Using iZeno SMS Module for SugarCRM

www.izeno.comCopyright 2010@iZeno Pte Ltd

Installing iZeno SMS Module Version 1 for SugarCRM 6updated on 25 Nov 2011

Benny Ng

Director Business Development

iZeno Pte Ltd

Copyright 2010@iZeno Pte Ltd

Installation of SMS Module Sign up for trials via this URL: http://www.izeno.com.sg/index.php/products/sms-solutions/sms-trial

You will be given a module to download with valid SMS credits worth of 2 USD.

Rates table for SMS is available at this URL:

http://www.izeno.com.sg/index.php/products/sms-solutions/sms-rate-table

Please make sure that your current system is running on Sugar 6.

Login as a admin user.

In the System sub-panel of the Administration Home page, click Module Loader.If you deployed the package, it is listed in the top panel and has already been made available to other users

in your organization. You can uninstall it or disable it by clicking the appropriate button.


Installation of SMS Module

Click Browse to navigate to the location of the module’s zip file on your local machine.

Select the filenaame:iZeno_SMS_Module.zip and then click Open.

The path to the zip file displays in the Module field.

Click Upload. The uploaded module displays in the bottom panel.

Click Install. The license agreement displays on the screen.


Installation of SMS Module

Select Accept to accept the agreement and then click Commit to install the module.

If the installation is successful, the system displays a message stating that the module installed successfully.

To go back to the Module Loader page, click Back to the Module Loader.

The new module tab is now visible to all users.


Configuration of SMS Module In the Short Message Service sub-panel of the Administration Home page, click SMS & Modules Relationship

Select the highlighted modules and click the arrow key to determine which existing modules can send SMS.

Click Save. System will prompt you to repair the module.

This is correct. Please proceed and execute.


Configuration of SMS Module In the Short Message Service sub-panel of the Administration Home page, click Field Selector.

This will activate phone number fields in the module that can send out SMS.

Select the highlighted fields and click the arrow key to determine which existing field can send SMS.

We have selected Mobile here in this example.

Click Save.


Configuration of SMS Module

To activate the field in the selected module to be SMS enabled, you need to click onto the repair button to commit the changes.

The following message will be displayed.

You are now ready to send SMS from SugarCRM.


Create and send SMS to single contact

Click to send SMS

Click onto the mobile phone icon to trigger message sending box.

Message box shows you the number of characters in the SMS.

If the message exceeds 140 characters, the send button will be disable.


Create and send SMS to multiple contacts

Step 1

Search and select the contacts to receive SMS.

Step 2

Click onto the compose SMS action button.


Create and send SMS to multiple contacts

Step 3

Input SMS message to be sent to multiple conytacts.

System display the list of SMS receipients.


Create and send SMS using SMS Templates

Go to Email>Create Email Template> check SMS only to create the SMS template for use in campaigns or via compose SMS from list view/detail view.

Please note that variable custom fields can be used in SMS template for Campaign.


Create and send SMS using SMS Templates

Select SMS Template to use. SMS Template allows insert of variables .

This is only applicable to sending SMS using SugarCRM Campaign module.


Sending SMS Campaign from SugarCRM

Using the Campaign Wizard http://www.sugarcrm.com/crm/support/documentation/SugarProfessional/6.1/-docs-Application_Guides-Sugar_Professional_Application_Guide_6.1.0GA-Campaigns.html#1277195

You can use the Campaign Wizard to guide you through the process of creating a campaign.

To create a campaign using the Campaign Wizard

1.From the Actions list on the Campaigns tab, select Create Campaign (Wizard).Sugar displays the Campaign wizard on the screen.

Select Type as SMS.



2. Enter Campaign name and other necessary information such as budget.



3. Select Target List



4. Create marketing to determine date/time to send SMS blast to the selected target list.



5. Finally send test SMS or schedule the actual SMS blast as per Email campaigns.

Please note that you can view SMS queue in Email Queue (in Administration panel)



6. For 1st time users, please setup the scheduler for SMS campaign.


SMS Integration to Workflow management (More details later)

Define the condition of workflow.

Create alerts and actions to be taken when workflow is being triggered.

Eg. When a sales opportunity is being won, a SMS will be sent to the delivery team for processing.


Value Propositions of iZENO SMS Module for SugarCRM

Download ,install SMS module and purchase credits to start sending SMS.

Tight integration with SugarCRM Workflow, Core modules,custom modules,Campaign and role access.

Using SugarCRM 6.0 award winning User interface and customisations platform.

Almost zero learning curve for existing SugarCRM users and administrators.

QUICK TO IMPLEMENT INTEGRATED EASE OF USE


Do You Have Any Questions?

Need clarifications? Email To [email protected]


THANK YOU VERY MUCH

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Using iZeno SMS Module for SugarCRM

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