You can edit campaigns that are in the draft and scheduled stage. While editing, you can update any of the parameters defined while creating the campaign.

1. Search for the campaign you wish to edit. The campaign appears in your search result.

2. Click on the icon adjacent to the draft campaign and then click on the ‘Edit Campaign’ from the drop-down menu that appears.

The Campaign Builder page appears in the edit mode. Edit the fields as required.

3. Click on the ‘Save Campaign’ button on completing all modifications

Consent records are the most important prerequisites for sending messages to your customers. It defines the necessary permissions that are required for you to send messages to customers.

Double opt-in consents are another essential requirement in order to continue your messaging practices. These are received in response to requests sent to customers using non-handset sources, like web forms or emails, to record their compliance.

As per regulatory guidelines, all consent, collected through non-handset sources or created manually need to be maintained and recorded in a database.

Consent is recorded on the basis of the parameters defined in Step 2 of the Compliance Configuration described in the section Configure Audit Database.
Refer to the section for more details on Consent Record Parameters.

Consent can be created in the following ways:

• Create Consent Manually
• Create Consent through Process Builders

 There are three sections under which you can define the Conversation layout and view:

Converse Desk Layouts – Under the Converse Desk Layouts tab, you can help users configure the following:

• Conversation Filters and Global Filters for specific users and profiles.
• Color theme for the Converse Desk.
• Conversation Topic Layout.

Message Settings – Under the Message Settings tab you can define the following:

• The color theme for displaying Automated messages.
• Information to be displayed under every Incoming and Outgoing message bubble.
• Information to be displayed under the information lookup fields.

General Settings – Under the General Settings tab, you can disable or enable user privileges for the following features:

• Send Canned Responses
• Define Character Limit for Messages
• Internal Note
• Configure CRM Actions
• Configure Related Conversation

1. Log in to Salesforce and access SMS-Magic Converse.
2. Click the Converse Settings tab.



3. Click Conversations on the left.

4. Click Converse Desk Layouts tab.



5. Click Create New Layout in the Configure Converse Desk Layout section. The Create New Layout pop-up window appears.



6. Under the Layout Name type a name for the layout.
7. Under Conversation Filters, select the filters for categorizing conversations.
8. Under Global Filters, select the filters for viewing the conversations.
9. Select the user or profile names for whom the layout will be available in the Select Users, profile field.
10. Click Save. The new layout is found in the Configure Converse Desk Layout list.
11. Click Save Changes at the bottom of the Converse Desk Layouts tab page.

1. Under Double Opt-in & Others, click next to the configured Double Opt-In source that you want to edit and click Edit. The Edit Configuration screen appears.



2. Edit the details as required.
   Refer to the table below for more details:
3. Click Validate and Save. The Double Opt-in & Others screen appears.



FIELD	DESCRIPTION
Source	Select the non-handset source from which you want to create consent records.
Confirmation Message Sender ID	Select the Sender ID from which the confirmation message will be sent.
OPT-IN
Send Confirmation Message	Select the option to send a confirmation message.
Double Opt-In	Select the option to enable the customer to send a double Opt-in.
Opt-in Confirmation Message	Type the confirmation message that will be sent out for an Opt-in request. This field appears only if you select the Double Opt-in option.
Double Opt-in Message	Type the message that will be sent out to request for a Double Opt-in. This field appears only if you select the Double Opt-in option.
Double Opt-In Keyword	Type the keyword that will be used for sending double opt-in requests. This field appears only if you select the Double Opt-in option.
Double Opt-In Confirm Message	Type the message that will be sent out to confirm a Double Opt-in request. This field appears only if you select the Double Opt-in option.
OPT-OUT
Opt-Out Confirmation Message	Type the message that will be sent out to confirm an Opt-out request. This field will appear if you do not select the Double Opt-in option.

Before the users can start using SMS-Magic Converse, you need to configure the SMS buttons for sending single SMS and bulk SMS.

After completing SMS-Magic Converse basic setup, you do the following:

• Create SMS buttons necessary to send SMS
• Associate the SMS buttons to the Visualforce pages

The purpose of doing these two configurations is to send a single SMS and bulk SMS. Both configurations are applicable to Salesforce Classic and Salesforce Lightning.

For users to effectively use SMS-Magic Converse, you create SMS buttons and associate these buttons to the Visualforce pages of the objects selected and configured during the Message Configuration step of the SMS-Magic Converse configuration.

1. From the Salesforce navigation on the top right click and then click Setup.
2. Select Object Manager by:
   • Using the Quick Find / Search field, or
   • Selecting Objects and Fields > Object Manager.

