Introduction – Incoming SMS - Subscription
This document describes Incoming SMS - Subscription feature in TractionNext. It covers the integration details; steps to add a SMS Endpoint and details on how to use this feature that has been added in Traction Next. Main scope is to extend the existing incoming SMS functionality for subscription (Currently TractionNext have only unsubscribe from campaign OR Trigger sends)
To get new subscribers into our system through incoming SMS. Users can create incoming SMS subscription action by selecting the endpoint along with multiple contact list and the contacts will be added into list based on received message for the configured endpoint
How Incoming SMS - Subscription works?
- Account should have at least one mobile number identifier
- SMS Endpoint should be configured
Once system receives the SMS, it finds the action by keyword that needs to process. The endpoint mobile number and keyword should be unique and cannot be used for multiple actions.
Note: The Keyword is not case sensitive.
The mobile number is the identifier to identify the account so it should be unique across account.
For subscription, the incoming message should exactly matches with the configured endpoint.
System checks the incoming mobile number in that account, to identify the contact; if contact does not exist, it will create a new contact with this mobile number as an identifier value and subscribe in to the configured lists.
If system receives message from same user multiple times, the action (subscription) will happen without throwing error to user.
In case, when the system receives message from user after or before subscription duration, the message will not be processed and user will receive the failure message provided it is configured in the system.
Users added into the configured contact lists and can be targeted based on their preference.
Example: 61444333222 Support
Sending "Support" to 61444333222 will subscribe the person into system for SMS communication. The originator mobile number added in to the configured contact list, and the new contact will be created if the originator mobile number is not available in the existing account. This helps to build the contact list in system.
Notes: Customer need to have a valid mobile aggregator account with SMS incoming facility enabled.
How to create SMS Endpoint?
Users/Customers need to contact TractionNext support team at firstname.lastname@example.org
From the internal section, support team can add SMS endpoints including Mobile numbers.
Note: Users can add keywords themselves for the configured endpoints by support while create SMS incoming actions
How to create unsubscribe actions?
Navigate to “Forms” module.
Click on “Forms -> Incoming SMS -> Unsubscribe”. Refer the below image…
This is used to create the unsubscribe action for the users.
Click the button “Create Unsubscribe”. Refer the below image…
Enter the values for Name, Mobile number and Keyword and click on ‘Save’ button. Your unsubscribe action is ready.
Once created, it displayed as below…
For example, if you have configured with the mobile number 61222333444 then user needs to send SMS with the code Unsub me to 61222333444 in order to unsubscribe from the system.
How to create SMS Incoming actions?
Users/Customers need login into TractionNext and Go to “Forms” section.
Click on “Forms -> Incoming SMS -> Subscriptions” OR Click the button “Create Subscriptions”. Refer the below image…
It will have 2 tabs. First one is 'Details' which will ask for details such as Name, Description, Endpoints, Identifier, Contact List etc…
Second tab is 'Reply' tab which is as follows...
Here SMS Reply option should be enabled, if you want to send system generate message to user in case of Success or Failure. Success or Failure message need to set. The Reply message setting is optional, User can add personalized acknowledgement message for success / failure subscription action
Note: There is a provision for users to add endpoints by clicking in 'Forms -> Incoming SMS -> Endpoints' for the configured mobile numbers. Refer below...
Click on 'Create Endpoint' to redirect to below screen...
Incoming SMS Reports:
- Keyword Activity Report – provides details about the keyword usage including status.
- Activities by Action – This gives the performance of the selected incoming action. User can filter the messages received by date range filter.