REALTYNA - SALES DEPARTMENT

Last update: Feb 10th, 2019

Contents of this Manual are applicable to the SMS Add-On. Details of this Manual may be different based on the customizations you have or your software.

Introduction

This manual contains information about the SMS add-on, an extension for WPL plugin.

SMS add-on is a powerful extension that enables you to send a text message to your website users’ cell phone numbers that are registered on your website.

Also, you can add/edit the desired text message on WPL Notification system to be sent.

System Requirements

To use the SMS add-on, you will need the following: 

WPL PRO. (Don't install any add-ons on WPL basic)

An account in Twilio provider. (It’s an SMS provider that provides you the required services for using the SMS add-on)

Installation

If you have the installation package of the SMS add-on, you can easily upload it from the following path: WordPress->WPL dashboard->Install Add-on form.

Glossary

Below is a list of terms used throughout this manual and their meanings.

Account SID: It refers to a code that is provided in the Twilio account settings after you register there.

Token ID: It refers to a code that is provided in the Twilio account settings after you register there.

Verified Mobile Number: You need to select one mobile number in Twilio provider and verify it so it can be used in the SMS add-on.

Configuring the SMS Add-on

To configure this add-on, please go to WPL->Settings menu->SMS tab, you will see the form below:

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• Username: Your username in SMS provider.

• Password: Your password  in SMS provider

• Account SID: It exists in your account on the SMS provider website. 

• Token ID: It exists in your account on the SMS provider website.

• Sender Number: A cellphone number that should be verified by your SMS provider.

• Country Code: If your website users don’t add their mobile number with their relevant country code, you can add a default country code here yourself.

How to manage the SMS notifications?

You can manage the SMS notifications and edit the desired text by going to: WPL Backend > Notification page. (We suggest studying this KB article about WPL notification system, since the SMS add-on is integrated with this system)

If the SMS add-on is installed on your website, you will see a new column named ‘SMS’ in the respective table of notifications just like the screenshot below.

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You can disable/enable the desired notification accordingly.

By clicking on the title of the notification under the Subject column, you can edit the notification details.

SMS Template: You can use any text that you want (we suggest not exceeding 160 characters). But do not change the structure of the existing text with this pattern ##text##.

In the SMS Options tab, you can include more recipients to the notification:

By including a membership (for PRO members) all the users that are assigned to that membership will receive the notification. You can include WPL users/agents in the notification recipients as well. There is a feature for including emails in the notification. You can use this feature to send a copy of the notification in a custom email.

Note: All existing users on your website need to have a valid mobile number in their WPL User profile. You can make sure of this through: WPL Backend -> User manager -> Click on desired Username to see his/her mobile number.

Note: In case you wish to add users associated with a membership to notification recipients, you would need our Membership add-on as well.