MessageBird WhatsApp, SMS, Viber for ActiveCampaign

About

Easily create automations in ActiveCampaign to connect with customers using the MessageBird channels.

Features

• Create ActiveCampaign automations to send MessageBird messages

• View the history of messages sent within the respective contact

• Access the history of MessageBird chats held with each Contact or Deal

Pre-requisites

• Must be an ActiveCampaign user.

• Must have a MessageBird account.

• Must have a WhatsApp number and approved templates from MessageBird in case of WhatsApp channel.

MessageBird has now been integrated to the ActiveCampaign account.

Installation

• Install MessageBird for ActiveCampaign from the ActiveCampaign app Marketplace.

• Click on the homepage URL to authorize the app.

• Sign in to Ulgebra using your ActiveCampaign email id.

• Firstly we have to authorize the ActiveCampaign account.

• Click on the Settings icon at the panel on the left.

• Select Developers to access the ActiveCampain credentials.

• Enter the ActiveCampaign Domain and ActiveCampaign API Key.

• Click on 'Authorize Now'.

• Access the MessageBird Dashboard to obtain the access key.

• Copy the Live API Key and paste it under MessageBird Live Access Key.

• Authorize the MessageBird account.

ActiveCampaign Automation

• Access the Automations section within ActiveCampaign.

• Click on 'Create an automation'.

• Select Start from Scratch.

• Click on 'Continue'.

• Select the trigger if required.

• Select the condition for the trigger.

• Under Add a New Action select CX Apps.

• Select 'Ulgebra - Send MessageBird Mesage'.

• We now have to add the Ulgebra account.

• Under Ulgebra Account Email click on 'in this page'.

• Click on your Ulgebra profile to view the Ulgebra Account email id.

• Copy the email id and paste it under Ulgebra Account Email.

• Click on 'this page' under Ulgebra Webhook Authtoken.

• Copy the Ulgebra Auth Token.

• Paste it under 'Ulgebra Webhook Authtoken'.

• Click on 'Connect'.

• We now have to configure the message.

• Under Channel, select the MessageBird channel as WhatsApp or SMS.

• Under From, enter the MessageBird WhatsApp or SMS number.

• Enter the phone field containing the contact number under To.

• Click on Personalize to select the required phone field.

• In case the contact numbers do not contain a country code, enter the default country code.

• Under 'Message' enter the content to be sent by the automation.

• Insert contact fields using the Personalize option.

• Under 'Attachment URL', enter the URL containing the media to be sent.

• Click on Finish to add the action to send MessageBird message.

• Enter the name of the automation to be created.

• Click on 'Activate' to enable the automation.

• Save the automation.

Applications

MessageBird Chat

• Go to any ActiveCampaign Contact or Deal.

• Access the MessageBird Chats panel.

• Select the MessageBird sender to view the conversation from.

• You can now view the history of chats held with the ActiveCampaign contacts.

• Also, send MessageBird messages to the contact from the selected sender.

• Click on '/' at the left side of the text box.

• You can now access the message templates created.

• Insert a template if required.

• Send the MessageBird message.

MessageBird Inbox

• Within the application, click on your Ulgebra profile.

• Select MessageBird Inbox.

• You would be redirected to the Inbox containing all the MessageBird conversations.

• Select any conversation to view the history of chats and send messages.

• View the read receipts of the messages sent as well.

• Select any MessageBird channel from the Choose Sender drop-down to view the conversations held using a particular sender.

• Search for any contact number to access the MessageBird conversation of a specific contact.

• Also, initiate MessageBird conversations using the WhatsApp, SMS or Viber channels from the Inbox. 

Message Templates

Create Templates

• Click on '/' to access the message templates.

• Click on '+New Template'.

• Enter the name of the template.

• Enter the content within the template.

• Save the message template.

Edit Template

• Click on the edit icon beside the template.

• Make the required changes within the template.

• Save the edited template.

Delete Template

• Click on the delete icon beside the template.

• The message template has now been deleted.