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User Guides Set-up Guides Developer Guide Resources SMS Magic Changelog

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Here are the steps to set-up Zoho CRM with SMS-Magic

SMS Magic Interact for Zoho CRM Installation & Setup

Zoho setup-overview

Here are the steps to set-up Zoho CRM with SMS-Magic

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User Guides Set-up Guides Developer Guide Resources SMS Magic Changelog

SMS Magic Converse for Salesforce
An Introduction
Take a Quick SMS-Magic Trial!
Glossary
SMS Magic for Zoho Suite
SMS Magic for Non-CRM Users
Why SMS Magic?
Industries
SMS Magic Mobile App
SMS Magic Platform Explained
Pricing Explained
SMS-Magic Setup & Installation
New Onboarding via Salesforce AppExchange
Prerequisites
SMS-Magic Converse Compatibility with Salesforce
Features Available as per the Selected Plan
SMS Magic System Update Notifications
Overview - App Navigation
Overview - Converse Apps
Create a New Converse App
Search Converse App
Add Navigation Bar
Pick & Choose - Additional Configurations
Manual Sync-up of System Settings
Getting Started with Conversive Buttons
Creating Conversive Buttons
Integrating Conversive Button with your Website
License Feature Access
User Management
Permission Management
Configuring User Profiles
Manage Access
Workspace Overview
Connect Production Accounts from Workspace
Connect Salesforce Sandbox from Workspace
Upgrade Package Version From Workspace
Message Configuration
Sender ID and Assignment
Configure Keywords
Steps to Configure Sender ID and Message Templates
Messaging Limits
Spam Number Blocking
Restricted Keyword
Restricted Keyword Set-Up
Accessing Error Logs
Create a New Template
Create New Media Message Template
Create New Rich Media Message Template
Edit a Template
Change the Template Owner
Delete a Template
Search Template
Filter Template
Overview - Converse Desk
Overview - Configure Converse Inbox
Configure Converse Inbox on Lightning Utility Bar
Configure Converse Inbox on Classic Side Panel
Configure Custom Inbox
Conversations in Converse Inbox
Conversations
Managing Conversations & Responses
View Conversations using Global and Conversation Filters
Conversation Filters
Search Conversations in Converse Desk
View Conversation Details
Assign Conversations
Mark Conversations
Create an Internal Note
Save an Unknown Number as a New Lead
Shared Inbox - Salesforce
Configure Conversations View on Lightning
Configure Notifications for New Conversations
Send a New Message
Reply to a Message
Send a Multimedia Message
Send a Message from Converse Inbox
Send a Message from Record Details
Send a Message from Conversation View on a Record Page
Send Bulk SMS
Schedule Bulk SMS
Capturing Basic Consumer Info & Syncing with CRM
Trigger a Message Action from Flows
Automating Conversations with Conversation Flow
Add Message Flow
FAQ Bot
Overview - Configure SMS Buttons
Add SMS Button to Layouts
View SMS Button on a Record Page or List
Configure Run SMS Campaign Button in Classic
Configure Run SMS Salesforce Campaign Lightning Steps
Email To Text Overview
Overview
Setup Organization-Wide Email Address
Setup Email Services
Create an Email Template (Optional)
Enable Notification
Email to Text – FAQs
Overview - Campaign Manager
Access Campaign Manager
Create a Campaign
View Campaigns
Edit Campaigns
Clone Campaigns
Schedule Campaigns
Abort Campaigns
Failed Campaigns
Campaign Results
Exporting Campaign Statistics
Email Notification on Campaign Failures
Steps to Schedule a Data Processing Batch
Introduction - Multichannel Compliance
Compliance
Configure Consent Method
Introduction - Create Consent Database
Create Consent Manually
Create Consent Automatically
Create Consent Programmatically via Apex
Importing Existing Consents
Consent Status
Opt-Out Analysis
Create Double Opt-In Configuration
Configure Audit Database
Compliance Enforcement Stats
Overview - WhatsApp Channel
Understanding WhatsApp Messaging
Steps to Get Started and Configure WhatsApp-Enabled Business Number
Creating WhatsApp Templates
WhatsApp Tagged Sender IDs, Templates and Messages
Overview - Facebook Messaging
Understanding Facebook Messaging
Enable Facebook Messenger for Your Business Page
Steps to Integrate Facebook Business Page via Customer Portal
Creating Facebook Templates
