RailsConf2009 Integrating SMS with your Rails App

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Learn how to integrate SMS with email gateways, GSM Modems, and Service Providers. Discuss working with service providers, obtaining a short code and some tips for integration including sending bulk SMSes. Concluded with a demo SMS on Rails available on http://github.com/blythedunham/smsonrails

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  • RailsConf2009 Integrating SMS with your Rails App

    1. Integrating SMS Messaging with your Rails Application <ul><li>Blythe Dunham </li></ul><ul><li>[email_address] </li></ul><ul><li>spongecell .com / snowgiraffe .com </li></ul>
    2. Why SMS? <ul><li>Oldest most reliable means to communicate with mobile users </li></ul><ul><li>Cell phone agnostic </li></ul><ul><li>Everybody is doing it </li></ul><ul><li>Great way to receive emergency messages at the bar </li></ul>SERVER IS DOWN SPARKS ARE UP
    3. Popular Applications to Send SMS <ul><li>Standard Email </li></ul><ul><ul><li>yournumber@gatewayaddr Example:2065551234@txt.att.net </li></ul></ul><ul><ul><li>Find your provider gateway </li></ul></ul><ul><li>Instant Message </li></ul><ul><ul><li>AOL (US only) </li></ul></ul><ul><ul><li>Skype (small fee) </li></ul></ul><ul><li>Other </li></ul><ul><ul><li>Teleflip RIP </li></ul></ul><ul><ul><li>remindblast .com - Send SMS reminders to be awesome or do laundry </li></ul></ul><ul><ul><li>Facebook SMS app </li></ul></ul><ul><ul><li>Cell providers web page (ex. http://www.t-mobile.com ) </li></ul></ul>
    4. Overview: One Way Messaging <ul><li>Mobile Terminated (MT) or Outbound </li></ul>Black Box of Your application & gateway & other Party at A1A Beach front Ave Mobile Terminated (MT)
    5. Overview: Two Way Messaging Black Box of Your application & gateway & other Mobile Originated (MO) or Inbound ROCK MO Respond with &quot;ROCK&quot; for Free party tix MT
    6. Simplest approach: SMS as email
    7. Pros and Cons of sending SMS through email <ul><li>The Good </li></ul><ul><li>Free to application (end-user with phone might pay) </li></ul><ul><li>Easy to integrate. Only email setup required. </li></ul><ul><li>Excellent for use with known numbers </li></ul><ul><ul><li>Emergency Messages with plugins like Exception Notification </li></ul></ul>
    8. Pros and Cons of sending SMS through email <ul><li>The Tricky </li></ul><ul><li>User carrier must be known </li></ul><ul><ul><li>additional user input </li></ul></ul><ul><ul><li>storage considerations </li></ul></ul><ul><li>No delivery confirmation </li></ul><ul><li>Supported by most US but not all cell phone carriers </li></ul><ul><li>No two way messaging </li></ul>
    9. Giant Black Box Explained: SMSCs, SMS Gateways, Service Providers <ul><li>Before exploring the other available SMS options, lets look at how SMS works </li></ul>
    10. SMS Centers (SMSC) SMSC SMSC SMSC
    11. GSM Modem Super App GSM Modem (Cell Phone) SMSC AT Commands
    12. GSM Modem APIs and Applications <ul><li>Kannel in C (open source) supports an API </li></ul><ul><li>RubyGSM - Written by Unicef for RapidSMS to inexpensively send text messages </li></ul>
    13. GSM Modem LoDown <ul><li>Advantages </li></ul><ul><li>Cheap </li></ul><ul><li>Can use almost anywhere </li></ul><ul><li>Two way messaging support </li></ul><ul><li>Disadvantages </li></ul><ul><li>Difficult to setup </li></ul><ul><li>Slow </li></ul><ul><li>Doesn’t scale (only 6 to 10 messages per second) </li></ul><ul><li>Must connect modem to a server </li></ul>
    14. Talk directly to all SMS Centers SMSC SMSC SMSC Awesome App
    15. Mission Impossible: Coding for each SMSC <ul><li>Large number of SMS Centers </li></ul><ul><li>Each use different and proprietary communication protocols </li></ul>Don’t do this unless you are me!
