Unsolicited inbound messages are messages sent in without prompting (i.e. not replies). The application will attempt to match unsolicited inbound messages to an existing record. However, if no match is found you can define which action you'd like the application to take when an unmatched unsolicited inbound message is received.
Unsolicited inbound message settings are managed in a single MM Inbound SMS Configuration record.
Important - only one MM Inbound SMS Configuration record can be present. If you attempt to create an additional record, the application will throw an error. |
1. To navigate to the configuration record, enter MM Inbound SMS Configuration in the Global Search bar and select Page: MM Inbound SMS Configuration:
2. On the existing MM Inbound SMS Configuration record listed, click Edit:
3. Now, you can configure which action the application should take when an unsolicited inbound message is received by setting the fields below:
A) Customer Not Found Situation - this field defines what action the application will take when an unsolicited inbound message is received:
● Send Email to Email Address (set "Email Address" field below)
● Send Email to Employee (set "Employee" field below)
● Create A New Customer
● Create A New Lead
● Create A New Prospect
B) Employee - this field will be used to define the recipient of the notification email if the "Send Email to Employee" action is selected.
C) Email Address - this field will be used to define the recipient of the notification email if the "Send Email to Email Address" action is selected.
D) Default Subsidiary - the subsidiary is a required field when creating any Customer, Prospect or Lead record.
E) Default Number Format - this defines the format the phone number of the inbound message will be stored as.
4. Click Save.
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