic with Zoho Recruit](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/8hklUEw8Zxg-sms-magic-with-zoho-recruit.md): SMS\-Magic on Zoho Recruit helps you quickly send text messages to Candidates, Contacts, and Interviewers\. You can send SMS messages either as a Single or Bulk campaign from Zoho Recruit\. Registration with SMS\-Magic You will need to first choose an appropriate plan from the pricing page\. You can eith\.\.\. - [Shooting SMS Campaign](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/geEWycCBV5A-shooting-sms-campaign.md): 1\.From the Navigation toolbar, under the Engagement menu, select the SMS campaigns option\*\*\.\*\* 2\. Click on the Create campaign button in the top\-right corner of the screen 3\. Fill in the following information and click on the Saveand Proceed button: Name – Name y\.\.\. - [Install & Configure SMS Magic in Bigin](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/zwxHePq8LoE-install-configure-sms-magic-in-bigin.md): 1\. Installation Steps To install the SMS Magic Converse App in Bigin, follow the steps mentioned below: Open the Bigin URL and Sign In using valid credentials: Enter your username and password to proceed to the following home page of Bigin: Go to the ‘Settings’ section in the top right corner,\.\.\. - [Zoho Forms\- Configuration](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/DiaXoRlzCbM-zoho-forms-configuration.md): SMS Magic Integration: Go to Forms Open any form and click on the Settings tab Click ‘SMS Notification’ from the left sidebar Select type of SMS notification as per requirement \(Either on new record creation or existing record updation\)\. Click on ‘Configure New’\. Select ‘SMS\-Magic’ unde\.\.\. - [Zoho Creator Setup](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/sYWCsLqgJbI-zoho-creator-setup.md): If you already have an account with the SMS providers “Screen Magic” supported by Zoho Creator you can add a new connection using the username, password, account id or api key of your account, depending on the service provider\. Add a new connection To add a new SMS connection, Click on Add Connectio\.\.\. - [Send Messages using Bigin](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/3zafKSXwILE-send-messages-using-bigin.md): Once the configuration is complete, you can navigate to the Bigin ‘Contacts’ section and send messages to single or multiple contacts\. 1\. Send a message to a single contact To send a message directly to a single contact, you need to go to the ‘Contacts’ section as shown in the image below and select\.\.\. - [Send automated messages via Journey Builder](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/65Yg8hE10NI-send-automated-messages-via-journey-builder.md): If you have a journey created, you have the option to add a Send SMS component for triggering automated messages The example below is of sending an automated message when a lead is added to a list\. Once the Send SMS component is added, select the SMS gateway as SMS\-Magic by clicking on the SMS icon\.\.\. - [Zoho Forms\- Automation](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/CYD51gS9paM-zoho-forms-automation.md): Automation with SMS using workflow: Firstly, you will need to integrate SMS Magic with Zoho Forms\. Then we can create workflow rules to automate the messages\. Depending on your business use case, you can set conditional workflows to trigger SMS notifications\.  To set SMS workflows, Click Rul\.\.\. - [Zoho recruit setup](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/R2ioxHAsLL8-zoho-recruit-setup.md): To integrate Zoho Recruit with SMS Magic, please follow the below steps: Login to Zoho Recruit and click on "Setup"\. Go to "Telephony" and click on "SMS Gateway"\. Click on the "Setup Now" button\. In SMS Gateway, click on the "Integrate" button in SMS Magic\. In the "Configure SMS\-Magic" window, \.\.\. - [SMS Magic for Force\.com Solutions](https://docs.sms-magic.com/ip3HygLT2e8-sms-magic-for-force-com-solutions) - [SMS\-Magic Converse Integration with Salesforce Marketing Cloud \(SFMC\)](https://docs.sms-magic.com/wl5N2H674bM-sms-magic-converse-integration-with-salesforce-marketing-cloud-sfmc): The Salesforce Marketing Cloud Platform \(SFMC enhances CRM with marketing automation capabilities\. It integrates with SMS\-Magic App to send automated messages and associate templates within the SFMC Journey Builder for effective engagement - [Overview](https://docs.sms-magic.com/wl5N2H674bM-sms-magic-converse-integration-with-salesforce-marketing-cloud-sfmc/sOYGwiR2kAo-overview.md): Integrating SMS Magic with your Salesforce Marketing Cloud \(SFMC\) transforms your customer outreach by elevating your communication strategy beyond traditional emails\. By utilizing the sophisticated SMS and WhatsApp capabilities of SMS Magic, you can engage your existing customer base with a more dy\.\.\. - [Business Use Cases](https://docs.sms-magic.com/wl5N2H674bM-sms-magic-converse-integration-with-salesforce-marketing-cloud-sfmc/XyOpui0NB7g-business-use-cases.md): Reducing Cart Abandonment with Strategic Messaging: Maya's Approach at ACME Retail Maya, the marketing manager at ACME Retail, leverages SMS Magic's capabilities to engage customers who are on the verge of abandoning their carts, thereby converting potential losses into sales\. The campaign involves\.\.\. - [Configure Converse App Task in Marketing Cloud](https://docs.sms-magic.com/wl5N2H674bM-sms-magic-converse-integration-with-salesforce-marketing-cloud-sfmc/Ds7mvAn45Tw-configure-converse-app-task-in-marketing-cloud.md): Overview The Marketing Cloud Platform is a Customer Relationship Management platform from Salesforce that allows Marketers to establish and manage marketing relationships with their customers\. You can send automated messages through Salesforce Marketing Cloud using Converse App tasks\. You can associ\.\.\. - [Message Template creation for SFMC](https://docs.sms-magic.com/wl5N2H674bM-sms-magic-converse-integration-with-salesforce-marketing-cloud-sfmc/Y5Uj5FgdOBs-message-template-creation-for-sfmc.md): Step 1: Go to SMS\-Magic Portal to create templates Go to your SMS\-Magic Portal Click on Message Templates, which is under the Campaigns Tab\. Step 2: Create Template Click on Create new Under the creation of a Message template Provide a name for easy understanding Template type as Campa\.\.\. - [Journey Builder for Sending Messages](https://docs.sms-magic.com/wl5N2H674bM-sms-magic-converse-integration-with-salesforce-marketing-cloud-sfmc/eCozMcqxMfI-journey-builder-for-sending-messages.md): Messaging sending can be automated from SFMC Journey builder\. Follow below steps to configure journey builder \. In Salesforce Marketing Cloud, navigate to Journey Builder\. Select an existing journey or click Create New Journey\. Drag the SMS Magic activity to the desired location on your journey c\.\.\. - [SFMC Native App \- Architecture Explained](https://docs.sms-magic.com/wl5N2H674bM-sms-magic-converse-integration-with-salesforce-marketing-cloud-sfmc/GBgyhgYnY9U-sfmc-native-app-architecture-explained.md): SMS Magic SFMC App consists of the following components: API Integration This will be server to server API integration for connecting between SFMC and SMS Magic Platform\. The integration is done by using the oAuth token authentication\. Custom Activity Component Custom Activity UI \+ Backend for i\.\.\. - [Reporting and Analytics](https://docs.sms-magic.com/wl5N2H674bM-sms-magic-converse-integration-with-salesforce-marketing-cloud-sfmc/rJibIRcy1ZI-reporting-and-analytics.md): To evaluate the success of your messages: Access message history via the Campaign > Message History tab to review a summary of sent messages and inbound replies\. For ease of access, outbound and inbound messages can be viewed directly within the SFMC App under a packaged shared data extensi\.\.\. - [SFMC Marketing Cloud \- App Setup Instructions](https://docs.sms-magic.com/wl5N2H674bM-sms-magic-converse-integration-with-salesforce-marketing-cloud-sfmc/0P5eNchacTs-sfmc-marketing-cloud-app-setup-instructions.md): App Installation From App Exchange Login to Salesforce Marketing Cloud On successful login, click on the AppExchange from the Menu On the AppExchange page, search for “SMS\-Magic for Salesforce Marketing Cloud” and navigate to the app page\. Click on the “Get it Now” button to install the app i\.\.\. - [Configuration Steps and Message Template Creation](https://docs.sms-magic.com/wl5N2H674bM-sms-magic-converse-integration-with-salesforce-marketing-cloud-sfmc/RpPTXoDf1zs-configuration-steps-and-message-template-creation.md): Post installation, you will need to configure the extension; follow below steps:\- Integrate In Salesforce Marketing Cloud, select the Data Extensions area\. Import user data into the appropriate Data Extension, ensuring it includes information such as names, mobile numbers, and country codes\. Use \.\.\. - [Incoming Messages or Response Handling](https://docs.sms-magic.com/wl5N2H674bM-sms-magic-converse-integration-with-salesforce-marketing-cloud-sfmc/tePGQBVeJ2s-incoming-messages-or-response-handling.md): When businesses run text campaigns, customers typically reply to SMS/Texting Campaigns\. With SMS Magic, All these replies can be handled from SFMC\. SMS Magic Integration will sync all incoming messages received with SFMC in SMSMagicData Messages History Data extension\. Journey builder can be config\.\.\. - [Configuration to sync messages to SFMC](https://docs.sms-magic.com/wl5N2H674bM-sms-magic-converse-integration-with-salesforce-marketing-cloud-sfmc/S8CLOF7CVpE-configuration-to-sync-messages-to-sfmc.md): Customer's SFMC org domain need to be configured in SMS Magic platform to sync messages from SMS Magic platform to SFMC\. How to get the SFMC Org domain Go to Setup \-> Company Settings \-> Account Settings Copy a domain name against SOAP WSDL \(Highlighted in below image \) and email to care@scree\.\.\. - [Multichannel Consent Management for SFMC](https://docs.sms-magic.com/wl5N2H674bM-sms-magic-converse-integration-with-salesforce-marketing-cloud-sfmc/gokPVzOCWVc-multichannel-consent-management-for-sfmc.md): Utilizing SMS Magic's advanced consent management capabilities within Salesforce Marketing Cloud \(SFMC\) ensures compliance with stringent data protection laws and enhances customer trust and engagement\. This system streamlines the process of obtaining and documenting consent, enabling businesses to \.\.\. - [SMS Magic Converse for Salesforce Experience Cloud](https://docs.sms-magic.com/dIlvONlqH64-sms-magic-converse-for-salesforce-experience-cloud): The article covers integrating SMS Magic with Salesforce Experience Cloud, enhancing community engagement and communication\. It explains setup, benefits, and applications within different community types, empowering users to optimize interactions\. - [Overview](https://docs.sms-magic.com/dIlvONlqH64-sms-magic-converse-for-salesforce-experience-cloud/ro51dAzi1LA-overview.md): Experience Cloud, an online social platform from Salesforce enables companies to connect customers, partners, and employees with each other along with the data and records they need to get the work done\. Users can visit the Experience cloud to find answers to questions or ask for help from other com\.\.\. - [Empower your teams with Experience Cloud](https://docs.sms-magic.com/dIlvONlqH64-sms-magic-converse-for-salesforce-experience-cloud/JvpX95Myoe0-empower-your-teams-with-experience-cloud.md): As a product of Salesforce, Experience Cloud offers its customers seamless integration with CRM data such as leads, opportunities, activities, etc\. With numerous benefits such as customizability, on\-brand features, mobile\-friendliness, SMS\-Magic helps Salesforce Experience Cloud users in many ways: \.\.\. - [Converse Templates](https://docs.sms-magic.com/dIlvONlqH64-sms-magic-converse-for-salesforce-experience-cloud/lpDptjkykhk-converse-templates.md): Pre\-requisites Following are the pre\-requisites to enable the Converse Templates component on Experience Cloud: New template creation support is added for the Experience Cloud community\. The Community needs to override standard actions with a Lightning component setting enabled\.   Code change\.\.\. - [Converse Desk](https://docs.sms-magic.com/dIlvONlqH64-sms-magic-converse-for-salesforce-experience-cloud/yQxZgzm6KL0-converse-desk.md): Pre\-requisites Following are the pre\-requisites to enable the Converse Desk Component on Experience Cloud: Create a remote site setting that contains the Community URL\. \(The community URL can be found in Setup → Home → All sites\)\. Clone the “SMS Converse Conversation User” permission set and assi\.\.\. - [Bulk SMS Component](https://docs.sms-magic.com/dIlvONlqH64-sms-magic-converse-for-salesforce-experience-cloud/SZ9VURQp1nk-bulk-sms-component.md): For bulk messaging, a new component BulkSMSForCommunity has been created\. The user just has to drag and drop that component on the required page\.  Pre\-requisites Following are the pre\-requisites to enable the Bulk SMS Component on Experience Cloud: Create a remote site setting that contains the\.\.\. - [Campaign Manager](https://docs.sms-magic.com/dIlvONlqH64-sms-magic-converse-for-salesforce-experience-cloud/M1f6kL8msOo-campaign-manager.md): Pre\-requisites Following are the pre\-requisites to enable Campaign Manager Component on Experience Cloud: Create a remote site setting that contains the Community URL\. \(The community URL can be found in Setup → Home → All sites\)\. Clone the “SMS Converse Conversation User” permission set and assig\.\.\. - [Understanding Experience Cloud](https://docs.sms-magic.com/dIlvONlqH64-sms-magic-converse-for-salesforce-experience-cloud/D5BRLkGhCkg-understanding-experience-cloud.md): The Salesforce Experience Cloud \(formerly Community Cloud\) empowers partners and representatives beyond the walls of your organization\. The Salesforce Experience Cloud is where customers, partners, and employees can get useful information or help from a business\.  You can add the power of conse\.\.\. - [Types of Salesforce Communities](https://docs.sms-magic.com/dIlvONlqH64-sms-magic-converse-for-salesforce-experience-cloud/RgoA8hM84gk-types-of-salesforce-communities.md): Customer Community A customer community is a self\-service portal offering support and feedback such as FAQs, documentation, articles, and discussions with other customers using a Salesforce Success Community\. This helps organizations to share relevant information, increase engagement, and create an \.\.\. - [SMS\-Magic with Aircall](https://docs.sms-magic.com/93WEnbx0E3k-sms-magic-with-aircall): The article outlines the steps for integrating Aircall with SMS\-Magic, including initial setup and connecting numbers\. It guides using Aircall alongside SMS\-Magic solutions across Salesforce, Zoho, and standalone applications\. - [Integration and Connecting Numbers](https://docs.sms-magic.com/93WEnbx0E3k-sms-magic-with-aircall/YwTcHVmiXmU-integration-and-connecting-numbers.md): Introduction Aircall, a cloud\-based phone system designed for modern businesses, offers features such as call recording, call management, integration, and analytics to enhance customer experience and satisfaction\.  By integrating your Aircall numbers with SMS\-Magic, you will be able to enhance \.\.\. - [Adding and Removing Numbers in Existing Integration](https://docs.sms-magic.com/93WEnbx0E3k-sms-magic-with-aircall/grIXIJy7oxg-adding-and-removing-numbers-in-existing-integration.md): 1\. Introduction Welcome to the User Guide for managing phone numbers in your SMS\-Magic and Aircall integration\. This guide will help you add and remove phone numbers seamlessly within your existing setup, ensuring a smooth communication experience\. 2\. Adding Phone Numbers Login to Aircall Dashboard:\.\.\. - [Using Aircall with SMS\-Magic Salesforce native app](https://docs.sms-magic.com/93WEnbx0E3k-sms-magic-with-aircall/BPk6XeA9fHw-using-aircall-with-sms-magic-salesforce-native-app.md): 1 Prerequisites To integrate Aircall with the SMS\-Magic solution, you need to have: An account with SMS\-Magic Aircall numbers 2\. Getting Started with Sending Messages 2\.1 Supported Messaging Channels With SMS\-Magic, you can have continuing, personalized seamless conversations, regardless of the c\.\.\. - [Using Aircall with SMS Magic Zoho App](https://docs.sms-magic.com/93WEnbx0E3k-sms-magic-with-aircall/PtW6z11523E-using-aircall-with-sms-magic-zoho-app.md): 1 Prerequisites To integrate Aircall with the SMS\-Magic Zoho solution, you need to have: An account with SMS\-Magic on Zoho CRM Aircall numbers 2\. Getting Started with Sending Messages 2\.1 Supported Messaging Channels With SMS\-Magic, you have continuing, personalized seamless conversations, regard\.\.\. - [Using Aircall with SMS\-Magic Solution](https://docs.sms-magic.com/93WEnbx0E3k-sms-magic-with-aircall/FpzaZq32l3M-using-aircall-with-sms-magic-solution.md): 1 Prerequisites To integrate Aircall with the SMS\-Magic solution, you need to have: An account with SMS\-Magic Aircall numbers 2\. Getting Started with Sending Messages 2\.1 Supported Messaging Channels Once you have integrated your Aircall numbers with SMS\-Magic, you can start sending messages to y\.\.\. - [SMS\-Magic Converse Integration with Salesforce OmniChannel](https://docs.sms-magic.com/dRSpyt9QVyE-sms-magic-converse-integration-with-salesforce-omnichannel): The article outlines integrating OmniChannel with SMS\-Magic for real\-time user message routing\. It covers creating queues, enabling Omni\-Channel, setting up service channels, routing configurations, and associating agents\. - [SMS\-Magic Converse Integration with Salesforce OmniChannel](https://docs.sms-magic.com/dRSpyt9QVyE-sms-magic-converse-integration-with-salesforce-omnichannel/lmT8x7n1Nug-sms-magic-converse-integration-with-salesforce-omnichannel.md): Objectives: To understand the OmniChannel settings and how to integrate it with SMS Magic\. What is Omni Channel: Omni\-Channel is a flexible, customizable feature, and you can configure it declaratively—that is, without writing code\. Using Omni\-Channel, you can prioritize the work item and route to a\.\.\. - [Omnichannel Case Management \- Video Guide](https://docs.sms-magic.com/dRSpyt9QVyE-sms-magic-converse-integration-with-salesforce-omnichannel/ey20OUl6beA-omnichannel-case-management-video-guide.md): The video outlines integrating OmniChannel with SMS\-Magic for real\-time user message routing\. It covers creating Cases, enabling Omni\-Channel, setting up service channels, routing configurations, and associating agents\. - [SMS\-Magic Converse Integration with Pardot](https://docs.sms-magic.com/8N1Z3L9RytM-sms-magic-converse-integration-with-pardot): Integrate Pardot with SMS\-Magic for automated SMS campaigns\. Set up Converse App Task, create templates, and define message flows for efficient lead engagement\. - [Automate SMS Messaging in Pardot](https://docs.sms-magic.com/8N1Z3L9RytM-sms-magic-converse-integration-with-pardot/MUdoVWafPl0-automate-sms-messaging-in-pardot.md): Overview Pardot is a marketing automation software from Salesforce that provides email automation and lead management along with lead nurturing and scoring\. In addition to these, it also helps users perform a host of other common marketing activities such as creating digital marketing campaigns, soc\.\.\. - [SMS\-Magic Converse for Marketo](https://docs.sms-magic.com/WyrYOCVtwd4-sms-magic-converse-for-marketo): Learn to automate SMS messaging in Marketo with SMS\-Magic, covering integration setup, template creation, and automated message flows\. Essential for enhancing lead engagement through timely messaging\. - [Automate SMS Messaging in Marketo](https://docs.sms-magic.com/WyrYOCVtwd4-sms-magic-converse-for-marketo/KLXJHVVA6xI-automate-sms-messaging-in-marketo.md): Overview Marketo is a marketing automation software that is used for Lead Scoring \(Qualifying Leads\) and Lead Nurturing \(send emails and product updates\)\. Marketo provides the facility to integrate your Salesforce Data with its platform\. This will facilitate the synchronization of your Salesforce da\.\.\. - [SMS\-Magic with 8x8 Contact Center](https://docs.sms-magic.com/sms-magic-with-8x8-contact-centre): The article details the process of integrating 8x8 Contact Center with SMS\-Magic, covering the initial setup\. It also offers guidance on using 8x8 Contact Center in conjunction with SMS\-Magic within Salesforce applications\. - [SMS\-Magic & 8x8 Contact Center](https://docs.sms-magic.com/sms-magic-with-8x8-contact-centre/2QXGwex8Bec-sms-magic-8x8-contact-center.md): Introduction The integration of SMS\-Magic with the 8x8 Contact Center merges the robust capabilities of both platforms, enabling seamless communication across multiple channels\. By leveraging 8x8's telephony infrastructure, businesses can use their existing calling numbers not only for voice communi\.\.\. - [SMS\-Magic Converse Integration with Litify](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify): The SMS\-Magic Converse Guide equips admins with setup and configuration steps\. This guide also has content for users to use SMS\-Magic\. - [Delete a Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/5337gE1C2pQ-delete-a-template.md): Log in to the SMS\-Magic Converse application\. Click the Converse Templates tab\. The Converse Templates page appears\. Select the check box next to the template you want to edit\. The template is selected\. Click and then select Delete from the drop\-down menu that appears\. The Delete Template Confir\.\.\. - [Change the Template Owner](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/4zn32gkZEFw-change-the-template-owner.md): Log in to the SMS\-Magic Converse application\. Click the Converse Templates tab\. The Converse Templates page appears\. Select the check box next to the template which you want to assign to a new owner\. The template is selected\. Select multiple check boxes and click Change Owner on the top right\-ha\.\.\. - [Edit a Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/2APLxMEISzM-edit-a-template.md): 1\. Log in to the SMS\-Magic Converse application 2\. Click on the Converse Templates tab\. The Converse Templates page appears\. 3\. Select the checkbox next to the template you want to edit\. The template will be selected\. 4\. Click on ‘Edit’ the following page will appear: 5\. Click on 'Save' once \.\.\. - [Create New Rich Media Message Template \(Package Version 1\.73 onwards\)](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/CkJtvIrpuXM-create-new-rich-media-message-template-package-version-1-73-onwards.md): As a user, now you can create rich media message templates and use them while sending messages over SMS and WhatsApp channels\. Create a Rich Media Message Template 1\.Click on the Converse Templates option to open the Templates home page, as shown below: The Templates home page displays a list of\.\.\. - [Create New Media Message Template \(Package Version 1\.73 onwards\)](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ViireASSkK8-create-new-media-message-template-package-version-1-73-onwards.md): As a user, now you can create multimedia message templates and use them while sending messages over SMS and WhatsApp channels\. Create Media Media Message Template Click on the Converse Templates option to open the Templates home page, as shown below: The Templates home page displays a list of al\.\.\. - [Create a New Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Yg40DIZ8img-create-a-new-template.md): 1\. Log in to the SMS\-Magic Converse application 2\. Click on the Converse Templates tab\. The Converse Templates page appears: 3\. Click on the ‘Create New Template’ button\. The New Template pop\-up window appears\. You can enter the basic information\. 4\. Enter the template text and according to your u\.\.\. - [SMS\-Magic Setup & Installation \- Litify](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/y70WRykxJic-sms-magic-setup-installation-litify.md): SMS Magic is supported on Enterprise, Unlimited, Developer, Performance, Professional edition In case you want to trigger the Apex Code, Enterprise and Unlimited Edition is mandatory\. For professional Edition, you will need Rest API license SMS Magic onboarding process consists of a few steps f\.\.\. - [Overview \- App Navigation](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/yaDv2U8vifI-overview-app-navigation.md): App Navigation allows you to interact with all of your application modules from a single interface\.  All the horizontal navigation tabs are now available in a simplified, vertically arranged navigation\. This menu will be available under a single navigation tab ‘SMS\-Magic Converse’ inside the SM\.\.\. - [Overview \- Facebook Messaging](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/GK9tsXRB0Rs-overview-facebook-messaging.md): With 2\.5 billion monthly active users, Facebook is poised to be the world’s most popular business messaging channel\. With SMS\-Magic business solutions allowing you to start messaging over Facebook, you would be able to connect to your users with the most popular chat app globally\. - [Overview \- converse desk](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/5xkPV1QW3G0-overview-converse-desk.md): The main or default view of Converse Desk displays all the conversations that belong to the user\. You can search for records or apply filters to restrict the entries that appear in the listing\. To return to the main view at any time, navigate to Converse Desk tab, then click the&\.\.\. - [Workspace Overview](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/NyQKm8SBYvg-workspace-overview.md): Now effortlessly manage one production account and multiple sandbox accounts with flexible options to add and collaborate with the SMS\-Magic Workspace\. Enjoy centralized management, easy access to details, and enhanced transparency with audit logs\. Streamline your account processes with Workspace\! W\.