SMS setup

Requirements

As part of the process, you will require the following:

  • Eloqua administrator account access​

  • Details of the account and any required credentials (username, token, API key etc.)​

Installation

If you haven't already done so, install the product

*Installation links will be provided by your account manager

Location

  • After installation, a new “Text Message (SMS)” step is available within your Campaign or Program steps menu (to the left of any campaign/program).​

  • If you cannot see the connector – click the ‘expand’ icon twice to show all steps.

Please Note:

If you cannot see the connector – click the ‘expand’ icon twice to show all available steps.

Configuration

To access the connector configuration, please follow the instructions below:​

  1. Add the step to the canvas​

  2. Double click on the created step to load the step information (see image to the left)​

  3. Click the ‘Pencil’ icon ​

  4. Click ‘Let’s Go!’ on the pop-up. ​

Administration

Connector Administrator​

You can setup the Administration settings at the following location (from the configuration screen)​

  1. Click Setup located at the top right​

  2. Click Settings from the drop-down menu​

  3. Click SMS from the resultant screen

SMS Provider Administration​

  1. Click on the + icon underneath the title SMS​

  2. Provider Details​ ​ Enter the information that has been provided by your provider within the corresponding text field. ​

Please Note: ​ If you do not see your provider in the list, please get in touch as we can add additional providers to the list upon request.​

SMS Configured Responses: GLOBAL Rules​

This section allows you to create responses that will be run automatically when a contact replies with a specific phrase(s).​

  1. Click on the + icon underneath the title Your Configured Responses.​

  2. Condition: The rules that form part of the condition that will trigger the rule​

  3. Phrase: The phrases that the recipient must reply in order to trigger the rule. The phrase can be set so that it is case sensitive​

SMS Configured Responses: GLOBAL rule response​

This section allows you to create responses that will be run automatically when a contact replies with a specific phrase(s).​

  1. Message: The message that will be responded back to the recipient once the rule has been triggered. The message may also include field merging.​

  2. Form Submission: The form that will be submitted when the rule is triggered.​

  3. Custom Object Creation: The CDO that will be submitted when the rule is triggered along with email address, reply address, phone number and reply date.​

User Instance

Individual Instance: Message​

This tab allows you to view and manage the details relating to the SMS instance:​

  • A/B Testing​

  • Message (with field merge & personalised URLs)​

  • RTL (Right to Left)​

  • Account​

  • Market​

Individual Instance: Stats​

This tab allows you to view information in relation to the performance of the specific instance.​

  • Outcome​

  • Split test comparisons​

Individual Instance: Response​

This tab allows you to view and manage the rules and responses in relation to the specific instance.​

  • Message rules​

  • Information logs​

  • The last 50 inbound replies

Examples

The process is as follows:

  • Starts with an always-on segment, so you set it once and it keeps synching new target contacts​

  • Each contact is sent an SMS message that can include field merging and personalized URLs​

  • After the message is sent, the campaign will wait for 1 hour before progressing to the next step within the campaign.

SMS Checklist

Step by Step Checklist

  • Install the JAF main app​

  • Expand the element selector on the canvas to locate the Facebook connector and select the star to ensure it ​ will be shown on all levels of the menu​

  • When setting up the component, ensure that you have the provider details so that the campaign can send SMS messages