Managing SMS Messaging Integration Settings

To integrate the SMS Messaging Add-On into your NetForum application, please reach out to your Customer Success Manager.

The SMS Messaging Integration Settings are used to control the integration itself, including the message segments that are used by the various Message Types and the Call to Action text displayed below the Opt in box on eWeb.

To update the SMS Messaging Integration Settings:

1. Go to the Admin module, click the Integration group item, and then click the Integrations group item link.
2. Click the Go To button on the SMS Integration line item available on the Integrations child form.
   This will display the Integration Profile where you can update the Integration Settings based on your associations needed.                                                                                         
   Important: Please do not alter the following Integration Settings to avoid any disruptions to the SMS Messaging Integration.
   • AccountSID
   • AuthToken
   • PhoneNumber
   • CallbackURL
3. On the Integration Settings child form, click the Edit icon on the Integration Setting that you wish to update. This will display the Edit Integration Setting form.
4. On the Edit Integration Setting form, update the Value field as needed and click the Save button.
   
   
   

Integration Setting	Default Value	Description
OptInText	You are now opted in to alerts from	Enter the text message segment that will be sent when a user opts in. Note that this will always be paired with the Association Name.
OptOutText	You are now opted out of alerts from	Enter the text message segment that will be sent when a user opts out. Note that this will always be paired with the Association Name.
AssociationName	Association Name.	Enter your Association name/Acronym. This will be included in every opt in and opt out message. Note that this will always be paired with either the OptInText or the OptOutText; if you want proper punctuation in your text message, then you should include a period at the end of the value.
PrivacyPolicyTermsConditionsLink	Please enter a link to Privacy Policy/Terms & Conditions in Integration settings.	Enter a link to your Association's Privacy Policy/Terms and Conditions. This will be included in every opt in message.
FrequencyDataRatesInfo	Frequency varies. Msg/data rates may apply.	Enter frequency/data rates information.
HelpMessage	Please provide a link to help content/information about how to contact your organization in Integration Settings.	Enter a link to help content/information about how to contact your organization.
SMS CalltoAction	Please enter your SMS Call to Action text in Integration Settings.	Enter the Call to Action text that you would like to display below the Opt In checkbox on eWeb.

Managing SMS Messaging Activation and Deactivation

The admin user can make the SMS Messaging functionality active or inactive based on their association’s need.

To activate/deactivate the SMS Messaging functionality:

1. Go to the Admin module, click the Integration group item, and then click the Integrations group item link.
2. Click the Go To button on the SMS Integration line item available on the Integrations child form. This will display the Integration Profile.
3. Click the Edit button on the Integration Profile.
   
   This will display the Edit Integration form.
4. On the Edit Integration form, select the active check box and then click Save if you wish to activate the SMS Messaging functionality for your association.
   To deactivate the SMS Messaging functionality for your association, clear the active check box and click Save.
   
   Note: The system will be able to communicate with SMS service provider only if the SMS Messaging Integration profile is active.

Related Articles:

• Managing SMS Messaging Preferences
• Scheduling a SMS Message
• SMS Message Profile
• Nucleus Analytics: SMS Messaging Dashboard
• SMS Message Types