    16. SMS Gateway translates SMSC protocols SMSC SMSC SMSC Rockstar App SMS Gateway
    17. SMS Gateways <ul><li>Free Open Source Gateways </li></ul><ul><li>Kannel - written in C supports many SMSCs and also acts as a WAP gateway </li></ul><ul><li>Must setup/configure on a server yourself </li></ul>
    18. Pay the middleman! <ul><li>Charge for sending messages </li></ul><ul><ul><li>~ 5 cents per message </li></ul></ul><ul><ul><li>Bulk discounts </li></ul></ul><ul><li>Provide convenient APIs </li></ul><ul><li>Most provide two way messaging </li></ul><ul><li>Can help obtain short code </li></ul>
    19. SMS Gateway: Sending Outbound (MT) <ul><li>Typical approach for Outbound messages is simple: </li></ul><ul><li>Create an account </li></ul><ul><li>Buy credits (or messages) </li></ul><ul><li>Start sending messages through the API </li></ul>
    20. Ruby Outbound (MT) message with HTTPS <ul><li>http = Net::HTTP.new(CLICKATELL_BASE_URL, 443 ) </li></ul><ul><li>http.use_ssl = true </li></ul><ul><li>http.enable_post_connection_check = true </li></ul><ul><li>http.start {response = http.request_get(url_string)} </li></ul>
    21. Choosing an API (if you have a choice) <ul><li>HTTP/S (GET & POST) </li></ul><ul><ul><li>By far the easiest to implement </li></ul></ul><ul><ul><li>Great for sending < 10k messages a month </li></ul></ul><ul><li>SMPP </li></ul><ul><ul><li>Best for bulk messages (over 10k per month) </li></ul></ul><ul><ul><li>Leaves Connection open </li></ul></ul><ul><li>STMP - send through mail </li></ul><ul><li>Other options (not so hot) </li></ul><ul><li>FTP - Bulk option for legacy systems </li></ul><ul><li>XML (use HTTP if available) </li></ul><ul><li>SOAP (use HTTP if available) </li></ul><ul><li>Com Object (Seriously? What wah?) </li></ul>
    22. SMS Gateway: Two way messaging and MOs <ul><li>Typically enable Outbound messaging </li></ul><ul><li>Obtain or rent a short code </li></ul><ul><li>Respond to Inbound MOs </li></ul><ul><ul><li>Use a provider campaign management tool ($$$) </li></ul></ul><ul><ul><li>Parse yourself and write some regexp! </li></ul></ul>/^OPT(s*[-_]?s*)OUT|STOP|END|QUIT| UNSUBSCRIBE|EXIT|HALT| FUCK(s*[-_]?s*)OFF|REMOVE|CANCEL)/i
    23. Two way messaging: Pull <ul><li>Setup a cron task to pull new messages every few seconds. </li></ul>
    24. Two way messaging: Push <ul><li>Provide a callback URL that service provider invokes for each new message </li></ul>
    25. Do I need a short code? <ul><li>If your awesome app is: </li></ul><ul><li>A giant spam machine </li></ul><ul><li>Implementing two way messaging </li></ul><ul><li>(Recommended) Sending > 5000 messages per month </li></ul>
    26. Shared (Rented) Versus Dedicated Short Codes <ul><li>Shared short code </li></ul><ul><li>shared with others </li></ul><ul><li>requires keyword like &quot;RUBY&quot; </li></ul><ul><li>Dedicated short code </li></ul><ul><li>all to yourself </li></ul><ul><li>Takes around 2 months to obtain </li></ul><ul><li>$1000 for a selected code or $500 for a random code per month </li></ul>
    27. Chewing on a Cactus <ul><li>Choose a short code (selected or random) </li></ul><ul><li>Apply by sending registration data for 3, 6 or 12 months </li></ul><ul><li>Receive approval email from CSCA </li></ul><ul><li>Pay all up front $500 per month for Random, $1000/mo for Selected </li></ul><ul><li>Apply for approval from each wireless service provider </li></ul><ul><li>Sign a contract with each provider </li></ul><ul><li>Implement and Test each connection with each provider </li></ul>Sms gateway service providers(connection aggregators) will help with this process or you can go directly through the CSCA in the US
