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.

Create Consent Manually
  1. Click. The app launcher appears.

  1. Under All Items, click Consents. The Consent List view page appears.

 

  1. 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 Compliance Configuration process.

  1. Enter the details as required.
    Refer to the table below for more details on individual fields.

  2. Click Save. The Consent Record List is added to the consent database and appears as shown.

  1. Click individual record and the record details appears as shown.

FIELD

DESCRIPTION

Select Object

Select the object for which you want to create the consent record.

Phone field

Select the phone field from which consent records will be considered.

Search By name

Search the Contact name for which the consent record will be created.

Comment

Type a comment for the record.

Content Type

Select the appropriate checkbox next to select the appropriate content type. This parameter will appear only if they have been configured in Step 1 of the Compliance Configuration process. Contact your System Admin for more details on the consent record parameters configured.

Sender ID

Select the Sender ID from which consent will be initiated. This is available only if Sender ID is configured as a consent record parameter in Step 1 of the Compliance Configuration process. Contact your System Admin for more details on consent record parameters configured.

If Sender ID is not configured then consent will be created from any Sender ID. Once the consent record is created, a confirmation message is sent back to the same Sender ID to complete the process. If a Sender ID is configured then consent will be created only when request is received from the specified Sender ID.

Consent Status

In the drop-down list select the status of your consent. The available options are:Opt-InOpt-OutPending

Do not send Confirmation Message

Select this check-box to avoid sending a message to confirm the consent status of the customer.

Confirmation Message Sender ID

Select the sender ID that will be displayed when the confirmation message is sent to the customer.

Updated on Feb 14, 2024