Everything you need to change parameters on your account can be found under Settings. This area is segmented into the following items:
- Sub-accounts (depending on your account setup and/or plan)
- Users (depending on your account setup and/or plan)
- API Settings
- Account name and ID - pretty self explanatory really. You can edit your account name here, and copy your account ID if you need it (e.g. for support queries).
- Account time zone - this is relevant when scheduling messages, reading reports, and using socially aware sending. Ideally this would reflect the time zone local to your account.
- Automatic unsubscribe (opt-out) - here's where you set your opt-out keywords that recipients use to unsubscribe automatically from your messages.
- Allow duplicate contacts - switching this to "On" means that if you import a contact more than once, multiple records will be created. We recommend leaving this to "Off," but if you do need it switched on, you'll need to request it via a support request.
- Change or close my account - clicking this will present you with options to change your account or close it.
The change options are as follows:
Numbers and channels
- This is the Active tab, where you'll see all of the options for sender IDs and channels currently available or active for your account. This is the tab that's open in the image above.
- The Settings tab is where you'll find all the options related to sending messages. More on that later in this article.
- Social channels - this is a new feature currently available on an early access basis. It allows you to connect your social media channels (e.g. Facebook and Instagram) to your MessageMedia account. This will enable you to see messages and conversations from all your active channels in the one inbox in the hub. For more info on this, reach out to us.
- Shared numbers pool - this is the standard default for most countries (not including the US). It's a shared rotation of mobile numbers to send messages from that allow customers to reply to your messages. The available action here is to request a dedicated number.
- Short codes - a requirement in some countries, this is a short number that customers can easily recognise as you. This option may not be available to all users depending on your country's legal requirements.
- Dedicated numbers - these are unique, purchasable numbers that you can use to build familiarity and trust with your customers.
- Alpha Tags - also known as alphanumeric sender ID's, these allow you to appear in your customer's inbox as your business name. There are several legalities and requirements surrounding Alpha Tags depending on what country you're sending to. You can read more about that here.
- My mobile numbers - here you can manage the personal mobile numbers that you may wish to use to send and receive messages from in the hub (i.e. your messages will appear to send from your personal mobile number, and replies will appear both in the hub and on your own mobile).
- Default message template - this is where you can select a standard template to pre-populate every message with. E.g. a greeting, signature or opt-out message.
- Socially aware sending - here's where you can limit the window in which SMS messages can be sent, so not to disturb your recipients outside of sociable hours.
- SMS limit - this is where you can restrict the volume of messages that can be sent daily or monthly from your account. It's a great way to manage expenditure.
- Default sender ID - this is the Sender ID that all messages will be sent from unless otherwise specified at the time of creating the message.
- Short trackable links - Want to track click through on links you send with your message? Here's where you can enable or disable that ability. Read more about this here.
- Email to SMS - this is where you'll find all your Email to SMS settings. You can read up all all that stuff here.
- Always request delivery receipts - pretty much exactly as it says. With this turned on, you'll always get delivery receipts back from carriers when messages are successfully delivered. This is essential for reporting, so you should really only turn it off if you feel you need to.
- Plan Tab - all the details relating to billing and payments.
- Invoices Tab - here you'll see a list of all your downloadable invoices.
- Top-up - click here to top-up your account balance.
- General information about your account, plus the ability to configure balance notifications and automatic top-ups (super handy if you don't ever want to run out of credit).
- Edit your billing information by clicking this button
- Your billing information, including the email address that all your downloads are emailed to.
- New payment method - does exactly what it says. Need to add a new card to pay for credits? Click this button.
- Your current (active) payment method
Sub accounts (may not be visible depending on your account setup and/or plan)
- Filter options for finding specific sub-accounts.
- Account name (can be ordered alphabetically).
- How many sub accounts belong to that account.
- How many SMS messages have been sent by that account this month.
- How many users are associated with that account.
- What kind of billing that account is on (pre-paid or post-paid). Also displays the number of credits left if post-paid.
- The status of the account (active or inactive).
- Login option to allow you to log in to that account.
- Meatball menu with options including editing or deactivating that account.
- Create a new sub-account by clicking this button.
Users (may not be visible depending on your account setup and/or plan)
- Filter options for finding specific users.
- User email address.
- Accounts to which the user has access.
- When the user last logged in (can be sorted by date)
- Meatball menu containing options to edit or remove users, and reset their passwords.
- Add a new user by clicking this button.
- API - this is where you come to create new API keys and manage existing keys.
- Webhooks - this is where you come to create and manage webhooks.