\.\. - [Setup Organization\-Wide Email Address](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/EdwHQf2g65I-setup-organization-wide-email-address.md): After the email service is set up, you need to activate the email addresses from the user’s domain to receive alerts\. Through the Salesforce platform, you can activate the email service address\. To activate the Email Service Address, perform the following steps: Click on the Salesforce navigation ba\.\.\. - [Setup Email Services](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/JyT4UcoQ5d0-setup-email-services.md): You can configure the Email Services to handle the inbound messages\. Perform the following steps to manually set up Email Services: Click on the Salesforce navigation bar and then click Setup\. Select Email Services by: Use the Search Setup/Quick Find search field, or Select Platform Tools > C\.\.\. - [Email to Text – FAQs](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/wPdjy6Se0pc-email-to-text-faqs.md): \.faq\-list, \.faq\-list li \{ list\-style: none; margin: 0; padding: 0; \} \.faq\-list ul \{ margin\-left: 0; \} \.faq\-list li \{ border: none; border\-radius: 3px; background: \#fff; margin\-bottom: 15px; \-webkit\-transition: all 0\.3s ease\-in\-out; \-moz\-transition: all 0\.3s ease\-in\-out; \-ms\-transition: all 0\.3s ea\.\.\. - [Enable Notification](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/gVjK4LLMsM8-enable-notification.md): This is the final step of the configuration to enable the ‘Email to Text’ feature\. Notifications can be enabled in the following two ways: Default Notification Settings  Sender ID Notification Settings 1\. Default Notification Settings In default notification settings, you can configure templ\.\.\. - [Create an Email Template \(Optional\)](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/GV2DgVUAy6k-create-an-email-template-optional.md): We are providing a default template for the package users\. If you want to create a separate template you can follow the below steps and create your email template as per your requirements: Click on the ‘Setup’ option Search ‘Classic Email Templates’ in the Quick Find field and go to that page Clic\.\.\. - [Email To Text Overview](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/XN6XAeKDFt8-email-to-text-overview.md): Email to text service is an extension to inbound message notification via email feature\. It is provided for customers to easily reply to inbound messages without having to log in to Salesforce\. A sales or service rep would get alerted via an email whenever a new incoming message is received from a c\.\.\. - [Exporting Campaign Statistics](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ki2zOXoInUI-exporting-campaign-statistics.md): You can export the data of Campaign Statistics as per your requirement by creating a custom report using objects Converse Campaign and Recurring Statistics\. Following is the step\-by\-step process for the same: Create Report Type Click Setup\. For classic click on Setup and for lightning click on Gear\.\.\. - [Email Notification on Campaign Failures](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/JmsFn2VyLog-email-notification-on-campaign-failures.md): Campaign Failure We have added a new custom setting ‘Campaign Manager Email Notification’ using which you can enable or disable email notification that your users would receive whenever any campaign fails failed\. By default this setting would be enabled hence upon campaign failure, the user who init\.\.\. - [Accessing Error logs](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ptti2DZ2AN0-accessing-error-logs.md): All the error logs that may arise due to errors while users are creating and running campaigns will get captured in the ‘Error Logs’ object\. Here, you can get to know the user\-specific errors which will further help in the investigation and resolution of the issue\. Lightning UI You can access the er\.\.\. - [Abort Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/TGC2bTd4Z7k-abort-campaigns.md): You can pause a campaign that is in ongoing or scheduled status\. Once aborted, all actions will be stalled and no further actions will be executed\. You can edit an aborted campaign and execute it as a new campaign\. Please note that this will not resume the aborted actions\. 1\. Search for an ongoing o\.\.\. - [Clone Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/5wwlGpY0MJg-clone-campaigns.md): You can clone a campaign to retain and reuse some of its settings for a new campaign\. For example, you may need to retain the same template in a campaign but for a new recipient list\. Therefore, in order to save time in recreating the campaign all over again, you can clone the existing campaign and \.\.\. - [Schedule Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/vfYS73bU5uI-schedule-campaigns.md): You can define a schedule for running a campaign\. Campaign schedules can be configured for single runs or for recurring frequency\. You can either choose to execute the campaign right away or you can schedule it for execution at a future time\. 1\. If you choose to execute right away, on clicking on ‘S\.\.\. - [Overview](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/xusbm4l2PcM-overview.md): The URL Shortening and Tracking feature allows users to shorten a URL thereby reducing the characters in the link and hiding the parameters which deter recipients from clicking on the links\. Clicks on all Short Links created using SMS\-Magic are tracked and the information such as time of the click, \.\.\. - [Edit Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/bC4yTz2rkaU-edit-campaigns.md): You can edit campaigns that are in the draft and scheduled stage\. While editing, you can update any of the parameters defined while creating the campaign\. 1\. Search for the campaign you wish to edit\. The campaign appears in your search result\. 2\. Click on the icon adjacent to the draft campaign and\.\.\. - [View Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/IGqgZAdpmwg-view-campaigns.md): You can view all campaigns you have created\. You can search for a specific campaign or filter records based on their run status\. On the Campaign Manager page, search for a campaign and do one of the following: Click on the search icon to open the Search bar\. Type the name of the campaign and press\.\.\. - [Campaign Results](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/4wEDNPV7MM8-campaign-results.md): 1\. Immediate Executed Campaigns Once you start the campaign with the option ‘Execute Now’, you will see that the campaign status will get updated to ‘Ongoing’ in the campaign dashboard\. Once you refresh the dashboard using the ‘Refresh’ option given, you will see the campaign\-specific statistics get\.\.\. - [Create a Campaign](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/1PrKW8L0WOA-create-a-campaign.md): Here, users can use the filter to select and view either the ongoing campaigns, scheduled, completed, aborted, failed, draft campaigns, or all campaigns\. 1\.Click on the New Campaign button 2\. In the pop\-up window, enter the Campaign Name, Objective, and Description\. Under Campaign Name, type the nam\.\.\. - [Access Campaign Manager](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/DrBx1QgraF0-access-campaign-manager.md): You can access the Campaign Manager from the Salesforce Classic header tab row\. The Campaign Manager is well\-integrated with the SMS\-Magic Converse modules and helps you create and execute campaigns efficiently\. Log in to Salesforce\. On the header tab row click Campaig\.\.\. - [Compliance](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Z3t4S3wU3vI-compliance.md): If you have enabled opt\-in/opt\-out compliance configuration in your org, please note that messages will be sent based upon the compliance enforcement To enforce the ‘New Compliance’ configuration with the Campaign Manager, you need to install the Campaign Manager with the SMS\-Magic Converse version\.\.\. - [Prerequisites](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/DvdL66nbUgM-prerequisites.md): The version of the Campaign Manager works only with the SMS\-Magic Converse base package 1\.58\.25 and above Admin users, non\-admin users, and community users must be assigned with the newly introduced “Campaign Launcher Permission Set” in order to use Campaign Manager\. To use Campaign Manager, all t\.\.\. - [Overview \- Campaign Manager](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ZuzUXsKtRGU-overview-campaign-manager.md): A Campaign is a series of activities that you perform to promote or sell your products and services to your target audience\.  Common Use Cases for Text Messaging Marketing Campaigns:\- Sales and Promotions Product Announcements Surveys Alerts and Reminders Loyalty Programs The Campaign Man\.\.\. - [Overview \- Converse Apps](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/czyXDCpgaqY-overview-converse-apps.md): Converse Apps lets the user configure templates to run a text messaging flow\. The user configures the templates depending on the objects that are associated with the Converse application\. The user uses readymade templates to create Converse Apps for different types of campaigns such as Drip Campaign\.\.\. - [Overview \- SMS Reports and Dashboards](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ZIbeHmIEx60-overview-sms-reports-and-dashboards.md): You need to monitor messages that are sent as well as received in order to track their status\. This helps you understand the actual count of messages that have successfully reached your customers\. When the volume of messages being sent and received is significantly large, it is difficult to keep a t\.\.\. - [Introduction \- Multichannel compliance](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/04Z1badp4Dc-introduction-multichannel-compliance.md): SMS or messaging compliance is a highly regulated industry\. The applicable laws depend on the place of business, destination country of your recipients, and the specific industry you are in\. Telecom laws apply uniformly to any SMS sent in that particular country\. Businesses are required to obtain sp\.\.\. - [Schedule Bulk SMS](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/2TkKQ4FjHg8-schedule-bulk-sms.md): On the Bulk SMS page, click Schedule\. The Schedule page appears\. Under the Single tab, click to select the start date\. Under Time, click to select the time when you wish the SMS schedule to start\. Under Time Zone the default time zone is displayed\. You can configure your Timezone from Profil\.\.\. - [Send Bulk SMS](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/4s6vXaUqrjM-send-bulk-sms.md): Bulk messaging is inherent feature of our App and you can use it to trigger bulk campaigns and bulk messages through below Salesforces features\. Using Salesforce list view Converse Campaign Manager Salesforce Campaigns Salesforce Reports Every text messaging initiative geared to drive sales typ\.\.\. - [User Management](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/En3lMlNjU8Y-user-management.md): Here is the step by step video to Manage users\. By default, the users who have installed the SMS\-Magic app are assigned 1 trial license, and that the user \(admin\) can assign a trial license to its users\. You can add users by assigning one SMS\-Magic Converse App license per user\. Only licensed users \.\.\. - [License Feature Access](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/49nnhu7L60g-license-feature-access.md): Users will have access to the SMS\-Magic Converse App features as per the license assigned to them by the Admin User\. Users can navigate to the License Detail page and go to the related list “License Feature Matrices” to see the list of all features available with the assigned license\. Every SMS\-Magi\.\.\. - [Message Configuration](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Su3AwPRgXPQ-message-configuration.md): Here is the step\-by\-step video for Message Configuration Choose who you want to Message and from which Objects\. Message Objects are objects from which you can send SMS\. In salesforce, you can choose your standard and custom objects from which you want to trigger SMS\. You can choose one or more phone\.\.\. - [Sender ID and Assignment](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/8gbbufQ5jqM-sender-id-and-assignment.md): Sender ID is an alphanumeric name or number that appears on the mobile device and helps to identify the sender of the message\. It can be a long code or short code that you assign to a single user, multiple users, or a profile\. Inbound numbers should be used as the Sender ID to receive replies to you\.\.\. - [Conversations](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/4DvfPbEyZ2k-conversations.md): Here is the step\-by\-step video for setting up Conversations in Converse Settings In the Conversations section, you can define the conversation settings for users and user profiles in the organization\. You can configure the following in Conversations: Converse Desk Layouts – Under the Converse D\.\.\. - [Permission Management](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/w1eIDTRHdfs-permission-management.md): In the Permission Management section, you can see what permissions are set for the user’s organization\. The permissions are set so that there is access control for users of the Salesforce Org interacting with SMS\-Magic Converse\. The Permission Sets are preset by SMS\-Magic while the Custom Permission\.\.\. - [Send a New Message](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/9hK9A3bUn38-send-a-new-message.md): On the Converse Desk, click located above the Global search icon\. The Send SMS pop\-up window appears\. Enter the following details: Fields Description To Enter the Recipient Name or number\. Phone Field Select the phone field defined for the Recipient\. From Select the Sender ID\. Mess\.\.\. - [Configure Audit Database](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/QMJ64yDKKTM-configure-audit-database.md): All consent received through web forms, emails or those that are created manually must be maintained in the form of individual records within a defined database also known as the Consent Database\. This is a mandatory requirement by all regulatory bodies\.Consent records need to be maintained for a pe\.\.\. - [Configure Consent Method](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/gzfdHlh1mz4-configure-consent-method.md): 1\. Overview You can initiate and respond to messages from multiple messaging sources\. As each message has a specific purpose, the need to ensure that consent is received for those messages prior to sending them, is therefore critical\. For example, while sending automated messages or sending messages\.\.\. - [Create Double Opt\-In Configuration](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/90wXodwrqE4-create-double-opt-in-configuration.md): Consent can be collected from multiple non\-mobile sources like web forms, emails, marketing automation platforms, and even physical forms\. Depending on the country of operation you will have to complete additional processes to ensure complete compliance adherence\.For example, In the US, when a prosp\.\.\. - [Configure Keywords](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/uBHbOm8A3Lc-configure-keywords.md): To comply with industry standards, you must respond to keywords for HELP and STOP\. Any user who opts\-out using the STOP keyword must be added to an opt\-out list \(blacklist\) and must not be sent any further messages until or unless they opt back in\. You can configure mandatory keywords for the three \.\.\. - [Introduction \- Create consent database](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/wL2BaO1wGms-introduction-create-consent-database.md): Consent cannot be exchanged, bought, or sold\. For instance, you cannot obtain the consent of the recipients by simply buying a phone list from other parties\.  Service providers or carriers strive to work closely with their customers to obtain their consent before sending any type of message\. Al\.\.\. - [Create Consent Automatically](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Jrl8GNxod6s-create-consent-automatically.md): 1\.1 Create Consent Automatically 1\.1\.1 Overview You would need to create a consent record for contacts for the following scenarios: When explicit consent is obtained via the website, email, or mobile handset captured at the object record level\. When explicit consent is obtained via contract or pape\.\.\. - [Create Consent Manually](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/puDbtlWTQ6s-create-consent-manually.md): Click\. The app launcher appears\. Under All Items, click Consents\. The Consent List view page appears\.   Click New\. The Add New Consent Record pop\-up window appears\. If the button is disabled, enable the Allow users to manually Add/Edit Consent Records option in Step 2 of the Compli\.\.\. - [Create Consent programmatically\(via apex\)](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/o3SyX3a9MgE-create-consent-programmatically-via-apex.md): Introduction Consent records are automatically created based on the keywords received via incoming messages\. E\.g\. Opt\-In consent record will be automatically created when an incoming message is received with the “START” keyword\. Source of such consent records is “Incoming SMS” \(i\.e\. created via inco\.\.\. - [Importing Existing Consents](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/XKPoxXHQoHs-importing-existing-consents.md): Prior to the 1\.59 release, we used to store consent information such as Opted\-In or Opted\-Out on the object record detail page\. The disadvantage of this way of storing consent information is when the same number exists for two lead records and one record has opted\-in and another record has opted\-out\.\.\. - [WhatsApp Channel Overview](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/KQkVMV4xcvE-whatsapp-channel-overview.md): WhatsApp Channel Overview WhatsApp Channel Type There are 2 types by which business can enable WhatsApp \- WhatsApp Business API \(BSP\) WhatsApp Cloud API WhatsApp Template Message WhatsApp Template messages use pre\-approved message templates called MTMs for outbound notifications such as deli\.\.\. - [Understanding WhatsApp Messaging](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/yUGt1h9XkPc-understanding-whatsapp-messaging.md): WhatsApp messaging is slightly different than normal text messaging, featuring two types of messages\. WhatsApp Session Message WhatsApp Session messages are any messages sent and received in response to a user\-initiated message to your business\. A messaging session starts when a user sends your busi\.\.\. - [Steps to get started and configure WhatsApp\-enabled business number](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/3wQo24BNfCg-steps-to-get-started-and-configure-whatsapp-enabled-business-number.md): In order to get started with WhatsApp messaging using SMS\-Magic, the following are the steps you would need to complete:  You can first reach out to our sales team on sales@screen\-magic\.com to know the prerequisites of enabling WhatsApp messaging capabilities with SMS\-Magic\. You would need to f\.\.\. - [Creating WhatsApp Templates](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/3dasNhzayr0-creating-whatsapp-templates.md): According to your use case, you can create templates and tag it to single/multiple/all channels\. Once you tag a template to the WhatsApp channel, you will be asked to fill the channel\-specific information along with the basic template information\. Channel specific information will be only required w\.\.\. - [WhatsApp Tagged Sender IDs, Templates and Messages](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ybBajubpTP8-whatsapp-tagged-sender-ids-templates-and-messages.md): 1\. WhatsApp Sender ID After completing the configuration steps, you would be able to see WhatsApp Sender ID added into the ‘SenderID and Assignment’ table in converse settings along with the ‘Channel Type’ column showing the channel type to which the respective Sender ID belongs\. While sending messa\.\.\. - [FAQ's](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Cidn1i3Qf1Q-faq-s.md): Q\.1\. What is the difference between the LINE provider and the LINE channel? Ans:\- The LINE provider is the entity that offers the app for your channel\. For example, you can use your own name or the name of your company or business as the provider\. You can create providers in the LINE Devel\.\.\. - [Configure Run SMS Campaign Button in Classic](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/kV7I7Nndwu0-configure-run-sms-campaign-button-in-classic.md): To Configure the Run SMS Campaign Button, follow the below steps: Login to Salesforce using the following page: To login, enter the Username and Password in respective fields and click on the Login button  The following SMS\-Magic Converse Home page appears: Click on the \+ icon  ‘All\.\.\. - [Configurate Notifications for New Conversations](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/PSx2ROQf7f8-configurate-notifications-for-new-conversations.md): On the Sender ID and Assignment page, click next to the Sender ID for which you want to manage notifications\. The drop\-down menu appears\. Click Manage Notifications\. The Manage Notification pop\-up window appears\. Under Recipients, select the recipient who will be notified on receiving an incom\.\.\. - [Send a Message from Conversation View on a Record Page](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/WXSZvd68UtI-send-a-message-from-conversation-view-on-a-record-page.md): On the Contact Details page, click the contact record whose conversations you want to access\. The Contact Details page appears\. Click the section in which you have added the Converse Inbox\. The Message reply panel appears\. Refer to the section on work with Converse Desk for more details on addi\.\.\. - [Send a Message from Record Details](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/1jrUmcJUjJA-send-a-message-from-record-details.md): On the Salesforce Home page, click \. The App Launcher page appears\. Click the object name\. The object record list appears\. Under Contacts click and then select All Contacts from the drop\-down menu to view the complete contact record list\. Click a record name\. The Record details appear\. Und\.\.\. - [Send a Message from Converse Inbox](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/PqODCulW220-send-a-message-from-converse-inbox.md): On the Salesforce Home page, click \. The App Launcher page appears\. Click Sales Console\. The Console page appears displaying a narrow panel at the bottom of the screen comprising the Conversation View and the History tab\. Click Conversations View\. The conversation list appears\. Click individ\.\.\. - [Reply to a Message](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Bxv7oh1vfCg-reply-to-a-message.md): Search for the message to which you want to send a reply\. Refer to the section Work with Converse Desk for more details about searching the message\. Click the message\. The message reply pane appears displaying all the related conversations\. Click individual icons displayed on the top right corne\.\.\. - [Send a Multimedia Message](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/92Pc4EokREo-send-a-multimedia-message.md): Users exchange documents and files with a record \(e\.g\. insurance application docs on contact object\) by attaching them with respective records\. SMS\-Magic Converse application has been using SMS\-Magic storage to store the media files\. Many times, the documents were lost in the conversations, as they \.\.\. - [Filter Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/W45yp40aY6Q-filter-template.md): Click on 'Filter' the following page will appear: Here, you can filter the Template by choosing the template type and clicking on 'Apply'\. - [Search Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/yzPDtPFSP2Y-search-template.md): Here, you can search for any template by typing the template name in the 'Search' window\. - [Litify Configuration Use Cases](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/6SGJly0oBEM-litify-configuration-use-cases.md): Specific business use cases can be deployed within SMS\-Magic, tailored for Litify, to streamline processes such as record creation, conversation history management, and notifications\. You can enhance their org’s functionality by deploying multiple business use cases directly from the Workspace Page\.\.\.\. - [Features Available as per the Selected Plan](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/0hLwVF36BTw-features-available-as-per-the-selected-plan.md): The features in the App Navigation bar will vary as per the plan selected\.  The following features will be available depending on the plan that you select: No Master Feature\(s\) on App Navigation Feature\(s\) Start Your Conversation plan availability Grow Your Conversation plan availability \.\.\. - [Configuring User Profiles](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/eE63F7rmLlM-configuring-user-profiles.md): Salesforce administrators can control access to the URL Shortening features using the hierarchical custom settings known as URL Shortening Configuration\. Follow the steps below to configure access to the URL Shortening: Create a record in the custom setting of URL Shortening Configuration for user\-p\.\.