SMS
Connectors
WebEngage Native plugin
4 min
message your customers by sending a single sms or starting an sms broadcast using exotel's native plugin on webengage to complete the integration and enjoy seamless communication, follow the steps below step 1 keep the information from exotel dashboard handy find your account sid, api key, and api token on dashboard > settings api step 2 login to your webengage account and enter configuration details on the webengage dashboard navigate to data and insights from the left side go to data platform > integrations > channel integration status > sms setup > configure click on available sms service providers (ssp) and select exo fill in the requested details ssp exotel will be selected here by default name your configuration select a nickname for the configuration to uniquely identify it account id account sid created on exotel's platform, please refer to step 1 to get this value token the api token to use the sms configuration, please refer to step 1 to get this value api key the api key to use the sms configuration, please refer to step 1 to get this value sms type choose from the below sms types as per your requirement transactional (dlt type transactional or service implicit ) transactional opt in (dlt type service explicit ) promotional (dlt type promotional) please note that if you have multiple sms types, you will need to have separate configurations for each of them principal entity id the dlt entity id registered for your business step 3 test plugin and start using it! create a campaign by referring to creating sms campaigns and choose the exotel configuration created in step 3 as the sms service provider fill in the requested details ssp choose the configuration created in step 2 sender the sender id will be used to send the smses message choose the message to be used in the campaign click tracking check this if you want click tracking to be enabled and receive reports dlt template id the dlt template id of the sms template used for the campaign to ensure that the integration is working as expected, you can send a test sms by clicking on test campaign in the dialogue box presented, enter these details, then hit send test variation to test select the variation from the dropdown please refer to https //knowledgebase webengage com/docs/campaign variations testing for more details send test message to choose a number from your selected users to send a test message i e select test segment please refer to step by step guide on creating test segment for more details now that your sms configuration is configured and tested, you can use it to send sms to your customers you can refer to https //docs webengage com/docs/exotel for more details
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