Welcome
WelcomeandThanksyouforinstallingtheAzureSMSpluginforZohoCRM.
AzureSMSisdesignedformarketersandbusinessestohelpmanagetheentirecustomerlifecycle:generateleads,closesales,communicatespecialoffers,leadconversion,retainloyalcustomersandstrengthencustomerrelationships.
WhetheryouaresendingasingleremindermessageorabulkSMScampaigntohalfamillioncustomersAzureSMSprovidesreliable,automatedsolutionstomanageallaspectsofyourSMSmarketingrightfromwithinyourZohoCRM!
SettingUpandIntegratingyourAzureSMSAccount
NowthatyouhavesuccessfullyinstalledthepluginthenextstepistosetupyouFreeTrialAccountsothatitcanbeintegratedwithyourCRM.
Pleasefollowthesesteptosetupandintegrateyourfreetrialaccount:
1. ClickthislinktosetupyourFreeTrialAccount(Youcanalsodothislaterbygoingtothe‘AzureSMS’tabinyourCRMandclickingonthe‘SetUpFreeAccount’button)
2. Click‘StartyourFreeTrialToday’andCompleteyourdetailsinthe‘FreeTrialAccount’Form.Enteryourmobilenumberwithoutthecountrycode.(eg.0401234567)
**Pleasenote**AtthetimeofwritingyoumusthaveanAustralianmobilenumbertosetupanaccount.OtherscountrieswillbeaddedbymidAugust2016.AslongasyouhaveanAustralianmobilenumberyoucanstillsendglobalmessagesusingAzureSMS**
3. Afteryouclick‘SignUp’youwillreceiveanactivationcodeviaSMStoyourmobile.Enterthecodeintothefieldontheformthatappears.Createyourpasswordandthenclick‘Setmynewpassword’
4. OnceyousetyournewpasswordthiswilllogyouintoyournewSMSaccount.Youwillalsoreceive25FreeSMScreditstogetyoustarted.
IntegratingAzureSMSintoZohoCRM
NowthatyouhavesuccessfullysetupyourfreetrialaccountyouwillneedtocopyandpasteyourAPIKeyintoyourCRM.Thisprocessiseasyandonlyrequiresafewsimplesteps:
5. InyourAzureSMSaccountclick‘Settings’ontheleft.
6. Nextyouwillbepresentedwithyoursettingspage.Onthispagecopythekeythatshowsinthe‘APIKey’field.
Hereyoumayalsocompletetheotherfieldsinthesettingsarea(youcanalsocomebackanddolater).Ifyouscrolldownthispageyoucanalsosetupotheraccountusers.Youcanaddupto10usersforfree.
7. NextyouwillneedtopastetheAPIKeyyoujustcopiedintoyourCRM.GotoyourCRMaccountandclick‘Setup’,‘Extensions&APIs’then‘Marketplace’.Refertothescreenshotsonthefollowingpage:
Click‘Setup’
Clickon‘Marketplace’
8. Afteryouclick‘Marketplace’youwillseeAzureSMSlistedunder‘InstalledPlugins’.9. NextClickon‘Configure’
10. Inthe‘Configure’screenyouwillseeafieldtoaddan‘ApiKey’.ClickthepenciliconontherighttobringuptheApiKeypopup.
11. ClickontheApiKeyfieldandpastetheAPIKeyyoupreviouslycopied,thenclick‘Save’
12. OncetheApiKeyhasbeenaddedandsavedyouwillseeitappearintheApiKeyfieldunder‘ExtensionSettings’
Congratulations!YouSMSsystemisnowfullyintegratedwithyourCRM.Ifyouhaveanyproblemsfollowingtheseinstructionsorneedassistancepleaseemailusat–[email protected].
WehopeyouenjoyyourAzureSMSPluginandallthefeaturesavailable.Formorehelpfulresourcesand‘HowtoVideo’tutorialspleaseclickonthe‘AzureSMS’tabinyourCRM.