\. - [Search Conversations in Converse Desk](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/bVmBx8fqtvY-search-conversations-in-converse-desk.md): The Global Search field helps you filter all the conversations available within Converse Desk to find a specific conversation\. You can type in a minimum of three letters or any three digits of a record’s phone number in the field to display possible matches to choose from\. To Search Conver\.\.\. - [Creating Facebook Templates](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/OpODtN7sRCA-creating-facebook-templates.md): According to your use case, you can create templates and tag it to single/multiple channels such as SMS and Facebook Messenger\. Once you tag a template to the Facebook Messenger channel, you will be asked to fill the channel\-specific information along with the basic template information\. Channel spe\.\.\. - [Add Navigation Bar](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/mdK3Q4cw4DU-add-navigation-bar.md): Click on ‘Switch to Lightning’ on the home page the following page will appear: Here, you can see the steps to add Campaign Button\. You can add the object by clicking on the personalize your navigation bar the following page will appear: Here, we are adding a Sales App Navigation Item to the \.\.\. - [Create a New Converse App](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/F8demj8m7O8-create-a-new-converse-app.md): To Create a New App: 1\. In the SMS\-Magic Converse application, click on the Converse Apps tab\. 2\. Click Create New App\. 3\. Enter a name in the App Name field\. 4\. Enter a short description of the app in the App Description text box\. This is optional\. 5\. Select an object from the Object list\. The ob\.\.\. - [Converse Dashboard \- User](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ql1r9wYNQZE-converse-dashboard-user.md): Refer the following table for more details on the Converse Dashboard – User report\. Report Name Description Total Conversations Displays the number of conversations that the user has managed in the last 30 days\. This includes any conversation where at least one message was sent or received durin\.\.\. - [SMS\-Magic Converse Compatibility with Salesforce](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Yy69sjtAZVs-sms-magic-converse-compatibility-with-salesforce.md): SMS\-Magic Converse Compatibility Matrix SMS Magic works with both the Classic and Lightning versions of Salesforce\. You will need to do some additional settings to enable the Lightning version\. Here is a detailed list of Modules & Features and its compatibility with the Enterprise, Partner Prof\.\.\. - [Url shortening](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/qwsWNqyfi88-url-shortening.md): The URL Shortening and Tracking feature allows the user to shorten a URL thereby reducing the characters in the link and hiding the parameters which deter recipients from clicking on the link\. Clicks on all short links created using SMS\-Magic are tracked and the information such as the total count o\.\.\. - [View Conversations using Global and Conversation Filters](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/KU2e04Mk9bk-view-conversations-using-global-and-conversation-filters.md): View Conversations using Global Filters Using global filters, you can view all conversations under specific categories\. Conversations are grouped in the form of lists within the global filters\. On selecting a specific folder, you can view the relevant lists that it comprises\. You can also search wit\.\.\. - [Pick & Choose \- Additional configurations](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/CGZu3H2lxhc-pick-choose-additional-configurations.md): With basic setup, You would have got the everything to get started with SMS Magic\. Across the year, we have observed customers doing additional setups using flows \(previously process builder\) or using Apex code\. It used to be done by SMS Magic Support or SI partners expertize\. We have automated t\.\.\. - [Converse Dashboard \- Team](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/9A2hqn09NN8-converse-dashboard-team.md): Refer the following table for more details on Converse Dashboard – Team Report Report Name Description Total Conversations Displays the number of conversations that the team has managed in the last 30 days\.This includes any conversation where at least one message was sent or received\. Unread C\.\.\. - [Add Message Flow](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/7mc4vpLvJgI-add-message-flow.md): On the Campaign Builder page, under Converse App, click Select\. The Converse apps assigned to your Organization appears\. Hover over the Converse App and then click Modify\. The Modify Converse App page appears\. Click Add Flow to add another message flow\. The new message flow edit area appears\. \.\.\. - [Understanding Facebook Messaging](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/hYsmf7yj9eU-understanding-facebook-messaging.md): Facebook messaging is different from normal text messaging; it has two types of messages: Facebook Session Messages Facebook Session messages are any messages sent and received in response to a user\-initiated message to your business page\. A messaging session starts when a user sends your business a\.\.\. - [Configure Run SMS Salesforce Campaign Lightning Steps](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/jkNGgcL3ZZY-configure-run-sms-salesforce-campaign-lightning-steps.md): Click on the ‘Setup’ icon the following page will appear: Click on the ‘Setup’ icon the following page will appear: Under Quick Find search for the object manager the following page will appear: Click on ‘Campaign’ the following page will appear: Click on ‘Page Layout’ on the left side of \.\.\. - [Manual Sync\-up of System Settings](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/HavUvP6w6pk-manual-sync-up-of-system-settings.md): UI Implementation: Upon clicking on the 'Sync Now' button, all account information, licenses, Sender IDs, and plans will get synced with the SMS\-Magic Platform\. The user will be able to view the sync status, last sync date, and time\. If the sync fails, it will display the status as 'Failed', as sho\.\.\. - [Enable Facebook Messenger for Your Business Page](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/GDUm3BW9FyQ-enable-facebook-messenger-for-your-business-page.md): At first, make sure the Messenger is enabled for your business page\. Here’s how to double\-check: 1\. Go to your page’s General Settings 2\. Next to Messages, make sure that ‘People can contact my Page privately’ is checked - [Converse Dashboard \- Messages](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/lUnQ794NTWI-converse-dashboard-messages.md): Refer the following table for more details on Converse Dashboard\- Messages Report Name Description Messages Sent Displays the total number of text messages sent\. Message Received Displays the total number of messages received\. Messages Delivered Displays the total number of text messages d\.\.\. - [SMS Magic \- System Update Notifications](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Xhr8aykESO4-sms-magic-system-update-notifications.md): This section talks about notifications that the users get inside the Converse App when there is an OAuth failure, service downtime or if there are new releases\. Notifications at Salesforce about OAuth failure, Service downtime, and Release updates Click on the 'Notifications' icon the following page\.\.\. - [Use Action Key](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Tmw60vWC9jg-use-action-key.md): Using the Action Key generated for each message in a message flow, you can trigger further messages from a Process Builder\. The triggering of the messages is based on certain criteria and conditions\. What is an Action Key? For each message created in the message flow a unique Action Key is\.\.\. - [Connect Production Accounts from Workspace](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Ei4DXAAv9CI-connect-production-accounts-from-workspace.md): Now, with the Workspace, you can check all your existing connected Salesforce accounts and connect new accounts with ease\. Login to SMS\-Magic application using your Salesforce Org credentials\. Once you’re logged in, you will be redirected to the Workspace page, from where you will be able to see th\.\.\. - [Expiring Short Links](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/A33NDXg4j44-expiring-short-links.md): The option to expire short links is available for data clean\-up only\. Expired short links become a dead link\. Admins should check with businesses and expire only the short links that are not  in use for some time\. Admins should ensure to remove short links from the templates before expiring the\.\.\. - [Conversations in Converse Inbox](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/U6RVM28z6zE-conversations-in-converse-inbox.md): In addition to the default Converse Desk tab, that helps you view and manage conversations, SMS\-Magic Converse provides another option to view and edit conversations\. The Converse Inbox provides a smaller and more compact view of all conversations\. - [Overview \- Configure Converse Inbox](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/PUEE4m3s57U-overview-configure-converse-inbox.md): You can get notified about incoming messages from multiple places when you use Converse Inbox\. Converse Inbox \(available with Grow\) shows a list of all SMS Conversations and prompts or alerts on a new message, in a single list inside Salesforce very much like an email Inbox\. You can configure Conver\.\.\. - [Search Converse App](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/J6VmwmfZofI-search-converse-app.md): To search for an App: 1\. In the SMS\-Magic Converse application click on the Converse Apps tab\. 2\. Whenever a user navigates to the Converse Apps, they can use the ‘Search bar’ option besides the ‘Create New App’ button to search for different Converse Apps or Actions using the converse app name\. 3\.\.\.\. - [Deleting Short URL](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/rqn1sHIEOiE-deleting-short-url.md): The option to delete short links has been provided purely for data cleanup\. Any short link that is deleted would free up space but at the same time, lose all existing click tracking and the short link would become a dead link\. Admins are advised to check with businesses and delete only those short l\.\.\. - [Configure Converse Inbox on Classic Side Panel](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ICpw3vlh5E8-configure-converse-inbox-on-classic-side-panel.md): Here is the step by step video to Configure Converse Inbox on Classic side Panel Converse Inbox for Classic Side Panel feature helps the user to see and reply to new messages from the Home tab sidebar of your Salesforce Org\. This feature is a compact version of the Converse Desk with minimal functio\.\.\. - [Overview \- Analytics Dashboard](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/jbuXJpvfZO8-overview-analytics-dashboard.md): The global navigation bar gives you a single tab to display different dashboards and charts\. The 4 dashboards included in this section are:\- 1\. Consent Status dashboard The Consent Status dashboard displays the overall consent status at the org level\. It shows the number of known contacts against co\.\.\. - [View Conversation Details](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/bf3b4wqG9V4-view-conversation-details.md): Search Conversation using Global or Conversation Filters\. The conversation message list appears\. Click the contact name of the conversation recipient\. The conversation reply panel appears on the right of the screen\. The Converse Desk message reply panel displays the last used phone num\.\.\. - [Connect Salesforce Sandbox from Workspace](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/wuOp2Z5M2E0-connect-salesforce-sandbox-from-workspace.md): Now, with the Workspace, you can check all your existing connected Salesforce accounts and connect new accounts with ease\. Login to SMS\-Magic application using your Salesforce Org credentials\. Once you’re logged in, you will be redirected to the Workspace page, from where you will be able to see th\.\.\. - [Steps to Integrate Facebook Business Page via Customer Portal](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/W5NBs3txPr0-steps-to-integrate-facebook-business-page-via-customer-portal.md): To get started with Facebook Messaging using SMS\-Magic, following are the steps you would need to complete after signing in to the customer portal\. If you face any issues, you can contact care@screen\-magic\.com\. Click on the ‘Multi\-Channel Settings’ under the ‘Settings’ tab\. The integration page is \.\.\. - [Steps to Configure Sender ID and Message Templates in SMS\-Magic Converse](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/BVPMvNnrlNU-steps-to-configure-sender-id-and-message-templates-in-sms-magic-converse.md): You can add your Facebook templates and can also tag them against the message tag in order to send messages using those templates outside the standard 24\-hour window\. You can check detailed information on creating Facebook templates in further sections\. Please contact care@screen\-magic\.com if you ne\.\.\. - [Automation of URL Shortening](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/VZAWGOVVLrE-automation-of-url-shortening.md): A Long URL stored in a record can be shortened automatically using Process Builder\. Admins can set\-up a Process Builder that is configured once, after that the shortening of URL happens automatically\. Admins can follow the steps below to set\-up a Process Builder: Under Long URL, enter the Long URL \.\.\. - [Save an Unknown Number as a New Lead](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/2fnBiE70IKg-save-an-unknown-number-as-a-new-lead.md): On the Converse Desk, click a conversation with an unknown phone number\. The message reply pane appears\.   3\. Click on the reply panel header and click New Lead\. The New Lead pop\-up window appears\. The mobile number is pre\-filled in the mobile field\. Enter the details for the new lead\. Cli\.\.\. - [Trigger a Message Action from Flows](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/2eP2qVjhGsc-trigger-a-message-action-from-flows.md): Using the Action Key generated for each message in a message flow, you can trigger further messages from Flows\. The triggering of the messages is based on certain criteria and conditions\. For each message created in the message flow, a unique Action Key is generated\. The action key is nece\.\.\. - [Consent Status](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/CoYxwuXZF2E-consent-status.md): The Consent Status dashboard displays the overall consent status at the org level\. It shows the number of known contacts against configured messaging objects who have provided the consent to receive messages\. The displayed data is fetched in real\-time\.  a\. Messaging Object It is a top\-level fi\.\.\. - [Configure Converse Inbox on Lightning Utility Bar](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/E6MfoR1nbKc-configure-converse-inbox-on-lightning-utility-bar.md): Converse Inbox for Lightning Utility Bar feature helps the user to see and reply to new messages from the utility bar of the configured lightning console app\. The utility bar in Salesforce is broadly defined as a single\-column Lightning page\. Before setting up a utility bar for a lightning\.\.\. - [Upgrade Package Version From Workspace](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/PyYtRxR2Hvs-upgrade-package-version-from-workspace.md): In this guide, we'll walk you through the step\-by\-step process of upgrading your package version\. Whether you're an existing user or new to our platform, keeping your package version up\-to\-date ensures you have access to the latest enhancements, bug fixes, and functionalities, empowering you to make\.\.\. - [Facebook Tagged Sender ID’s, Templates & Messages](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/dpttA0fCNxw-facebook-tagged-sender-id-s-templates-messages.md): 1\. Facebook Sender ID After completing the configuration steps, you would be able to see Facebook Sender ID added into the ‘Sender ID & Assignment’ table in Converse settings along with one new column as ‘Channel Type’ showing the channel type to which the respective Sender ID belongs\. While sen\.\.\. - [Transferring Credits: Move and Manage Your Messaging Credits](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/VhEtxW3mfmg-transferring-credits-move-and-manage-your-messaging-credits.md): By understanding these simple rules, you can effectively manage your credits and make the most of your account\! You can buy credits only in the main production account\. Once you have purchased credits, you can choose to move them to a sandbox account, but there are some limits on how much you can t\.\.\. - [URL Tracking](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/C0sKiaNR2ic-url-tracking.md): URL tracking allows users to track the links that result in link clicks\. Users can always check the details about every Short link generated under Shortened Link tab\. Users can select the checkbox ‘Generate Unique Short Link Per Message’ at the time of creating the short link that generates a unique\.\.\. - [Conversation Filters](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/8pkHQBzuRpQ-conversation-filters.md): The Global Search field helps you filter all the conversations available within Converse Desk to find a specific conversation\. You can type in a minimum of three letters or any three digits of a record’s phone number in the field to display possible matches to choose from\. - [Opt\-Out Analysis](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/48GUSi283Q8-opt-out-analysis.md): The Opt\-out Analysis dashboard shows the analysis for opted out numbers based on different dimensions, such as numbers opting out from different types of content, messaging sources, etc\. The displayed data is not real\-time\. It is last updated based upon the batch processing schedule time that you ha\.\.\. - [Configure Custom Inbox](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/aTs1hvOko5I-configure-custom-inbox.md): Custom Inbox A custom inbox is nothing but the list views \(with custom filters/lists\) created on objects\. The custom inbox appears as a sub\-menu of the My Inbox menu in the Converse Desk\. Steps to setup custom inbox for users: Login to your Salesforce org with valid credentials\. The following page w\.\.\. - [Overview \- Configure SMS Buttons](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/h0Bn1UxXtvo-overview-configure-sms-buttons.md): Before the users can start using SMS\-Magic Converse, you need to configure the SMS buttons for sending single SMS and bulk SMS\. After completing SMS\-Magic Converse basic setup, you do the following: Create SMS buttons necessary to send SMS Associate the SMS buttons to the Visualforce pages The pu\.\.\. - [Assign Conversations](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/1Ugh9ai27UY-assign-conversations.md): On the Converse Desk, select a filter\. The conversation list appears\. Click on the conversation row you want to assign and then click Assign Conversation from the drop\-down menu that appears\. A selected check box appears next to the conversation\. You can also click the icon on the individual \.\.\. - [Compliance Enforcement Stats](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/nNIiXBTZ33k-compliance-enforcement-stats.md): This dashboard will show you the compliance enforcement metric displaying how many times it stopped messages being sent to opted\-out numbers and what it means in monetary terms\. a\. Filter It is a top\-level filter to handle the analysis date range\. The filter is on ‘message sent date’ i\.e\. all the f\.\.\. - [Number Transfer: Move and Manage Your Sender IDs](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/IoxERXYAsfw-number-transfer-move-and-manage-your-sender-ids.md): By following these simple guidelines, you can efficiently manage your Sender IDs and enjoy a smooth experience with our platform\! On the workspace page, you can easily view the total number of assigned Sender IDs for each account, helping you keep track of your Sender IDs\. You can purchase Sender I\.\.\. - [Facebook Policy Violation Notifications](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Uh2llV1g8ec-facebook-policy-violation-notifications.md): Anytime a page is restricted from sending messages for Platform Policy reasons, the page will receive an explanation of the policy violation in an email sent to the Page Support Inbox for the app\. To ask questions about a policy violation notification, respond to this email and one of our Policy Tea\.\.\. - [Agent Productivity](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/wZS5gl505bA-agent-productivity.md): a\. Filter It is a top\-level filter to handle the analysis date range\. The filter is on conversation and SMS history ‘record creation date’ i\.e\. all the further analysis is done on the records where the record creation date is within the filter date range\. Metrics with conversions filter are: Active \.\.\. - [Mark Conversations](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/THdoYHWiUW0-mark-conversations.md): On the Converse Desk, select a filter to view conversation lists\. The list of conversations appears\. Click on a conversation row marked as new and then click Mark as Read on the drop\-down menu that appears\. A selected check box appears next to the conversation\. If the conversation has already \.\.\. - [Add SMS Button to Layouts](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/WHYTnC6Jyco-add-sms-button-to-layouts.md): After creating the SMS button, you need to add the buttons to the record layout such as Contacts, Leads, Opportunities, and so on\. To add the button to the page layout in Salesforce Lightning, you need to use the Object Manager\. To add the button to the page layout in Salesforce Classic, you need t\.\.\. - [Compliance with Facebook Messaging](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/dYBAoj7XGDs-compliance-with-facebook-messaging.md): Businesses capturing the recipient’s explicit Messenger opt\-ins as per the Facebook Messenger Platform Policy guidelines can use our out of box compliance configuration feature to set up and enforce compliance checks for Facebook Messenger outbound messages\. Please click here to know detailed inform\.\.\. - [Messaging Limits](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/GzFtfCtvbF4-messaging-limits.md): As per WhatsApp Terms, Messaging limits determine how many unique users your business can send messages to on a daily basis\. This includes new conversations as well as existing conversations with users\. The messaging limit does NOT limit the number of messages your business can send, just the number\.\.\. - [View SMS Button on a Record Page or List](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/9oMY6O4eITY-view-sms-button-on-a-record-page-or-list.md): When you add the SMS button to the record page, the button is then available as a menu item on any record object page\. The single SMS button is available on the record page of the object while the bulk SMS button is available on the record list view page\. To View the Single SMS Button in Salesforce \.\.\. - [Steps to Schedule a Data Processing Batch Overview](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/e1lyJJgU10E-steps-to-schedule-a-data-processing-batch-overview.md): The opt\-out analysis, compliance enforcement stats, and agent productivity dashboards can be updated daily or monthly depending on the schedule of a ComplianceDashboardScheduler from Salesforce ‘Schedule Apex’ in the setup of your org\. Below are the steps to schedule a consent compliance & opt\-o\.\.\. - [Create an Internal Note](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/fI5rkEpFiFA-create-an-internal-note.md): On the Converse Desk, select a filter to view conversation lists\. The list appears\. 3\. Click a conversation to view it in the Reply panel\. 5\. Click Internal Note located above the message area\. The Internal Note area appears\.   7\. Enter the message you wish to add as a note\. Click Add Note\. Th\.\.\. - [FAQ's](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/fu3fe5lmdz4-faq-s.md): Q 1\. How many business pages can I connect with SMS\-Magic?Ans:\- Right now there is no limit on pages that you can connect as long as you are able to complete the authentication\. In the future, we will update you if we introduce any limit\. Q 2\. Do I need to register my facebook templates before mappi\.\.\. - [Configure Conversations/Conversations View on Lightning](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Pb9bvmr6eGI-configure-conversations-conversations-view-on-lightning.md): To Configure Conversation/Conversation View on Lightning, follow the below steps: Login to Salesforce using the following page: To login, enter the Username and Password in respective fields and click Login In button\.  The following SMS\-Magic Converse Home page appears: To proceed, switc\.\.\. - [Shared Inbox\- Salesforce](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/q93uixUw7b4-shared-inbox-salesforce.md): Overview Shared Inbox is a feature that allows you to manage your conversations with your team\.  Available versions: SMS\-Magic Salesforce version 1\.74 How to create a shared Inbox Check Access: Check the you have access to create a shared inbox  Access Conversations Settings: In the naviga\.\.\. - [Converse Home Dashboard](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/UlfEA61wTCk-converse-home-dashboard.md): The following reports are available on Converse Home: Report Description Messages Displays a count of all incoming and outgoing messages that have occurred within the last 30 days\.