This denotes for what type of Content in your messages you are obtaining consent. The Content can be defined by Source of the message (Available with Start) or the Content Type (available with Grow) 

Most regulations looks at obtaining consent for Robo / Automated or Bulk SMS’. So you have to be careful while sending Content from different sources. A manually typed message is treated different than a Bulk or an Automated SMS. 

There are two Options for defining what you obtaining Consent for:-

Source Type – You can define if the Source requires a prior consent or not. For e.g. – You may not require Consent for sending Emergency message. Another example is – You may not require to use SMS Magic Compliance Center, and have built on your own. So you can choose “Consent Not required”.

Content Type – 

Content-type opt-ins are useful in ensuring that you can continue sending messages to customers for a specific content-type. Therefore, in case the customer is applying for a blanket opt-out instruction, in the opt-out confirmation message they receive, you specify the content-type opt-in they can send if they wish to continue receiving messages for that specific content-type.  For more information about configuring content-type, see (Admin Guide Topic link).

Sender ID is an alphanumeric name or number that appears on the mobile device and helps to identify the sender of the message. It can be a long code or shortcode that you assign to a single user, multiple users, or a profile. Inbound numbers should be used as the Sender Id to receive replies to your outbound messages. Click here to view the list of countries where Inbound Number is available. 

There are some countries which allow you to send SMS with Alphanumeric Sender ID. Click here to view that list. To get replies you’ll need to procure an Inbound number and give reply instructions in the text of the SMS you send. Give Example – Dear Customer, Enjoy the Rewardz Festival on your Credit Card. To know more, SMS ‘JOIN’ to 5676756 and register now. For TnC, please visit http://bit.ly/6463nf’.

You can configure Sender IDs for different organizations, teams, or individuals or Campaigns or Messaging Programs to appear as you want on the customer’s mobile device. 

How to Choose Sender ID’s  – link to user guide

<<Options of Sender Id’s available in different countries>>> – link to user guide 

General Guideline for Choosing Sender Id’s

Configure User Notification on Incoming SMS’

You can configure User Notification on new incoming messages. You can setup email templates if you want to customize notification.In case the Sender ID is assigned to multiple users or a profile, the incoming message notification is sent as per the rules defined in the Sender ID assignment settings page.  For more information about configuring the sender ID, see (Admin Guide Topic link).

SMS magic supports messaging from all standard & Custom Objects. You can choose who you want to Message and from which Objects. Message Objects configuration allows you to configure salesforce objects from which you can send SMS. You can choose one or more phone number fields to send messages to. We support upto 7 mobile phone fields per object. You can configure any number of message objects. This configuration allows you use Phone number fields from the same message object as well related objects which will save your efforts to create extra formulae fields on message object. e.g. You can configure case object but can use mobile fields from Accounts object.

Message Objects configuration would automatically generates Buttons, Visualforce pages and lightning components, which can be used to configure the messaging interfaces on your object page & search layouts. .  For more information about configuring the message objects, see (Admin Guide Topic link).

SMS Magic give us a simple configuration to set-up Messaging on different objects:-

1. Person Objects (Lead, Contact, Person, Account, Student, Candidate, etc., ) – Person Object has mobile field which can be used to trigger directly message to persons. For eg. You may trigger SMS to leads on change in status during account manager assignment 
2. Business Objects (Cases, Opportunity,  etc. ) – Business Objects have a direct relationship with a specific Person, for e.g. – A Contact related with a Case; or a Contact related with an Opportunity. For e. g. – You want to send Case alerts to the Contact.
3. Junction Objects ( Course Allocation, Job Application, Loan Application etc.) – Junction objects have relationship to person and information objects together. For eg., Job Application (Junction Object) is an application to a Job (Information Object) by a Candidate (Person Object).
4. Information Objects – (Example) – Unrelated (Job, Course, Product,  etc., ) Information Objects with no association with a person. For e.g. – Product. You may want to run a Campaign promoting Product with a list of Leads.

Note that information object only strengthens the content with merge fields.

Send SMS buttons work on record detail pages in Salesforce and allow you to send SMS by clicking on the button (Lead or Contact if it’s a Person Object; or Associated record like Cases, as per the MoC Configuration). It send SMS to the Mobile field associated with the Button and also gives the capability to use a Template with merge fields from associated objects.

Send Bulk SMS on List View Layout gives you the capability to select multiple records and send SMS to them. You can compose a new SMS, or choose a single template with merge fields from associated objects to send to all the recipients. 

