HappyFox SMS : Sending text messages from tickets

May 15, 2019

10139

HappyFox SMS feature allows you to send text messages from within a ticket.

Available Plans: ✖️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️ Enterprise Plus

SMS feature in a nutshell:

Register a new phone number within HappyFox for free.
Refill your HappyFox account balance for sending SMS.
Start sending messages from tickets.
Create Templates to compose and reuse your responses.
View logs to track your audit trail and expenditure.

Permission:

There are 2 permissions - Managerial and Ticket level.

Enable Send SMS from tickets permission under Manage >> Roles & Permissions >> Ticket level.
Enable Manage SMS under Manage >> Roles & Permissions >> Managerial.

The account administrator will always have access to the SMS manage page even with the permission disabled. The permission applies for other agents in the help desk system.

Register a Phone number(Admin only):

The initial setting can be done only by the account admin, as it involves in-app purchase.

Go to Manage >> SMS >> Create your first phone number.

Provide a Name for your phone number(say 'Support Number'), to easily identify.
Provide the necessary details for doing a search and registering a number.

Choose a number from the list of suggestions and click Purchase Number.

1 number for Fantastic plan

Upto 3 numbers for Enterprise and Enterprise Plus plan

You can see your current balance, phone numbers and number of messages sent in the Overview section. Initially, a $10 balance is credited to your account, to aid in learning how to use the feature.

Refill your HappyFox account balance for sending SMS(Admin only):

To do a quick recharge or refill, Go to Manage >> SMS and add the amount under the one-time refill area and click 'Refill'.
Auto-refill option can be used when you want your balance refilling to be done automatically. This will refill your account with the amount mentioned in 'Auto-refill amount' value, every time your pending balance goes below the 'Auto-refill threshold' value. This way, even when you go out of balance in the middle of sending SMS, the messages don't fail but are queued and auto sent after the auto-refilling happens.

Send messages from a single ticket:

From the ticket details page, click on More Actions >> Send SMS.

In the new SMS page that appears, provide the necessary details and click 'Send SMS'.
To add ticket-related data within the SMS, make use of the placeholder tags, by clicking on 'Add Recipients' or 'Insert Ticket Info'.
Click on 'Preview' to view the actual message, before being sent.

Long messages are broken into multiple messages, with 160 characters each and sent.

Once the SMS is sent, an activity log is created in the ticket details page, as shown below.

Create Templates to compose and reuse responses:

Go to Manage >> SMS and scroll down to Manage Templates.
Provide the necessary details and create a new template.

Reuse this template from SMS page, while you are sending SMS from tickets.

Tags