​ Conversations Displays a count of all active and new conversations that occur within the last 30 days\. - [SMS\-Magic with Dialpad](https://docs.sms-magic.com/NGcTCabvBdk-sms-magic-with-dialpad): The article outlines the steps for integrating Dialpad with SMS\-Magic, including initial setup and connecting numbers\. It guides using Dialpad alongside SMS\-Magic solutions with Salesforce application\. - [Integration and Connecting Numbers](https://docs.sms-magic.com/NGcTCabvBdk-sms-magic-with-dialpad/yU0xDZjntaA-integration-and-connecting-numbers.md): Introduction Dialpad, a cloud\-based phone system designed for modern businesses, offers features such as call recording, call management, integration, and analytics to enhance customer experience and satisfaction\.  By integrating your Dialpad numbers with SMS\-Magic, you will be able to enhance \.\.\. #### All About Messaging - [Messaging Guides \(SMS / MMS\)](https://docs.sms-magic.com/messaging-guides-sms-mms): know everything about messaging - [SMS 101](https://docs.sms-magic.com/messaging-guides-sms-mms/fHN61477FHA-sms-101.md): 1\. What is SMS? SMS or Short Message Service is a text messaging component of most mobile device systems, the Internet, and telephones\. SMS, today, is the most common means of communication\. “Short” refers to the maximum size of the text messages that can be sent, i\.e\. you can send a message of up t\.\.\. - [Business Messaging \- Best Practices](https://docs.sms-magic.com/messaging-guides-sms-mms/vgHjPMwnuLg-business-messaging-best-practices.md): SMS has a mission\-critical role in modern business— many high\-priority applications, alerts, and content depend heavily on an SMS being delivered in a timely manner\. SMS is considered to be one of the safest channels for the transmission of critical information to a phone\. It works on any handset, i\.\.\. - [How to Choose Right SMS Service or Provider](https://docs.sms-magic.com/messaging-guides-sms-mms/HK0w6VZpwy4-how-to-choose-right-sms-service-or-provider.md): SMS messaging came into existence back in the year 1992\. Even today, SMS messaging is in demand and is one of the most reliable modes of communication\.  Every small, medium, or large scale companies, nowadays, use the power of SMS text marketing\. Choosing the most reliable SMS service or provid\.\.\. - [SMS Encoding and Character Support](https://docs.sms-magic.com/messaging-guides-sms-mms/sms-encoding-and-character-support.md): SMS Encoding and Character Support This document provides information about the character encoding support and message length calculations for SMS messages processed through our system\. It delineates the handling of Plain Text \(utilizing GSM and ASCII encoding\) and Unicode \(UTF\-16 encoding\) message\.\.\. - [Messaging Guide \(OTT Channels\)](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels): Know Everything about WhatsApp, Facebook & LINE Channel - [How to Activate WhatsApp Business Account?](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/EoJ27L8CIKQ-how-to-activate-whatsapp-business-account.md): Here is the step\-by\-step process for activating the Whatsapp Business Account Fill in the client details in the form & get the exhibit C agreement\. At least one template is required for the submission of the form Details required in the form are available on the first page of this pdf If there\.\.\. - [Understanding LINE Messaging](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/PwJPomHbV2U-understanding-line-messaging.md): LINE messaging is different from other text messaging, with two types of messages; one that lets you reply to incoming messages and events, and the other that lets you initiate the conversation\. SMS\-Magic only supports Push messages and Multicast messages over LINE for now\. Within each of these mess\.\.\. - [Facebook Messaging](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/FJufaU6vH70-facebook-messaging.md): With 2\.5 billion monthly active users, Facebook is poised to be the world’s most popular business messaging channel\. With SMS\-Magic business solutions allowing you to start messaging over Facebook, you would be able to connect to your users with the most popular chat app globally\. Facebook messaging\.\.\. - [Use of Facebook Messaging](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/J7I7wQIR234-use-of-facebook-messaging.md): As per Facebook Messenger Platform Policy, Messenger opt\-out: immediately respect all requests \(either on Messenger or off\) by people to block, discontinue, or otherwise opt\-out of your using Messenger to communicate with them\. Do not use Message Tags to send promotional content or other advertisin\.\.\. - [Understanding Facebook Messaging](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/hYsmf7yj9eU-understanding-facebook-messaging.md): Facebook messaging is different from normal text messaging; it has two types of messages: Facebook Session Messages Facebook Session messages are any messages sent and received in response to a user\-initiated message to your business page\. A messaging session starts when a user sends your business a\.\.\. - [Supported Messages Types on Facebook](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/RiMHwXzD0bk-supported-messages-types-on-facebook.md): Text Messages \- These include text templates & free text messages that can be sent to any recipient as a part of Facebook “session messages”\. These messages will be delivered only if the recipient is falling inside a 24 hr active window\. Media Messages \- These include media messages that you can\.\.\. - [Interactive, Automated & Bulk Messaging on Facebook](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/Gnbw9nMi12Q-interactive-automated-bulk-messaging-on-facebook.md): 1\. Interactive Messaging When a sales or marketing user is trying to send a message using Sender ID tagged to the Facebook channel, the system will check whether the recipient is falling inside or outside of Facebook’s 24 hr active window based on “When was the last incoming Facebook message receive\.\.\. - [Instagram Overview](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/QWog3Fnvhz8-instagram-overview.md): Instagram Overview Instagram, a photo\-sharing app and social network acquired by Facebook in 2012, offers a range of features to facilitate seamless interaction for your current and prospective customers\. Discover the steps to link your Instagram Business Account to SMS\-Magic\. Enabling enhanced acc\.\.\. - [RCS Overview](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/rcs-overview.md): RCS Overview Introduction RCS \(Rich Communication Services\) messaging represents a significant evolution in mobile messaging technology, offering enhanced features and capabilities beyond traditional SMS \(Short Message Service\)\. This document serves as a guide for our internal team to understand and\.\.\. - [WhatsApp Channel Overview](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/KQkVMV4xcvE-whatsapp-channel-overview.md): WhatsApp Channel Overview WhatsApp Channel Type There are 2 types by which business can enable WhatsApp \- WhatsApp Business API \(BSP\) WhatsApp Cloud API WhatsApp Template Message WhatsApp Template messages use pre\-approved message templates called MTMs for outbound notifications such as deli\.\.\. - [Enable RCS in SMS Magic](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/3tTFqD42gjI-enable-rcs-in-sms-magic.md): Register Yourself as a partner in RCS Step 1 \- Register You can register yourself as a Business Messaging Partner at https://developers\.google\.com/business\-communications/rcs\-business\-messaging/guides/get\-started/register\-partner\#submit\_your\_information After submission, you will receive an email\.\.\. - [Getting the Sender ID configured with SMS\-Magic Account](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/l6O563LcCw0-getting-the-sender-id-configured-with-sms-magic-account.md): You need to share the following information with the SMS\-Magic support team and they can complete the account level configurations\. Channel Access Token Channel Secret Bot ID Your LINE channel Bot ID will act as a Sender ID into SMS\-Magic\. Once the account level configurations are done, you wil\.\.\. - [Enable Instagram in SMS Magic](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/sk13Ui06qDA-enable-instagram-in-sms-magic.md): Enable Instagram in SMS Magic Step 1\- Facebook: Login or Sign Up, Businesses must have a Facebook account If the Business \(does not have a Facebook account\) they need to create one by clicking on the link \(Facebook\) Step 2\- Login: Developers AccountBusinesses have to log in using the developer's ac\.\.\. - [WhatsApp Cloud API \- Overview](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/xFHjYbKcAWA-whatsapp-cloud-api-overview.md): What is WhatsApp Cloud API WhatsApp Cloud API represents the cloud\-hosted iteration of the WhatsApp API, also recognized as the WhatsApp Business Platform\. Unlike the previous On\-premises API, which was hosted on Business Solutions Provider \(BSP\) servers or a company's private server, the Cloud API \.\.\. - [Enabling the LINE Messaging API](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/DU8xSzE4VJw-enabling-the-line-messaging-api.md): Enabling the LINE Messaging API Login to the LINE developers console using your LINE credentials and follow the below steps\.  Create a Line channel of type 'messaging API' and connect it with SMS\-Magic \- Requires all steps Use an already created channel of type messaging API and connect it wit\.\.\. - [WhatsApp Cloud API \- Setup](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/BMoPP0zQ3Ps-whatsapp-cloud-api-setup.md): WhatsApp Cloud API \- Setup This user manual will help businesses to connect with WhatsApp cloud API\. Pre\-requisites Meta Developer Account – https://developers\.facebook\.com/  WhatsApp Business Account \(WABA Account\) – https://business\.facebook\.com/  Mobile Number – It should be a fresh \.\.\. - [Reaching out to customers on LINE](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/3P00a99j5ak-reaching-out-to-customers-on-line.md): In\-App Search by LINE users If a LINE user is already chatting with companies through their LINE Official Accounts, they will likely search for your company in\-app when they want to chat with you\. This process works slightly differently with Unverified, Verified, and Premium Accounts\. Unverified Ac\.\.\. - [Messaging Limits](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/sc3MFV86zUM-messaging-limits.md): As per Line Terms, you can send 100,000 messages per minute / 1,700 messages per second \(push messages and multicast messages\)\. If you continue to send requests exceeding the limit for an extended period, LINE may block these requests\. - [LINE Tagged Sender IDs, Templates, and Messages](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/yGYSuVmW5xI-line-tagged-sender-ids-templates-and-messages.md): LINE Sender ID After completing the configuration steps, you would be able to see LINE Sender ID added into the ‘Sender ID Assignment’ table in converse settings along with the ‘Channel Type’ column showing the channel type to which the respective Sender ID belongs\. While sending messages, whenever \.\.\. - [Creating a LINE Official Account](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/a5QZdEcnqZI-creating-a-line-official-account.md): To get started with LINE messaging using SMS\-Magic, follow the below steps: First, create a LINE account through a mobile app If you already have a LINE account, skip to Enabling the LINE Messaging API After having signed up with your phone number, you have two options to login; either activate yo\.\.\. - [Supported Message Types](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/1fFabd7Mt0Q-supported-message-types.md): Supported Message Types Text Messages \- These include text templates and free text messages that you can send to any recipient as a part of WhatsApp “session messages” i\.e\. these messages can get delivered only if the recipient is falling inside a 24 hr active window\. Media Messages – These include\.\.\. - [LINE Official Account Premium ID](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/h231t6Ifn1M-line-official-account-premium-id.md): Getting a Premium ID for a LINE Business Account allows you to change the random string to your business name, if available\. This is especially useful if you have an unverified account, which is only searchable via ID\. LINE charges USD 12 per year for a Premium ID and you can upgrade at any time\. Yo\.\.\. - [Get started with WhatsApp Number](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/sDYb0lWy924-get-started-with-whatsapp-number.md): Steps to get Started with WhatsApp Number In order to get started with WhatsApp messaging using SMS\-Magic, the following are the steps you would need to complete:  First, reach out to our sales team on sales@screen\-magic\.com to know the prerequisites of enabling WhatsApp messaging capabilities \.\.\. - [Interactive, Automated Bulk Messaging via LINE Messaging](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/DJkr3uEY5Ik-interactive-automated-bulk-messaging-via-line-messaging.md): Interactive Messaging Messaging users can respond to support\-related queries/ new inquiries from consumers and also initiate 1\-1 conversations using Converse Desk\. When a messaging user is trying to send a message using the Sender ID tagged to the LINE channel, the system will by default show them t\.\.\. - [Quality Rating and Status](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/1abYKxxhoj0-quality-rating-and-status.md): Quality Rating It shows the quality of the messages your customers received in the past 24 hours\. Under the Quality Rating column, there are three different quality states: Green: High quality Yellow: Medium quality Red: Low quality Statuses There are different statuses for phone numbers that re\.\.\. - [Creating LINE Templates in the SMS\-Magic Converse app](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/J4zQTi42G58-creating-line-templates-in-the-sms-magic-converse-app.md): You can create templates and tag them to single/multiple/all channels\. Once you tag a template to the LINE channel, the same would be made available in the template selection while sending messages over the LINE channel using your LINE Sender ID\. We will be marking your existing templates with all c\.\.\. - [Compliance with WhatsApp Messaging](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/nlmZNbe9SU4-compliance-with-whatsapp-messaging.md): 1\. WhatsApp guidelines on How to Get Opt\-in for WhatsApp As per WhatsApp Business Guides, businesses can obtain opt\-in in a multitude of ways, both on and off WhatsApp\. Ultimately, WhatsApp wants to help people receive useful information from businesses they want to hear from\. Opt\-in methods such as\.\.\. - [Compliance with LINE Messaging](https://docs.sms-magic.com/3gRa19kt0b4-messaging-guide-ott-channels/MMl3Uz5iWUo-compliance-with-line-messaging.md): LINE guidelines on user consent As per Line Messaging Guidelines, user consent is required for the LINE Official Account to be able to access user profile information, which includes display name, profile image, status message, and user ID\. Users who add your LINE Official Account as a friend or inv\.\.\. - [Compliance Guidelines for Messaging Services](https://docs.sms-magic.com/compliance-guidelines-for-messaging-services): Discover Difference Messaging Compliance like 10DLC, DLT, Privacy Laws - [Being Messaging Compliant with Australia’s Data Privacy Laws](https://docs.sms-magic.com/compliance-guidelines-for-messaging-services/DYiBxmp7RtE-being-messaging-compliant-with-australia-s-data-privacy-laws.md): Over the past few years, although SMS messaging has been among the most used effective marketing tools, businesses have been in trouble for violating the laws\. At times, while implementing the SMS strategies, companies may get carried away and it can be unclear about where exactly to draw the line b\.\.\. - [Texas SMS/MMS Marketing Rule \(SB 140\)](https://docs.sms-magic.com/compliance-guidelines-for-messaging-services/texas-sms-mms-marketing-rule-sb-140.md): Texas SMS/MMS Marketing Rule \(SB 140\) — Effective September 1, 2025 Texas Senate Bill 140 amends the Texas “Mini\-TCPA” to treat SMS and MMS marketing messages as telemarketing calls\. This introduces new registration, timing, and enforcement rules for businesses\. Who Must Comply You may need to compl\.\.\. - [10 DLC Guide](https://docs.sms-magic.com/compliance-guidelines-for-messaging-services/U1G6MtKSMeQ-10-dlc-guide.md): Overview The 10\-Digit Long Code \(10DLC\) represents a significant advancement in the U\.S\. telecommunications landscape for Application\-to\-Person \(A2P\) messaging, utilizing traditional 10\-digit phone numbers\. This development introduces a regulated framework for businesses to enhance SMS and MMS messa\.\.\. - [DLT Phase 2 Notification for Content Templates Registration](https://docs.sms-magic.com/compliance-guidelines-for-messaging-services/q6M3vhFDrxc-dlt-phase-2-notification-for-content-templates-registration.md): Dear Customer, Greetings from SMS\-Magic\! As we are aware, TRAI has notified a completely new framework to manage commercial communications and is aimed at curbing the problem of Unsolicited Commercial Communication \(UCC\) or spam calls and messages vide its Regulation\.  In the Phase\-1 of DLT imp\.\.\. - [Process for onboarding New customers in India for SMS](https://docs.sms-magic.com/compliance-guidelines-for-messaging-services/KYxhWo05vOI-process-for-onboarding-new-customers-in-india-for-sms.md): Onboarding Indian Customers 1\) What steps need to be followed to set up SMS services in India? You can send 2 types of messages in India depending on your use case and message content  i\.e\. Promotional and transactional SMS\. Transactional messages are not intended for marketing purposes\. Their \.\.\. - [Entity Registration under New Regulation of TRAI \(DLT\) in India](https://docs.sms-magic.com/compliance-guidelines-for-messaging-services/ajbuLxOBIPY-entity-registration-under-new-regulation-of-trai-dlt-in-india.md): \!\! Important \!\! Entity Registration under New Regulation of TRAI \(DLT\) in India \| 31st May 2020 TRAI is in the process of implementing the TCCCPR guidelines by 31st May 2020\.  In adherence to the upcoming implementation of these regulations, it is mandatory for all Businesses, Enterprises \(Prin\.\.\. - [Important Announcement](https://docs.sms-magic.com/compliance-guidelines-for-messaging-services/oK1QK5kj5dE-important-announcement.md): Dear Customer, Greetings from SMS\-Magic\! Trust you and your loved ones are staying safe and in good health\. We value your association with SMS\-Magic and thank you for using our product\. We would like to bring to your notice that from 31st October 2020, your Brand Name has to be specified in every me\.\.\. - [DLT](https://docs.sms-magic.com/compliance-guidelines-for-messaging-services/XDPxYgcIMnk-dlt.md): Dear Valued Customers, Greetings from SMS\-Magic\! Thank you for complying with the TCCCPR 2018 Regulations so far\.  As a follow up to our earlier email highlighting the DLT Updates, we would like to inform you now PE’s \(Entity\)/TMs \(Telemarketers\) are now required to upload all their content tem\.\.\. - [Template Registration on DLT Platform, Deadline \- 25th Sept 2020](https://docs.sms-magic.com/compliance-guidelines-for-messaging-services/Lg8WLlae7KM-template-registration-on-dlt-platform-deadline-25th-sept-2020.md): Dear Customer, Greetings from SMS\-Magic\! We value your association with SMS\-Magic and thank you for using our product\. We would like to bring to your notice that from 25th September, 2020, the operators will only allow SMS delivery from DLT Registered Templates\. What’s Happening? With the continuing\.\.\. - [10DLC US A2P](https://docs.sms-magic.com/compliance-guidelines-for-messaging-services/tq130UETubs-10dlc-us-a2p.md): 10DLC wiki This is a 10DLC info page created by SMS\-Magic to help you understand everything you need to know about the new 10 Digit Long Code \(10DLC\) regulation by the U\.S\. Mobile Carriers and the Federal Communications Commission \(FCC\)\. Attention: Extended 10DLC registration deadline by US Carriers\.\.\. - [10DLC US A2P Pricing & Fees](https://docs.sms-magic.com/compliance-guidelines-for-messaging-services/8NhMxMkMuE8-10dlc-us-a2p-pricing-fees.md): Here you will find the various fees associated with 10DLC A2P messaging for transactional and promotional purposes\. To know more about the 10DLC regulation and registration process\. Attention: Extended 10DLC registration deadline by US Carriers and FCC: May 31, 2023\. Register now to prevent messagin\.\.\. - [Toll Free Message Verification \- USA](https://docs.sms-magic.com/compliance-guidelines-for-messaging-services/LevU54mPrhw-toll-free-message-verification-usa.md): Toll\-Free Message Verification Verified Toll\-Free Messaging simply means that your business and use case has been reviewed in advance of sending traffic via Toll\-Free\. Brands have received carrier approval for messaging via Toll\-Free numbers to the US/Canada\. This verification process is free of co\.\.\. - [BYOP](https://docs.sms-magic.com/MfUs8JGxt5Y-byop): Bring Your Own Provider\. Connect SMS\-Magic with your own messaging provider\. - [Bring Your Own Provider](https://docs.sms-magic.com/MfUs8JGxt5Y-byop/TJ3c5Qyj1H0-bring-your-own-provider.md): Customers already using messaging providers such as Twilio, Nexmo, RingCentral etc\., can continue using your provider and use Native SMS\-Magic Application on Salesforce, Zoho, and other CRMs together and give your businesses the best of both worlds\. This separation of Application and the underlying \.\.\. - [TPI Integration with Aicross](https://docs.sms-magic.com/MfUs8JGxt5Y-byop/JAxd0ZC7oBs-tpi-integration-with-aicross.md): SMS\-Magic offers a third\-party API integration feature\. When an SMS\-Magic customer wants to use his own account at an SMS Provider like Aicross and wants to use the SMS\-Magic App on Salesforce, TPI Integration helps\. We use the below API \- https://developer\.aicross\.com/messaging/sms/overview The fol\.\.\. - [TPI Integration with Aerialink](https://docs.sms-magic.com/MfUs8JGxt5Y-byop/HtHOOdQ6e9I-tpi-integration-with-aerialink.md): SMS\-Magic offers a third\-party API integration feature\. When an SMS\-Magic customer wants to use his own account at an SMS Provider like Aerialink and wants to use the SMS\-Magic App on Salesforce, TPI Integration helps\. We use the below API \- https://developer\.aerial\.com/messaging/sms/overview The fo\.\.\. - [TPI Integration with Twilio](https://docs.sms-magic.com/MfUs8JGxt5Y-byop/wxWmPbGT09w-tpi-integration-with-twilio.md): Overview SMS\-Magic is a single\-window service for all your messaging needs\. To start messaging, you can buy SMS credits, Virtual mobile numbers, shortcodes/longcodes via SMS\-Magic, and experience power of messaging solution\. In Addition, SMS\-Magic has two offerings – BYOP & BYON which \.\.\. - [TPI Integration with Nexmo/Vonage](https://docs.sms-magic.com/MfUs8JGxt5Y-byop/CCU6YZEIoKY-tpi-integration-with-nexmo-vonage.md): Overview SMS\-Magic is a single\-window service for all your messaging needs\. To start messaging, you can buy SMS credits, Virtual mobile numbers, shortcodes/longcodes via SMS\-Magic, and experience power of messaging solution\.  In Addition, SMS\-Magic has two offerings – BYOP & BYON \.\.\. - [TPI Integration with Infobip](https://docs.sms-magic.com/MfUs8JGxt5Y-byop/sbwV56lrtAA-tpi-integration-with-infobip.md): Overview SMS\-Magic is a single\-window service for all your messaging needs\. To start messaging, you can buy SMS credits, Virtual mobile numbers, shortcodes/longcodes via SMS\-Magic, and experience power of messaging solution\.  In Addition, SMS\-Magic has two offerings – BYOP & BYON \.\.\. - [BYON](https://docs.sms-magic.com/w2dlu1j1058-byon): Bring Your Own Number\. Connect with SMS\-Magic with your own Business Number\. - [BYON Overview](https://docs.sms-magic.com/w2dlu1j1058-byon/G8C9i8rZ5lE-byon-overview.md): Overview Unlock the potential of your existing personal mobile phones or landlines with our 'Bring Your Own Number' \(BYON\) offering\. Catering to the needs of customers who prefer using familiar numbers for business communication, BYON allows effortless porting of these well\-known numbers to SMS\-Ma\.\.\. - [BYON Process](https://docs.sms-magic.com/w2dlu1j1058-byon/irqUX71a1KU-byon-process.md): Note: This feature is only available for customers based & doing messaging in the USA\. Understanding BYON Some businesses/employees use their personal mobile phones for communicating with customers via text or they traditionally make phone calls via desk phones or landlines\. Landlines were the\.\.\. - [BYON Caveats & Limitation](https://docs.sms-magic.com/w2dlu1j1058-byon/bjx2MVTTH2g-byon-caveats-limitation.md): BYON Caveats There are certain cases where BYON may not work\. Let’s take a look at the details\.  This feature is not always free\. Some VoIP companies do offer number portability against a fee\. The fee charged can be a one\-time payment or can be a monthly amount payable as long as you keep the p\.\.\. - [Country Specific Messaging Guidelines](https://docs.sms-magic.com/country-specific-messaging-guidelines): Guidelines to specific feature list, possibilities and guidelines across diverse jurisdictions\. - [SMS Encoding and Character Support](https://docs.sms-magic.com/country-specific-messaging-guidelines/sms-encoding-and-character-support.md): SMS Encoding and Character Support This document provides information about the character encoding support and message length calculations for SMS messages processed through our system\. It delineates the handling of Plain Text \(utilizing GSM and ASCII encoding\) and Unicode \(UTF\-16 encoding\) message\.