SMS

SMS account section is a place where you'll find a text message gateway that allows you to send SMS to mobile devices.

Synerise, thanks to the possibility of integration with SMS sending applications, can not only help you organize and effectively manage SMS campaigns, but also collects opinions about who opened your message and when. Therefore, text messages are great for both advertising campaigns and collecting customer information.

This is great functionality to that allows to:

  • Inform about current online promotions and promotions in stationary stores.
  • Give information concerning pending order.
  • Support of post-purchase communication.

By using Synerise platform, you can choose one of the two below mentioned tools:

  • smsAPI
  • Twilio

Add new SMS account

Before you start working on the platform, your SMS accounts should be configured in Synerise Configuration section.

In order to configure SMS accounts, go to Settings > SMS.

Screenshot presenting New SMS account adding button view in the Synerise platform
Screenshot presenting New SMS account adding button view in the Synerise platform
  1. Click on Add SMS account button placed in the right up page corner

    Screenshot presenting SMS account section creating button view in the Synerise platform
    Screenshot presenting SMS account section creating button view in the Synerise platform
  2. Fulfill account name field.

  3. Decide if you want to work with SMS API, Materna, Infobip, Tide Mobile, Twilio. Choose one checkbox placed next to the needed tool.

Warning: Before you'll start working with SMS API or Twilio you need to integrate them with Synerise platform. You can do this by using the Integration section.

Edit SMS account

At any time of work on the platform you can edit existing SMS account. Below you'll find a description of the steps to be taken to do this.

Screenshot presenting SMS account editing view in the Synerise platform
Screenshot presenting SMS account editing view in the Synerise platform

Choose the SMS account you'd like to edit. You can do it manually from the list of keys or use the search box (magnifying glass in the upper right corner of the page)

  1. Click on the checkbox located next to the name of the chosen account. On the right side of the key, you can see 4 options after moving the mouse over three dots, click edit.

Test SMS account

At any time of work on the platform you can test existing SMS account. Below you'll find a description of the steps to be taken to do this.

Warning: Before you start testing your account you have to fill in your phone number in the business profile settings section.
Screenshot presenting SMS account testing view in the Synerise platform
Screenshot presenting SMS account testing view in the Synerise platform

Choose the SMS account you'd like to edit. You can do it manually from the list of keys or use the search box (magnifying glass in the upper right corner of the page)

  1. Click on the checkbox located next to the name of the chosen account. On the right side of the key, you can see 4 options after moving the mouse over three dots, click test.

Set default SMS account

At any time of work on the platform you can set any existing SMS account as default. Below you'll find a description of the steps to be taken to do this.

Screenshot presenting SMS account setting as default view in the Synerise platform
Screenshot presenting SMS account setting as default view in the Synerise platform
  1. Click on the checkbox located next to the name of the chosen account. On the right side of the key, you can see 4 options after moving the mouse over three dots, click set default.

Remove SMS account

When you have added SMS accounts, you can remove them from the system at any time. Below you will find a description of how to do it.

Screenshot presenting SMS accounts removing view in the Synerise platform
Screenshot presenting SMS accounts removing view in the Synerise platform

Choose the account you want to remove from your company platform. You can do it manually from the list of users or use the search box (magnifying glass in the upper right corner of the page)

  1. Click on the checkbox located next to the chosen account. On the right side of the key, you can see 4 options after moving the mouse over three dots, click remove.
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