Create a SMS/MMS configuration message-preset-sms
Once your SMS/MMS channel has been configured, you must create a channel configuration to be able to send SMS and MMS messages from Journey Optimizer.
To create a channel configuration, follow these steps:
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In the left rail, browse to Administration > Channels and select General settings > Channel configurations. Click the Create channel configuration button.
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Enter a name and a description (optional) for the configuration, then select the SMS channel.
note note NOTE Names must begin with a letter (A-Z). It can only contain alpha-numeric characters. You can also use underscore _, dot.and hyphen-characters. -
Define the SMS settings.
Start by selecting the SMS Type that will be sent with the configuration: Transactional or Marketing.
- Choose Marketing for promotional text messages: these messages require user consent.
- Choose Transactional for non-commercial messages such as order confirmation, password reset notifications, or delivery information for example.
When creating a SMS/MMS, you must choose a valid channel configuration matching the category you selected for your message.
note caution CAUTION Transactional messages can be sent to profiles who unsubscribed from marketing communications. These messages can only be sent in specific contexts. -
Select the SMS configuration to associate with the configuration.
For more on how to configure your environment to send SMS messages, refer to this section.
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Enter the Sender number ​you want to use for your communications.
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Select your SMS Execution Field to select the Profile attribute associated with the profiles’ phone numbers.
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If you want to use the URL shortening function in your SMS messages, select an item from the Subdomain list.
note note NOTE To be able to select a subdomain, make sure you have previously configured at least one SMS/MMS subdomain. Learn how -
Once all the parameters have been configured, click Submit to confirm. You can also save the channel configuration as draft and resume its configuration later on.
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Once the channel configuration has been created, it displays in the list with the Processing status.
note note NOTE If the checks are not successful, learn more on the possible failure reasons in this section. -
Once the checks are successful, the channel configuration gets the Active status. It is ready to be used to deliver messages.
You are now ready to send text messages with Journey Optimizer.