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5. SMS

Estimated reading: 8 minutes

SMS is a PBXware feature that allows users to send and receive messages in order to achieve faster communication. SMS has become a globally accepted communication channel and an effective means of providing information within seconds due to its simplicity and accuracy. The implementation of SMS in PBXware allows users to communicate efficiently and have their messages at their disposal at all times.

Numbers

The Numbers section allows users to add numbers to the system and assign them to specific extensions. From this section, it is possible to manage number configuration by editing or deleting it.

Numbers can be added in two ways:

  • By dropping a CSV file created using the PBXware CSV template or the provider's CSV template.
  • By adding the numbers manually.

Click the button Add an SMS number to add a new SMS number.

Click the button Drop a CSV to drop a CSV file.

Furthermore, since the SMS feature allows various CSV upload methods, certain restrictions exist in order to ensure data protection and provide users with additional information regarding software operations. Therefore, once a user drops a desired CSV file, they will receive these messages regarding the upload procedure:

This CSV message will appear once the CSV file has been successfully dropped onto the system. The additional explanation shows that there were three numbers in the CSV file and that all three numbers were imported. In addition, no number was ignored, which shows that these numbers were not found on the system. In the event that the user accidentally adds a number that already exists, the number that was previously on the system will be deleted and added again via this upload, which ensures no data loss.

Click this button to download a CSV file.

Click the button Download CSV template to download a CSV template.

  • Number

Displays the number added to the system.

  • Extension

Displays an extension and an extension name to which the number was previously assigned.

Click the edit button to modify the SMS number configuration

If a user decides to change the configuration and assign the existing number to another extension, the following warning message appears: " The extension is already in use. Do you want to remove it from another number and assign it to this one? ».

If users click on the button Cancel, the action will be aborted. On the contrary, if you click OK, the number will be assigned to a different extension and removed from the old one. Please refer to the screenshot.

You can click the delete button to remove the SMS number configuration.

Add an SMS number

General

  • Number

Enter the number to which the SMS messages will be sent.

  • Extension

Assign this number to a specific extension.

The SMS feature also allows you to enter PBXware DIDs in this field.

Assuming the user has completed the procedure described above, they must perform the following operations:

  1. Go to the “Numbers” section
  2. Check whether the configuration is set up correctly

Grouped messages

The section Grouped messages allows users to send bulk SMS messages. By using this feature, users can send important information to a larger number of people. In addition to adding bulk SMS messages via the GUI, users can easily upload their data using CSV files or filter their bulk SMS messages by status. They can start bulk messages or stop active ones. It is also possible to restart them.

Users can use the “Search” option and filter their data accordingly. Please refer to the drop-down list:

  • All
  • Active
  • Inactive
  • Pause
  • Stopped
  • Completed

This page displays the following information:

  • Name

Displays the name of the bulk message.

  • Starting from

Show the number/alphanumeric from which the bulk message was sent.

  • Status

Show status

  • Sent/Total

Show the number of messages sent and the total number of numbers to which the message is to be sent.

Create a group message

Click the button Add a group message to add a group message.

  • Name

Enter the name of a group message.

  • Sender type

Select a sender type (Numeric/Alphanumeric).

  • Starting from

This field allows you to enter the sender number/name.

  • Message

This field allows you to write the message to be sent.

  • Import a CSV

Click this button to upload a CSV file containing the numbers to which you will send the message.

The CSV file must be in the following format:

Headers:
to_number,Name,LastName

For example:
+1234567890,John,Smith

SMS Trunk

The Trunks section allows users to create SMS Trunks and specify the configuration details. Here users can configure a new Trunk and/or edit the existing one.

Twilio is the only European SMS trunk provider supported by PBXware.
  • Provider

Select Twilio from the drop-down menu.

  • Account SID

Fill in the field with an appropriate account SID.

  • Authentication token

Fill in the field with an appropriate authentication token.

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5. SMS

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