KYC section

Gain credits by filling the two sections! How awesome is that!
  • Select the country where your business is located from the ‘Which country are you located?’ field
  • Enter the name of the organization in the ‘Name of your Organisation’ field
  • Enter your number in the ‘Your Mobile Number’ field
  • Select the country where you wish to do your business in the ‘Where do you plan to send messages?’ field
  • Click on the ‘Next’ button to proceed
  • The next section requires your Organisation’s website, type of industry, and the organisation’s address
  • Click on the ‘Next’ button to proceed
The next section is optional and can be skipped or filled later by clicking A close up of a sign  Description automatically generated. Do so by clicking on the ‘Skip’ button.
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  • Once done, your KYC will be completed and you will receive a notification saying, ‘you have earned 10 credits. Keep looking for more opportunities’.
  • Click on the ‘Close’ button to proceed

Getting Started

Step 1 – Connect With CRM

If you have a Salesforce or Zoho CRM account, you can begin with getting connected to your CRM. If you don’t, you can use our application or make use of SMS-Magic APIs to send out messages.

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If you have signed in using Zoho CRM or Salesforce CRM, your CRM is already connected and you can move on directly to Step 2.

Step 2 – Install

This step is not applicable if you sign in with Google+, Facebook, and Email.


You can install the SMS-Magic application from Zoho Marketplace if it’s not installed. Search SMS-Magic and click on the Install button.


You can install the SMS-Magic application from Salesforce in your Salesforce Org if it’s not installed. Clicking on the ‘Install Now’ button will take you to the Salesforce AppExchange.

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Step 3 – Configure

This step is not applicable if you sign in with Google+, Facebook, Email, and Salesforce.


Visit the links Send Bulk SMS Button and SMS Automation in Zoho User Guide to learn the steps to add and configure Buttons and Webhooks in Zoho CRM.

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Step 4 – SMS Services

On the basis of the countries you chose during the KYC, this section gives information about where you will be able to send/receive messages.

If you are on a Trial of SMS-Magic Portal, you can Send a Test Message and check out how things work. We will take you through managing Coverage and Compliance soon.

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A Sender ID is mandatory for sending out TEST SMS.


  1. Account- The ‘Account’ represents an organization or a business that is a part of the sales procedures.
  2. Master/Child Account- Master/Child Account is a method to define the hierarchy of accounts. For example, Business HQ as the master account and Branch offices as its child accounts. The master account allows us to set up the hierarchical relation between child accounts.
  3. Account ID – Your 8-digit account identifier with SMS-Magic. For SMS-Magic’s USA data center, it starts with digit 8, e.g., 80012121. For the EU data center, it starts with 7, e.g., 70012121.
  4. API Key – Identifier used to authenticate API calls from your account. API Key needs to be used when you want to access SMS-Magic services via API. For more information, please check the SMS-Magic API Documentation.
  5. Business Hours – Set your Businesses’ Working Hours, and no messages will be sent outside them. This feature will help you comply with telecom regulations which asks businesses to send messages only in designated office hours. E.g. In some countries, you can only send messages between 9.00 am to 9.00 pm. 
  6. Campaign – Used to send out bulk campaigns to up to 50K recipients. This feature is used to send SMS blasts to a large audience and help you to track the progress.
  7. Contacts – Store the recipient mobile numbers as contacts, for future reference. If your business doesn’t integrate with a CRM, you can directly store your contacts here.
  8. Converse Desk – Used to have a 1-on-1 conversation with the recipients and manage them via Inbox. This helps Sales/Customer Service representatives to efficiently do 1-on-1 conversations with multiple customers simultaneously.
  9. Coverage – List of Countries to which your Business sends messages.
  10. Number Credits – They are the number of incoming numbers you want to purchase from SMS-Magic. Consumed when you provision an Incoming Number from SMS-Magic.
  11. SMS Credits – SMS credits are considered to be the currency of SMS messaging. A certain number of credits are necessary to send a message. For every message that you send, SMS credits will be consumed (based on the length of the message).
  12. SMS Terminologies –
    1. Long Code – SMS Long Codes are 10 Digit Numbers and are tied to an Area Code, For e.g. (XXX) XXX- XXXX. 
    2. Short Code – SMS Short Codes are 5-6 Digits (Look Like ‘69488’ Which Pizza Hut Uses) and can only be used to send and receive SMSs, Not Faxes, or Calls.
    3. Toll-Free Number – Text enables your toll-free numbers to use voice and text both.
  13. Subscription Management – This is the NDNC Compliance feature. Manage recipient opt-in and opt-outs or consents, system-wide, or for individual sender ids. 
  14. User – An account can have multiple users. Each user can separately login and access SMS-Magic Web Portal services.
  15. User License- User license allows the users of the account to access all apps in your company.
  16. Customer Care Window – A WhatsApp messaging session starts when a user sends your business a message and lasts for 24 hours in the most recently received messages window. This active window is the Customer Care Window. You can send regular text messages or media messages (i.e., any non-template messages) in this 24-hour active window.
  17. Registered WhatsApp Template – Registered WhatsApp Template messages are pre-approved message templates called MTMs for outbound notifications such as delivery alerts and appointment reminders. They cannot be used for marketing. You must use a WhatsApp Template Message if more than 24 hours have elapsed since the user last responded to you. Any other type of message will fail.