{"id":3169,"date":"2023-01-27T14:48:05","date_gmt":"2023-01-27T13:48:05","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&p=3169"},"modified":"2025-05-02T09:25:10","modified_gmt":"2025-05-02T07:25:10","slug":"sms-numbers-how-to-use-them","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/sms-numbers-how-to-use-them\/","title":{"rendered":"SMS numbers – Set them up"},"content":{"rendered":"\n
\"\"<\/figure>\n\n\n\n

[Reading time: 3 minutes<\/em>]<\/p>\n\n\n\n

Overview<\/h2>\n\n\n

The \u2018SMS numbers\u2019 module lets you configure sender names for your outgoing direct or smart SMS messages.<\/span><\/p>\n

2 types of SMS senders can be created: customized<\/strong> or marketing<\/strong>. INO cx works with partner operators to add numbers to be used for marketing SMS senders.
If you already have a contract with an operator, you can manage SMS sending yourself via the client account settings > SMS settings.
<\/span><\/p>\n\n\n

\"\"<\/figure>\n\n\n

Once created, SMS senders can be used: for direct sending, for smart sending using a queue (during a call or not), in a Smart routing, in an SMS campaign, in an invoice.<\/span><\/p>\n

I – SMS sender creation<\/h2>\n

Accessing the module<\/h3>\n
    \n
  1. \n

    Go to the Maker.<\/p>\n<\/li>\n

  2. \n

    Navigate to Entry points > SMS Numbers<\/strong>.<\/p>\n<\/li>\n

  3. \n

    You will then see a list of all created SMS senders.<\/p>\n<\/li>\n<\/ol>\n

    Adding an SMS sender<\/h3>\n

    Once you are in the module, click on the \u2018CREATE\u2019 button.<\/p>\n

    Interface and available options<\/h3>\n

    The SMS senders list is displayed in a table with several columns:<\/p>\n

      \n
    • \n

      Name<\/strong>: The name associated with the SMS sender.<\/p>\n<\/li>\n

    • Type: The type of sender (marketing or customized sender). Note: For marketing senders, a stop clause will be inserted. For customized senders, do not use prohibited senders!<\/em><\/li>\n
    • Customized sender: Sender to be displayed on the target’s phone<\/li>\n
    • \n

      Time zone<\/strong>: The time zone applied to the SMS sender (default or custom).<\/p>\n<\/li>\n

    • \n

      Language<\/strong>: The language assigned to the SMS sender (default or custom).<\/p>\n<\/li>\n<\/ul>\n

      Searching and filtering numbers<\/h3>\n
        \n
      • \n

        Search bar<\/strong>: Allows you to search for an SMS sender by name or by the customized sender.<\/p>\n<\/li>\n

      • \n

        Tag filters<\/strong>: A dropdown menu lets you filter SMS senders based on assigned tags.<\/p>\n<\/li>\n<\/ul>\n

        Editing an SMS sender<\/h3>\n\n\n

        Once you are in the module, click on the \u2018CREATE\u2019 button.<\/p>\n\n\n

        Each SMS sender can be modified by clicking the pencil button. This action allows you to change the parameters related to the sender.<\/p>\n

        History and tag management<\/h3>\n

        The cogged wheel\u00a0icon<\/strong> button provides access to four features:<\/p>\n

          \n
        • Duplicate<\/strong><\/li>\n
        • History<\/strong>: View modifications and changes made to the SMS sender.<\/li>\n
        • See dependencies<\/strong>: Check where the SMS sender is used (profiles, queues, payment modules).<\/li>\n
        • Tag management<\/strong>: Assign tags to the number for better organization and searchability.<\/li>\n<\/ul>\n\n\n

          Once you have added your SMS sender, you can use it in several modules.<\/p>\n\n\n\n

          II – SMS senders settings <\/h2>\n\n\n\n

          1. For direct SMS<\/h3>\n\n\n\n

          To use the previously created SMS sender when sending a direct SMS, you will need to add it to the profile.<\/p>\n\n\n\n

          To do this, go to the Maker, profile, configuration tab, SMS numbers sub-tab. Click on the ADD button.<\/p>\n\n\n\n

          You can add up to 50 SMS numbers to a profile.<\/p>\n\n\n\n

          2. For smart SMS<\/h3>\n\n\n

          To use the previously created SMS sender when sending a smart SMS, it must be added to a queue.<\/p>\n

          <\/p>\n

          Note: as with direct SMS messages, SMS senders can only be used for outgoing interactions, so they need to be set up in an outgoing queue.<\/em><\/p>\n

          <\/p>\n

          To do this, go to the Maker, to the queues, enter the desired queue, settings tab, distribution section. You can then select an exit point, which is the SMS sender that will be displayed.<\/p>\n

          <\/p>\n

          Note: for messaging, this exit point only concerns SMS messages.<\/em><\/p>\n

          <\/p>\n

          <\/p>\n

          3. For payment link<\/h3>\n

          <\/p>\n

          To be able to use the SMS sender you created when sending a payment link by SMS, a payment confirmation or a reminder of payment deadlines, you will need to add it to a payment module.<\/p>\n

          <\/p>\n

          To do this, go to the Maker, payment modules, and enter the General section of the desired payment module. You can then select an entry point, which is the SMS sender that will be displayed.<\/p>\n

          <\/p>\n

          \"\"<\/figure>\n

          <\/p>\n

          <\/p>\n

          4. For SMS campaigns<\/h3>\n

          <\/p>\n

          In order to use the SMS sender you have created for an SMS campaign, you will need to add it to an SMS campaign.<\/p>\n

          <\/p>\n

          To do this, go to the Maker, to SMS campaigns. When you create an SMS campaign, you will be asked for the SMS number that will be displayed. You can also change it later.<\/p>\n

          <\/p>\n

          <\/p>\n

          \"\"<\/figure>\n

          <\/p>\n

          <\/p>\n

          5. In Smart RoutingS<\/h3>\n

          <\/p>\n

          To use a previously created SMS sender in Smart Routing, use the \u2018Send an SMS\u2019 action and then select the SMS sender.<\/p>\n

          <\/p>\n

          Note: you will have access to all the SMS senders created in the customer account.<\/em><\/p>\n

          <\/p>\n

          \"\"<\/figure>\n

          <\/p>\n

          Congratulations! Now, you can use your SMS numbers in the Banner.<\/p>","protected":false},"excerpt":{"rendered":"

          With the SMS numbers module, you can set up a sender according to your needs and activity, and then use this sender for all your SMS sendings, whether they are made via the Banner or in a Smart routing, for example.<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[146,105],"ht-kb-tag":[147,131],"class_list":["post-3169","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-as-an-administrator","ht_kb_category-using-ino","ht_kb_tag-admin","ht_kb_tag-maker"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/3169","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=3169"}],"version-history":[{"count":7,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/3169\/revisions"}],"predecessor-version":[{"id":4987,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/3169\/revisions\/4987"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=3169"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=3169"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=3169"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}