   

3. Click a record page. Record page can be Contacts, Opportunities, Leads, and so on.



4. Click Buttons, Links, and Actions.



5. Click New Button or Link.



6. On New Button or Link page enter the details for the button.



FIELD	DESCRIPTION
Label	This field is the label of the button. For example, Send Msg or Send Bulk Msg.
Name	This field auto-populates based on what is in the Label field.
Description	This field is a description of what the button is for.
Display Type	There are 3 options to choose from: – Detail Page Link – Detail Page Button – List Button 1. Select Detail Page Button for single SMS. 2. Select List Button for bulk SMS.
Behavior	For this field select according to the requirements of the organization. There are 5 options to choose from: – Display in new window – Display in existing window with sidebar – Display in existing window without sidebar – Display in existing window without sidebar or header – Execute JavaScript
Content Source	There are 3 options to choose from: – URL – OnClick Javascript – Visualforce Page Select Visualforce Page.
Content	1. Select Single SMS Contact for single SMS. 2. Select Bulk SMS Contact for bulk SMS.

7. Click Save.

1. From the Salesforce navigation on the top right click and then click Setup.
2. Select an object by using the Quick Find/ Search field. The object can be Contacts, Opportunities, Leads, and so on.



3. Click Buttons, Links, and Actions.



4. Click New Button or Link.



5. On New Button or Link page enter the details for the button.



FIELD	DESCRIPTION
Label	This field is the label of the button. For example, Send Msg or Send Bulk Msg.
Name	This field auto-populates based on what is in the Label field.
Description	This field is a description of what the button is for.
Display Type	There are 3 options to choose from: – Detail Page Link – Detail Page Button – List Button 1. Select Detail Page Button for single SMS. 2. Select List Button for bulk SMS.
Behavior	For this field select according to the requirements of the organization. There are 5 options to choose from: – Display in new window – Display in existing window with sidebar – Display in existing window without sidebar – Display in existing window without sidebar or header – Execute JavaScript
Content Source	There are 3 options to choose from: – URL – OnClick Javascript – Visualforce Page Select Visualforce Page.
Content	1. Select Single SMS Contact for single SMS. 2. Select Bulk SMS Contact for bulk SMS.

6. Click Save.

Converse Inbox for Classic Side Panel feature helps the user to see and reply to new messages from the Home tab sidebar of your Salesforce Org. This feature is a compact version of the Converse Desk with minimal functionalities focusing on reading and replying to the unread and new messages.

1. From the Salesforce navigation on the top right click Setup.



2. Select Home Page Layouts from Home sidebar by:
• Using the Quick Find / Search field, or
• Selecting Build > Customize > Home Page Layouts.



3. On the Home Page Layouts page select which layout to edit.
4. Click Edit under the Action column.



5. Select converse-home under the Select Narrow Components to Show.



6. Click Next.
7. On the Edit Home Layout page select the arrangement of the components for the Narrow (Left) Column and the Wide (Right) Column.



8. Click one of the following of buttons:
   

   BUTTON	DESCRIPTION
   Previous	Returns the user to the Edit Home Layout page.
   Save & Assign	Saves the arrangements of the components on the home page and the user goes to the Home Page Layout Assignment page.
   Save	Saves the arrangements of the components on the home page and returns the user to the Home Page Layouts page.
   Preview	Displays the arrangements of the components on the home page.
   Cancel	Cancels the configuration of the layout and returns the user to the Home Page Layouts page.

9. On the Home Page Layout Assignment page the user can assign certain components to the home page.
10. Click Save once the layout assignment is complete.

Conversation On Record Page Layout

1. Log in to Salesforce and click Setup. The Setup page appears.



2. Search for Visualforce and click the relevant option in the search results. The Visualforce Pages appears.



3. Click New. The New VisualForce page appears.



4. Type the label for the page.
5. Copy and paste the following code in the Visual Markup section.

<apex:page showHeader="false" standardController="Contact">
<apex:includeLightning rendered="true"/> 
<div id="lightning" />
<script> var recordId = "{!$CurrentPage.parameters.id}"; 
$Lightning.use( "smagicinteract:conversationApp", function()
{ $Lightning.createComponent( "smagicinteract:conversationView", 
{ recordId : recordId,
embedContext : "detail", uiContext : "classic" },
"lightning", function(cmp) { } ); } ); </script></apex:page>

6. Change the value for “StandardController” to the object where you wish to add the page.
7. Click Save.
8. As the code is run for the Contact object, on the Contact Object page, click a Contact record.The Contact record details appear.



9. Click Edit Layout. The Edit Layout page appears.



10. Click Visualforce pages on the top panel and then drag a blank space field to place within the Contact Details section.
11. Also drag the Section field to the Contact Details section and place it after the blank space you have just inserted. The section properties dialog box appears.



12. Do the following:
• Type a name for the section.
• Define a location where the section header will be displayed.
• Configure the Column layout.
• Define the Tab key order.
13. Click OK.
14. Drag the Visualforce page you have created and place it within this section. The page properties dialog box appears.



15. Do the following:
• Modify the page properties. For example, set the Width to 100%, and Height to 550 pixels.
• Select the boxes to display a Scrollbar and a Label on the Visualforce page.
16. Click OK. The Contact Record Detail page displays the Conversation view.