You can create Send SMS and Bulk SMS buttons and associate these buttons to Visualforce pages generated in configuration of message objects. For more information about setting up SMS buttons on page layout, search layout etc., , see (Admin Guide Topic link)

Conversation View gives a 360 history of SMS’ sent and received from a particular prospect or Customer.

Configure your Conversation View

You can configure your Conversation View on the Object to show all Conversations in a single thread or show separate Conversations. <<<View below illustration for an example>>> 

Recommendation:- 

For Person Objects (like Lead, Contacts) – We recommend to configure one View for all Conversations. You can still see the Source and User for each SMS’ and maintain the Context. You can switch views anytime.

            For Business Objects (like Cases, or opportunities) – We recommend to configure   separate Conversations, so you can see the Conversations related to different Cases, Contacts distinctly. 

What is a Conversation? 

A thread of incoming and outgoing SMS’ with a particular prospect or customer related to a certain topic like a Case, or an Opportunity is called a Conversation.

Contextual Conversations?

A prospect can have multiple conversations through his buying journey with the Company or Business, for e.g. – His conversation may start from an Enquiry (as a Lead) to being a Customer / Account, who has Cases associated with it. SMS Magic creates separate Conversations based on the stage of the Journey (aka Object from which messaging Conversation has initiated, aka MoC Object). You can view the entire history of the Conversation/s in a single thread on the Lead or Contact Object. Or view it by Context on the associated object record like a Case, Opportunity etc.

Related Conversations?

A Prospect or Lead can have multiple Conversations with a Business, for e.g. – A Case, An Opportunity etc. All these are Related Conversations between the business agents / reps and the prospect.

To add Conversation View to a page, add a new section to your page layout and drag the Conversation View custom component to that section. For more information about setting up Conversation View in Classic, see (Admin Guide Topic link).

Converse Inbox(Available with Grow) shows a list of all SMS Conversations and prompts/alerts on a new message, in a single list inside Salesforce very much like an email Inbox. You can configure the Inbox on your Utility bar in lightning or Classic side Panel in Classic version. The Inbox:-

• Alerts you of new incoming SMS
• Shows list of all (My) Unread and New Conversations 

Notification (Available with Start) – This show a list of all unread incoming messages and gives you the capability to reply to incomings. You can configure this component  on your utility bar in lightning or Classic version. The Notification:-

• Alerts you of new incoming SMS
• Shows list of all (My) Unread and New messages

It is a compact version of the Converse Desk with minimal functionality focusing on reading and replying to the unread and new messages. For Salesforce Lightning,  you can configure the Converse Inbox in the Lightning Utility Bar, and for Salesforce Classic, you can set it up in the Classic Side Panel. For more information about setting up Converse Inbox, see (Admin Guide Topic link).

You can assign  SMS-Magic Converse App license to users. . By default, the System admin who has installed the SMS-Magic Converse App, is assigned 1 trial licenses and that user(admin) can assign a trial license to other users.

You can purchase more required user licenses after registration. For more information about adding user licenses, see (Admin Guide Topic link). 

This section describes how to install SMS-Magic Converse in your Salesforce environment. SMS-Magic Converse App is  Native Saleforce.com Application that installs into your current Salesforce instance. Someone with a Salesforce administrator profile must install and configure  SMS-Magic Converse.

It is recommended you first install and test SMS-Magic Converse in the Salesforce.com sandbox account. Once you complete all the sanity tests, then you can install the SMS-Magic Converse in your production account. For more information about installing and configuring  the SMS-Magic Converse managed package, see (Admin Guide Topic link).

You can create templates on any objects, standard or custom. However, prior to creating templates you will have to configure the objects in the Message Object Configuration under Converse Settings. You will need relevant permission to create custom objects. Ensure that all permissions are added to your user profile. Refer to the section on Add New Object under Message Configuration in the SMS-Magic Converse Guide for Salesforce Admin to know more about Message Object Configuration.

Once you have added the object, you can use it to create templates. Refer to the section on Create Converse Template in the SMS-Magic Converse Guide Salesforce Users.

To access SMS-Magic Converse on Lightning, you must have My Domain enabled. It enables you to use Lightning components in Lightning component tabs, Lightning pages, the Lightning App Builder, or standalone apps.

Register a subdomain with the My Domain wizard and then deploy it. For more information about registering subdomain, see (Admin Guide – Salesforce Topic link) If you don’t do it, then custom component cannot be added on other objects record page layout and other sections.