Facebook Tagged Sender IDs, Templates & Messages
Compliance with Facebook Messaging
Facebook Policy Violation Notifications
URL Shortening
URL Tracking
Expiring Short Links
Automation of URL Shortening
Deleting Short URL
Use Action Key
Overview - Analytics Dashboard
Overview - SMS Reports and Dashboards
Converse Home Dashboard
Converse Dashboard - User
Converse Dashboard - Team
Converse Dashboard - Messages
Agent Productivity
Transferring Credits: Move and Manage Your Messaging Credits
Number Transfer: Move and Manage Your Sender IDs
FAQ's
FAQ's - Compliance
Overview
Pre-requisites
Zoho setup-overview
Signup for free trial
Installation
Invite new users
Configuring Modules
Module Lookup on SMS History
Setup Converse Desk in Zoho CRM
Overview Messaging Services
Coverage
Sender ID/ Numbers Setup in Zoho CRM
Setup Outbound and Inbound Sender IDs
Manage your Sender IDs
Setup Business Hours Compliance
Setup Consent Management
Setup Multi-Channel Integrations
Messaging Quickstarts
Adding send sms button
Send Single from Zoho CRM
Adding send bulk sms button
Send Message as Campaign from Zoho
Bulk SMS to List
Sending Bulk messages from Zoho Lists
Message Template
Manage Your Message Templates
Converse desk - Overview
Initiate a New Conversation
Manage Conversations
Inbox
Using Short links in Converse Desk
Create a New Campaign
Manage Campaigns
SMS History in Zoho CRM
Messaging dashboard
Alert and Subscription Management
Overview- Set up autoresponders in Zoho
Transfer SMS History from Leads to Contacts
Understanding the JSON Payload Configuration for Automation
Create Webhooks
Associate the Webhook with the Workflow Rule
Url shortening
Configuration - URL shortening
Shortened Links
Deleting a Shortened URL
Incoming Message Notification
Incoming messages overview
Email Notification on Incoming Messages
IP Whitelisting
Manage Access
Account Activity
SMS-Magic Web Portal Overview
Data Centers
Sign Up using Email
Sign In Using Email
Sign In using Single Sign-On (SSO)
Sign In Using Salesforce CRM
Sign In Using Zoho CRM
Sign In Using Google+ or Facebook Account
Overview Messaging Services
Coverage
Setup Outbound and Inbound Sender IDs
Manage your Sender IDs
Setup Multi-Channel Integrations
Account Activity
Accounts
User Management
Configure Viewing Rights for Standard User
Manage Access
Change your Password
Setup Business Hours Compliance
Setup Consent Management
Setup HIPAA Compliance
Register 10DLC A2P
Create a New Campaign
Overview - Campaign
Overview - Contact Management
Contact Lists
Contacts Manager
Overview - Conversations
Initiate a New Conversation
Inbox
Sent Messages
Email Notification on Inbound Messages
Manage Conversations
Getting Started with Conversive Buttons
Creating Conversive Buttons
Integrating Conversive Button with your Website
Automating Conversations with Conversation flow
Capturing Basic consumer info & syncing with CRM
Managing Conversations & Responses
FAQ Bot
Message History Overview
Message Delivery Analytics Dashboard
Download Message History Reports
Alerts and Subscription Management
Message Template Management
Create Message Template
Url shortening
Configuration - URL shortening
Shortened Links
Deleting a Shortened URL
Messaging dashboard
Alert and Subscription Management
SMS-Magic Integration with Zoho Apps Overview
Set-up SMS magic account for Zoho apps
Introduction
Install & Configure SMS Magic in Bigin
Send Messages using Bigin
Engaging Candidates via SMS on Zoho recruit - Video Guide
SMS Magic with Zoho Recruit
Zoho recruit setup
Webhook configuration for Zoho Books
Setup for Triggering Automated WhatsApp Messages via Zoho Books
Pre-requisites for Zoho Marketing Hub
Shooting SMS Campaign
Send automated messages via Journey Builder
ZOHO SDP on demand
Zoho Booking integration
Automated SMS Notifications from Zoho Creator - Video Guide
Zoho Creator Setup
Configure and Send SMS/Text Notifications
Zoho Survey-Overview
Zoho Survey-Setup and configuration
Zoho Campaign-Configuration
SMS magic with Zoho Forms - Video Guide
Zoho Forms integration for OTP Verification - Video Guide
Zoho Forms- Configuration
Zoho Forms- Automation
Zoho Inventory-Automation
Zoho Meetings
Overview
Empower your teams with Experience Cloud
Converse Templates
Converse Desk
Bulk SMS Component
Campaign Manager
Understanding Experience Cloud
Types of Salesforce Communities