Configure Converse Inbox For All Tabs

1. From the Salesforce navigation on the top right click Setup.
2. Select User Interface from Home sidebar by:
• Using the Quick Find / Search field, or
• Selecting Build > Customize > User Interface.



3. Select Show Custom Sidebar Components on All Pages.

This enables the Converse Inbox to be seen on sidebar of all pages in the Classic version of the application.

Here is the step by step video to Configure Converse Inbox on Classic side Panel

Converse Inbox for Classic Side Panel feature helps the user to see and reply to new messages from the Home tab sidebar of your Salesforce Org. This feature is a compact version of the Converse Desk with minimal functionalities focusing on reading and replying to the unread and new messages.

1. From the Salesforce navigation on the top right, click Setup.
2. Select Home Page Layouts from Home sidebar by:
• Using the Quick Find / Search field, or
• Selecting Build > Customize > Home Page Layouts.



3. On the Home Page Layouts page, select the layout that you want to edit.
4. Click Edit under the Action column.



5. Select converse-home under Select Narrow Components to Show.



6. Click Next.
7. On the Edit Home Layout page select the arrangement of the components for the Narrow (Left) Column and the Wide (Right) Column.



8. Use one of the following buttons:
   

   BUTTON	DESCRIPTION
   Previous	Returns the user to the Edit Home Layout page.
   Save & Assign	Saves the arrangements of the components on the home page and the user goes to the Home Page Layout Assignment page.
   Save	Saves the arrangements of the components on the home page and returns the user to the Home Page Layouts page.
   Preview	Displays the arrangements of the components on the home page.
   Cancel	Cancels the configuration of the layout and returns the user to the Home Page Layouts page.

9. On the Home Page Layout Assignment page, you can assign the components to the home page.
10. When you are done with the layout assignments, click Save.

Show Conversations on a Record Page Layout

1. Log in to Salesforce and click Setup.
2. Search for Visualforce and click the relevant option in the search results. The Visualforce Pages appears.



3. Click New.



4. Type the label for the page.
5. Copy and paste the following code in the Visual Markup section.

<apex:page showHeader="false" standardController="Contact">
<apex:includeLightning rendered="true"/> 
<div id="lightning" />
<script> var recordId = "{!$CurrentPage.parameters.id}"; 
$Lightning.use( "smagicinteract:conversationApp", function()
{ $Lightning.createComponent( "smagicinteract:conversationView", 
{ recordId : recordId,
embedContext : "detail", uiContext : "classic" },
"lightning", function(cmp) { } ); } ); </script></apex:page>

6. Change the value of “StandardController” to the object where you wish to add the page.
7. Click Save.
8. As the code is run for the Contact object, on the Contact Object page, click a Contact record.



9. Click Edit Layout.



10. Click Visualforce pages on the top panel and then drag a blank space field to place within the Contact Details section.
11. Also, drag the Section field to the Contact Details section and place it after the blank space you have just inserted. The section properties dialog box appears.



12. Perform the following:
• Enter a name for the section.
• Define a location where the section header will be displayed.
• Configure the Column layout.
• Define the Tab key order.
13. Click OK.
14. Drag the Visualforce page you have created and place it within this section. The page properties dialog box appears.



15. Perform the following:
• Modify the page properties. For example, set the Width to 100%, and Height to 550 pixels.
• Select the boxes to display a Scrollbar and a Label on the Visualforce page.
16. Click OK. The Contact Record Detail page displays the Conversation view.

Configure Converse Inbox for all Tabs

1. From the Salesforce navigation on the top right, click Setup.
2. Select User Interface from Home sidebar by:
• Using the Quick Find / Search field, or
• Selecting Build > Customize > User Interface.



3. Select Show Custom Sidebar Components on All Pages.

This enables the Converse Inbox on the sidebar of all pages in Salesforce Classic.

In the Permission Management section, you can see what permissions are set for the user’s organization. The permissions are set so that there is access control for users of the Salesforce Org interacting with SMS-Magic Converse.

Permission are of the following categories:

• Permission Sets
• Custom Permissions

The Permission Sets are preset by SMS-Magic while the Custom Permissions are customized permissions based on the requirements of the user’s organization.

For users to access various features and functions of SMS-Magic Converse the Admin defines a set of configurations. These permission sets can be found in the user’s profiles.

Users can have only one profile but can have multiple permission sets depending on the Salesforce edition. As the Admin, you can assign permission sets to various types of users, regardless of their profiles.

You can assign the following permission sets to users:

1. Log in to Salesforce and click and then click Setup.The Setup home page appears.



2. Type Profiles in the Quick Find search box and then click Users in the search results. The Profiles page appears.



3. Click a profile for which you want to enable the custom permissions. The User profile page appears.



4. Click Enabled Custom Permissions. The Enabled Custom permissions page appears.



5. Click Edit. The Enable Custom Permissions page appears.



6. Under Available Custom Permissions select the permissions you want to enable for the profile and click to move it to Enabled Custom permissions.
7. Click Save.