Configuring Record Types

Users need to configure Record Types for all those entities with whom they want to message. Also, at times a record can have multiple phone numbers. Messages will be sent to the phone numbers selected in the ‘Phone Number Field’.

• Click on +New Record Type to create a New Record.

• Mention the Record Type.

• You can choose any Entity from OOB to Custom ones. However, this is only functional on Entities that have a phone number associated with them.

Enter the related record type from the list provided as shown below:

• For the system to decide, whether the message should be sent, the message Compliance Field is used.

• The Compliance Field lists all the Boolean Fields within the Record.

  • If the value is selected as Yes, messages will be sent.

  • If the value is selected as No, messages will not be sent.

• Phone Number Field: Add phone number field.

• Default Country Code: Provide the required country code.

• Priority Order: Enter priority order according to your business needs.

• In the Phone Number Field, all the multiple phone number fields within a Record are listed and you can choose whichever contact as preferred. But, note that the particular field selected should have a working contact number.