\.\. - [Overview Country Guideline](https://docs.sms-magic.com/country-specific-messaging-guidelines/1gDQQVPyX6w-overview-country-guideline.md): We offer comprehensive guidelines to support our customers in complying with diverse regulations across jurisdictions\. These guidelines reflect SMS\-Magic's interpretation of applicable regulations and requirements, serving as a valuable resource for both SMS\-Magic and our customers\. It's important t\.\.\. - [United States \(USA\)](https://docs.sms-magic.com/country-specific-messaging-guidelines/united-states-usa.md): United States Country Summary Country Name United States of America ISO US Country Code \+1 Region North America Major Operators AT&T Mobility Verizon Wireless T\-Mobile USA Sprint Nextel US Cellular SMS Facility 1 Way SMS \(Outbound\) 2 Way SMS \(Inbound & Outbound\)\.\.\. - [India \(IN\)](https://docs.sms-magic.com/country-specific-messaging-guidelines/EGP1lT2FMeY-india-in.md): India Country Summary Country Name India ISO IN Country Code \+91 Region Asia Major Operators Reliance JIO India Airtel India Vodafone Idea India BSNL SenderID Guidelines There are two types of A2P traffic in this market: International \- Requires no registrations, all messa\.\.\. - [China \(CN\)](https://docs.sms-magic.com/country-specific-messaging-guidelines/china-cn.md): Sender ID Policy for China In China, dynamic and alpha sender IDs are not supported\. This means that any sender ID you specify \(e\.g\., “ScreenMagic”\) will be automatically replaced with an inbound number you have purchased from us\. Recipients will see messages coming from this number, allowing them t\.\.\. - [United Kingdom \(UK\)](https://docs.sms-magic.com/country-specific-messaging-guidelines/qZ2HW1PrvIs-united-kingdom-uk.md): United Kingdom \(UK\) - [Australia \(AUS\)](https://docs.sms-magic.com/country-specific-messaging-guidelines/2Ffz2fluyRo-australia-aus.md): Australia \(AUS\) - [Ireland \(IE\)](https://docs.sms-magic.com/country-specific-messaging-guidelines/ireland-ie.md): Ireland Sender ID — Registration & Requirements Overview The Commission for Communications Regulation \(ComReg\) in Ireland has introduced a Sender ID Registry to protect consumers from fraudulent SMS\. All alphanumeric sender IDs must be registered to continue sending SMS to Irish mobile users\. Th\.\.\. - [Other Countries Messaging Guidelines](https://docs.sms-magic.com/country-specific-messaging-guidelines/g8vdwVVzMQc-other-countries-messaging-guidelines.md): Other Countries Messaging Guidelines Albania Albanian Mobile Communications \(AMC Mobil\) filters for alphanumeric sender ID’s\. We recommend using a numeric sender ID that does not start with a 0 to bypass the AMC Mobil filter\. Algeria Orascom Telecom Algerie Spa \(Djezzy 60302\) filters local \(i\.e\. Alg\.\.\. #### What's New? - [New Features & Improvements](https://docs.sms-magic.com/9qvId4C5pFY-new-features-improvements): This section will have list of new features/improvements/packages\. - [SMS\-Magic Salesforce App version\- 1\.73](https://docs.sms-magic.com/9qvId4C5pFY-new-features-improvements/0G0gQDrh0pE-sms-magic-salesforce-app-version-1-73.md): 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 template\.\.\. - [SMS Magic app is now available with Zoho Bigin](https://docs.sms-magic.com/9qvId4C5pFY-new-features-improvements/WDCQQTuW2UQ-sms-magic-app-is-now-available-with-zoho-bigin.md) - [SMS\-Magic for Salesforce \- Release Notes & Patches](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches): Explore our comprehensive collection of Salesforce release notes and patches, providing users with concise updates and insights into the latest enhancements, fixes, and features\. Stay informed and up\-to\-date on all Salesforce developments to optimise - [SMS Magic Converse 1\.59 \- Patch 03 \- 8](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/v9U0tjkHkfY-sms-magic-converse-1-59-patch-03-8.md): Patch 1\.59\.3 IMPROVEMENTS N/A BUG FIXES Fixed display of available SMS Templates on Case object\. Patch 1\.59\.6 IMPROVEMENTS Conversation Desk data load time improved\. Send Bulk SMS loading time improved\. BUG FIXES Automation functionality : Multiple messages were being sent \(even with 1 number con\.\.\. - [SMS Magic Converse 1\.58 \- Patch 10 \- 50](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/n9EovmScthI-sms-magic-converse-1-58-patch-10-50.md): Patch: 1\.58\.50 Date: 13th Dec 21 BUG FIXES Issue: The customer was getting an error in the Converse App in version 1\.60\.79 Fix: The following error message was seen in the Converse app: Invalid field OwnerId for Training\_\_c The customer was trying to send an SMS using a detail record from the Conv\.\.\. - [SMS Magic Converse 1\.55 \- Patch 29 \- 55](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/s28o5wQmUo0-sms-magic-converse-1-55-patch-29-55.md): Patch 1\.55\.29 Date: 18th Nov 2020 BUG FIXES 1\.Issue – Issue with the Emoticon Box; the width of the box was restricted to a specific value Fix –  The width of the emoticon box was confined to a specific value\. Due to this when the count increased, all emoticons did not fit into the a\.\.\. - [SMS Magic Converse 1\.52 \- Patch 1 \- 15](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/Wu7Uem0pwdY-sms-magic-converse-1-52-patch-1-15.md): Patch 1\.52\.1 IMPROVEMENTS Allowed only one queueable job from batch\. Removed picklist field of Conversation Map from SetUp Wizard\. BUG FIXES Queueable job issue on campaign execution The Picklist Field of Conversation Map needed to be removed from the Setup Wizard as the package did not include \.\.\. - [SMS Magic Converse 1\.51 \- Patch 01 \- 17](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/kxDIUmFXBsc-sms-magic-converse-1-51-patch-01-17.md): Patch 1\.51\.1 IMPROVEMENTS While searching for conversations by the parent name displayed correct results\. New Conversations are not created while sending notifications to users\. BUG FIXES SMI\-2823: The “Invalid Field” error message is displayed while searching in Converse Desk\. SMI\-2824: An Auto\.\.\. - [SMS Magic Converse 1\.68 \- Patch 83](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/P5nv66cygQQ-sms-magic-converse-1-68-patch-83.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.83 Issue: Updating Apex Classes Below API Version 45 for ICU Locale\. RCA: NA Solution: The customer has reported that a few Apex classes for\.\.\. - [SMS Magic Converse 1\.69 \- Patch 42](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/XbQU1MAktcU-sms-magic-converse-1-69-patch-42.md): We have released a interact package for the patch on SMI v1\.69\. Following are the details regarding the patch\. Patch Version 1\.69\.42 Issue: The customer has reported that they are receiving "Apex CPU Limit Exceeded" while opening the Converse App Dashboard\. RCA: The query in \.\.\. - [Salesforce Campaign Manager 1\.102\.10](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/uG0yBlN4zK0-salesforce-campaign-manager-1-102-10.md): Version 1\.102\.10 Issue: Campaign Scheduling and Sender ID Changes Not Retained When Editing Recurring Campaigns RCA:Additional data of the current day was being considered and processed while setting the selected days of the recurring campaign\. The sender id assigned as a default sender to the user \.\.\. - [Number Validation feature](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/6WVilGnHzjE-number-validation-feature.md): Overview The Number Validation feature in SMS\-Magic is designed to ensure that the customer mobile numbers you are sending messages to are valid\. This feature is available for the following products: \- SMS\-Magic Salesforce Interact \- SMS\-Magic Zoho App \- SMS\-Magic SaaS By validating the customer mob\.\.\. - [SMS\-Magic Salesforce App Version \- 1\.77](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/YPDmEqRD6A8-sms-magic-salesforce-app-version-1-77.md): What's New in Conversive This guide covers all new features introduced in Conversive 1\.77\. Each section explains what the feature does, how to configure it, and what to expect once it is active\. Screenshots accompany every key step to help you follow along\. \# Feature Configuration needed? Who is \.\.\. - [SMS Magic Converse 1\.73 \- Patch 81](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/k7nS0xinaFc-sms-magic-converse-1-73-patch-81.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.81 Issue Converse App: Issue with "Show linked process builder, flows, and workflows" Link Functionality RCA:With each release Salesforce increments th\.\.\. - [Recommended SMI and Campaign Manager Package Combination](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/S8ER5em5ELQ-recommended-smi-and-campaign-manager-package-combination.md): Overview This document outlines the critical compatibility requirements between the base SMS\-Magic Integration \(SMI\) package and the Campaign Manager \(CM\) add\-on package\. Ensuring the correct combination of package versions is essential to maintain seamless functionality in campaign operations\. Usin\.\.\. - [SMS Magic Converse 1\.72 \- Patch 80](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/W1k2xivrATw-sms-magic-converse-1-72-patch-80.md): We have released a beta/interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.80 Issue: Automated messages are failing with error \- Unable to connect to SMS\-Magic platform, please try again after some time RCA: URL shortenin\.\.\. - [Trusted URL Configuration](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/7KvOQNkCG9g-trusted-url-configuration.md): In the Salesforce Summer '24 release, we have an important configuration to be made for the SMS\-Magic App salesforce users\. We have this Trusted URL to be configured for all the versions of the SMS\-Magic App\. Affected Version: 1\.64 \- 1\.74 In Converse Templates, show this error " The content is blo\.\.\. - [SMS Magic Converse 1\.64 \- Patch 57](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/V22bYvWklR4-sms-magic-converse-1-64-patch-57.md): We have released a beta/interact package for the patch on SMI v1\.64\. Following are the details regarding the patch\. Patch Version 1\.64\.57 Issue: Converse App Actions not showing up in view details RCA: The field smagicinteract\_\_Action\_Count\_\_c was originally defined with a data type th\.\.\. - [Enable MFA via permission set](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/YavyTzDGzrs-enable-mfa-via-permission-set.md): Dear Customer, Greetings from SMS\-Magic\! Trust you and your loved ones are staying safe and in good health\. We value your association with SMS\-Magic and thank you for using our product\. We would like to bring to your notice that beginning 1st February 2022, all customers are required to enable MFA i\.\.\. - [Package Upgrade required to manage Security Vulnerability of version 1\.59 and above to 1\.60\.36](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/ryWqP8J2GYc-package-upgrade-required-to-manage-security-vulnerability-of-version-1-59-and-above-to-1-60-36.md): Dear Customer, Greetings from SMS\-Magic\! We value your association with SMS\-Magic and thank you for using our products and services\. Due to a security vulnerability issue, you need to upgrade the SMS\-Magic Converse package to the latest version i\.e\. 1\.60\.36\. Security Vulnerability Issue The followin\.\.\. - [Grant Access to Custom Settings – Critical Update](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/wgtJncAyd3k-grant-access-to-custom-settings-critical-update.md): Salesforce Spring’20 Critical Updates Users without the Customize Application permission can read custom settings using APIs that are provided by Salesforce\. This access will be revoked as part of a critical update that is scheduled to be rolled out with the Spring ’20 release on January 3, 2020\.Aft\.\.\. - [SMS Magic Converse 1\.64 \- Patch 56](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/A25B79aNbg0-sms-magic-converse-1-64-patch-56.md): We have released a beta/interact package for the patch on SMI v1\.64\. Following are the details regarding the patch\. Patch Version 1\.64\.56 Issue: CustomTemplateService injection point not getting invoked in interactive interfaces \(Need to pass recordId\) RCA: The injection\.\.\. - [SMS Magic Converse 1\.72 \- Patch 81](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/Z1203zSZ3uE-sms-magic-converse-1-72-patch-81.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.81 IssueUsers encountered a blank screen when clicking the "Agent Productivity" option\. Root Cause Analysis \(RCA\)The issue occurred due to a technical misma\.\.\. - [SMS Magic Converse 1\.75 \- Patch 48](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/aimbWxUNxag-sms-magic-converse-1-75-patch-48.md): We have released a interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.48 Realtime Reflection of Updated Consent Status in Interactive Messaging UI Issue:Updated consent statuses triggered through Opt\-In or Opt\-Out keywords wer\.\.\. - [SMS Magic Converse 1\.60 \- Patch 91](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/Kt29GvMvWDo-sms-magic-converse-1-60-patch-91.md): We have released a interact package for the patch on SMI v1\.60\. Following are the details regarding the patch\. Patch Version 1\.60\.91 Issue: The customer is facing a component error when receiving incoming messages\. The issue is intermittent and is faced by all the usersRCA: An issue oc\.\.\. - [SMS Magic Converse 1\.64 \- Patch 55](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/M9S2jgJze28-sms-magic-converse-1-64-patch-55.md): We have released an interactive package for the patch on SMI v1\.64\. Following are the details regarding the patch\. Patch Version 1\.64\.55 Issue: CustomTemplateService injection point not getting invoked in interactive interfaces RCA: The code to invoke the custom injection point wa\.\.\. - [Salesforce Campaign Manager 1\.102\.11](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/LL55SzaAqkI-salesforce-campaign-manager-1-102-11.md): Version 1\.102\.11 Issue: Scheduled Campaign Sending Messages Twice Root Cause \(RCA\):When users clicked the Start Campaign button for a scheduled campaign, there was a delay of approximately 5–10 seconds before backend processing initiated and the UI reflected the action\. During this interval: No visu\.\.\. - [SMS Magic Converse 1\.46 \- Patch 19 \- 20](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/I8ysutLnvO8-sms-magic-converse-1-46-patch-19-20.md): Patch 1\.46\.20 Date: September 22, 2020 BUG FIXES 1\. Issue: The return URL not getting validated correctly\. Fix:Due to a critical update, the return URL was not getting validated correctly\. To solve this issue, we added checks for Hostname URL\. IMPROVEMENTS N/A Patch 1\.46\.19 BUG FIXES Create Patch fo\.\.\. - [SMS Magic Converse 1\.69 \- Patch 41](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/N3tCrPj7XNE-sms-magic-converse-1-69-patch-41.md): We have released a interact package for the patch on SMI v1\.69\. Following are the details regarding the patch\. Patch Version 1\.69\.41 Issue: Enhancement Request: Remove button "Request for License" RCA: NA\. It's an enhancement\. Solution: A provision is created in the man\.\.\. - [SMS Magic Converse 1\.75 \- Patch 49](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/PwDtvGEdiD8-sms-magic-converse-1-75-patch-49.md): We have released a interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.49 Issue: Excessive Create/Delete Access Errors Generated in App System Log RCA:The package validates accessibility and permissions to ensure only authorize\.\.\. - [SMS Magic Converse 1\.47 \- Patch 09](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/hdn1DQQiMYU-sms-magic-converse-1-47-patch-09.md): Patch 1\.47\.9 IMPROVEMENTS Patch for Salesforce Spring’20 Critical Update\.A critical update has been rolled out with the Spring ’20 release on January 3, 2020 and made globally available from February 17, 2020\. After the critical update, users without the Customize Application permission can no longe\.\.\. - [SMS Magic Converse 1\.48 \- Patch 09 \- 17](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/gtU1gCTojYw-sms-magic-converse-1-48-patch-09-17.md): Patch 1\.48\.17 Date: August 31, 2020 BUG FIXES 1\. Issue – Formula field not working in SMS Template\. Fix:Conversion of Time datatype field was not happing properly in TemplateResolver & template engine class\. We were converting string given by salesforce into Date/time datatype\. Solved this issue\.\.\. - [SMS Magic Converse 1\.50 \- Patch 02 \- 03](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/j3XaMpsHIdc-sms-magic-converse-1-50-patch-02-03.md): Patch 1\.50\.2 IMPROVEMENTS While scheduling bulk messages , the date being displayed on  the interface displayed the correct date irrespective of the machine date\.The fix replaced the Javascript date object with Salesforce standard date as given by the component\. Modified query to suit the requi\.\.\. - [SMS\-Magic Salesforce App Version \- 1\.75](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/5VwsiPP91Ws-sms-magic-salesforce-app-version-1-75.md): SMS\-Magic Salesforce Package v1\.75 Release Notes Introduction The latest release of SMS\-Magic's Salesforce package, version 1\.75, introduces several new features designed to enhance communication, improve data security, and optimize user experience\. With the introduction of folder\-based template man\.\.\. - [SMS Magic Converse 1\.54 \- Patch 1 \- 8](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/vQ4bvpUHFB0-sms-magic-converse-1-54-patch-1-8.md): Patch 1\.54\.1 IMPROVEMENTS Resolved issues in Lightning View\. Resolved earlier Bugs\. BUG FIXES Need to display Automated SMS in a different color Patch 1\.54\.2 IMPROVEMENTS winter 19, back button on Desk & force:recordView Resolved all the issues pending in Winter 19 release Implemented a bac\.\.\. - [SMS Magic Converse 1\.69 \- Patch 40](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/vJn8PTP1kJM-sms-magic-converse-1-69-patch-40.md): We have released a interact package for the patch on SMI v1\.69\. Following are the details regarding the patch\. Patch Version 1\.69\.40 Issue:Lookups not happening for all incoming messages RCA: Wrong code was implemented in the trigger on SMS History object because of which the helper c\.\.\. - [SMS Magic Converse 1\.68 \- Patch 82](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/5Znj7UHe2XQ-sms-magic-converse-1-68-patch-82.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.82 Issue: Incoming message creating new conversation \(scenario of duplicate look\-up field of the same MoC object on SMS\-History\)RCA: Due to the duplicate lo\.\.\. - [Salesforce Campaign Manager 1\.102\.8](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/7eecRun5rBo-salesforce-campaign-manager-1-102-8.md): Version 1\.102\.8 Issue: Campaign Scheduling and Sender ID Changes Not Retained When Editing Recurring Campaigns RCA: Additional data of the current was being considered and processed while setting the selected days of the recurring campaign\. The sender id assigned as a default sender to the user\.\.\. - [SMS Magic Converse 1\.72 \- Patch 75](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/K1bpJYeC58A-sms-magic-converse-1-72-patch-75.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.75 Issue:Fixes for the issues observed with Winter '25 Release Update RCA: Certain issues related to minor functionalities and UI were observed during \.\.\. - [SMS Magic Converse 1\.64 \- Patch 53](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/ZMVMbFErruc-sms-magic-converse-1-64-patch-53.md): We have released an interactive package for the patch on SMI v1\.64\. Following are the details regarding the patch\. Patch Version 1\.64\.53 Issue: Component error while selecting a template in conversation view RCA: The functionality of identifying the selected template was based on \.\.\. - [SMS\-Magic Salesforce App version\- 1\.74](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/kbBuqzJHS3U-sms-magic-salesforce-app-version-1-74.md): Introduction: The latest release of SMS\-Magic's Salesforce package, version 1\.74, brings a host of new features and improvements designed to enhance communication, streamline customer support, and improve efficiency\. From controlling restricted keywords to managing spam messages and optimizing task \.\.\. - [SMS Magic Converse 1\.73 \- Patch 79](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/UfYmVu3tktQ-sms-magic-converse-1-73-patch-79.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.79 Issue: Optimization of Consent Audit History Tracking to Reduce Data Storage Consumption Root Cause \(RCA\):The existing implementation of the createA\.\.\. - [SMS Magic Converse 1\.60 \- Patch 03 \- 89](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/a5BAQdRbv80-sms-magic-converse-1-60-patch-03-89.md): Patch: 1\.60\.89 Date: February 02, 2024 Issue: Intermittent Component Error for Incoming Messages Fix:  Users experienced an intermittent error within the component responsible for handling incoming messages\. The underlying cause was identified as a missing parameter in the onInboundMessage func\.\.\. - [SMS Magic Converse 1\.75 \- Patch 45](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/BVkGiOp8Lis-sms-magic-converse-1-75-patch-45.md): We have released a interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.45 Issue: Unusual Behaviour in Converse Desk for Conversation Visibility with Custom Inbox Root Cause \(RCA\):Newly generated conversation records were not co\.\.\. - [SMS Magic Converse 1\.64 \- Patch 52](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/upluuTapmiw-sms-magic-converse-1-64-patch-52.md): We have released a interact package for the patch on SMI v1\.64\. Following are the details regarding the patch\. Patch Version 1\.64\.52 Issue: When an incoming message is received in the Salesforce on the SMS History object the value for the “Type” field is populated as “Outgoing”\. RCA: s\.\.\. - [Salesforce Campaign Manager 1\.102\.7](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/k13ud51sK4I-salesforce-campaign-manager-1-102-7.md): Version 1\.102\.7 Issue: Campaign Launcher Custom Delay size issue RCA: The issue was observed while viewing completed campaigns\. When a minute value was manually entered, the method responsible for handling the custom delay was triggered\. In this scenario, the corresponding attribute was incorre\.\.\. - [SMS Magic Converse 1\.75 \- Patch 47](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/kXTH2Mqg7zA-sms-magic-converse-1-75-patch-47.md): We have released a interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.47 OTP Messaging for Guest Users \(Salesforce Use Case\) Issue:Customers faced challenges sending OTP messages in the context of guest users due to strict sec\.\.\. - [SMS Magic Converse 1\.69 \- Patch 38](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/A0CvFMExOys-sms-magic-converse-1-69-patch-38.md): We have released a interact package for the patch on SMI v1\.69\. Following are the details regarding the patch\. Patch Version 1\.69\.38 Date: December 22, 2023 Issue: Compatibility issues with Salesforce prevented multiple components from loading Fix:  Updates were made to the\.\.\. - [SMS Magic Converse 1\.72 \- Patch 74](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/2FmHXrN20qY-sms-magic-converse-1-72-patch-74.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.74 Issue: Unable to attach MMSRCA: Package functionality stores the JSON string received from the API call\. The JSON string is truncated if its length is mo\.\.\. - [SMS Magic Converse 1\.73 \- Patch 78](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/njN19Z9mtvg-sms-magic-converse-1-73-patch-78.md): Issue: Chatbot Message Ordering Issue in Salesforce RCA:ChatBot messages originate on SMS\-Magic server and then synced to respective Salesforce org\. On the SMS\-Magic server there are different processes taking care of the incoming ChatBot messages and outgoing ChatBot messages\. Both the processes be\.\.\. - [SMS Magic Converse 1\.68 \- Patch 81](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/ofWjz2okWOk-sms-magic-converse-1-68-patch-81.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.81 Issue: Consent Opt\-Out issue when opt\-out keyword used in the start of sentence \(v1\.68\)RCA: Package code was referring to only the first word of the inco\.\.\. - [SMS\-Magic Salesforce App version\- 1\.73](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/0G0gQDrh0pE-sms-magic-salesforce-app-version-1-73.md): 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 template\.\.\. - [SMS Magic Converse 1\.64 \- Patch 51](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/4532Hjw6T9U-sms-magic-converse-1-64-patch-51.md): We have released a interact package for the patch on SMI v1\.64\. Following are the details regarding the patch\. Patch Version 1\.64\.51 Issue: While selecting the template from the Opportunity object, we are getting the below component error:" Uncaught Action failed: smagicinteract:templa\.\.\. - [SMS Magic Converse 1\.69 \- Patch 36](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/21tHFYu0kIc-sms-magic-converse-1-69-patch-36.md): We have released a interact package for the patch on SMI v1\.69\. Following are the details regarding the patch\. Patch Version 1\.69\.36 Date: December 22, 2023 Issue: Intermittent Errors in Conversation Component Due to Inconsistent setComplianceData Method in Composer and Controller File\.\.\. - [SMS\-Magic Salesforce App version\- 1\.72](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/4NiWiUdj61o-sms-magic-salesforce-app-version-1-72.md): Enjoy more control over your conversations with the latest version of the package 1\.Overview of the Package Release With the latest version of the package, sales, marketing, and admin users will now enjoy more control over their customer conversations\. They will now be able to take charge and person\.