    28. Opt out concerns <ul><li>Handled by most providers </li></ul><ul><li>Implement yourself </li></ul><ul><ul><li>Tracking </li></ul></ul><ul><ul><li>Opting out different senders </li></ul></ul>
    29. Choosing a Service Provider <ul><li>Cost: how many sms messages will you send per month? </li></ul><ul><ul><li>Credit vs. sms </li></ul></ul><ul><ul><li>Hidden costs </li></ul></ul><ul><ul><li>Monthly fee </li></ul></ul><ul><li>Coverage: does the provider cover all needed areas? </li></ul><ul><li>Implementation Time: is the API you want to use easy to integrate? </li></ul><ul><li>Opt-out: is it handled? </li></ul><ul><li>Two way messaging: is it supported? Do you need it? </li></ul><ul><li>Help with short code cactus eating experience? </li></ul>
    30. Developer Integration Concerns
    31. Save message information <ul><li>Do you need to save a history or audit trail for reporting? </li></ul><ul><li>Lots of messages to send? </li></ul><ul><li>Can't send in real time (before controller action times out?) </li></ul>
    32. Inside the SMS ORM: Check out SMS ON RAILS Draft Message Delivery By Date PhoneNumber Number WhiteList? DoNotSend? Outbound Status Time Sent Service Provider UID PhoneCarrier Name Email gateway Sender/User Username Password Favorite beer
    33. Outbound Status: Produce and Consume <ul><li>Web action creates an Outbound record with status NOT_PROCESSED </li></ul><ul><li>Cron task processes messages with status NOT_PROCESSED and marks them SUCCESS or FAIL </li></ul>Controller Action Producer Cron/Background Task Consumer NOT_PROCESSED SUCCESS
    34. Locking and Delivering: Outbound Status <ul><li>No transactions; no take backs </li></ul><ul><li>When delivering a message, try locking Outbound ORM object </li></ul>NOT_PROCESSED PROCESSING SUCCESS FAILED
    35. Bulk Message Delivery <ul><li>Use batch API call to send multiple phone numbers the same msg </li></ul><ul><li>For huge deliveries, use SMPP to maintain an open connection </li></ul><ul><li>Set delivery date and send to provider in advance </li></ul><ul><li>Lock multiple records with your database (MySQL FOR UPDATE) </li></ul><ul><li>Use Multiple servers </li></ul>
    36. Bulk Message Delivery Tips <ul><li>Reduce contention for competing servers storing data </li></ul><ul><ul><li>Assign a group of records (ID mod X srvrs) to each server </li></ul></ul><ul><ul><li>(non dedicated servers) put tasks on staggered timers (ex. every 2 min) that execute for a shorter duration(ex. 45 seconds) </li></ul></ul><ul><li>Identify fatal errors and stop the task </li></ul><ul><ul><li>Fatal, stop task: Ex. No response from service provider </li></ul></ul><ul><ul><li>Single message error: Mark failed and continue processing </li></ul></ul><ul><li>Cron to Recover messages in 'PROCESSING' state with updated_at field > duration of consumer task (ex. 10 min) </li></ul><ul><li>Delivery status background task to request delivery information </li></ul><ul><li>Set priority on messages </li></ul>
    37. Sanitize Phone Numbers <ul><li>PhoneNumber .create!(:number => '(206)-555-1212 ' ) </li></ul><ul><li>PhoneNumber .find_by_number( '12065551212' ) == nil </li></ul>Your database without data integrity
    38. Sanitize Phone Numbers <ul><li>Sanitize all phone numbers before search or insert or update </li></ul><ul><li>Store with country code (for USA auto add a 1 for 10 digit numbers not inputted with a + or 0) </li></ul>My database runs on flowers
