Burst SMS for Zoho Bigin

About


Efficiently connect with Zoho Bigin Contacts & Deals through Burst SMS using the integration Burst SMS for Zoho Bigin.


Features


  • Send messages from Zoho Bigin Contacts & Deals.

  • Connect with multiple contacts at once through bulk messages.

  • Send pre-defined messages using message templates.

  • The Zoho Bigin admin can enable multiple users to use a shared account.


Pre-requsites


  • Must be a Zoho Bigin user.

  • Must have a Burst SMS account.

Installation


  • Visit the Zoho Marketplace where you can find the extension Burst SMS for Zoho Bigin.

  • Install the application.

  • Agree to the terms of service.

  • Click on 'Continue'.

Install Burst SMS for Zoho Bigin from the Zoho Marketplace
  • Select the users for whom the application is to be installed.

  • Click on 'Confirm'.

Select the users for whom the integration is to be installed
  • Access the settings page of the integration.

Access the settings page of Burst SMS for Zoho Bigin
  • Select the Zoho account DC.

  • Click on 'Authorize Now'.

Select the Zoho account DC
  • Click on 'Accept' to authorize Zoho Bigin account.

Authorize Zoho Bigin account
  • Enter the Burst SMS API Key and Secret Key.

  • Authorize the Burst SMS account.

Authorize Burst SMS account

Burst SMS has been integrated to the Zoho Bigin account.

Integration Applications


Message Contacts


  • Go to any Zoho Bigin Contact or Deal.

  • From the drop-down on the right side, select 'Send Message - Burst SMS'.

Access Burst SMS from Zoho Bigin Contact or Deal
  • You would now be redirected to the Burst SMS integration for Zoho Bigin.

  • Click on the Choose Sender drop-down to select the SMS sender.

Select the SMS sender to send Burst SMS from
  • You can also include additional contacts using the 'Add Recipients' option.

  • Select the country code and enter the contact number.

  • Click on 'Add'.

Add additional contact numbers if required
  • You can also search for any existing Zoho Bigin Deal or Contact.

Search for Zoho Bigin contacts
  • Enter a default country code if required.

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

  • The settings available for default country code are as follows:

  1. do not add country code

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


  1. add for all phone numbers

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


  1. 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


  1. 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 country code and select the settings for the same
  • Enter the message to be sent.

  • Include placeholders if required.

  • You can also insert a message template.

  • Send the Burst SMS message to the Zoho Bigin contact.

Send Burst SMS to Zoho Bigin contacts

Bulk Messages


  • Go to the Contacts or Deals module of Zoho Bigin.

  • Select the required contacts.

  • Click on 'Send Bulk Message - Burst SMS'.

Select Zoho Bigin contacts to send bulk message
  • Select the Burst SMS sender from which the message is to be sent.

  • Add multiple contacts using the 'Add Recipients' option.

  • Here you can add contact numbers or search for a specific contact to be added.

Add the SMS sender and contacts to send Burst SMS to
  • Enter the message or insert a message template.

  • Send the bulk message to Zoho Bigin contacts using Burst SMS.

Send the bulk message to Zoho Bigin contacts using Burst SMS

Message History


  • Access the Notes section within each contact.

  • Here you can view the details of the messages sent.

Access the history of Burst SMS sent within each contact

Application Settings


  • Within the settings page of the application, you can view the general features, admin settings and advanced settings.

  • Also, access the settings page at any time by clicking on the Ulgebra profile.

Access the settings page of Burst SMS for Zoho Bigin

Application Tab


  • Select 'Open in New Tab'.

  • You can now access the extension at all times in a separate tab.

Access Burst SMS for Zoho Bigin in a separate tab

User Management


  • The Zoho Bigin admin can enable multiple users to use a shared Burst SMS account.

  • Select 'Manage App Users'.

Manage the users of the Burst SMS account
  • You can now view the list of Zoho Bigin users.

  • Click on 'Add' to allow the user to use your Burst SMS account.

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

Add and remove the Zoho Bigin users based on your requirements
  • The added user would be able to view the invite from the admin on the extension settings page.

  • Accept the invite from the admin.

User account - accept the invite from Zoho Bigin admin
  • Select the admin account to authorize Burst SMS

Authorize Burst SMS using Zoho Bigin admin account

App Analytics


  • Select 'App Usage Analytics'.

  • You can now view the analytics of the usage of Burst SMS.

View the analytics of the usage of Burst SMS for Zoho Bigin

Reset Application


  • Select 'Reset App Configurations'.

Reset Burst SMS for Zoho Bigin
  • Enter 'confirm' within the space provided.

  • Click on 'Reset'.

Complete application reset

SMS Senders


Add Sender


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

Add a new SMS sender
  • Select the channel as SMS.

Select the sender channel as SMS
  • Enter the Sender Id as per Burst SMS.

  • Enter the display name of the sender.

  • Save the new sender.

Save the Burst SMS sender within the application

Hide Sender


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

Hide any Burst SMS sender
  • View or hide the hidden senders from the list using the visibility icon beside '+Add New Sender'.

Add or remove the hidden SMS senders from the sender list

Delete Sender


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

Delete any SMS sender

Message Templates


Create Template


  • From the Templates drop-down, select '+Add New Template'.

Create a new message template
  • Enter the name of the template.

  • Enter the content within the template.

  • Save the new template.

Save the new message template

Edit Template


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

Edit existing message template
  • Make the changes within the template.

  • Save the edited messages template.

Save edited message template

Delete Template


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

Delete any message template

Thus, easily communicate with Zoho Bigin contacts using Burst SMS.

Pricing

Classic Plan

$5 /user/month

  • 250 Ulgebra credits per month

  • Automated Messages via Workflows

  • Bulk Messaging

  • Access templates for instant messaging