Table of Content > SMS-Magic Messaging Setup > Actions for Incoming SMS Messages

With SMS-Magic, you can set up automatic actions that will trigger on incoming messages:

•Forward incoming messages to an email/mobile number

•Notify record owner on Incoming SMS

•Automatic opt out on incoming messages

•Create Lead/Contact/Case etc on incoming SMS

•Auto reply on incoming SMS

Learn more in the sections below.

Forward incoming messages to an email/mobile number

You can forward incoming an SMS message to the mobile number or email of any of your Salesforce.com users by following these steps:

1.Navigate to SMS Setting > Configure Action on Incoming SMS > New SMS Alert.

2.Add keywords if you only want notifications if an incoming SMS message has a particular keyword. Enter “*” if you want receive notifications for all incoming SMS messages.

3.Next, select the Salesforce user and the notification method.

4.Select the method from Email notification or SMS Notification–or you can select both.

5.Click Save.

Notify record owner on incoming SMS

You can notify the record owner by email each time an incoming SMS message is received. The email notification setting can be configured in a single step: When setting up a New Incoming Look-up Configuration for an object, select the Incoming SMS owner, check the Notify Owner box, and then click Save.

This will ensure that for every new incoming message that is received for a Lead record, an automatic email notification will be sent to the related Lead record owner.

NOTE: The incoming SMS owner can be the record owner (the owner of the lookup record) or the last sender – which is the user who had recently sent the SMS message to the responder's mobile number.

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Automatic opt-out of incoming messages

You can maintain the opt-out preferences of your customers to match their SMS responses. To configure this, go to SMS Settings > Configure Action on Incoming SMS > Opt out Settings > New OptOut Settings.

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In this configuration, you need to specify the Object Name, Optout Field (either true or false) and a list of keywords which will indicate an opt-out. The keywords must be separated by commas.

In the example below, you can see a setup in which the opt-out will be set for any lead who replies with any of the keywords, “STOP”, “NO”, or ”DND”. After saving this configuration, the opt-out field will be set to true for any lead that replies with any of the keywords.

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Create Lead/Contact/Case etc on incoming SMS

You can create a Lead, Contact, Opportunity, Case, or Task from an incoming SMS message. This can be done manually or automatically.

Manual

To manually create records, go to SMS Magic Application > Incoming SMS > Select a view. Select the records and use the buttons to create a Lead, Task, Contact, Opportunity or Case on incoming SMS.

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Automatic

To automatically create records from incoming SMS responses, follow the below steps:

1.Navigate to SMS Magic Application > SMS Settings tab > Configure Action on Incoming SMS.

2.Click New Action on Incoming SMS.

3.Enter all of the details and click Save. You can configure two different types of actions:

•If the sender mobile number is not present in your Salesforce.com organization.

•If the mobile number is present in your Salesforce.com organization.

4.Click Save.

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Auto-replies to incoming SMS messages

You can set up automatic responses to incoming SMS messages using the SMS on Workflow feature, by which you can define actions for workflow rules and automatically send replies to incoming queries. For example, if you receive any SMS message after your working hours, you can send an auto-reply that indicates that your office is closed for the day.