Administration

SMS – Extension based

Overview

An SMS-enabled DID (Direct Inward Dialing) is a phone number that has been activated to send and receive text messages, including multimedia messages like pictures and videos.

The key benefits include:

  • Unified communication: 
    Businesses can use a single number for both voice calls and text, simplifying customer interactions. 
  • Enhanced marketing: 
    It enables multi-channel marketing strategies for brand awareness, offers, and customer service through text messaging. 
  • Improved customer service: 
    It allows for quick and convenient two-way communication with customers via text, which can be more efficient for certain inquiries. 
  • Increased efficiency:
    It can be used for automated alerts, appointment reminders, and two-factor authentication.

Supported Capabilities:

  • Each user can have up to two SMS DIDs
  • Multiple users (up to 5) can share the same DID
  • All users receive incoming messages
  • Outgoing messages will be echo’ed to all users (future enhancement)

Prerequisites

To support SMS-enabled DID feature, you must have:

  1. One or more E-MetroTel SIP Trunks and associated DIDs assigned to the customer’s UCX serial number (SN).
  2. Login credentials for E-MetroTel’s Partner Portal in order to enable SMS for the DID.
  3. HTTPS port 443 must be opened in the UCX firewall for communication between the device and the UCX. (If Firewall is enabled on the UCX.)
  4. For UCX appliances behind a network router, port forwarding must also be configured on the router for port 443. (See Configure Port Forwarding for Remote Access)
  5. Must allow HTTPS access to integration.emetrotel.net.

Step 1 – Get DID number

If you already have a DID number associated with E-MetroTel’s SIP Trunk assigned to the customer’s UCX SN, then skip to STEP 2.

To add a new DID:

  • Login to Partner Portal
  • Navigate to Cloud Services -> DID Number
  • Click on the NEW button
  • Select Organization from the drop-down list.  This is should be the same as the customer’s UCX SN.
  • Follow the steps to get a new DID number.

To port an existing DID:

  • Login to Partner Portal
  • Navigate to Cloud Services -> DID Number
  • Click on the PORT button
  • Enter the Serial Number of the UCX.
  • Follow the steps to port the DID number(s) to E-MetroTel.

Step 2 – Add SMS

Navigate to Cloud Services -> Connectors, select SMS tab.
Click on New SMS Account button.
AddSMStoDID-Connectors.png

Enter the UCX Serial Number and select the DID from the drop-down list.
Click on the NEXT button.

AddSMStoDIDa.png

DID numbers from the US

For US based DID numbers, there are 2 additional pages to complete.

Brand Registration – Fill in the required information and click on the button PROCEED to Campaign Registration.

AddSMStoDID-Brand.png

Campaign Registration – Fill in the required information and click on the button PROCEED to Checkout.

AddSMStoDID-Campaign.png

Complete the rest of the pages and submit the order.

AddSMStoDID-Payment.png

It takes approximately 5 business days for Canadian DID and 10 business days for US DID for the order to be verified and activated.

Step 3 – Assign DID to Extension

Infinity 3065

From the Partner Portal, navigate to Provisioning -> Infinity 3065.

Edit the desired Device ID and enter the Extension number to be associated with the DID. Once the extension number is entered, the SMS Subscription section will be displayed.

In the SMS Subscription section, select the desired DID from the drop-down list.

AddSMStoDID-SMSSubscription.png

Infinity 7xxx

From the Partner Portal, navigate to Provisioning -> Infinity 7xxx.

Edit the desired Serial Number and go to Services tab.  

In the SMS section, select the desired DID from the drop-down list. SMStoDID-7xxx.png

NOTE

The same SMS DID can be assigned to more than one extension. On receiving an incoming SMS, all the extensions that share the same SMS DID will receive the message.

When one extension sends an outgoing SMS, the message is sent only to the target phone number, all the other extensions that share the same SMS DID will not see the message.

Step 4 – Configure Incoming and Outgoing Routing

From the Partner Portal, navigate to Cloud Services -> Connectors -> SMS.

Apply the appropriate filters to find the desired SMS record.

Click on the Edit button.AddSMStoDID-Pending.png

UCX System

If the DID is associated with a UCX System, both Incoming and Outgoing Routing is supported on Infinity 3065 and Infinity 7xxx .

Note that Infinity WebClient is only for Omnichannel. (See Omnichannel – SMS Settings for details)

You can optionally select Redirect to mobile number and/or Redirect to email address. This can be useful for testing purposes.

Click on the PROCEED button to save.

Edit-Connector-SMS4.png

 

Non-UCX System

If the DID is associated with a non-UCX system, all the Infinity devices are not supported.

You must select Redirect to mobile number and/or Redirect to email address. Click on the PROCEED button to save.

You can only receive SMS messages, you cannot send SMS messages. Edit-Connector-SMS3.png

Usage

Receiving SMS

From Infinity 3065 or Infinity 7xxx device, select the Messages tab.

If SMS is enabled, there will be a SMS tab listing all your SMS messages.

SMStoDID-Receive.png

Sending SMS

From Infinity 3065 or Infinity 7xxx device, select the Messages tab.

Click on + New SMS button.

Enter the target phone number at the top and type your message in the message box, then click the send button.

SMStoDID-Send.png

 

 

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