{"id":1221,"date":"2020-06-08T12:06:29","date_gmt":"2020-06-08T12:06:29","guid":{"rendered":"https:\/\/staging.txtbox.in\/docs\/portal\/?post_type=lsvr_kba&#038;p=1221"},"modified":"2020-07-09T07:26:21","modified_gmt":"2020-07-09T07:26:21","slug":"getting-started","status":"publish","type":"lsvr_kba","link":"https:\/\/staging.txtbox.in\/docs\/portal\/knowledge-base\/getting-started\/","title":{"rendered":"Getting Started"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Step 1 \u2013 Connect With CRM<\/h2>\n\n\n\n<p>If you have a Salesforce or Zoho CRM account, you can begin with getting connected to your CRM. If you don\u2019t, you can use our application or make use of SMS-Magic APIs to send out messages.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/tBhnYpcTcpd3Xivl9fxI_KcigfE7MgJ49bMNY1JeJQasj2R2KkDP21Ankm3VUs-uwP7Cxajcl0Qm_x5Olz-qGQtGVwNttVNBI09oZ9PdojMkISLdyOxGRZGNQhUzBSeunb2VIHQ\" alt=\"A screenshot of a cell phone  Description automatically generated\"\/><\/figure>\n\n\n\n<div class=\"c-alert-message\">\nIf you have signed in using Zoho CRM or Salesforce CRM, your CRM is already connected and you can move on directly to Step 2.\n    <\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Step 2 \u2013 Install<\/h2>\n\n\n\n<div class=\"c-alert-message\">\nThis step is not applicable if you sign in with Google+, Facebook, and Email.\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Zoho<\/strong><\/h3>\n\n\n\n<p>You can install the SMS-Magic application from <a href=\"https:\/\/marketplace.zoho.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Zoho Marketplace<\/a> if it\u2019s not installed. Search <strong>SMS-Magic<\/strong> and click on the Install button.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Salesforce<\/strong><\/h3>\n\n\n\n<p>You can install the SMS-Magic application from Salesforce in your Salesforce Org if it\u2019s not installed. Clicking on the \u2018Install Now\u2019 button will take you to the Salesforce AppExchange.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/Xsn68QQVjZUufrc7xfXgOvlU3qcZhEmW_PhR-8D1YKyAknsyDflW8-RBMaNa7X8j4wShpYs19AFWyd0BNbNari2gUyUrY-hjX1RUYi0JOfu99GC3yj_AwDsmkow1bwn0_iAe-bE\" alt=\"A screenshot of a cell phone  Description automatically generated\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Step 3 \u2013 Configure<\/h2>\n\n\n\n<div class=\"c-alert-message\">\nThis step is not applicable if you sign in with Google+, Facebook, Email, and Salesforce.\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Zoho<\/strong><\/h3>\n\n\n\n<p>Visit the links <a href=\"https:\/\/www.sms-magic.com\/docs\/zoho\/knowledge-base\/send-bulk-sms-button\/\" target=\"_blank\" rel=\"noreferrer noopener\">Send Bulk SMS Button<\/a> and <a href=\"https:\/\/www.sms-magic.com\/docs\/zoho\/knowledge-base-category\/zoho-sms-automation\/\" target=\"_blank\" rel=\"noreferrer noopener\">SMS Automation<\/a> in Zoho User Guide to learn the steps to add and configure Buttons and Webhooks in Zoho CRM.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/3u49S0lly_O9TTF4AQ6o8InQsoPcXnihxzhpgafzM297JGJvHNeOBprVh4TeeJKsDhLcXuJbPfxXrSQiaDeLosFAetpT_LO-PhTLnxa2vPFoVM7v-sV0Er3wnkr6LbzEc-9ZWnY\" alt=\"A screenshot of a social media post  Description automatically generated\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Step 4 \u2013 SMS Services<\/h2>\n\n\n\n<p>On the basis of the countries you chose during the KYC, this section gives information about where you will be able to send\/receive messages.<\/p>\n\n\n\n<p>If you are on a Trial of SMS-Magic Portal, you can Send a Test Message and check out how things work. We will take you through managing <a href=\"https:\/\/staging.txtbox.in\/docs\/portal\/knowledge-base\/quickstart-service\/\" target=\"_blank\" rel=\"noreferrer noopener\">Coverage<\/a> and <a href=\"https:\/\/staging.txtbox.in\/docs\/portal\/knowledge-base\/portal-compliance\/\" target=\"_blank\" rel=\"noreferrer noopener\">Compliance<\/a> soon.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/GdYuk-f2GVUiTgsly4VALZSbsgCm_NuMraRqJSeVsE9H0LQs-eJQgZBn2IDcRA90N0fAyEwNKD1uNBeOoQLcyl5Rg1Ljitkm1UlC-aFlJV61ilq-_74MEBrMBDlLCHtvFHpriEY\" alt=\"A screenshot of a cell phone  Description automatically generated\"\/><\/figure>\n\n\n\n<div class=\"c-alert-message\">\nA Sender ID is mandatory for sending out TEST SMS.\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Step 1 \u2013 Connect With CRM If you have a Salesforce or Zoho CRM account, you can begin with getting connected to your CRM. If you don\u2019t, you can use our application or make use of SMS-Magic APIs to send out messages. If you have signed in using Zoho CRM or Salesforce CRM, your CRM [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"lsvr_kba_cat":[149],"lsvr_kba_tag":[],"class_list":["post-1221","lsvr_kba","type-lsvr_kba","status-publish","format-standard","hentry","lsvr_kba_cat-getting-started"],"_links":{"self":[{"href":"https:\/\/staging.txtbox.in\/docs\/portal\/wp-json\/wp\/v2\/lsvr_kba\/1221","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.txtbox.in\/docs\/portal\/wp-json\/wp\/v2\/lsvr_kba"}],"about":[{"href":"https:\/\/staging.txtbox.in\/docs\/portal\/wp-json\/wp\/v2\/types\/lsvr_kba"}],"author":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/portal\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/portal\/wp-json\/wp\/v2\/comments?post=1221"}],"version-history":[{"count":4,"href":"https:\/\/staging.txtbox.in\/docs\/portal\/wp-json\/wp\/v2\/lsvr_kba\/1221\/revisions"}],"predecessor-version":[{"id":1335,"href":"https:\/\/staging.txtbox.in\/docs\/portal\/wp-json\/wp\/v2\/lsvr_kba\/1221\/revisions\/1335"}],"wp:attachment":[{"href":"https:\/\/staging.txtbox.in\/docs\/portal\/wp-json\/wp\/v2\/media?parent=1221"}],"wp:term":[{"taxonomy":"lsvr_kba_cat","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/portal\/wp-json\/wp\/v2\/lsvr_kba_cat?post=1221"},{"taxonomy":"lsvr_kba_tag","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/portal\/wp-json\/wp\/v2\/lsvr_kba_tag?post=1221"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}