1. Channel activation
To use the Text Message channel, you should have the channel activated in your iAdvize account. Please contact your CSM if it isn't already done.
2. Set up the channel
Add your Text Message channel account directly in the iAdvize administration by this way :
Engagement > Settings > Text Message
Then click on Add a new phone number. Label for your number and select the country where the number will be use. Then click on Generate a number.
3. Create a SMS campaign
To receive SMS conversations, please create a targeting rule, which you can name "SMS". To do this, go to Engagement > Campaigns > Create a targeting campaign.
After naming your campaign, select SMS in Third Party Messaging App.
4. Create a rule
After selecting your campaign objective (and creating a targeting rule if applicable), you will proceed to the step of creating a filtering or listening rule to retrieve conversations from that channel. Click on "Create a rule".
4.1 Create a targeting rule
- Define the name of your rule
- Then, add conditions for receiving messages from the channel
- Save your campaign as well as the created listening rules by clicking on "Save".
Adding a time filter allows you to set up a differentiated treatment of conversations according to their creation date/time.
This type of rule can allow you to set up a specific distribution from 9am to 8pm and another distribution from 8pm to 9am. Or even the week/weekend.
How to do it ?
- Define the name of your listening rule (for example "Opening Hours")
- Then, in the list of conditions choose the slots you want
6/ In the conditions menu I click on "Time".
7/ I create a condition Time "greater than" 20:00. I validate.
8/ I create a second condition Hour "smaller" than 08:30. I validate.
I validate this second targeting rule.
5. Add your rule to a routing rule
Then include the SMS rule in an existing distribution rule (or create a new one, depending on your needs).
To do so, go to Engagement > Distribution.
6. Create a notification for SMS
Please consult this article "Create your notifications in the iAdvize platform".