MessageBird Integration for Google Sheets

Pre-requisites

• Must have a MessageBird account

• Must have the SMS, WhatsApp or Viber channel of MessageBird

• Incase of WhatsApp, must have approved number and templates from MessageBird

Installation

• Install MessageBird for Google Sheets from the Google Workspace Marketplace.

• Select the Google account to install the app in.

• Click on 'Allow' to complete Sheets' authorization.

• Click on the MessageBird icon at the panel on the right.

• Click on 'Send Message'.

• Sign in to Ulgebra using your Sheets' account email id.

• Enter the MessageBird live access key.

• Click on 'Authorize'.

MessageBird has now been connected to Google Sheets.

Applications

Initiate Conversations

• Click on the MessageBird icon from the panel at the right side.

• Click on 'Send Message'.

• Click on 'Choose Sender'.

• Select the MessageBird sender to send the messages from.

• Conversations can be initiated using the SMS, WhatsApp & Viber channels.

• Select the data from the Sheet to which the message is to be sent.

• Select 'Fetch All Data' to send messages to all the contacts within the Sheet.

• Select the desired rows within the Sheet and click on 'Fetch Selected' to send the messages to a subset of data within the Sheet.

• Select the column in which the contact name is present.

• Select the column in which the contact phone number is present.

• Click on 'Add' to include the contacts within recipients.

• In case you wish to add additional contacts, click on 'Add Recipients'.

• Select the country code and enter the contact number to be added.

• Click on 'Add'.

• You can utilize the default country code option in case contact numbers do not contain a country code.

• Enter the default country code.

• Select the conditions for the default country code.

• Enter the message to be sent or insert a message template.

• Click on 'Insert WhatsApp Templates' to access your MessageBird approved WhatsApp templates.

• Click on 'Templates' access the message templates created within the application.

• Select and insert any message template.

• Enter '#' and select any column to insert any field from the Sheet.

• Send the MessageBird message to the contacts from Google Sheets.

MessageBird Inbox

• Click on your Ulgebra profile within the application to access the settings page of MessageBird for Google Sheets.

• Select MessageBird Inbox.

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

• Select any conversation to view the history of chats held with the contact.

• Enter and send any message to contacts from the Inbox.

• Click on '/' to access and insert any message template.

• Search for any contact number to view the conversations held with a particular contact.

Message Templates

Approved Templates

• Select 'Insert WhatsApp Templates' to access the MessageBird approved templates.

• Select and insert any template.

• Enter the values for the placeholders within the template.

• Enter a custom value or insert a field from any Sheets' column.

• Select and insert any template.

• Enter the values for the placeholders within the template.

• Enter a custom value or insert a field from any Sheets' column.

Create Templates

• Select the 'Insert Templates' drop-down.

• Select any template from the 'Insert Templates' drop-down to insert and send the template message.

• Click on 'Add New Template'.

• Enter the name of the template.

• Enter the content within the template.

• Include attachments if required.

• Click on 'Save Template'.

MessageBird Senders

Add Sender

• Click on 'Choose Senders' to access the MessageBird senders.

• Click on 'Add New '.

• Select the channel type of the sender as SMS, WhatsApp or Viber.

• Enter the Sender Id from MessageBird.

• Enter the display name for the sender.

• Save the new sender.

Sender Settings

• Adjacent to the name of the sender, click on 'Set as Default' to select a default MessageBird sender.

• Click on 'Hide' to remove the MessageBird sender from the Senders list.

• Click on the visibility icon adjacent to 'Senders' to view the list of hidden senders.

• Here you can pin or retrieve any hidden sender.

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