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.

Installation

App Navigation

Workspaces

Setup and Configurations

Multichannel Compliance

Buttons and Components on CRM Pages

Create and Use Messaging Templates

Sending Messages in SMS-Magic Converse

Conversation Management using Converse Desk

Conversation Notifications

Campaigns using Campaign Manager

Automations using Converse Apps

Dashboards and Analytics

Other Power Features ( URL Shortening & Email-to-text)

Multichannel Messaging - WhatsApp

Multichannel Messaging - Facebook

Conversive Button

Automate Your Conversations

Overview - Configure SMS Buttons

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 purpose of doing these two configurations is to send a single SMS and bulk SMS. Both configurations are applicable to Salesforce Classic and Salesforce Lightning.

For users to effectively use SMS-Magic Converse, you create SMS buttons and associate these buttons to the Visualforce pages of the objects selected and configured during the Message Configuration step of the SMS-Magic Converse configuration.

Updated on Mar 19, 2024

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