    39. Outbound Attributes: White List and Opt Out <ul><li>Save safe numbers on a white list and enable checking to </li></ul><ul><li>prevent accidents (test mode) </li></ul><ul><li>restrict access </li></ul><ul><li>Store Opt-Out Information </li></ul><ul><li>Prevent paying for a message to a recipient provider opted out </li></ul><ul><li>Can make a distinction between opt out, opt in, and bounce, abuse </li></ul>smsi
    40. SMS Gateway Service Providers <ul><li>Short List of Providers </li></ul><ul><ul><li>http://www. redoxygen .com </li></ul></ul><ul><ul><li>http://www. redrabbitsms .com/ </li></ul></ul><ul><ul><li>http:// clickatell .com </li></ul></ul><ul><ul><li>http:// quios .com </li></ul></ul><ul><ul><li>http://messagepub.com/ </li></ul></ul><ul><ul><li>http://www.openmarMeket.com/products-and-services/message-and-content-delivery.html </li></ul></ul><ul><ul><li>http://www.mobilemarketing.net </li></ul></ul><ul><ul><li>http://www.textmarks.com/ </li></ul></ul><ul><ul><li>http://www.mozes.com/ </li></ul></ul><ul><li>Long list and comparison table of providers: </li></ul><ul><li> http://www. developershome .com/ sms / smsGatewayProvComp .asp </li></ul>
    41. Useful References <ul><li>General SMS: http://www. developershome .com/ sms / </li></ul><ul><li>Provider Gateway addresses: http://en. wikipedia .org/ wiki /SMS_gateway </li></ul><ul><li>Sms On Rails Engine: http:// github .com/ blythedunham / smsonrails </li></ul><ul><li>Clickatell Gem: http://clickatell.rubyforge.org/ </li></ul><ul><li>Exception Notification Plugin: </li></ul><ul><li> http:// github .com/rails/exception_notification/tree/master </li></ul><ul><li>Kannel: http://www. kannel .org/ </li></ul><ul><li>RapidSms http://mobileactive.org/tagging/rapid-sms </li></ul><ul><li>RubyGSM http://mobilehacking.org/index.php/ RubyGSM </li></ul><ul><li>More Mobile Tools: http://mobilehacking.org/index.php/Main_Page </li></ul><ul><li>Common Short Code Admin(CSCA) http://www. usshortcodes .com/ </li></ul>
    42. SMS On Rails Engine: SMS in minutes <ul><li>script/plugin install git :// github .com/ blythedunham / smsonrails </li></ul>Demo <ul><li>Support for: </li></ul><ul><li>Email Gateway Integration with phone carrier email domains </li></ul><ul><li>Clickatell HTTPS Integration </li></ul><ul><li>ORM/DB tables and migrations to store messages </li></ul><ul><li>RESTful admin views to show message history </li></ul><ul><li>Safe Locking and delivery </li></ul><ul><li>Safely store phone numbers </li></ul><ul><li>Dynamic parameter substitution </li></ul><ul><li>Not included: (yet) </li></ul><ul><li>Crons tasks or bulk message delivery </li></ul><ul><li>Stale message recovery </li></ul><ul><li>Pretty UI with rounded corners customized to your application </li></ul><ul><li>Inbound Message support </li></ul><ul><li>Please log tickets on github! </li></ul>
    43. Questions? Yo Dawg, I heard you like Rails Apps so I put an SMS Rails App in your Rails App so you can SMS yourself to be awesome
    44. Photos <ul><li>Trash can http://www. flickr .com/photos/ knittingskwerlgurl /396165625/ </li></ul><ul><li>Flowers http://www. flickr .com/photos/ blondepowers /2722511769/ </li></ul><ul><li>Timepiece: http://www. flickr .com/photos/ lebron /223223725/ </li></ul><ul><li>Bear http://www. flickr .com/photos/ guenterleitenbauer /697065143/ </li></ul><ul><li>Email http://www. flickr .com/photos/ charuca /2448685976/ </li></ul><ul><li>Golden gate: http://www.flickr.com/photos/h2orange/63606734/ </li></ul><ul><li>Beetles: http://www.flickr.com/photos/lhtang2006/3490285407/ </li></ul><ul><li>Computer Cat: http://www.flickr.com/photos/sammrowe/3491788169/ </li></ul><ul><li>Giant: http://www.flickr.com/photos/andreatallone/2841979961/ </li></ul>

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