Tech

Vodia SMS Management Version 69.1.3 and above

Published on:

November 30, 2023

Vodia’s new SMS Management feature centralizes all customer SMS provider connections under SIP Trunks for each tenant. It allows you to easily add supported providers and manage SMS numbers with custom settings like name, number, provider and message routing. Policies can be created for opt-in/opt-out messaging, welcome messages, message retention and conversation management with keywords. Additionally, menu selections offer customizable options for customers, such as providing information or directing them to URLs. This enhances SMS management by streamlining provider setup and message handling for better customer interaction.

The new SMS Management offers a new way of keeping all your customer SMS number providers in one place. Here's a quick overview.


SMS Management is located in each of your tenants under SIP Trunks ---> SMS Management  
To start a connection click on  

add

You will have a dialog box to enter your SMS provider credentials

view

Enter our supported SMS vendor (for more information on Vodia SMS interop visit us at https://doc.vodia.com/docs/questbluevodia)

SMS Numbers

Under Numbers, you can specify the SMS number for the user to check the values below:

  • Name:  Name with customer or group name
  • Number: Add the SMS DID
  • Policy: If no policy has been created, choose "none"
  • Provider: Choose your provider
  • URL prefix: This prefix can be unique for each number: set the prefix you want in the provider portal and use that prefix when you assign the SMS number
  • Source: Souce can come to the assigned extension
  • Destination: Destination messages can be sent to any other extension or to the same extension

Policies

You can create policies for your SMS messages: check below for what each policy can be used

  • Names Policy:  Name the Policy
  • Opt-in or opt-out: Choose what kind of policy this will be "opt-in or out"
  • Welcome message: Write a welcome message for the customer
  • Resend welcome message after: choose the number of days for the duration of the message
  • Keyword for stopping conversation: Choose a keyword - for example "Stop"
  • Keyword for resuming conversation: Create a message if the user would like to continue
  • Duration for keeping messages: Choose the number of days Vodia will keep the messages
  • Allow only text messages: Turn on or off to only allow texting

Menu selection

In this section, you can create a set of destinations for the customer under the first box with a name for the menu, which can be anything, and then the message box. Themessage box can contain information about a product - you can include a URL for the customer to explore and provide a list of actions from which they can choose.

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