Ixonn Group

User Guides

SMS Provider

Table of Contents

To configure SMS provider, navigate to Setup->Settings->SMS and chose the SMS gateway you want to activate. Fill the config. credentials and make sure that you actually activated this provider. The SMS gateways config. is really simple, in most SMS gateways you will be able to find your API keys for the SMS config in your SMS gateway dashboard.

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Keep in mind that only 1 provider is allowed to be active, if you try to activate another provider, the previous ones will be automatically deactivated.

Triggers

Triggers are the actual actions when the SMS will be sent.

  1. Invoice Overdue Notice – Trigger when invoice overdue notice is sent to customer contacts either manually or via CRON Job.
  2. Invoice Payment Recorded – Trigger when invoice payment is recorded, this action trigger when customer pay invoice online or an invoice payment is recorded manually from admin area.
  3. Estimate Expiration Reminder – Trigger when expiration reminder should be sent to customer contacts, either manually or via CRON Job.
  4. Proposal Expiration Reminder – Trigger when expiration reminder should be sent to the proposal, either manually or via CRON Job.
  5. New Comment on Proposal (to a customer) – Trigger when staff member comments on proposal, SMS will be sent to proposal number (customer/lead).
  6. New Comment on Proposal (to staff) – Trigger when customer/lead comments on proposal, SMS will be sent to proposal creator and assigned staff member.
  7. Contract Expiration Reminder – Trigger when expiration reminder should be sent via Cron Job to customer contacts, because there is no option to manually send expiration reminder for contracts, this action is triggered only via CRON job.
  8. Staff Reminder – Trigger when staff is notified for a specific custom reminder.
If the trigger content is empty, then no message will be sent, the system will cast this trigger as inactive

Testing

You can test the SMS sending directly in the SMS config area.