RingCentral SMS Integration for ActiveCampaign

Installation

• Visit the ActiveCampaign Marketplace where you can find the extension RingCentral SMS for ActiveCampaign.

• Install the extension.

• Go to any ActiveCampaign contact.

• Access RingCentral Chats.

• Firstly, we have to authorize the ActiveCampaign account.

• Enter the ActiveCampaign domain in the space provided.

• Access the ActiveCampaign settings page.

• Select Developers.

• Copy the API Key and paste it under ActiveCampaign API Key.

• Authorize the ActiveCampaign account.

• Click on 'Authorize' to proceed to RingCentral authorization.

• Sign in to the RingCentral account.

• Authorize the RingCentral account.

Applications

Automated RingCentral SMS

• Access Automations from the panel on the left.

• Click on 'Create an Automation'.

• Select 'Start from Scratch'.

• Click on Continue.

• Select a trigger for the automation.

• Setup the conditions for the trigger.

• Select 'CX Apps' to add the action.

• Select 'Ulgebra - Send RingCentral SMS'.

• We now have to connect the Ulgebra account to ActiveCampaign.

• Enter the Ulgebra account email id.

• Click on 'in this page' to access the Ulgebra account email id.

• Click on 'this page' to copy the Ulgebra Webhook Auth Token.

• Copy the Ulgebra account email id.

• Copy the webhook auth token.

• Enter the auth token under Ulgebra Webhook Authtoken.

• Click on 'Connect'.

• Select the SMS channel.

• Enter the RingCentral sender along with the country code.

• Click on 'Personalize' under To.

• Select the contact phone field.

• Enter the default country code that is to be added for contact numbers that do not contain a country code.

• Enter the message to be sent.

• Click on 'Personalize' to insert contact fields within the message.

• Click on Finish to save the configuration.

• Click on 'Active' to activate the automation.

RingCentral Chats

• Access the RingCentral conversation held within each ActiveCampaign Contact or Deal.

• Select RingCentral Chat.

• Select the RingCentral SMS sender from which the chat was held.

• You can now view the chat history of the customer.

• Also, send messages and conduct conversations from the chat view.

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

• Select and insert any message template to send a pre-defined message.

Message History

• Under Recent Activities select 'Notes'.

• You can now view the RingCentral messages as comments.

• Select any comment to view the message details.

Extension Settings

• Click on your Ulgebra profile within the application to access the settings page.

RingCentral Inbox

• Select 'Open in New Tab'.

• Click on the conversations icon to access the RingCentral Inbox.

• You can now view all the conversations held through RingCentral.

• Select the conversation to view the history of messages.

• Also, send and receive messages within the Inbox.

• Select any SMS sender to view the conversations held using a particular RingCentral sender.

• Search for any contact number to view a specific conversation.

• You can also click on the chat icon to initiate any conversation.

RingCentral User Management

• The ActiveCampaign admin can allow multiple users to share a single RingCentral account.

• Select 'Manage App Users'.

• You can now view the list of ActiveCampaign users.

• Click on 'Add' to allow the user to use the authorized RingCentral account.

• Click on 'Remove' to disable the feature for the users.

Application Analytics

• Select 'App Usage Analytics' to track the usage of RingCentral for ActiveCampaign.

Reset Application

• Select 'Reset App Configurations'.

• Enter 'confirm' within the space provided.

• Click on 'Reset'.

Message Senders

Add RingCentral Sender

• Select '+Add New Sender' from the Choose sender drop-down.

• Select the sender channel as SMS.

• Enter the sender id from RingCentral.

• Enter the display name for the sender.

• Save the RingCentral SMS sender.

Default Sender

Click on the pin icon to select a default RingCentral sender.

This sender would be selected by default while sending messages.

Hide Sender

• Click on the visibility icon to hide any SMS sender.

Delete Sender

• Click on the delete icon beside the name of the sender to delete the RingCentral sender from the application.

Message Template

Create Template

• Click on the 'Templates' drop-down to access the message templates.

• Select '+Add New Template'.

• Enter the name of the template to be created.

• Enter the message within the template.

• Save the message template.

Edit Template

• Click on the edit icon beside the name of the template.

• Make the changes required.

• Save the edited template.

Delete Template

• Click on the delete icon beside the name of the template to delete the message template.

Communicate efficiently from ActiveCampaign using RingCentral.

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