1. To create SMS text content, go to the Content entry, and click New in the toolbar and the SMS from the wizard .
The following properties dialog is displayed:
2. The properties are grouped by type of information. By default only the Basic fields are displayed. Switch to the Advanced fields tab to display all other fields. On the left hand side of the properties, on-screen help is provided. This helps the user filling out the form with accurate and comprehensive information.
Basic fields tab:
Basics
- Folder Path — This is the folder in which the asset is created. By default it takes the folder that is currently selected on the Start page when the asset is created. You can modify the path if required. Click the folder field to access the dialog and select a different folder.
- Name — Choose a name you can easily recognize when using it in a journey.
Targets
- Audience — Select an Audience list from the drop-down menu. All fields from the Audience data source can be used to personalize the SMS message.
- Languages — Select the one or more language versions to create the SMS message in. The list of available languages are defined in the Properties of the Organization in which the SMS message is created. The Language field is pre-filled with the default languages defined at Organization level.
Advanced fields tab:
Basics
- API name — The name used when the content is used in an API call.
- Asset label — The label(s) assigned to this asset. Select one or more labels from the drop-down. (These labels are configured in the Admin configuration.) Users with the proper Access permissions can also create new labels here by typing the new label value in the field.
- Description — Set a clear description of what this content is used for
Data selection
- Event data: here you can choose between
- No event data — In this case the message behaves as a normal message.
- transactional data — Select this option to make the message available to create Transactional Journeys from. By selecting the option, the message is marked as a transactional message, transactional data can be defined and used and the message will only be available for use in a Transactional Journey.
- Custom event — When Custom Events have been defined for the selected audience, the marketer can use the data in the Custom Event to personalize the message that will be used afterward in a Custom Journey triggered by the Custom Events. Messages using Custom Events data can only be used in event-driven journeys. Note that Custom Events data used to personalize the message are not visible in the preview of the message.
SMS channel endpoint
- SMS Channel Endpoint — Select the SMS endpoint to use for this SMS message. When multiple SMS endpoints are defined for an organization, you can select one from the drop-down. The selected endpoint defines which operator will be used to send out the SMS.
Example: When companies operate in multiple countries with different operators, they often need different SMS providers (and thus endpoints) to send out the SMS messages. By using multiple endpoints in one organization it is possible to send out SMS using different providers.
3. Click Create SMS when done. The SMS content Design canvas appears where you can define the message to be sent.
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