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’.
Note: Against one Entity, only one Record Type can be created.
Click on +New Record Type to create 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.
Note: While configuring, in background, we have a logic to create field. Due to this, it is extremely important that System Admins give privileges to the users.
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.
Note: In case Compliance Field is not set, the message will be directly sent without validation.
In the screenshot below, we have selected ‘Allow SMS’, you may select a field as per your preference.
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, please note that the particular field selected should have a working contact number.
Note: It is extremely important for the selected contact numbers to have Country Codes.
For further queries, reach out to us at crm@inogic.com
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