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Overview

We have provided multiple ways to sign up/in for your ease. Feel free to proceed with any of the methods and register with us. You can Sign In with Salesforce, Zoho CRM, Google+, Facebook, and Email.

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Sign Up/ Sign In Using Salesforce CRM

You can use your Salesforce Production or Sandbox account to Sign Up with SMS-Magic. 

  • Select the type of account (Production / Sandbox) from the ‘Salesforce’ drop down.
  • You will be redirected to the Salesforce Login page
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  • Enter your Salesforce credentials
  • Allow SMS-Magic access to your Salesforce account data. Read through the required access and click on the ‘Allow’ button.
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  • You will be automatically Signed Up for SMS-Magic Web Portal and redirected to the Home Page of the SMS-Magic Web Portal.
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To Sign In, follow the same process.




Sign Up/ Sign In Using Zoho CRM

SMS-Magic supports the following Zoho Data Centers.

  • US Data Center
  • EU Data Center
  • India Data Center
  • Australia Data Center

Choose the Data Center and you will be redirected to the Zoho CRM Login page. Enter your Zoho CRM credentials.

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Click on the ‘Accept’ button to grant SMS-Magic access to the data in your Zoho CRM account. You will be automatically Signed Up for SMS-Magic Web Portal and redirected to the Home Page of the SMS-Magic Web Portal.

To Sign In, follow the same process.

Note:
It is recommended that your Zoho CRM and SMS-Magic Data Centers are in same location. For India Data Center of Zoho, please use the US Data Center of SMS-Magic.

You will be automatically Signed Up for SMS-Magic Web Portal and redirected to the Home Page of the SMS-Magic Web Portal.

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Sign Up / Sign In Using Google+ or Facebook Account

Click on to Sign Up using the Google+ account. Enter your Google+ credentials. Single Sign On (SSO) signup will redirect you to the SMS-Magic Web Portal.

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Click on to Sign Up using the Facebook account. Enter your Facebook Credentials. Single Sign On (SSO) signup will redirect you to the SMS-Magic Web Portal.

Select your CRM



Sign Up using Email

Click on the Sign Up link, below the Sign In with Email button. Follow the below steps to Sign Up with SMS-Magic:

  • Click on the ‘Sign Up with Email’ button to proceed 
  • Enter the Name, Email Address, and Password in respective fields
  • Accept the Privacy Policy and Terms Of Service
  • Click in the checkbox ‘I’m not a robot’ and then click on the ‘Sign up’ button
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A confirmation email will be sent to your registered email address once you sign up. Click on the ‘Confirm and Login’ button to validate your account. You will be redirected to the SMS-Magic application. Click on ‘Sign In with Email’, enter your credentials and Sign In.

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  • You will receive a Welcome Email after the above step. Welcome Email is received when you Sign Up using Salesforce, Zoho CRM, Google+, Facebook, and Email. You can bookmark this email for easy reference to your account details.
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The Welcome email has the following Details:

  • SMS-Magic Account ID – This is your account identifier with SMS-Magic. You can share it with care@screen-magic.com when you wish to get information or resolve queries regarding Web Portal.
  • API Key – This is the identifier we use to authenticate the API calls from your account while sending messages. You need to use this API Key if you are integrating SMS-Magic APIs in your product to send messages.
  • Username – This is the Email ID you used to login to SMS-Magic.com

Also links to purchase more SMS credits, subscription plans, and the resource center are provided in the email.

  • Once you Sign In, peruse the disclaimer. Proceed by clicking on the ’I Agree’ button as shown below. 
  • You will be required to fill details in the KYC section once the above step is completed.
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Sign In Using Email

Click on Sign In with Email and enter your registered email address and password. Click on the ‘Sign In’ button.

In case you have forgotten your password, click on Forgot Password? , this will take you to the Reset Password page. Follow the below steps to reset your password –

  • Enter your registered email address
  • Click in the checkbox ‘I’m not a robot’
  • A temporary password will be sent to your email address
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  • Use the temporary password to Sign with Email
  • Enter a New Password
  • Click on the ‘Set Password’ button, and your new password will be set
  • You will be redirected to the Home Page of the SMS-Magic Web Portal.
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OAuth User Management and Failover

OAuth user management and failover serve the purpose of providing customers the ability to have multiple users, wherein, when the message connection mode is enabled between SMS-Magic and Salesforce, one user will be the main user and other users will be the backup users. 

If a message connection (OAuth) fails for whatever reason, the failover method will automatically switch the standby users to the main user and vice versa. Using this feature, message synchronization will not be interrupted, and incoming messages and delivery reports for messages will be synced on a regular basis.

Admin will be able to add 3 users. When the OAuth connection fails then automatically it will connect to the next connected user. 

This section can be accessible from Get Started -> Connected Users

Once the user is added for OAuth, their status can be ‘Connected’, ‘Requested’, or ‘Disconnected’:

  • Connected – The user is connected with a message connection 
  • Requested – The admin user has requested another user to be a part of the OAuth user management
  • Disconnected – The user is disconnected 

Add User

The Admin can add up to 3 users. 

For new users “Add only Admin Users for standby users”.

When a user is added, an email notification is sent to the requested user and the status is mapped as ‘Requested’. The requested user has to log in to the portal and connect to Salesforce, then the status will be mapped as ‘Connected’. 

The system recognizes all users that are in ‘Connected’ status and will automatically connect with them whenever the OAuth message connection fails. This ensures that the message sync remains uninterrupted. The auto failover feature will work only for the users who are in ‘Connected’ status.