Any SMS for Zendesk Sell

About

Utilize the features of various SMS providers inside Zendesk Sell with the help of the integration Any SMS for Zendesk Sell.

Features

Sync multiple SMS providers with Zendesk Sell
Switch between the integrated SMS providers in a couple of clicks
Send messages from within Zendesk Sell Contacts, Companies, Leads & Deals
Send pre-defined messages to Zendesk Sell contacts using message templates
Access, edit and delete templates whenever required
View the history of chats within the contact
View the details of messages sent and received as notes within the contact
Instantly access Any SMS within Zendesk Sell
The admin can allow Zendesk Sell users to use a shared account of the SMS provider to be integrated
Access all the conversations held within the inbox
Receive real-time notifications for the incoming messages
Enable desktop notifications for required users for your incoming messages
Access the application at all times in a separate tab
View the statistics of the usage of the SMS provider through the application

Pre-requisites

Must be a user of Zendesk Sell
Must have an account with the selected SMS provider

Installation

Visit the Zendesk Marketplace where you can find the integration Any SMS for Zendesk Sell.
Click on 'Install'.
Select your Zendesk Sell account to install the application.
Install the extension inside the selected Zendesk Sell account.

Click on the Ulgebra icon which would be available at the panel on top.
Click on 'Send Message - Any SMS'.

Access the application to complete setup

Select the SMS provider you wish to integrate.

Select the SMS provider you wish to authorize

Click on 'Authorize Now' to proceed to Zendesk authorization.

Authorize the Zendesk account.

Enter the credentials of the account with the SMS provider.
Authorize the selected SMS provider.

Any SMS has now been integrated with Zendesk Sell.

Applications

Send Messages

Go to any Zendesk Sell Contact, Lead or Deal.
From the panel on the right, click on 'Send Message - Any SMS' under Any SMS for Zendesk Sell.

Click on the drop-down adjacent to SMS Provider.

Select the SMS provider from which the message is to be sent.

Select the SMS provider to send the message from

Select the message sender from the Choose Sender drop-down.

Select the message sender to send the message to Zendesk Sell contact

Click on Add Recipients in case you wish to include additional contacts.
Select the country code and enter the contact number.
Click on 'Add'.

Add additional contact numbers if required

Search for any Zendesk Sell contact to add a specific contact.

Search for any existing Zendesk Sell conatct

Enter a default country code.
Select the settings for the default country code.
The conditions available are as follows:

do not add country code

The default country code can be ignored using this option and can be used if all the contacts in Zendesk Sell contain a country code.

add for all phone numbers

In case the contact numbers in Zendesk Sell do not contain a country code, you can use this option to add the country code to all the phone numbers.

add if phone number starts with 0

In case some of saved contact numbers begin with 0, you can use this option to add the default country code to such numbers alone

add if phone number not starts with country code

Using the option the default country code would be added to contact numbers that do not contain a country code alone. In case the number contains a country code, the default country code will be ignored.

Enter the default country code and select the settings for the application of default country code

Enter the message or insert a template.
Send the message to the Zendesk Sell contact.

Send the message to the Zendesk Sell contact using the desired messaging service

Message History

View the history of messages sent and received within the Zendesk Sell contact.
Also, go through the details of each message.

View the history of messages sent and received as notes within the Zendesk Sell contact

Contact Chats

Access the application within any Zendesk Sell contact.

Select 'Chat View' from the drop-down adjacent to the name of the SMS provider.
Select the message sender and the recipient phone field.
You can now view all the chats held with the particular contact.
View the details of each message beneath the message.
Also, send messages from the Chat View.

View the history of chats and send messages to the contact

Send Messages to list of contacts

Click on the Ulgebra icon from the panel on top.
Select 'Send Message - Any SMS'.

Access the application at any moment within Zendesk Sell

Select the SMS provider from which the message is to be sent.
Select the sender from which the message is to be sent.
Click on 'Add Recipients' to add contacts.
Select the default country code.
Enter the contact number.
Click on 'Add'.
Similarly, multiple contacts can be added to send a message.

Select the SMS provider and sender, add contacts to send bulk message

Insert a message template or enter the message.
Send the bulk message using the selected messaging service.

Conversations Inbox

From the drop-down adjacent to the name of the SMS provider, select 'Conversations View'.

Access the inbox of conversations held using the SMS provider

Here you can view all the conversations held using the SMS provider.
Select any conversation to view the history of chats.
View the read receipts for the messages sent as well.
Also, send messages to the particular contact.

View all conversation and select any conversation to view the chats

Select any message sender to view the conversations held with the sender.

Select a particular sender to view the conversations from

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

Search for a contact number to view a particular conversation

Real-time Notifications

Receive real-time notifications for incoming messages.
Click on the bell icon to view the latest messages.
Here you can view the unread and read messages which would be differentiated for ease.

Access the contact and the chat associated with the respective conversation from each notification.
Also, view the complete chat within Zendesk Sell from the notification.

Access the Zendesk Sell contact and the chats from each notification

Extension Settings

Select the SMS provider for which you wish to access the settings.
Click on the Ulgebra profile within the application to access the extension settings page.

Access the settings page for each SMS provider

User Management (For Admins)

Select 'Manage App Users'.

Manage the users who can use the shared account of the SMS provider as the Zendesk Sell admin

Here the Zendesk Sell admin can view the list of users.
Click on 'Add' to allow the user to use the account of the admin with the SMS provider.
Click on 'Remove' to disable this feature for the particular user.
You can also 'Add all' or 'Remove all' users.

Add the users to enable the feature and remove users to disable the feature

The user can view the invite received from the admin on the extension settings page.
Accept the invitation to authorize using the admin account.

User account- accept the invitation from the admin

Within the user account, the user can select the admin account during the authorization of the SMS provider to be able to use the share account.

Authorize the SMS provider using the admin account

Inbox

Access the Inbox of conversations from the Settings page.

Incoming Messages

Select 'Incoming events sync' to enable and setup incoming messages from the SMS provider.

Desktop Notifications

Select 'Message Notifications'.

Enter the mail id of the user who is to receive the desktop notifications.
Ensure that the user has an Ulgebra account under the entered email id.
Click on 'Add User'.

Invite users to enable desktop notifications

Copy the invite link and share it with the respective user.

Share the invite link with the respective user

The user must access the link on their browser.
Click on 'Start Receiving notifications on this browser' to enable desktop notifications.

User account-enable desktop notifications

The user can now receive desktop notifications for your incoming messages from the SMS sender.

User account - Receive desktop notifications

Application Tab

Click on 'Open in New Tab' to access the extension at all times in a separate tab.

Access the application at all times in a separate tab

Integration Analytics

Select 'App Usage Analytics'.
Here you can view the statistics of the usage of the application using the selected SMS provider.

View the analytics of the usage of the SMS provider from Zendesk Sell

Reset Application

Select 'Reset App Configurations'.

Enter 'confirm' and click on Reset.
All the data of the application would be deleted for the selected SMS provider.

Message Sender

Add Message Sender

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

Select the channel type.

Enter the Sender Id from the SMS provider.
Enter the name using which the sender is to be displayed.
Save the new message sender.

Enter the sender Id, display name and save the sender

Default Sender

Click on the pin icon beside the name of the sender to select a default sender.
This sender would now be selected by default while sending messages using the SMS provider.