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

Usecases in Salesforce

Automate Your Conversations

Prerequisites

The version of the Campaign Manager works only with the SMS-Magic Converse base package 1.58.25 and above
Admin users, non-admin users, and community users must be assigned with the newly introduced “Campaign Launcher Permission Set” in order to use Campaign Manager.
To use Campaign Manager, all the users will have to first configure the remote site settings for the respective endpoint URL.
Steps to register remote site setting

2. Copy the domain URL

Copy The Domain URL

Add this URL to the remote site setting at Setup->Security->Remote site settings->New Remote Site.

Remote Site Base URL

If your SMS-Magic Converse base package version is Spring 2021 and above, users should be assigned with a License having access to the Campaign Manager feature.

Updated on Feb 14, 2024