Registration and Setup

Overview

Comprising of 4 basic steps to swiftly guide you to sending your first message. This section helps setup the destination country where you will be sending messages. You will be creating and connecting your SMS-Magic account with Salesforce along with choosing a plan which will help us understand your requirements in a better way. And finally, you will be ready to send your first message.

1. Destination Country and Server Location

Select the country where you want to send messages and it’s server location is auto-populated. You can select a different server location if required. To make any changes after the setup is complete related to destination country get in touch with your admin.

1. Select Destination Country
2. Select Server Location if the default server location doesn’t meet your requirements.
3. Click Next

2. Registration, OAuth Sync and Remote Site Setting

Sync OAuth, setup account and configure remote site setting helps creating your SMS-Magic account and sync with Salesforce using the API key.

2.1 Registration and OAuth Sync

1. Select the checkbox if the email looks good.
2. Click Register. The Salesforce Allow Access? pop-up appears providing further configuration details.
3. Click Allow. The Account Configuration Confirmation pop-up appears.
4. Click Go Back To Salesforce once the sync is complete.
5. The section now displays the API Key assigned to the account.
6. Click Save.

2.2 Setup Remote Site

1. Log in to Salesforce and access SMS-Magic Converse.
2. Select the Converse Settings tab.
3. On the Registration & Remote Site Setting page select Remote Site Settings.
4. Click Configure. A new browser window opens displaying pre-filled configuration details.
5. Click Save.

3. Plan Selection

We have added 2 different trial plans for easing into messaging and getting to know the application in a better way.

1. Select a plan.
2. Click Save.

4. Send A Test Message

We found it best to provide you with a Sender ID which would help you send a few test messages. If a Sender ID isn’t assigned during the setup please get in touch with care@sms-magic.com.