\.\. - [SMS Magic Converse 1\.72 \- Patch 73](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/e3SmSAgHD6g-sms-magic-converse-1-72-patch-73.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.73 Issue: Opt\-Out Auto Append RCA: The smsListToCheck parameter was blank for the unknown number\. Hence, the required method which is responsible \.\.\. - [SMS Magic Converse 1\.73 \- Patch 77](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/ReuS03M5e7s-sms-magic-converse-1-73-patch-77.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.77 Issue: URL Decoder error while entering % in the message body of Salesforce Campaign RCA: In certain cases, message content containing spe\.\.\. - [Salesforce Campaign Manager 1\.102\.6](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/GXemdQO8b5g-salesforce-campaign-manager-1-102-6.md): Version 1\.102\.6 Issue: Error While Previewing Completed Campaign RCA: The issue was observed while viewing completed campaigns\. In a specific scenario, a required null check was not handled properly, which led to the unexpected behavior\. Solution: The code has been updated to include\.\.\. - [SMS Magic Converse 1\.68 \- Patch 78](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/uq6mqqSLKsY-sms-magic-converse-1-68-patch-78.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.78 Issue: Bulk campaign is stuck in a running state for a list viewRCA: In the DatabaseWrapper\.cls for method getObjectName it was fetching the last instanc\.\.\. - [SMS Magic Converse 1\.75 \- Patch 44](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/UPz74Z1rGz4-sms-magic-converse-1-75-patch-44.md): We have released a interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.44 Issue: Conversation Window Performance & Ordering Concerns Root Cause \(RCA\):The affected conversation contained a mix of SMS History records and Inte\.\.\. - [Salesforce Campaign manager 1\.102\.5](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/OatjHCH8K8o-salesforce-campaign-manager-1-102-5.md): Version 1\.102\.5 Issue: Loading Issue While Creating or Editing Campaign RCA: The issue is observed for the "Reports" option\. When the user searches for the desired report in the reports dropdown component there are repeated apex method calls happening due to which the UI is getting stuck and th\.\.\. - [SMS Magic Converse 1\.69 \- Patch 35](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/u9w03JTz8AE-sms-magic-converse-1-69-patch-35.md): We have released a interact package for the patch on SMI v1\.69\. Following are the details regarding the patch\. Patch Version 1\.69\.35 Date: September 5, 2023 Issue: Utility Bar Conversation View Loading Issues in the Console App: Problems with Embedding and Contextual Conversation Funct\.\.\. - [Fall Release 2021 Version \- 1\.69](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/EBpoD8T55q4-fall-release-2021-version-1-69.md): 1\. Overview With the Fall Release 2021, SMS\-Magic empowers its customers to drive happier and uninterrupted conversations through a wider range of channels, thereby saving time and effort while conversing\. The introduction of the Line channel will widen the scope for the customers to converse seamle\.\.\. - [SMS Magic Converse 1\.75 \- Patch 43](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/5bZGgWa0n5I-sms-magic-converse-1-75-patch-43.md): We have released a interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.43 Issue: Improvement for Consent Service Apex List Handling Root Cause \(RCA\):The global method in the managed package was caching the compliance status of \.\.\. - [SMS Magic Converse 1\.73 \- Patch 70](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/T43M8dccxto-sms-magic-converse-1-73-patch-70.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.70 Issue: Converse App: Issue with "Show linked process builder, flows, and workflows" link functionality RCA: With each release, Salesforce increments\.\.\. - [SMS Magic Converse 1\.72 \- Patch 72](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/04Z8EZZGGE0-sms-magic-converse-1-72-patch-72.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.72 Issue: Consent Record Getting Create For Unintended Incoming MessageRCA: Package code was referring to only the first word of the incoming message to ide\.\.\. - [SMS Magic Converse 1\.68 \- Patch 77](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/Sf4UU04gE9Q-sms-magic-converse-1-68-patch-77.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.77 Issue:Lead records are not fetched while sending bulk messages via Salesforce Campaign\.RCA: This issue is encountered when phone fields configured for Le\.\.\. - [SMS Magic Converse 1\.64 \- Patch 50](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/PbQFLzFNJ1Q-sms-magic-converse-1-64-patch-50.md): We have released a interact package for the patch on SMI v1\.64\. Following are the details regarding the patch\. Patch Version 1\.64\.50 Issue: The messages that are sent out of business hours are stuck in submitted status not reaching the portal\. The customer is scheduling a batch for pro\.\.\. - [Salesforce Campaign manager 1\.100](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/VB6ygBGKX9g-salesforce-campaign-manager-1-100.md): Version 1\.100\.5 Issue: Support Custom batch size for Slow Campaign RCA: NA\. This is a new feature\. The customer has a requirement of sending bulk messages and wants a feasibility to set the desired custom count for the batch size\. Additionally, the customer also wanted the functionality to\.\.\. - [SMS Magic Converse 1\.64 \- Patch 48](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/nGfSZovABkU-sms-magic-converse-1-64-patch-48.md): We have released a interact package for the patch on SMI v1\.64\. Following are the details regarding the patch\. Patch Version 1\.64\.48 Issue:FJ\- Customisation project 2\. RCA: This is customization done as per the customer's requirement\. Solution: Updated value for DATEFORMATE in Constant\.\.\. - [Spring Release 2021 Version \- 1\.68](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/LNSoSps7Ek8-spring-release-2021-version-1-68.md): Overview This release focuses on the following features: 1\. Ease of Navigation A New Navigation allows you to interact with all of your application modules from a single interface\. All the horizontal navigation tabs are now available in simplified vertically arranged navigation\. This menu will be av\.\.\. - [SMS Magic Converse 1\.72 \- Patch 71](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/a1STpuGoZig-sms-magic-converse-1-72-patch-71.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.71 Enhancement Request: Remove button "Request for License"RCA: NA\. It's an enhancement request from a customer\.Solution: A provision is created in the mana\.\.\. - [SMS Magic Converse 1\.73 \- Patch 68](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/LH2mrWnAz7k-sms-magic-converse-1-73-patch-68.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.68 Issue: Converse App: Issue with "Show linked process builder, flows, and workflows" link functionality RCA: With each release Salesforce increments \.\.\. - [SMS Magic Converse 1\.69 \- Patch 34](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/x4cz9hc8U7I-sms-magic-converse-1-69-patch-34.md): We have released a interact package for the patch on SMI v1\.69\. Following are the details regarding the patch\. Patch Version 1\.69\.34 Date: 24th Aug 2023 BUG FIXED Issue: Issue with Admin User \(No SMS Magic License Assigned\) during User Activation/Deactivation\. Fix: Admin users withou\.\.\. - [SMS Magic Converse 1\.75 \- Patch 42](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/P3fm04YUOI0-sms-magic-converse-1-75-patch-42.md): We have released a interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.42 Issue: Outgoing Webchat message doesn't look up the respective lead record Root Cause \(RCA\):During internal testing, a SOQL 101 error was identified, whi\.\.\. - [SMS Magic Converse 1\.68 \- Patch 76](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/KkqE85X7Sno-sms-magic-converse-1-68-patch-76.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.76 Issue: Delete consent functionality: Error message displayed in the backgroundRCA: JS code was referencing a non\-existing component attribute\. The error \.\.\. - [SMS Magic Converse 1\.73 \- Patch 66](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/YFT304YcOGQ-sms-magic-converse-1-73-patch-66.md): SMS Magic Converse 1\.73 \- Patch 66 We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.66 Issue: Converse App: Issue with "Show linked process builder, flows, and workflows" link functionality RCA: With \.\.\. - [SMS Magic Converse 1\.75 \- Patch 39](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/8hqlNNEjvjk-sms-magic-converse-1-75-patch-39.md): We have released a interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.39 Issue: RCS implemented with Vonage \| Payload changes in SF RCA:Payload changes were required for sending message with Vonage Solution:Added changes in th\.\.\. - [SMS\-Magic Salesforce App version\- 1\.64](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/52YvhquAG2M-sms-magic-salesforce-app-version-1-64.md): Overview This release focuses on the following features: 1\. Global Navigation A New Navigation allows you to interact with all of your application modules from a single interface\.  All the horizontal navigation tabs are now available in simplified vertically arranged navigation\. This menu will \.\.\. - [Salesforce Campaign manager 1\.99](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/XlK5xGIHtPA-salesforce-campaign-manager-1-99.md): Version 1\.99\.1 New Features Audit Logs for Campaigns Added audit logging for slow, recurring, and broadcast campaigns\. Audit details differ based on the campaign list view: List View: Audit logs include the number of recipients and the "Where Clause\." Report View: Audit logs include only the numbe\.\.\. - [SMS Magic Converse 1\.69 \- Patch 32](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/3cjq793i8TQ-sms-magic-converse-1-69-patch-32.md): We have released a interact package for the patch on SMI v1\.69\. Following are the details regarding the patch\. Patch Version 1\.69\.32 Date: 21st Dec 2022 BUG FIXED 1\. Issue: The customer was unable to add a merge field  Fix: Whenever the user was trying to create a Converse Templat\.\.\. - [SMS Magic Converse 1\.68 \- Patch 75](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/ajZyIMChd1s-sms-magic-converse-1-68-patch-75.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.75 BUG Issue – Compatibility issues with Salesforce prevented multiple components from loading Fix – Updates were made to the SMS Magic application to ens\.\.\. - [SMS Magic Converse 1\.64 \- Patch 10 \- 45](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/4K06XOkd6ok-sms-magic-converse-1-64-patch-10-45.md): Patch 1\.64\.45 Date: 8th Aug 2022 BUG FIXED 1\. Issue: The user was facing an error related to the consent object for an opt\-out functionality in the error log Fix: The Admin user was receiving an error “Procedure is only valid for System\.DMLException and System\.MailException” in the error log object\.\.\.\. - [SMS Magic Converse 1\.72 \- Patch 69](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/2u3GgS39VIU-sms-magic-converse-1-72-patch-69.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.69 Conversation Component should be locked if live conversation is ongoing with assigned userRCA: Requirement as per the customer's user case\.Solution: A pr\.\.\. - [SMS Magic Converse 1\.68 \- Patch 74](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/18sti5nTblo-sms-magic-converse-1-68-patch-74.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.74 BUG Issue – The customer was facing issues with character count and emoticons while sending message template Fix – The customer was facing an issue wit\.\.\. - [SMS Magic Converse 1\.72 \- Patch 68](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/2t7EpU2jBow-sms-magic-converse-1-72-patch-68.md): SMS Magic Converse 1\.72 \- Patch 66 We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.68 Conversation Component should be locked if live conversation is ongoing with assigned userRCA: Requirement as per the \.\.\. - [Salesforce Campaign manager 1\.98](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/oTPK3Y3NGms-salesforce-campaign-manager-1-98.md): Introducing Slow Pace Campaigns in Salesforce With the latest update from the campaign manager, we have introduced a new campaign type called "Slow Pace Campaign\." This feature allows you to regulate the pace of your campaign by dividing it into smaller recipient groups and scheduling their delivery\.\.\. - [SMS Magic Converse 1\.73 \- Patch 65](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/1KOo36n18NE-sms-magic-converse-1-73-patch-65.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.65 Issue: ObjectType of the message records is not changed from "Lead" to "Contact" when the leads is converted RCA: One of the customers has impl\.\.\. - [SMS Magic Converse 1\.75 \- Patch 38](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/abvRz5awymI-sms-magic-converse-1-75-patch-38.md): We have released a interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.38 Issue The Phone \+ ContentType compliance combination was not working correctly for all sender IDs, specifically for non\-SMS channels such as WhatsApp and\.\.\. - [SMS\-Magic Salesforce App version\- 1\.60](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/1oZhF1kExJs-sms-magic-salesforce-app-version-1-60.md): Overview Release 1\.60 was mainly focused on following things: 1\. Changes related to prebuilt dynamic dashboard SMS magic 1\.59 version has prebuilt dynamic dashboards giving insights on compliance, team and agent productivity etc\. In salesforce, every enterprise edition organization can have up to 5 \.\.\. - [SMS Magic Converse 1\.69\-Patch 28](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/VGbgBW16fXI-sms-magic-converse-1-69-patch-28.md): We have released a interact package for the patch on SMI v1\.69\. Following are the details regarding the patch\. Patch Version 1\.69\.28 Date: 12th Oct 2022 IMPROVEMENT 1\. Issue: The customer wanted to create a provision to change the owner of the ‘License Type’ records via ‘protectedSetti\.\.\. - [SMS Magic Converse 1\.72 \- Patch 66](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/FquPupms2h0-sms-magic-converse-1-72-patch-66.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.66 Details of the fixes included in this patch\. \# Ticket Type Title/Description 1 Improvement Issue with same email address for Email to text function\.\.\. - [SMS Magic Converse 1\.69 \- Patch 27](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/DhoD3mltrOo-sms-magic-converse-1-69-patch-27.md): We have released a interact package for the patch on SMI v1\.69\. Following are the details regarding the patch\. Patch Version 1\.69\.27 Date: 3rd June 2022 BUG FIXED 1\. Issue: The customer was facing license issues for Guest User  Fix: The customer had reported that the automated mes\.\.\. - [SMS Magic Converse 1\.75 \- Patch 37](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/VEV5CSobq2I-sms-magic-converse-1-75-patch-37.md): We have released a interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.37 Issue: Consistent UI and behavior \(UX\) of Conversation View in Salesforce app for all channels RCA:Agents need a consistent experience when viewing conve\.\.\. - [Salesforce Campaign Manager 1\.97](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/DaxZNE60Yrk-salesforce-campaign-manager-1-97.md): Version 1\.97 Support for Record Owner Sender ID in Campaign Launcher Package The Record Owner Sender ID feature in the Campaign Launcher package allows users to send bulk SMS campaigns using the Record Owner's sender ID\. Here is how you will be able to Use Record Owner Sender ID in Campaign Launche\.\.\. - [SMS Magic Converse 1\.73 \- Patch 64](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/wn7rdXuxnOI-sms-magic-converse-1-73-patch-64.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.64 Issue: ObjectType of the message records is not changed from "Lead" to "Contact" when the leads is converted RCA: One of the customers has impl\.\.\. - [SMS Magic Converse 1\.68 \- Patch 72](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/7KGwbWo4IgQ-sms-magic-converse-1-68-patch-72.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.72 BUG Issue – The last incoming message time was not getting populated on Conversation on Incoming message\. Fix – Users encountered an issue where the La\.\.\. - [SMS\-Magic Salesforce App version\- 1\.59](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/T541gpKP88o-sms-magic-salesforce-app-version-1-59.md): Overview The SMC 1\.59 Release is focused on helping users adopt a more detailed yet simplified approach in configuring compliance settings\. It includes all essential TCPA guidelines in the new compliance features\.The release also includes a Pricing plan with updated features to accommodate different\.\.\. - [Salesforce Campaign Manager\- 1\.95](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/oyatL42PdbY-salesforce-campaign-manager-1-95.md): The Campaign Manager add\-on package \(for both, the Classic and the Lightning view\) can now be accessed via a single navigation panel on the Converse Home page\. If the user already has the add\-on package installed, on click of the icon, the Campaign Manager UI will open inside the global navigation v\.\.\. - [SMS Magic Converse 1\.69 \- Patch 26](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/Z2PBb8AoBZg-sms-magic-converse-1-69-patch-26.md): We have released a interact package for the patch on SMI v1\.69\. Following are the details regarding the patch\. Patch Version 1\.69\.26 Date: 18th May 22 BUG FIXED Issue: Record Owners Sender ID option was not available to the customer  Fix: The customer was creating a Converse App\.\.\. - [SMS\-Magic Salesforce App version\- 1\.58](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/iunocPuYbkU-sms-magic-salesforce-app-version-1-58.md): Overview The SMC 1\.58 release is focused mainly on the converse desk improvements and to help our customers use the Converse Desk for their existing business process seamlessly\. The use of converse desk can be totally different for sales & support agents\. Also, conversations to be displayed in t\.\.\. - [SMS Magic Converse 1\.72 \- Patch 65](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/ypyiTdZ5nqw-sms-magic-converse-1-72-patch-65.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.65 Date: February 02, 2024 Issue: Compatibility issues with Salesforce prevented multiple components from loading Fix:  Updates were made to the S\.\.\. - [SMS Magic Converse 1\.73 \- Patch 63](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/arxBioJsCe8-sms-magic-converse-1-73-patch-63.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.63 Issue: ObjectType of the message records is not changed from "Lead" to "Contact" when the leads is converted RCA: One of the customers has implemen\.\.\. - [SMS Magic Converse 1\.68 \- Patch 68](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/Hbkug0nbRa4-sms-magic-converse-1-68-patch-68.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.68 BUG Issue – Text Messages were getting auto\-deleted Fix – Several users reported an issue where, upon accessing a new contact record and promptly typin\.\.\. - [SMS Magic Converse 1\.75 \- Patch 36](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/nNjJsr0HyGo-sms-magic-converse-1-75-patch-36.md): We have released a interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.36 Issue: URL Decoder error while entering % in the message body of Salesforce Campaign\. RCA: In certain cases, message content containing special character\.\.\. - [SMS\-Magic Salesforce App version\- 1\.55](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/HEbBo3UVwlc-sms-magic-salesforce-app-version-1-55.md): Overview  The information in this release notes is focusing on security of the application\. Converse Template The New Template page user interface has been changed to match the look and feel of Salesforce Lightning Experience\. This UI is the same for the Salesforce Classic\.DEPRECATED \.\.\. - [SMS Magic Converse 1\.73 \- Patch 60](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/cyy4wqwcF74-sms-magic-converse-1-73-patch-60.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.60 Issue: Delete Sender Channel Detail records from the refreshed sandbox while reconnecting to SMS\-Magic server RCA: Deletion of the sender \.\.\. - [SMS Magic Converse 1\.68 \- Patch 67](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/OYbGHFEPfWw-sms-magic-converse-1-68-patch-67.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.67 BUG Issue – The customer faced an error related to the message object API name, showing an inconsistent letter casing for incoming and outgoing messages\.\.\.\. - [Salesforce Campaign Manager 1\.93](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/0ONs5I6KnxU-salesforce-campaign-manager-1-93.md): Version 1\.93\.1 BUG FIXED Date: 19th Oct 2021 Issue: The customer was facing an issue with the Campaign Manager as it was fetching only 100 records \(which needed to be increased\)\. The customer also addressed a few user concerns regarding Campaign Manager 1\.90\. Fix: The user had the below concerns f\.\.\. - [SMS Magic Converse 1\.69 \- Patch 25](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/FopR0eDHjt4-sms-magic-converse-1-69-patch-25.md): We have released a interact package for the patch on SMI v1\.69\. Following are the details regarding the patch\. Patch Version 1\.69\.25 Date: 4th May 22 BUG FIXED Issue: Customer was not able to select a plan from converse settings as it was giving an error ‘the list had no rows for assig\.\.\. - [SMS Magic Converse 1\.75 \- Patch 35](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/PSaLUMC1T1M-sms-magic-converse-1-75-patch-35.md): We have released a beta/interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.35 Issue: Warning Icon Persisting Despite Permission Sets Assigned RCA: The logic of verifying the assigned permission sets was updated to support\.\.\. - [SMS Magic Converse 1\.72 \- Patch 62](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/glZf30yLMq4-sms-magic-converse-1-72-patch-62.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.62 Date: 22nd Jan 24 BUG FIXED Issue: The customer’s users were facing an error in data migration Fix: While performing data migration, the customer’s pro\.\.\. - [SMS Magic Converse 1\.72 \- Patch 60](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/nNj9nJBTsr4-sms-magic-converse-1-72-patch-60.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.60 Date: 27th Dec 23 BUG FIXED Issue: The utility bar conversation view record text was overlapping for the customer Fix: The Utility Bar Conversation Vie\.\.\. - [SMS Magic Converse 1\.69 \- Patch 24](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/FBP9RqGVN3U-sms-magic-converse-1-69-patch-24.md): We have released a interact package for the patch on SMI v1\.69\. Following are the details regarding the patch\. Patch Version 1\.69\.24 Date: 27th Apr 22 BUG FIXED Issue: The customer requested customization that on the conversation component the conversation should be visible based on th\.\.\. - [SMS Magic Converse 1\.75 \- Patch 34](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/wn7ncUjR9NE-sms-magic-converse-1-75-patch-34.md): We have released a beta/interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.34 Issue : The templates have media attributes file type or size that the carrier does not support\. RCA: The code handling automations was fully o\.\.\. - [SMS Magic Converse 1\.73 \- Patch 58](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/ia1Qjg9bons-sms-magic-converse-1-73-patch-58.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.58 Issue: Support for creating protected settings and licenses in the test classes involving SMS\-Magic package functionality RCA: NA\. It's a new p\.\.\. - [Salesforce Campaign Manager 1\.90](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/NGXqL6rt6fA-salesforce-campaign-manager-1-90.md): BUG FIXED Date: 2nd Sep 2021 Issue: Customer was not able to run recurring campaigns on the campaign manager when the repeat frequency was greater than or equal to 2 days Fix: The customer was facing an issue while running recurring campaign on the campaign manager on version 1\.89\. The user create\.\.\. - [SMS Magic Converse 1\.68 \- Patch 65](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/B16xJZrDQlo-sms-magic-converse-1-68-patch-65.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.65 BUG Issue – The customer had a concern regarding the performance of the Converse App\. Fix – An issue occurred while the customer tried to run the bulk \.\.\. - [SMS Magic Converse 1\.75 \- Patch 33](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/3IWeOWIHFoM-sms-magic-converse-1-75-patch-33.md): We have released a beta/interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.33 Issue: Restrict selection of only one media file while sending media messages RCA: On customer demand an enhancement was considered to support \.\.\. - [Salesforce Campaign Manager 1\.89](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/oF6Bz2VI7qM-salesforce-campaign-manager-1-89.md): BUG FIXED Date: 8th July 2021 Issue: Issues with the Campaign manager as the campaign showed more processed records than the total records Fix: The user faced an issue with the Campaign manager, as the campaign showed more processed records than the total records \(Status\- Completed; Total\-145; Pro\.