Zoho Workerly | SMS Gateway

SMS Gateway

Introduction

SMS Gateway is a Zoho Workerly feature that enables the user to quickly send messages and communicate with Temps/Contacts. With the SMS Gateway, you can either send individual or bulk messages to Temps/Contacts. Zoho Workerly supports four vendors to purchase credits to be used for sending messages. The main advantage of using this feature is to instantly notify information to Temps/Contacts.

Scenario:
A new job is assigned to a temp, and as an agent you will have to instantly notify Temps or Client Contact regarding the update. Configure SMS gateway for smooth communication.

Note:
  1. The SMS Gateway feature is available for Paid edition users only.
  2. Agents and Admin can create SMS templates for Temps and Contacts
  3. Temps and Contacts contact numbers should be stored with their respective country code.
  4. SMS/Text message should not exceed more than 500 characters.

Configuring SMS Gateway

SMS Gateway feature enables the agents to easily send mass and individual messages with details to temps and contacts.

To configure SMS Gateway:
  1. Go to Setup > Extensions > Others.
  2. Click on Setup button provided for SMS / Text Messaging Gateway.
  3. Select the SMS provider from the list displayed.
    Note: Each user in the org needs to register with the SMS provider to purchase credits and avail the service.
  4. Enter the SMS provider details.
    (I) 
    Screen Magic: Username, Account ID, API Key, Sender ID.
    (II) 
    Clickatell: API Key, Phone Number.
    (III) 
    Message Media: API Key, API Secret.
    (IV)
    Twilio: Account SID, Auth Token, Phone Number.
    Note: Twilio and MessageMedia integration are two-way integration allowing communication to happen both ways.
  5. Click on Authenticate & Save. A pop-up window is then displayed.
  6. To change the default contact field, click ProceedSelect Fields window is displayed.
  7. Select the appropriate values from the Temps and Contacts drop-down lists.
  8. Click on Update. The updated fields will be displayed in the respective module details page.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                        Zoho Marketing Automation

                          Zoho Sheet Reources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep Resources



                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW


                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now











                                                                                    • Related Articles

                                                                                    • Ytel for Zoho Workerly

                                                                                      The extension is available only for the US DC users. The Ytel extension for Zoho Workerly enables temporary staffing agencies to send SMS messages to their temps, directly from Zoho Workerly. With this extension, staffing agents can use SMS to ...
                                                                                    • SMS Templates

                                                                                      You can create SMS templates to send predefined messages to Temps and Contacts. The templates created can be stored under particular folders for easy categorization. Note: The SMS Add-on feature has to be enabled to create, edit or delete SMS ...
                                                                                    • Vonage for Workerly

                                                                                      The extension is available only for the US DC users. Installing the extension You can either go to the Zoho Marketplace and install the Vonage extension, or log in to your Zoho Workerly account and install. To install Vonage extension: Go to Setup > ...
                                                                                    • Webhooks

                                                                                      Webhooks facilitates communication with third-party applications by sending instant web notifications every time an event occurs in Zoho Workerly. With Webhooks, you can configure HTTP URLs and associate them in workflow rules to automate the entire ...
                                                                                    • Setting up Zoho Workerly for your organization

                                                                                      The Setup page in Zoho Workerly helps you configure all settings necessary to get your account up and running. Be it personalization, automation or third-party integrations, you can initiate all functions from the minimalist Setup screen of Zoho ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                      eBooks

                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                      Webinars

                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                        Zoho Show Resources