TeleSign SMS for Dynamics 365 for Marketing – User Manual
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Table of Contents
Overview ................................................................................................................................................. 4
Features ............................................................................................................................................... 4
Language support ................................................................................................................................ 4
Solution configuration ............................................................................................................................. 5
Using TeleSign SMS solution ................................................................................................................... 7
Sending SMS text messages ................................................................................................................ 7
Extending the Customer Journey .................................................................................................... 7
Sending a single SMS text message ................................................................................................. 9
Delivery reports ............................................................................................................................... 9
Receiving SMS text messages.............................................................................................................. 9
Contact identification ...................................................................................................................... 9
Subscription list management ......................................................................................................... 9
Keyword processing ...................................................................................................................... 10
Auto-reply messages ..................................................................................................................... 10
Non-Matching Auto-reply messages ............................................................................................. 10
Customer Journey interaction ....................................................................................................... 10
Compliance ........................................................................................................................................ 11
Compliance attributes ................................................................................................................... 11
Handling opt-in and opt-out requests ........................................................................................... 11
Examples ........................................................................................................................................... 13
Create a new keyword .................................................................................................................. 13
Create a new personalized SMS text message template .............................................................. 13
Create a Customer Journey using TeleSign SMS tile ..................................................................... 13
Configure the short/long code to use two-step opt-in ................................................................. 15
Create an auto-reply message ...................................................................................................... 16
Using a subscription list ................................................................................................................. 16
Create a Non-Matching auto-reply message ................................................................................ 16
Solution administration ......................................................................................................................... 18
Phone number cleansing ................................................................................................................... 18
Change contact phone number attribute ......................................................................................... 18
Security roles ..................................................................................................................................... 18
Automatic Record Creation ............................................................................................................... 19
Honor Opt-In/Opt-Out Messages for Short/Long Codes with None Opt-In ..................................... 19
TeleSign SMS solution entities .............................................................................................................. 21
TeleSign SMS Message ...................................................................................................................... 21