\.\. - [SMS Magic Converse 1\.73 \- Patch 57](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/OZz1GuXocnY-sms-magic-converse-1-73-patch-57.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.57 Issue: Users not able to send messages via bulk interface when 'CustomPhoneService' injection point is enabled\. RCA: Changes made to \.\.\. - [SMS Magic Converse 1\.69 \- Patch 23](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/WtWYhgGLUo0-sms-magic-converse-1-69-patch-23.md): We have released a interact package for the patch on SMI v1\.69\. Following are the details regarding the patch\. Patch Version 1\.69\.23 Date: 13th Apr 22 BUG FIXED Issue: The client did not have a license to send an SMS from the SMS tab on Salesforce or even to access the Converse Desk ta\.\.\. - [SMS Magic Converse 1\.72 \- Patch 59](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/qaig1qqemRo-sms-magic-converse-1-72-patch-59.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.59 Date: 19th Dec 23 BUG FIXED Issue: The non\-admin users of the customer were facing a component error on the Converse desk\. Fix: The non\-admin users of \.\.\. - [SMS Magic Converse 1\.68 \- Patch 64](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/2FBHCyp33HM-sms-magic-converse-1-68-patch-64.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.64 BUG Issue – The customer had a concern regarding Salesforce legacy API Fix – The customer had a concern regarding Salesforce legacy API\. They found “sm\.\.\. - [SMS Magic Converse 1\.69 \- Patch 21](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/DLQpEm7iSMY-sms-magic-converse-1-69-patch-21.md): We have released a interact package for the patch on SMI v1\.69\. Following are the details regarding the patch\. Patch Version 1\.69\.21 Date: 25th Jan 22 BUG FIXED Issue: The default Sender ID functionality was not working as expected Fix: The non\-admin users were getting the error mess\.\.\. - [SMS Magic Converse 1\.73 \- Patch 56](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/MPJYlhgkSjM-sms-magic-converse-1-73-patch-56.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.56 Issue: Error encountered while uninstalling Campaign Manager Add\-On package\. RCA: When "Campaign Launcher" add\-on package is installed, it is d\.\.\. - [SMS Magic Converse 1\.75 \- Patch 32](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/K70O05Z5RUk-sms-magic-converse-1-75-patch-32.md): We have released a beta/interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.32 Issue: Consent Management \(OPT in and OPT out\) on manual consent creation RCA: The original implementation was referring to the provider status\.\.\. - [SMS Magic Converse 1\.72 \- Patch 55](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/02MCK6972ak-sms-magic-converse-1-72-patch-55.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.55 Date: 8th Dec 23 BUG FIXED Issue: The user was facing an error while upgrading the managed package\. Fix: The users of the customer were facing an inval\.\.\. - [SMS Magic Converse 1\.68 \- Patch 61](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/x3DKtIK3iuY-sms-magic-converse-1-68-patch-61.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.61 BUG Issue – Requirement to add more details in the consent edit page search\. Fix – The customer had raised a requirement related to the consent object \.\.\. - [Salesforce Campaign Manager 1\.54](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/7dqkGC0Tung-salesforce-campaign-manager-1-54.md): Version 1\.54 1\. Issue: Status appears as ‘completed’ for the recurring campaign from the list view\.For the recurring campaign, from the List view of Campaign Manager, it is showing its status as Completed when it is run for the first time\. Fix:The Campaign status will remain as ‘Ongoing’ until the c\.\.\. - [SMS Magic Converse 1\.73 \- Patch 55](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/uoRpg700a8o-sms-magic-converse-1-73-patch-55.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.55 Issue: Country code not prepended to the phone numbers causing an issue syncing the DLRs from the platform\. Consent not validated for the targe\.\.\. - [SMS Magic Converse 1\.68 \- Patch 50](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/o1ST7Cdmrd4-sms-magic-converse-1-68-patch-50.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.50 IMPROVEMENT Issue – The user is facing an issue with the global and manual opt\-out content type Fix – The user faced an issue operating with the global\.\.\. - [Salesforce Campaign Manager 1\.53](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/Km8EXbOEl0Y-salesforce-campaign-manager-1-53.md): Version 1\.53 IMPROVEMENTS N/A BUG FIXES Fixed issue for allowing non\-admin users to use campaign manager by assigning a new permission set “Campaign Manager Permission Set”\. Fixed issue for allowing message sending using Custom Reports having filter logic i\.e Creating a report with filter logic usi\.\.\. - [SMS Magic Converse 1\.75 \- Patch 30](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/s1qy6H3cWyE-sms-magic-converse-1-75-patch-30.md): We have released a beta/interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.30 Issue: Converse App Tasks are Failing with error related to sender id RCA: This is a corner case scenario\. The "Converse App Task" records are creat\.\.\. - [SMS Magic Converse 1\.72 \- Patch 52](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/TV1EntnBms8-sms-magic-converse-1-72-patch-52.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.52 Date: 30th Oct 23 BUG FIXED Issue: Scrolling Functionality Restored in Template Dropdown Fix: After upgrading to the latest version \(1\.72\.51\), users in\.\.\. - [Salesforce Campaign Manager 1\.52](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/6PozXD55h08-salesforce-campaign-manager-1-52.md): Version 1\.52 IMPROVEMENTS Sending messages using report with 2000\+ Records\. Sending messages using complex report i\.e Creating a report using multiple standard objects for predefined report types\. Sending messages Custom Reports i\.e Creating a report using multiple objects \(Standard and/or custom\)\.\.\. - [SMS Magic Converse 1\.72 \- Patch 51](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/sakzSIIKTWY-sms-magic-converse-1-72-patch-51.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.51 Patch: 1\.72\.51 Date: 24th Oct 23 BUG FIXED Issue: Error on Converse Home Fix: Users encountered an error message on Converse Home, specifically a “Too \.\.\. - [SMS Magic Converse 1\.68 \- Patch 49](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/gXqAfZK8Igw-sms-magic-converse-1-68-patch-49.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.49 IMPROVEMENT Issue – The user is facing an issue with the global and manual opt\-out content type Fix – The user faced an issue operating with the global\.\.\. - [SMS Magic Converse 1\.73 \- Patch 54](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/kq9ILFZTwVo-sms-magic-converse-1-73-patch-54.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.54 Issue: Email Notification issue with All Users RCA: Scenario: A single sender id is assigned to more than 550 users in the org\. When a notifica\.\.\. - [SMS Magic Converse 1\.75 \- Patch 29](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/llSAE17EEBU-sms-magic-converse-1-75-patch-29.md): We have released a beta/interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.29 Issue: Error coming while creating AI summary of the conversation RCA: Users or recipients can send media messages \(MMS\) without including any \.\.\. - [SMS Magic Converse 1\.75 \- Patch 28](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/9mVxh7ZJTlk-sms-magic-converse-1-75-patch-28.md): We have released a beta/interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.28 Issue: Admin users should be able to use / configure template folders without "Template Author" permission set RCA: The "Template Author Permission \.\.\. - [SMS Magic Converse 1\.72 \- Patch 50](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/6AiQpVQJkXw-sms-magic-converse-1-72-patch-50.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.50 Date: 20th Oct 23 BUG FIXED Issue: Conversation View Loading Issue Fix: Users were encountering a problem where the Conversation component at the recor\.\.\. - [SMS Magic Converse 1\.68 \- Patch 48](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/7MgOwPGexLc-sms-magic-converse-1-68-patch-48.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.48 IMPROVEMENT Issue – The user was facing an issue with the global and manual opt\-out content type Fix – The user faced an issue operating with the globa\.\.\. - [SMS Magic Converse 1\.73 \- Patch 53](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/zfDLTjK0m9k-sms-magic-converse-1-73-patch-53.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.53 Issue:Issue with Consent Record Creation for "Automated Process" User\. \[Error log record getting created related to missing license\] RCA: \.\.\. - [SMS Magic Converse 1\.73 \- Patch 52](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/l2QdwDdd1Zo-sms-magic-converse-1-73-patch-52.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.52 Issue: Converse Desk customisation: For the specified object, hide the listview popup and instead directly show all the conversation for that object\.\.\. - [SMS Magic Converse 1\.68 \- Patch 47](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/S3GSDhUEDqs-sms-magic-converse-1-68-patch-47.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.47 Date: 8th Sept 2022 IMPROVEMENT Issue – The Guest user was unable to access records of the object “License Feature Matrix” and was unable to send SMS or \.\.\. - [SMS Magic Converse 1\.75 \- Patch 27](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/7Jn93SQq320-sms-magic-converse-1-75-patch-27.md): We have released a beta/interact package for the patch on SMI v1\.75\. The following are the details regarding the patch\. Patch Version 1\.75\.27 Issue: Unexpected UI behavior is occurring within the Multichannel Compliance functionality\. RCA: Within the "Multichannel Compliance" step\.\.\. - [SMS Magic Converse 1\.72 \- Patch 47](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/NEITSpdtJiY-sms-magic-converse-1-72-patch-47.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.47 Date: 4th Oct 23 BUG FIXED Issue: Last Incoming Lookup and Last Incoming Time was not getting populated with encrypted phone fields\. Fix: Users experie\.\.\. - [SMS Magic Converse 1\.72 \- Patch 46](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/ySsIGUILvbU-sms-magic-converse-1-72-patch-46.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.46 Date: 28th Aug 23 BUG FIXED Issue: Issue with Conversation View in Utility Bar Fix: Users encountered issues related to the conversation view within th\.\.\. - [SMS Magic Converse 1\.75 \- Patch 26](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/kIHUBoEmdts-sms-magic-converse-1-75-patch-26.md): We have released a beta/interact package for the patch on SMI v1\.75\. The following are the details regarding the patch\. Patch Version 1\.75\.26 Issue: CustomTemplateService injection point not getting invoked in interactive interfaces \(Need to pass recordId\) RCA: Currently we’re supporti\.\.\. - [SMS Magic Converse 1\.73 \- Patch 51](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/7Ld23NoK3Kw-sms-magic-converse-1-73-patch-51.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.51 Issue: When the same merge field is used twice in template, its resolved value is not properly identified causing the message to fail\. \(Specific to \.\.\. - [SMS Magic Converse 1\.68 \- Patch 46](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/k9xKP8wJC3A-sms-magic-converse-1-68-patch-46.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.46 IMPROVEMENT Issue – Showing the confirmation popup when the user clicks on the “Send” or “Schedule” button on the bulk interface\. Fix – As a part of th\.\.\. - [SMS Magic Converse 1\.73 \- Patch 50](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/rDcz9Kywdb4-sms-magic-converse-1-73-patch-50.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.50 Issue: Showing Location shared by end user via Whatsapp in converse desk RCA: Scenario: When the recipient sends a WhatsApp message sharing the\.\.\. - [SMS Magic Converse 1\.68 \- Patch 45](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/BGRkMekGHss-sms-magic-converse-1-68-patch-45.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.45 BUG FIXED Issue – The Non\-SMS Magic user got an issue when opening the contact detail page\. Fix – An error occurred when the Non\-SMS Magic user \(Did no\.\.\. - [SMS Magic Converse 1\.72 \- Patch 45](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/EVxcouhbohc-sms-magic-converse-1-72-patch-45.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.45 Date: 24th Aug 23 IMPROVEMENT Issue: Users were not able to send bulk SMS Fix: Users reported an issue where they were unable to send bulk SMS, with th\.\.\. - [SMS Magic Converse 1\.75 \- Patch 25](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/GCBkRFVtRjA-sms-magic-converse-1-75-patch-25.md): We have released a beta/interact package for the patch on SMI v1\.75\. The following are the details regarding the patch\. Patch Version 1\.75\.25 Issue: Incorrect recipient count displayed during bulk SMS send on Contact object RCA: In the original code, recipientList was a refer\.\.\. - [SMS Magic Converse 1\.68 \- Patch 44](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/geSLRlI8FRc-sms-magic-converse-1-68-patch-44.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.44 BUG FIXED Issue – The Non\-SMS Magic user got an issue when opening the contact detail page\. Fix – An error occurred when the Non\-SMS Magic user \(Did no\.\.\. - [SMS Magic Converse 1\.73 \- Patch 48](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/E4lxt23m4HI-sms-magic-converse-1-73-patch-48.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.48 Issue: WA messages sent using simple text MTM templates are not delivered\. RCA: With the introduction of the other channels \(like, RCS\), a uniform p\.\.\. - [SMS Magic Converse 1\.75 \- Patch 24](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/uSd5Ssa7Rd4-sms-magic-converse-1-75-patch-24.md): We have released a beta/interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.24 Issue: Paste action in the message text area is not captured and message is sent without including text added via paste action\. RCA: When the u\.\.\. - [SMS Magic Converse 1\.72 \- Patch 44](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/qrwiz6siJ30-sms-magic-converse-1-72-patch-44.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.44 Date: 07th Aug 23 IMPROVEMENT Issue: Improvement for Showing Seconds and Time Zone in Chat Conversation Topic Window Fix: This patch introduces an enha\.\.\. - [SMS Magic Converse 1\.75 \- Patch 21](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/WbW13jmoCOg-sms-magic-converse-1-75-patch-21.md): We have released a beta/interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.21 Issue: Auto Refresh issue in Shared Inbox RCA: The auto refresh functionality was more specific to "My Inbox" where the new messages owned\.\.\. - [SMS Magic Converse 1\.72 \- Patch 40](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/IqdFBydFSRE-sms-magic-converse-1-72-patch-40.md): Date: 14th July 23 BUG FIXED Issue: The customer faced an issue while creating a new task and logging a call\. Fix: An error occurred while the customer tried to create a new task and log a call in the organization\. The error stated a system null pointer exception while attempting to de\-reference a\.\.\. - [SMS Magic Converse 1\.73 \- Patch 47](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/b3l3OLioL1Q-sms-magic-converse-1-73-patch-47.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.47 Issue: Configuration error in converse settings \(Sender Id step\) RCA: The customer has assigned one single sender id to more than 555 user\.\.\. - [SMS Magic Converse 1\.68 \- Patch 43](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/Q3vhVLHtlIM-sms-magic-converse-1-68-patch-43.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.43 BUG FIXED Issue – The Non\-SMS Magic user got an error while opening the contact detail page\. Fix – An error occurred when the Non\-SMS Magic user \(Did n\.\.\. - [SMS\-Magic Converse 1\.73 \- Patch 44](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/mdQvLqT1J4U-sms-magic-converse-1-73-patch-44.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.44 Issue: Error while pushing the Incoming messages\. RCA: The error was encountered specifically for the incoming messages with the complian\.\.\. - [SMS Magic Converse 1\.75 \- Patch 19](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/0vtO1AtWQAs-sms-magic-converse-1-75-patch-19.md): We have released a beta/interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.19 Issue: WebChat Implementation: Consent records are getting created when the visitor sends a keyword configured in consent management\. RCA: The scena\.\.\. - [SMS Magic Converse 1\.72 \- Patch 43](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/akA3AgZK6Mw-sms-magic-converse-1-72-patch-43.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.43 Date: 07th Aug 23 BUG FIXED Issue: Unable to Install SMS\-Magic in the Salesforce Instance\. Fix: Users encountered difficulties installing SMS Magic ver\.\.\. - [SMS Magic Converse 1\.68 \- Patch 42](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/6a9cRRHsaBc-sms-magic-converse-1-68-patch-42.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.42 Date: 2nd Aug 2022 BUG FIXED Issue – The Non\-SMS Magic user got an issue while opening the contact detail page\. Fix – An error occurred when the Non\-SM\.\.\. - [SMS Magic Converse 1\.68 \- Patch 41](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/zkkI5L0CfU0-sms-magic-converse-1-68-patch-41.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.41 Date: 21st July 2022 BUG FIXED Issue – The user was getting an error while attempting to create a New Consent record manually Fix – The users who have \.\.\. - [SMS Magic Converse 1\.72 \- Patch 30](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/STwGo9dx6oE-sms-magic-converse-1-72-patch-30.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.30 Date: 10th Mar 23 BUG FIXED Issue: The customer was facing an error related to Client Customisation Request\. Fix: An error occurred when the outgoing m\.\.\. - [SMS\-Magic Converse 1\.73 \- Patch 43](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/9E1w7ohybAs-sms-magic-converse-1-73-patch-43.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.43 Some of the customers has incurred issues in User Management step in Converse Settings, where screen keeps loading\. We have solved this issues\. RCA\.\.\. - [SMS Magic Converse 1\.75 \- Patch 16](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/UFbVOjCI92M-sms-magic-converse-1-75-patch-16.md): We have released a beta/interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.16 Issue: App System Log records created with an error message \| \[SObject row was retrieved via SOQL without querying the requested field: smagici\.\.\. - [SMS Magic Converse 1\.68 \- Patch 35](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/SfipuevnLf8-sms-magic-converse-1-68-patch-35.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.35 Date: 8th March 2022 BUG FIXED Issue – The customer was facing the Converse app bulk action issue; it was showing the incorrect date on the UI for the sc\.\.\. - [SMS Magic Converse 1\.75 \- Patch 14](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/yQFk9z5WEFM-sms-magic-converse-1-75-patch-14.md): We have released a beta/interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.14 Issue: Support for creating protected settings and licenses in the test classes involving SMS\-Magic package functionality RCA: NA\. It's a new p\.\.\. - [SMS Magic Converse 1\.73 \- Patch 39](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/oNjxfd6B9bM-sms-magic-converse-1-73-patch-39.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.39 Issue: Enhancement Request: The client does not want to show account information on the Converse homepage RCA: We had this enhancement implemented a\.\.\. - [SMS Magic Converse 1\.72 \- Patch 42](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/iphsWRsUyAY-sms-magic-converse-1-72-patch-42.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.66 Date: 28th July 23 BUG FIXED Issue: The customer was facing a component error Fix: The Customer reported a component error when the Aircall was termina\.\.\. - [SMS Magic Converse 1\.68 \- Patch 37](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/4kDsVA86u38-sms-magic-converse-1-68-patch-37.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.37 Date: 19th May 2022 BUG FIXED Issue – The user was facing an invalid field account name issue while creating the case/opportunity under the error logs\. \.\.\. - [SMS Magic Converse 1\.73 \- Patch 35](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/PIWgherqgt0-sms-magic-converse-1-73-patch-35.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.35 Issue : User Management step in Converse Settings keeps on loading RCA: The issue was encountered due an improvement introduced in one of\.\.\. - [SMS Magic Converse 1\.72 \- Patch 35](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/Cl9N2w4PXmU-sms-magic-converse-1-72-patch-35.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.35 Date: 24th May 23 BUG FIXED Issue: The customer was facing an error related to Sandbox upgrade Fix: An issue occurred while setting up and configuring \.\.\. - [SMS Magic Converse 1\.75 \- Patch 13](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/bCalf7srGwM-sms-magic-converse-1-75-patch-13.md): We have released a beta/interact package for the patch on SMI v1\.75\. Following are the details regarding the patch\. Patch Version 1\.75\.13 Issue: User Management step in Converse Settings keeps on loading RCA: The issue was encountered due an improvement introduced in the package\.&\.\.\. - [SMS Magic Converse 1\.72 \- Patch 27](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/X5XLNZIj38E-sms-magic-converse-1-72-patch-27.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.27 Date: 20th Feb 23 BUG FIXED Issue: The customer was facing an error related to automation for community users after the post\-upgrade\. Fix: An error occ\.\.\. - [SMS Magic Converse 1\.73 \- Patch 34](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/boGaVVDf9I8-sms-magic-converse-1-73-patch-34.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.34 Issue: Unable to attach MMSRCA: Package functionality stores the JSON string received from the API call\. The JSON string is truncated if its length \.\.\. - [SMS Magic Converse 1\.68 \- Patch 26](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/yKSIgalMifQ-sms-magic-converse-1-68-patch-26.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.26 BUG FIXED Issue: Customer was facing Component Error\. Fix: The user had reported the issue, which was not regular but intermittent, and occurred when t\.\.\. - [SMS Magic Converse 1\.72 \- Patch 26](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/dZYgsl03N4s-sms-magic-converse-1-72-patch-26.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.26 Date: 17th Feb 23 BUG FIXED Issue: The customer faced an issue with the custom MLUI service injection point\. Fix: An error occurred while the customer \.\.\. - [SMS Magic Converse 1\.68 \- Patch 27](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/qTYvBrxMecw-sms-magic-converse-1-68-patch-27.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.27 Date:  15th Nov 21 BUG FIXED Issue: Customer was facing an error while creating consent record manually Fix: The customer was getting an error ‘In\.\.\. - [SMS Magic Converse 1\.73 \- Patch 31](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/s6Sn0gamRsc-sms-magic-converse-1-73-patch-31.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.31 Issue: Availability of templates in messaging interfaces as per their categorization \(Conversation / Automation / Bulk\) RCA: When the templates are \.\.\. - [SMS Magic Converse 1\.73 \- Patch 27](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/ICGI7NyFnYo-sms-magic-converse-1-73-patch-27.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.27 Issue: Getting error in app system log after upgrading the Sms\-magic version  RCA: Current version \(1\.73\) supports categorisation of conve\.\.\. - [SMS Magic Converse 1\.68 \- Patch 28](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/kt9Jo7cfsyo-sms-magic-converse-1-68-patch-28.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.28 Date:  1st Dec 21 IMPROVEMENT Improvement: The user was unwilling to assign “Customize Application” permission to Non\-Admin users\. Fix: The user w\.\.\. - [SMS Magic Converse 1\.72 \- Patch 25](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/La4Ery2U8FA-sms-magic-converse-1-72-patch-25.md): We have released a interact package for the patch on SMI v1\.72\. Following are the details regarding the patch\. Patch Version 1\.72\.25 Date: 15th Feb 23 BUG FIXED Issue: The customer was facing an error related to automation for community users after the post\-upgrade\. Fix: An error occ\.\.\. - [SMS Magic Converse 1\.68 \- Patch 34](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/Wyl0pANIx30-sms-magic-converse-1-68-patch-34.