Buy a Subscription Plan

In Converse Home, you can manage your subscription plans. Available plans are Start your Conversations, Grow your Conversations, and Custom Plans.

Business Requirements	Plan
Seema( Marketing) wants to run lead nurture, profiling, and keyword-based automation	Start your Conversations
Thomas(Service) wanted SMS software to manage the volume of customer issues	Grow your Conversations
Morgan wants to buy additional 500 licenses and needed discount with additional dashboards	Custom Plan (We also provide light licenses such as Converse Desk, Automation, View Only, and more on top of your Start or Grow plans. Please contact your SMS-Magic account manager to know more about custom plans.)

For information about the feature available in each plan, see Pricing and Plans.

To buy a subscription plan:

Log in to SMS-Magic Converse.
Click Buy Plan. The Pricing and Plan page appears.
The following scenarios enable you to buy plans:
- If you have a trial plan running.
- If you have a plan for which the trial period has expired.
You can also extend the trial if you do not wish to upgrade immediately and want to continue with the trial plan.
Click Upgrade Plan if you wish to move to an advanced plan. The Pricing and Plan page appears

Select the Country where your business is located in and CRM for which you want to purchase the subscription from the Country and CRM drop-down menus respectively on the right.
Click Bill Monthly to choose a monthly plan or Bill Annually to choose an annual subscription plan. The pricing details appear.
Click See All Plan Comparison. The Plan comparison details appear.
Refer to the Pricing Plan Comparison Chart for more details.

Under the preferred plan, click Buy Now. The checkout page appears.
Buying Subscription plans from Converse Home option is available only for Start and Grow plans. For all Custom Plans, you need to contact your Account Manager.
On the checkout page, view the plan details and select the following feature Add-ons based on your business requirements:
Click Change Plan, if you want to opt for some other plan. The Pricing & Plans page appears to help you choose a new plan.
- Message Credits – You can include additional message credits to increase the default credits assigned to your plan.
- Phone Numbers – You can assign additional phone numbers to your existing plan.
- Basic User License – You can add basic user licenses. This is useful for Start Plan users who can purchase only the required number of basic user licenses and not the entire plan.
- Power User License – You can add power user licenses. This is useful for Grow Plan users.
Click Checkout Now. The SMS-Magic login page appears.

Log in with your relevant CRM subscription/Portal ID or sign up if you do not have an existing Portal subscription.
Click Sign in and Check Out. The Select Payment Method page appears along with the Order ID and summary on the right.

Review the order summary and select a payment option. The available options are:
- Credit/Debit Card – You can add new card details if there are no existing card details provided.
- Wire Transfer – Wire transfer details to SMS-Magic are auto-pupulated on the page. Please provide your account details to proceed.
Click Confirm and Pay. The Payment Success page appears.

Login to your Salesforce account and start using SMS-Magic Converse features. If you are are new to SMS-Magic, then read the user guide.

Converse Dashboard – Team

Refer the following table for more details on Converse Dashboard – Team Report

Report Name	Description
Total Conversations	Displays the number of conversations that the team has managed in the last 30 days. This includes any conversation where at least one message was sent or received.
Unread Conversations	Displays the number of conversations that were created in the last 30 days and displays its status as “Unread”.
User Reply Pending	Displays all open conversations where the last message was incoming and was received within the last 30 days.
Customer Response Awaited	Displays all open conversations where the last message was outgoing and was sent within the last 30 days.
New Conversations	Displays the number of conversations that were created in the last 30 days.
Closed Conversation	Displays the number of conversations that currently displays its status as “closed” and were created within the last 30 days.
Total Conversations by User	Displays the number of conversations that were managed by the team during the last 30 days.
New Conversations by User	Displays the number of new conversations that were initiated by the team in the last 30 days.
Closed Conversations by User	Displays the number of conversations initiated by the team in the last 30 days and currently displays its status as “Closed”.
Average Exchanges by User	Displays the average number of exchanges conducted by the team on closed conversations. An exchange is any message that is sent or received on a conversation.

Action	Description
Date	Select the date to send the bulk message. This field is in the single and recurring tabs.
Time	Select the time to send the bulk message. This field is in the single and recurring tabs.
Time Zone	This field is based on the time zone set during the configuration of the application. This field is in the single and recurring tabs.
Start Date	Select the start date to send the bulk messages. This field is in the recurring tab.
End Date	Select the end date to stop sending the bulk messages. This field is in the recurring tab.
Frequency	Select the frequency of when to send the bulk message. Select between Daily, Weekly, Monthly, or Yearly. This field is in the recurring tab.
Repeat Every	Select the number of times the bulk message will be sent out. Depending on the frequency of selection this field will change. This field is in the recurring tab.

Log in to the SMS-Magic Converse.
Click the Converse Desk tab.
Type the first three letters or any three digits of the phone number in the Search field.
Select from the displayed results.
The conversation list view displays the possible matches.

Click

to refresh the Converse Desk view and check for new incoming messages.

The following reports are available on Converse Home:

Report	Description
Messages	Displays a count of all incoming and outgoing messages that have occurred within the last 30 days.
Conversations	Displays a count of all active and new conversations that occur within the last 30 days.