MessageBird Integration for monday.com

Installation

• Visit the monday.com Apps Marketplace.

• Here you can find the integration MessageBird WhatsApp, SMS, Viber for monday.com.

• Add the extension to your account.

• Select the workspace to which the extension is to be added.

• Go to the MessageBird Contacts board within the selected monday.com workspace.

• Access MessageBird Settings.

• Enter the monday.com domain. (Note: monday.com subdomain will be auto-filled, However, you can edit manually.)

• Click on 'Authorize Now'.

• Authorize monday.com account.

• Enter the MessageBird Live Access Key.

• Authorize the MessageBird account.

• Within the settings page, select 'Incoming events sync'.

• Enable capture incoming messages to receive incoming MessageBird messages and contacts into monday.com.

• New contacts would be created in monday.com in case of messages received from non-existing contacts.

• Select the monday.com board to which the contacts are to be synced.

• Sync contacts using their phone number.

• Create a phone number column if required.

• Select the phone column to which phone numbers are to be added.

• Maintain the history of MessageBird messages within monday.com.

• Select the MessageBird History board.

• In case you do not want new contacts to be created in monday.com, enable the option 'Ignore messages from NEW customers'.

• View the list of MessageBird channels available within your account.

• Enable the channels from which you wish to receive incoming messages.

• Disable the channels from which you do now wish to receive incoming messages.

Applications

MessageBird Contacts

• New contacts would be created in MessageBird Contacts for messages from non-existing contacts.

• Messages from existing contacts would be synced with the respective contact.

• Click on the chat icon to view the details of the message.

• Go through the message and details of the message within the contact.

MessageBird History

• Access the MessageBird History board where you can view the maintain the history of MessageBird messages sent and received.

• Also, view the details of each message on this board.

MessageBird Chats of a Contact

• Go to any contact within the monday.com board.

• Click on the Add View icon.

• Under Installed Apps, you can find the MessageBird view.

• Click on 'Add to item'.

• Access the 'MessageBird Chats of a Contact'.

• Select the MessageBird sender.

• You can now view the chats held with the contact using the MessageBird channel.

• Send messages to the contact from the chat.

• View the read receipts for the messages sent.

• Select and insert any message template.

• Identify MessageBird approved WhatsApp templates using the 'MessageBird' tag.

MessageBird Inbox

• Access the MessageBird conversations using the MessageBird Inbox View. Access the MessageBird Inbox within your preferred board or dashboard of monday.com.

Board View

• The MessageBird Inbox would be available in the MessageBird Contacts boards by default.

• It can also be added to any required board.

• Access the MessageBird Inbox view.

• Here you can view all the conversations held through MessageBird.

• Select any conversation to view the history of MessageBird chats.

• Send messages to contacts and conduct conversations from the MessageBird Inbox.

• Send approved WhatsApp templates and message templates to contacts.

• Select any MessageBird channel to view all conversations from a particular channel.

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

• Initiate conversations from the MessageBird Inbox.

Dashboard View

• Go to any monday.com dashboard.

• Connect the dashboard to any board.

• Click on 'Add widget'.

• Select 'Apps'.

• Under Installed Apps, you can access MessageBird Inbox.

• Click on 'Add widget'.

• You can now access all the MessageBird conversations within the dashboard.

Initiate Conversations

• Select the MessageBird sender from which the message is to be sent.

• You can initiate conversations using the WhatsApp, SMS & Viber channels.

• Click on 'Add Recipients'.

• Select the country code and enter the contact number.

• Click on 'Add'.

• Similarly, you can add multiple contact numbers.

• Enter a default country code.

• Select the settings for the application of the default country code.

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

• Send the MessageBird message to contacts.

Real-time Notifications

• Receive in-app notifications for MessageBird incoming messages.

• Click on the bell icon within the application to access the notifications.

Extension Settings

Inbox Tab

• Select 'MessageBird Inbox' to access the MessageBird conversations at all times in a separate tab.

Application Tab

User Management

• Select 'Manage App Users'.

• Using this feature, the monday.com admin can enable multiple users to use a shared MessageBird account.

• Here you can view the list of monday.com users.

• Add the users who would be using your MessageBird account.

• Remove users for whom you wish to disable the feature.

• Also, add all or remove all users if required.

Application Analytics

• Select 'App Usage Analytics'.

• Here you can track the usage of MessageBird WhatsApp, SMS, Viber for monday.com.

Desktop Notifications

• Allow multiple users to receive desktop notifications for your incoming WhatsApp messages.

• Select 'Message Notifications'.

• Enter the email id of the user for whom you wish to enable desktop notifications.

• Ensure that the user has an Ulgebra account under the entered email id.

• Click on 'Add User'.

• Copy and share the invite link with the user.

• The user must access the link on their browser.

• Click on 'Start Receiving notifications on this browser'.

• The user would now receive desktop notifications for your incoming MessageBird messages.

Reset Application

• Select 'Reset App Configurations'.

• Enter 'confirm' within the space provided.

• Click on 'Reset'.

• All the data of MessageBird WhatsApp, SMS, Viber for monday.com would now be deleted.

MessageBird Sender

Add Sender

• From the Choose Sender drop-down, select '+ Add New Sender'.

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

• Enter the sender id as per MessageBird.

• Enter the display name of the sender.

• Save the MessageBird sender.

Default Sender

• Click on the pin icon beside the name of the sender.

• This sender would be selected by default while sending messages.

Hide Sender

• Click on the visibility icon beside the name of the sender to hide the sender.

• You can either retain or remove the hidden senders from the sender drop-down using the visibility icon beside '+ Add New Sender'.

Message Templates

Approved Templates

• The MessageBird approved WhatsApp templates can be directed obtained within the application.

• Click on 'WhatsApp Templates' to access the approved WhatsApp Templates.

• Select the template to be inserted.

• Enter the values for the variables within the template adjacent to the respective placeholder.

Create Templates

• Select '+ Add New Template' from the Insert Template drop-down.

• Enter the name of the template.

• Enter the content within the template.

• Include emojis and attachments within the template if required.

Edit Template

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

• Make the changes required.

• Save the edited message template.

Delete Template

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

Communicate through various social media channels from monday.com using MessageBird.

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