Program extensions: dotmailer SMS

Please note

This article assumes you've read Using program extensions.

Contents

Initial setup
Creating a dotmailer SMS profile
Configuring your dotmailer SMS extension

Summary

A dotmailer SMS extension can be used in programs to send SMS messages to your contacts' mobile phones when they reach the node. 

To be able to send SMS messages to your contacts, you'll already need to be storing their mobile numbers in a contact data field of your designation.

Initial setup

You'll need to ask our account team to enable this provider within your account. They'll notify you when this has been done.

You'll then need to create a profile for it, at which point you'll be ready to use the dotmailer SMS extension within the program builder.

It will appear under 'Extensions' in the side panel to the left of the program canvas.

Creating a dotmailer SMS profile

You can create a dotmailer SMS profile in the 'Extension profiles' tab in the 'Access' area, which is accessed by selecting Access from the settings menu.

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Click on Add to produce the provider type dropdown, select dotmailer from the list and then click OK

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Add details/authentication for the new dotmailer SMS profile.

You can also tick a box to limit the rate that requests are made by the profile. This is because some providers won't allow too many requests to be sent at once by the same profile (but remember - you can create more than one profile per provider type).

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When done, click Next.

You'll then need to assign the 'Mobile' contact data field that contains your contacts' mobile phone numbers.

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Once happy, click Save.

Configuring your dotmailer SMS extension

Once you've dragged and dropped your dotmailer extension into your program, you'll need to configure it.

Click on the node and the configuration panel will slide in from the right.

Select the profile you wish to use for this action from the 'Profile' dropdown (or you can click the + to add another profile).

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The action 'Send SMS' is already confirmed for you.

The 'Mobile' field (the contact data field that contains contacts' mobile numbers) will also be confirmed. This will be the contact data field that was assigned for the particular profile being used.

Remember: it's always your responsibility to ensure you're supplying good, executable data, or your extension call could fail.

The character limit/amount of characters remaining for your message is displayed to the bottom right under the 'Message' entry field. Enter the message you want to send.

You can also add personalisation by clicking on the personalisation icon on the far right.

Be aware when using personalisation

The value held against your contact for contact data fields used for personalisation will be added to your message upon sending. If adding personalisation causes a message to exceed 160 characters, then the message will fail to send.

Once a program is activated and a contact reaches this node in your program, the message entered will be sent to the contact's mobile number, with any personalisation included.

Once happy with your configuration, you should firstly test the extension to ensure it works as expected. Click on Find contact, choose a contact from your 'Test' address book and then click Submit to make a test request. The full response will be provided underneath, allowing you to see whether the extension is working or not.

After testing successfully, click Apply.

Have more questions? Submit a request

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