Overview
Twilio Message App integration enables Kylas users to send SMS as well as WhatsApp messages to leads or contacts.
Steps to install and use Kylas SMS application:
- Click on ‘Install app’ on the Kylas marketplace
- After successful installation, sign up on the app
- Verify your email account
- Navigate to the ‘Installed apps’ section under Kylas marketplace
- Click on ‘View Details’
- Login to the application with your email id and password
- Enter Kylas API key – Get your Kylas api key from https://app.kylas.io/setup/integrations/api-keys/list
How to connect SMS service provider account:
- Navigate to the ‘SMS Templates’
- Click on ‘Add SMS Template’
- Enter the Name of the template
- Enter the Content of the DLT approved SMS template
- Choose associated Entity type from Lead, Deal or Contact
- Choose SMS type
- Choose the vendor for which the template is being created
- Enter the DLT template ID (Mandatory) and DLT tag ID (Optional)
- Check the Active checkbox
- Click ‘Save’
How to Add users in the app:
- Navigate to ‘Manage Users’ inside the SMS app
- Click on ‘Add User’
- Enter the Name and Email of the user
- Choose the Role from Member or Admin
- Choose the corresponding Kylas user from the list of Users available in your Kylas account
- Click on Save
- The users added in the app will receive a email for their account verification, after verification the users can install the app and login from their credentials.
- The users added with the role as ‘Admin’ will be able to view all tabs in the SMS application
- The users added with the role as ‘Member’ will only be able to view SMS logs and Templates
Send SMS from Kylas UI:
- After successfully setting up the SMS app go to a Lead, Contact or Deal's Details page
- Click the ‘New Message’ CTA
- Click on the ‘Send SMS’ action
- It will open a pop up where you will be asked to choose the phone number and SMS template
- After selecting the Number and Template, click on ‘Send’ button
- Refresh the message section to view the new entry created or sent SMS
- You can also view the SMS log and errors (if any) under the SMS log section of the app in marketplace