1

Introduction

With a decade of messaging leadership, SMS-Magic believes that how you engage with your audience is the key to your business success. That’s why our messaging platform is built in a way to make it easy for you to create seamless communication experiences with your customers and leads. Our clients have 40% more conversions and a 25% faster sales cycle. 

Better engage with your audience through customized conversational messaging. With SMS-Magic Converse, you can achieve the following at ease:

  • One-On-One messaging to establish a dialogue with the customers 
  • Send automated appointment reminders, enrollment reminders, notifications, surveys, discounts and coupons, and feedback forms
  • Respond to the customers on the go

The SMS-Magic Free Trial is pre-configured, where you don’t have to do any setup to start experiencing conversational messaging. Register for the pre-configured trial experience and try creating a lead, obtaining a double opt-in consent, start a nurture campaign, and take an NPS survey to know if the product caters to your business requirements.

NOTE: Do not import your business data in the trial account and the trial account will expire in 7 days and we will not be able to migrate your data to another org.




Steps to Register for Free Trial

Users can follow the below steps to register for the free trial.

SMS-Magic Website
  • Click on the ‘Try it for Free’ button and the following form page will appear:
Free trial page
  • Start your free SMS-Magic trial by entering a few personal details. In this form, enter details such as your first name, last name, email address, country, texting-enabled phone number, and CRM in respective fields. 
  • Click on the ‘Next’ button to proceed to the next page:
Select Company Size
  • Here, mention your company size and click on the ‘Next’ button
Select Messaging channels
  • Select the messaging channels that you would like to use and click on the ‘Next’ button
Select the industry
  • Select the services that you provide and click on the ‘Next’ button to proceed
Free trial success
  • Save the above login credentials to access your trial account anytime in the future
  • Click on the ‘Enter Trial Account’ button to start using the SMS-Magic Trial services



Create a Lead & Obtain Double Opt-in

Once the users register for the Free Trial, they can start creating leads, obtain double opt-in from the leads, trigger nurture campaigns, and also see the NPS survey to make sure that the product caters to their business requirements.

NOTE: Please do not enter your actual business data in this org.

To begin with, after successful registration for the Free Trial, the user will be directly redirected to the following home page of Salesforce:

create a lead and double optin
  • As a user, you will have to obtain double opt-in from the recipient before sending messages to them to make sure that your organization has respected the consent of the recipient. For this, before you obtain double opt-in from the recipient, you need to add them as a lead. 
  • Follow the below steps to add the recipients as a lead:
Search lead

Search for the ‘Leads’ option from the Search Bar, the following page will appear:

Leads tab

Here, the user needs to create a lead of their own name and mobile number so as to experience the trial features on their mobile phone. 

  • To add a lead, click on the ‘New’ button, the following new lead information window will appear:
Create New Lead

Here, you need to fill in the details of the new lead to proceed. 

  • Enter the salutation for the lead in the ‘Salutation’ field
  • Enter the first name of the lead in the ‘First Name’ field
  • Enter the last name of the lead in the ‘Last Name’ field
  • Enter the name of the company of the lead in the ‘Company’ field
  • Enter the mobile number is in the ‘Mobile’ field
  • Enter other details such as fax, lead title, email address, lead source, and website in respective fields
  • Click on the ‘Cancel’ button to close the lead information page
  • Click on the ‘Save and New’ button to save the details of the lead and add another lead
  • Click on the ‘Save’ button, the lead will appear on the leads home page as shown below:
Recently Created lead
  • Once the lead is created, initially the consent status will be in the ‘Pending’ state 
  • A double opt-in message will be auto-triggered on their mobile number that was used while registering for the Free Trial, as shown below:
Optin message on free trial
  • To accept the double opt-in, the lead or the recipient needs to respond with an ‘OPTIN’ message:
Send Optin message
  • Once the OPTIN is sent by the lead, they will receive the following message on their mobile number:
Message after optin

As the OPTIN is received from the lead, the consent status in the CRM will now change to ‘Double Opt-in’.

  • To opt-out, the lead can send an ‘OPTOUT’ message

NOTE:To view the above conversations in the CRM, you can go to the Converse Desk. Follow the below steps to go to the Converse Desk:

SMS Magic Converse
  • Search for SMS-Magic Converse in the search bar, the following SMS-Magic Converse home page will appear:
create a lead and double optin
  • Click on the Converse Desk option on the left side, as shown in the image above. The following ‘Inbox’ page will appear:
Converse Inbox
  • Here, click on the lead that you had created. The following conversation window of that lead will appear:
Email thread view
  • Here you can see all the conversations in the same sequence, the way they appeared on your mobile number 



Trigger Nurture Campaign

As a user, you can trigger a nurture campaign on generated leads to make sure the product caters to your business requirements. 

NOTE: Before you trigger a nurture campaign, you need to check if a lead is created. Follow the steps in the above section, ‘Create a Lead & obtain Double Opt-in’ to create a lead. 

Once a lead is created, you can then follow the below steps to trigger the campaign:

  • The campaign will be already created and saved as a ‘Draft’ and will appear in the campaign list as shown below:
Campaign Draft
  • Click on the three dots on the extreme right corner to view the details of the campaign, edit, or clone the campaign
  • Click on the ‘Edit’ button, the following page will appear, where you can start the campaign:
Sample Nurture Campaign
Sender ID and template Selection

Here all the campaign details such as recipients, phone number, Sender ID, templates, and campaign execution schedule will be already configured.

  • Click on the ‘Start Campaign’ button. The campaign will start and the message will be triggered as shown in the below images:
Campaign Message Triggered
Campaign message triggered 1

NOTE: To view the above conversations in the CRM, you can go to the Converse Desk. Follow the below steps to go to the Converse Desk:

SMS Magic Converse
  • Search for SMS-Magic Converse in the search bar, the following SMS-Magic Converse home page will appear:
SMS Magic Converse Desk
  • Click on the Converse Desk option on the left side, as shown in the image above. The following Inbox page will appear:
Converse Inbox
  • Here, click on the lead that you had created, ‘Manas’. The following conversation window will appear:
Conversation View
  • Here you can see all the conversations in the same sequence, the way they appeared on your mobile number 



NPS Survey

As a user, you can take the NPS survey to make sure that the product caters to your business requirements.

NOTE: Before the NPS survey, you need to make sure that a lead is created first. Follow the steps in the above section, ‘Create a Lead & obtain Double Opt-in’ to create a lead. 

Now, once a lead is created and you have obtained the double opt-in from the lead, you can take the NPS survey. 

Follow the below steps for the same:

  • Send an incoming message stating ‘PRICING’ from your mobile number that you registered for the Free Trial:
NPS survey 1
  • Then, you will receive the link to different pricing plans, as shown below:
NPS Survey 2
  • In a few minutes, you will receive the below survey message where you need to reply with a number between 0 and 9:
NPS Survey sent 1-9
  • After your reply, you receive a Thank You message as shown below:
NPS Survey 1-9

NOTE: You can view the above conversations in the CRM in the Converse Desk.