Tuesday, October 15, 2013

Automate SMS Communications in Minutes with SMS on Workflow v.1.7

In August 2013 we introduced our SMS Magic Interact v.1.30 in our attempt to enhance your user experience of the product. Check it out, if you missed it. We had promised you then to continue striving to provide the best features and additions to our array of products, We have taken one more step in that direction.

SMS on Workflow v.1.7 Released!
Just two month down the line we are proud to present our latest version of SMS on Workflow v.1.7 - one of our customers favorite add-ons.  Get your hands on it here.

What brought about this innovation? Well, long story short, there is no direct way provided by Salesforce to send SMS from the Workflow feature. It provides only limited actions like email, field update, task creation and outbound message on any rule. As we all know, Workflow automation is key to any business' success. It saves time and manual intervention in process execution. Not surprisingly, automation on SMS notification (with its ability to reach any where any time), is one of the popularly demanded features from our customers. 

So, our think-tank at Screen-Magic came up with this great solution - SMS on workflows to serve our customers' demands for automation. Today many of our customers are using this add-on feature. But we haven't stopped at that. Over the past few months, our team has bettered this package by including some customer suggested features in it.  

With SMS on Workflows, we have enabled businesses to automate their business communications right from simple "Thank you!" messages to urgent alerts like "downtime notifications" for any object (Standard/ Custom).

Intuitive Getting Started Process.
We understand how comforting it is to have a UI that shows you everything you need at the same place. In the new version we have made the UI more intuitive to help you get started easily. You do not need to do elaborate upfront configurations again.

Make you mark with a  Sender ID.
Isn't it wonderful when your receiver knows it's you who is reaching out to him and not some randomly generated number? And what better way to ensure it than use a unique sender ID. We know what a crucial role your sender id can play for you and so in the new version you can select your preferred sender id while creating your workflow configuration. Say "Bye!-Bye!" to a default sender ID.

Figure 1: Select Name Field & Sender ID

Know Who is Receiving Your Messages.
Its not all machine's game! As a end user, we know you must be excited to see how things are working and who is receiving your messages. We have added the required human touch here. you can add recipients name to personalize your message and also to figure out in a moment to see who is receiving your messages. We have provided you an option to select the name field too while configuring a workflow rule. With this in place, you can see who all have received your messages thus making tracking easier.

Track Batch execution of Bulk SMS.
You know those times when you send a campaign or a batch of bulk SMS and the only way you can track it by refreshing your screen periodically? We totally understand what an "Arrghh!!!" moment it can be. Salesforce is SAAS platform and it has its own limitations for handling bulk records. Though Salesforce has a batch execution feature for handling bulk SMS automation but it happens in the background hidden from the users' view. We have tried to present you a view where you can track progress of an automated bulk message execution. You can see your "In Progress" messages populate your SMS History related list as their status changes to "Completed".

Figure 2: Track Batch Execution

Send upto 3000 automated SMSes at a time!
In previous version, we had a limit of four concurrent workflow rules. It was quite unrealistic for businesses who have complex scenarios and hence need a large number of workflow rules. In this version, you can configure as many as 3000 workflow rules and also send all the messages in one go! Now you can define as many workflow rules required and experience complete automation. If you have doubts, feel free to drop email to our support team.

There is indeed so much more that you can do with the new SMS on Workflow v.1.7.

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