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.34 Date: 10th Feb 2022 ENHANCEMENT Issue – Issue with the SMS template when the user had a self\-lookup relationship Fix – The user uses a third\-party Mort\.\.\. - [SMS Magic Converse 1\.73 \- Patch 26](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/JO9F05UWP9Q-sms-magic-converse-1-73-patch-26.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.26 Issue: Enhancement Request: Feasibility to restrict user access to SMS\-Magic features in global navigation UI Issue introduced during provisioning t\.\.\. - [SMS Magic Converse 1\.68 \- Patch 29](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/HTU129BUSgE-sms-magic-converse-1-68-patch-29.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.29 Date:  14th Dec 21 IMPROVEMENT Issue: Customer wanted to exceed the limit of objects to be added to MOC from 10 to more\. Fix: The user had a requi\.\.\. - [SMS Magic Converse 1\.73 \- Patch 23](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/9edy58p8ge4-sms-magic-converse-1-73-patch-23.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.23 Composer component, text area keeps bufferingRCA: In the package code there was some unnecessary condition for hiding the spinner\. That condition wa\.\.\. - [SMS Magic Converse 1\.73 \- Patch 22](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/icPvJ6BssXA-sms-magic-converse-1-73-patch-22.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.22 Error in converse App while using button "Show linked process builder, flows, and workflows"RCA: The issue is encountered when a scheduled flow or s\.\.\. - [SMS Magic Converse 1\.68 \- Patch 30](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/OTF1Xh9XsbY-sms-magic-converse-1-68-patch-30.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.30 Date: 23rd Dec 2021 BUG FIXED Issue – The guest user of the customer was not able to send messages as the required license was not assigned but an org\-wi\.\.\. - [SMS Magic Converse 1\.68 \- Patch 40](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/BX2bf3w7QTs-sms-magic-converse-1-68-patch-40.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.40 Date: 11th July 2022 BUG FIXED Issue – The user was getting a component error when they opened the Home page\. Fix – An error occurred when the user tri\.\.\. - [SMS Magic Converse 1\.73 \- Patch 21](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/ocJ8fPSvsLU-sms-magic-converse-1-73-patch-21.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.21 Enhancement Request: Feasibility to restrict user access to SMS\-Magic features in global navigation UIRCA: The customer wants to restrict some of th\.\.\. - [SMS Magic Converse 1\.68 \- Patch 31](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/4pM1T8vdRNM-sms-magic-converse-1-68-patch-31.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.31 Date: 7th Jan 2022 BUG FIXED 1\.Issue \-Non\-admin users were getting an error on the converse home page  Fix– When the non\-admin user was trying to tu\.\.\. - [SMS Magic Converse 1\.73 \- Patch 20](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/l8AB1u8myLM-sms-magic-converse-1-73-patch-20.md): SMS Magic Converse 1\.73 \- Patch 20 We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.20 Delete consent functionality: Error message displayed in the backgroundRCA: JS code was referencing an non\-existi\.\.\. - [SMS Magic Converse 1\.73 \- Patch 19](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/0CtDlkUNpH0-sms-magic-converse-1-73-patch-19.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.19 Issue: Component Error issue RCA: Users are getting component error after sending messages\. The "Message Notification" component is added on the ho\.\.\. - [SMS Magic Converse 1\.68 \- Patch 33](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/YOb0f1GrhuY-sms-magic-converse-1-68-patch-33.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.33 Date: 12th Jan 2022 BUG FIXED Issue – The non\-admin users of the customer were getting an error on the Converse home pageFix– When a non\-admin user of th\.\.\. - [SMS Magic Converse 1\.68 \- Patch 19](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/lb2e9lCMpXI-sms-magic-converse-1-68-patch-19.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.19 Date:  3rd Sept 21 BUG FIXED Issue: Get domain API of the portal, called though URL shortening was not enabled Fix: Get domain API of the por\.\.\. - [SMS Magic Converse 1\.73 \- Patch 17](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/OesDF4NB9kM-sms-magic-converse-1-73-patch-17.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.17 Issue:Converse template not working RCA: The functionality of identifying the selected template based on the current markup is based upon UI L\.\.\. - [SMS Magic Converse 1\.68 \- Patch 25](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/r8CaOWePjfU-sms-magic-converse-1-68-patch-25.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.25 Date:  21st Oct 21 BUG FIXED Issue: The user was facing an issue where the converse home was not loading after upgrading Converse App from version 1\.\.\. - [SMS Magic Converse 1\.73 \- Patch 16](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/48KLEIap7v8-sms-magic-converse-1-73-patch-16.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.16 Issue: Not able to open MMS File from Conversation View RCA: This issue occurs when Salesforce storage option is enabled and the media file is stor\.\.\. - [SMS Magic Converse 1\.68 \- Patch 21](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/ABk4Was0Z9o-sms-magic-converse-1-68-patch-21.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.21 Date:  8th Sept 21 BUG FIXED 1\.Issue– User was facing an issue with the Conversation Component in Utility Menu Fix– The user was facing an issue wit\.\.\. - [SMS Magic Converse 1\.73 \- Patch 15](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/rrFJvRzlekM-sms-magic-converse-1-73-patch-15.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.15 Issue: Compatibility issues with Salesforce prevented multiple components from loading Fix: Updates were made to the SMS Magic application to ensu\.\.\. - [SMS Magic Converse 1\.68 \- Patch 24](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/JPF3NReCjJA-sms-magic-converse-1-68-patch-24.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.24 Date:  18th Oct 21 BUG FIXED Issue: Health cloud instance was facing issues with a conversation on Referral object Fix: The customer was getting t\.\.\. - [SMS Magic Converse 1\.73 \- Patch 14](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/5F8dTxEAHYc-sms-magic-converse-1-73-patch-14.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.14 Details of the fixes included in this patch\. \# Ticket Type Title/Description 1 Bug Error while creating SF Campaign 2 Bug Converse App det\.\.\. - [SMS Magic Converse 1\.68 \- Patch 18](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/QSfxOVKoWV4-sms-magic-converse-1-68-patch-18.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.18 Date:  31st Aug 21 BUG FIXED Issue:  Automation Key Reference was wrong Fix: The customer was facing an issue while sending automated message\.\.\. - [SMS Magic Converse 1\.73 \- Patch 12](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/N45XPpFGLFA-sms-magic-converse-1-73-patch-12.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.12 BUG FIXED Issue: Conversation Component Error While Loading Messages\. Fix: Users encountered an error with the Conversation component when loading\.\.\. - [SMS Magic Converse 1\.73 \- Patch 11](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/QTJjNBhZPyw-sms-magic-converse-1-73-patch-11.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.11 BUG FIXED Issue: Component Error While Handling Incoming SMS Fix: Customer reported a component error in the Converse setting while receiving inco\.\.\. - [SMS Magic Converse 1\.68 \- Patch 23](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/ROyPGyaFPMg-sms-magic-converse-1-68-patch-23.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.23 Date:  13th Oct 21 BUG FIXED Issue: The customer was not able to reply to his customers on WhatsApp during the 24hour session\. Fix: When a reply w\.\.\. - [SMS Magic Converse 1\.68 \- Patch 17](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/7p7MQipQcn8-sms-magic-converse-1-68-patch-17.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.17 Date:  19th Aug BUG FIXED Issue: Upgrade failed in Sandbox  as the customer was trying to upgrade from 1\.55 to 1\.68\.14 Fix: Customer was tryi\.\.\. - [SMS Magic Converse 1\.73 \- Patch 8](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/FU69ATGzNf8-sms-magic-converse-1-73-patch-8.md): We have released a beta/interact package for the patch on SMI v1\.73\. Following are the details regarding the patch\. Patch Version 1\.73\.8 BUG FIXED Issue: Issue with Conversation View in Utility Bar Fix: Users encountered issues related to the conversation view within the utility bar \.\.\. - [SMS Magic Converse 1\.68 \- Patch 15](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/FoRbW62Xj8o-sms-magic-converse-1-68-patch-15.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.15 Patch 1\.68\.15 Date: 17th August 2021 BUG FIXED Issue: The customer was receiving a component error on the case record page Fix: A component error was a\.\.\. - [SMS Magic Converse 1\.68 \- Patch 14](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/GsE1uhoV52k-sms-magic-converse-1-68-patch-14.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.14 Date: 14th July 2021 BUG FIXED Issue: Customer was not able to install SMS\-Magic package on Salesforce essential Fix –While trying to install the SMS\-M\.\.\. - [SMS Magic Converse 1\.68 \- Patch 13](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/N6ZWEhWuMoc-sms-magic-converse-1-68-patch-13.md): We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.13 BUG FIXED Issue: The user was facing an error while attempting to create a consent from the flows Fix: An error occurred when the user created a consen\.\.\. - [SMS Magic Converse 1\.68 \- Patch 12](https://docs.sms-magic.com/9NNb5ANfeno-sms-magic-for-salesforce-release-notes-patches/qmALkGOHYlc-sms-magic-converse-1-68-patch-12.md): SMS Magic Converse 1\.68 \- Patch 12 We have released a interact package for the patch on SMI v1\.68\. Following are the details regarding the patch\. Patch Version 1\.68\.12 BUG FIXED Issue: User was receiving a Sound Notification for Incoming SMS even when the notification was disabled from\.\.\. #### Developers Guide - [Salesforce Developers Guide](https://docs.sms-magic.com/HlnMGE5TnrA-salesforce-developers-guide): This guide helps Salesforce admins and developers set up and manage multichannel messaging, covering channel integration, automation and consent management, to enhance customer engagement and communication efficiency\. - [Multichannel Objects Schema Explained](https://docs.sms-magic.com/HlnMGE5TnrA-salesforce-developers-guide/oWPrtA256vw-multichannel-objects-schema-explained.md): 3\. Multichannel Objects Schema Explained  The following fields are introduced on various objects for supporting multi\-channel\. 3\.1 Channel Master Object This object is a source of truth for channel\-specific information such as channel code, channel label, compliance enforcement, and valid windo\.\.\. - [How to handle Compliance](https://docs.sms-magic.com/HlnMGE5TnrA-salesforce-developers-guide/ZWYEuD2XPEo-how-to-handle-compliance.md): 4\. How to handle Compliance 4\.1 Background Like SMS, all other messaging channels, such as WhatsApp and Facebook, have also defined specific guidelines to capture and manage user consent for driving high\-quality conversations between people and businesses\. Businesses will have to adhere to region\-sp\.\.\. - [How to Configure Salesforce flow for MultiChannel messages ](https://docs.sms-magic.com/HlnMGE5TnrA-salesforce-developers-guide/OlWF2DkYT2M-how-to-configure-salesforce-flow-for-multichannel-messages.md): 6\. How to Configure Salesforce flow for MultiChannel messages  The following flow can be used to send messages\. Channel code and channel name fields need to be updated to send messages on particular channels\. The default behaviour of the application will be the same as sending messages using Ap\.\.\. - [Sending MultiChannel Messages from Apex Code ](https://docs.sms-magic.com/HlnMGE5TnrA-salesforce-developers-guide/BnbFwKmZukQ-sending-multichannel-messages-from-apex-code.md): 5\. Sending MultiChannel Messages from Apex Code  To be able to send the multi\-channel messages using Apex API, channel code and channel name fields have to be populated\. You can use the following script to send the messages from Apex API\. Channel code and name values can be retrieved from the C\.\.\. - [Handling Inbound Multichannel Messages](https://docs.sms-magic.com/HlnMGE5TnrA-salesforce-developers-guide/ddfZudxO36M-handling-inbound-multichannel-messages.md): 7\. Handling Inbound Multichannel Messages You need to know the following points while you create flows for triggering automated messages upon receiving multi\-channel inbound messages\. You can refer to the Multi\-channel Object Schema mentioned above for creating process builder flows\. 7\.1 Responding \.\.\. - [Message Types Supported](https://docs.sms-magic.com/HlnMGE5TnrA-salesforce-developers-guide/RyGDnKx81fY-message-types-supported.md): SMS\-Magic expands your business messaging capabilities beyond traditional SMS, including MMS support in various countries, to embrace the global reach of WhatsApp and Facebook\. With SMS as the foundation, offering unparalleled reach, our solutions now incorporate Multi\-channel messaging to leverage \.\.\. - [Prerequisites](https://docs.sms-magic.com/HlnMGE5TnrA-salesforce-developers-guide/dxRsoX4aQDM-prerequisites.md): 2\. Prerequisite SMS Magic package need to be installed on your salesforce org and all setups need to completed\. 2\.1 Configurations for SMS You have your country\-specific SMS channel Sender ID assigned to your account, allowing you to receive and respond to messages received on the SMS channel throu\.\.\. - [Schedule SMS Messages](https://docs.sms-magic.com/HlnMGE5TnrA-salesforce-developers-guide/8ZY6dxIO3q0-schedule-sms-messages.md): Schedule SMS Messages With the Salesforce\.com scheduler, you can schedule an SMS job for a particular day and time\. We can accomplish this by employing the Schedulable Apex interface\. The Schedulable interface contains one method that must be implemented, the method is Execute\. global void execute\(S\.\.\. - [Sending OTP Messages via Salesforce Guest User](https://docs.sms-magic.com/HlnMGE5TnrA-salesforce-developers-guide/kPKsnf5l1kE-sending-otp-messages-via-salesforce-guest-user.md): Overview Guest users in Salesforce operate with restricted access and do not inherit permissions available to internal users\. Enabling OTP \(One\-Time Password\) messaging for guest users introduces challenges, particularly around data access and security\. A common concern among customers is the need t\.\.\. #### FAQs & Troubleshooting - [SMS Magic FAQs](https://docs.sms-magic.com/sms-magic-faqs) - [General](https://docs.sms-magic.com/sms-magic-faqs/CpLXoOas878-general.md): What is SMS Magic? SMS Magic is a messaging platform that integrates with CRM systems, enabling businesses to engage with their customers through text messages and other messaging channels\. Which CRM platforms does SMS Magic support? SMS Magic supports popular CRM platforms like Salesforce and Zoho,\.\.\. - [Getting Started](https://docs.sms-magic.com/sms-magic-faqs/4sICULgri9U-getting-started.md): 1\. How do I get started with SMS Magic? \- To start with SMS Magic, you typically need to sign up for an account, install the SMS Magic application in your CRM system, and configure your messaging settings according to your business requirements\. 2\. Is there a trial version of SMS Magic available?\.\.\. - [Phone Number & SenderID](https://docs.sms-magic.com/sms-magic-faqs/phone-number-senderid.md): Can I send messages in bulk over long codes? Yes, you can send messages in bulk over long codes\. We do support sending bulk messages using short codes, and toll free numbers also\. What happens if the SMS is sent to a Landline number If the SMS is sent to a landline number, the messages will be reje\.\.\. - [Message Delivery](https://docs.sms-magic.com/sms-magic-faqs/X8Ghu3w2nMY-message-delivery.md): 1\. What is the maximum number of characters I can use for one SMS? You can send messages up to 700 characters with SMS\-Magic\. If you are sending long messages, corresponding credits will be deducted from your account\. For example, if you are sending a message of 350 characters, three credits will be\.\.\. - [Compliance & Security](https://docs.sms-magic.com/sms-magic-faqs/compliance-security.md): Compliance Is there a GDPR certification? No, currently there is no GDPR certification issued by the European Commission\. Salesforce will be monitoring any certifications that are released after the GDPR becomes effective and will get certified, if it deems them to be appropriate\. What constitutes\.\.\. - [Salesforce FAQ](https://docs.sms-magic.com/sms-magic-faqs/salesforce-faq.md): Can I use SFDC Campaigns for sending bulk SMS? Yes, SFDC campaigns can be used to send out bulk messages, but only through Contact and leads object\. How do I see who responded to my campaign\(s\)? You can have a related list of Incoming SMS and SMS History object on the campaign module where the resp\.\.\. - [Zoho FAQ](https://docs.sms-magic.com/sms-magic-faqs/udTwVaKZW5o-zoho-faq.md): Can we schedule texts for a particular date and time? Yes\. You can use the Zoho’s Workflow Automation to set up workflows\. This means creating a workflow rule and associating it with Webhook to send automated texts\. Is the automation similar to that of the blueprints? The transitions states that you\.\.\. - [Pricing FAQ](https://docs.sms-magic.com/sms-magic-faqs/pricing-faq.md): What do I get with the Start plan ? The Start Plan for Salesforce CRM includes 2916 SMS Credits, 1 Sender ID and 1 Basic user license for USA Annual Plan\. The Start Plan for Zoho CRM includes 1000 SMS Credits, 1 Sender ID and 1 user license for USA Annual Plan\. Benefits change as per the plan and bi\.\.\. - [10DLC FAQ](https://docs.sms-magic.com/sms-magic-faqs/10dlc-faq.md): What is 10DLC? 10DLC stands for 10\-digit long code, allowing businesses to send application\-to\-person text messages \(A2P\) using local long codes in the U\.S\. Why is 10DLC required? The U\.S\. mobile carriers require all businesses that send A2P messages on a 10DLC phone number to register their brand a\.\.\. - [Features and Capabilities](https://docs.sms-magic.com/sms-magic-faqs/hYrzoH6y9eg-features-and-capabilities.md): 1\. Can SMS Magic send bulk SMS messages? \- Yes, SMS Magic allows for bulk SMS messaging, enabling businesses to send notifications, alerts, and marketing messages to multiple recipients simultaneously\. 2\. Does SMS Magic support multimedia messaging \(MMS\)? \- The capability to send MMS may vary \.\.\. - [Troubleshooting Guides](https://docs.sms-magic.com/zvSYce9R5Ek-troubleshooting-guides): Troubleshooting guides provide step\-by\-step solutions for common issues, helping you quickly resolve problems and get back to using the product smoothly\. - [Troubleshooting Guide for SMS Magic Portal](https://docs.sms-magic.com/zvSYce9R5Ek-troubleshooting-guides/ynahWQnRtJw-troubleshooting-guide-for-sms-magic-portal.md): This guide addresses common issues you might encounter while using the SMS Magic portal\. 1\. Campaign Not Enough Credits Error: "Not Enough Credits" message appears when sending a campaign\. Solution: Check Contact List Size: Ensure you're sending the campaign to an appropriate number of contacts to a\.\.\. - [Users facing issues with message sending](https://docs.sms-magic.com/zvSYce9R5Ek-troubleshooting-guides/OxQKeU0RwIM-users-facing-issues-with-message-sending.md): Check if you have enough messaging credits to send messages\. Log in to Salesforce org and access the SMS Magic Converse Home page Check available credits Buy more credits at https://buy\.sms\-magic\.com/pricing so that you will be able to send message Check if your account subscription has not exp\.\.\. - [Sent messages are not getting delivered](https://docs.sms-magic.com/zvSYce9R5Ek-troubleshooting-guides/Kv1HV8clWb8-sent-messages-are-not-getting-delivered.md): Check if messages are sent to valid numbers Check if the number is Invalid and Not Specified in the Correct Format To avoid delivery failures we recommend keeping mobile numbers in the international format\. For instance, within the UK, the numbers start with a 0 \(either for calling or for sending \.\.\. - [Users facing issues with receiving inbound messages](https://docs.sms-magic.com/zvSYce9R5Ek-troubleshooting-guides/negeP1qfKDI-users-facing-issues-with-receiving-inbound-messages.md): Check if your OAuth status is ACTIVE You may not be receiving messages in Salesforce due to connectivity issues with the SMS Magic platform\. Check if your OAuth status is ACTIVE\. In case it fails, follow the below steps to reset the OAuth: Login to SMS\-Magic Portal through Salesforce Go to SMS Magi\.\.\. - [Users are not receiving sound notifications for new messages](https://docs.sms-magic.com/zvSYce9R5Ek-troubleshooting-guides/tyK20yv1mqo-users-are-not-receiving-sound-notifications-for-new-messages.md): Check the sound notification setting Follow the below steps to check sound notification settings: Login to your Salesforce org using your credentials Go to SMS Magic Converse Go to the Converse settings section Go to the Conversations section, General Settings Enable the 'Play sound for incoming\.\.\. - [Users are not getting notified of new messages via email](https://docs.sms-magic.com/zvSYce9R5Ek-troubleshooting-guides/8aGuNONAmac-users-are-not-getting-notified-of-new-messages-via-email.md): Check if the Email Notification Global Setting in the Sender ID section is turned ON\. Login to your Salesforce org Go to SMS Magic Converse Go to the Converse Settings section Go to the Sender ID & Assignment section Turn on the Email notification on incoming \(Default Setting\) so that you wi\.\.\. - [My messages are stuck in the ‘Submitted’ Status in SMS History](https://docs.sms-magic.com/zvSYce9R5Ek-troubleshooting-guides/dgg5EaLyfmY-my-messages-are-stuck-in-the-submitted-status-in-sms-history.md): Check if there are any errors in the ‘Status Message’ field in the SMS History for records with a sent status of 'Submitted' Check if there are any error records created in the 'App System Logs' for missing privileges or any other errors Check if your OAuth status is ACTIVE You may not be receivi\.\.\. - [My Messages are in "Queued" Status](https://docs.sms-magic.com/zvSYce9R5Ek-troubleshooting-guides/sk5xeLrXajc-my-messages-are-in-queued-status.md): Check if messages are sent outside of business hours configurations Messages will be sent during the set time for each country\. If sent outside these hours, they'll stay queued until the correct time\. - [I need help with procuring new services](https://docs.sms-magic.com/zvSYce9R5Ek-troubleshooting-guides/X1mwHcyprMw-i-need-help-with-procuring-new-services.md): I want a new sender ID A Sender ID is an alphanumeric name or number that appears on the mobile device and helps to identify the sender of the message\. It can be a long code or short code that you assign to a single user, multiple users, or a profile\. To add a new Sender ID, follow the steps below: \.\.\. - [Login/ OAuth Issues](https://docs.sms-magic.com/zvSYce9R5Ek-troubleshooting-guides/7g8MbjahMvQ-login-oauth-issues.md): Login Issues / Missing access token parameter OAuth 2  Follow these steps to log in to SMS Magic using your Zoho CRM credentials: Log in to Zoho CRM first\. Go to https://app\.sms\-magic\.com/\. Click the "Zoho CRM" button\. Select "Global \(recommended\)"\. Enter your Zoho CRM sign\-up email and cli\.\.\. - [Users not able to access the SMS Magic app](https://docs.sms-magic.com/zvSYce9R5Ek-troubleshooting-guides/5vm2xoqbiPU-users-not-able-to-access-the-sms-magic-app.md): Check if the respective user is assigned a License\. If a license is not assigned, the user will not be able to access SMS Magic functionalities\. Login to your Salesforce org Go to SMS Magic Converse Go to the Converse Settings section and access User Management Click on Add New to add new users a\.\.\. - [Configuring SMS Magic on Zoho CRM](https://docs.sms-magic.com/zvSYce9R5Ek-troubleshooting-guides/vE9u82VcF88-configuring-sms-magic-on-zoho-crm.md): Steps to configure SMS Magic on Zoho CRM: Here's a breakdown of configuring SMS Magic on Zoho CRM: Installation: Log in to your Zoho CRM account\. Go to Setup > Marketplace\. Search for "SMS Magic" and install it\. Refer to the SMS Magic knowledge base for installation assistance:https://docs\.sms\.\.\. - [Sender ID Troubleshooting](https://docs.sms-magic.com/zvSYce9R5Ek-troubleshooting-guides/3fQTvsjY8mc-sender-id-troubleshooting.md): Zoho Sender ID Creation and Login To create and manage your sender ID in Zoho CRM: In Zoho CRM, search for the "SMS Sender ID" module\. If an existing ID exists, edit it and replace the number with a new one\. If no ID exists, click "Create New Sender ID" and paste the new number in both "Sender ID \.\.\. - [ WhatsApp via Send SMS in Zoho](https://docs.sms-magic.com/zvSYce9R5Ek-troubleshooting-guides/5An9laNZJlQ-whatsapp-via-send-sms-in-zoho.md): This section explains how to send WhatsApp messages using the "Send SMS" button in Zoho CRM, but only if you're using SMS Magic version 29\. Prerequisites: SMS Magic version 29 \(ensure you have the correct version\) Steps: Create an MTM Registered Template: Log in to the SMS Magic customer portal\. \.\.\.