Presentation from the June 12, 2014 Dallas Meetup about setting up SMS for CiviCRM. http://www.meetup.com/DFW-CiviCRM/events/163416062/

1. Setting
up
an
SMS
Gateway
for
CiviCRM
1

2. * Chuck
Savino
* Recently
joined
Skvare
* New
to
Drupal
&
CiviCRM
2
Introductions

3. * Used
to
send
or
receive
Short
Message
Service
(SMS)
transmissions
* 160
character
limit
per
message
* Example,
to
send
a
message
to
an
AT&T
mobile
phone
with
the
number
415-­‐123-­‐4567,
the
email
would
be
addressed
as
4151234567@txt.att.net
3
What
is
an
SMS
Gateway?

4. * Distribute
alerts
and
reminders
* Send
out
information
where
internet
access
is
spotty
or
unavailable
* Notify
volunteers
when
a
replacement
is
needed
at
the
last
minute
* Notify
event
participants
of
last
minute
changes
* SMS
Marketing
Campaigns
4
Why
SMS?

5. * Drupal
7
* CiviCRM
4.4.3
* SMTP
Mail
Server
and
email
account
setup
5
CiviCRM
Environment

6. * Configure
the
SMS
Gateway
Provider
* Setup
test
users/groups
in
CiviCRM
* Configure
CiviCRM
SMS
settings
* Test
the
setup
6
Setup
Overview

7. * Setup
is
a
new
interface
from
the
one
on
book.civicrm.org
* Register
for
a
Developer
Central
Product
* Important:
Sending
US
only,
less
than
10k
per
month,
sign
up
for
US
Long
Number.
* There
is
a
tough
captcha
at
the
bottom,
just
keep
scrolling
until
you
get
a
clear
one
* After
a
successful
registration
you
get
an
email
with
username,
password
and
Customer
ID.
7
Clickatell
Setup

8. * Register
for
a
Developer
Central
Product
* Important:
Sending
US
only,
less
than
10k
per
month,
sign
up
for
US
Long
Number.
8
Clickatell
Setup

9. * Configure
the
Gateway
* Copy
down
you
API
ID
at
the
bottom
* You
now
have
everything
you
need
from
Clickatell
to
test
your
SMS
gateway.
9
Clickatell
Setup
2

10. 10
Clickatell
Setup
2

11. * Administer
–
System
Settings
–
SMS
Providers
11
CiviCRM
Setup

12. * Test
the
gateway
using
the
methods
laid
out
in
the
chapter
"Everyday
tasks".
* Until
you
have
purchased
credits
Clickatell
will
replace
the
content
with
thank
you
text
like
the
message
below:
"Thanks
for
testing
Clickatell's
gateway
coverage.
You
will
be
able
to
change
the
content
of
your
message
after
your
initial
purchase
of
message
credits."
12
Test
Setup

13. * Send
SMS
to
an
individual
or
to
a
group
* For
individual
* Open
contact’s
profile
* Click
Actions
* Click
Send
SMS
13
Test
Setup

14. * Be
sure
the
contact’s
phone
type
is
Mobile
* Be
sure
the
number
begins
with
a
1
14
Test
Setup

15. 15
Test
Setup

16. * You
can
also
send
a
personalized
SMS
to
many
people
at
once.
* You
can
do
a
search
and
select
Send
SMS
to
Contacts
from
the
Actions
pulldown.
* You
can
also
choose
groups
by
going
to
Mailings
–
New
SMS
16
Test
Setup

17. * You
can
also
send
a
personalized
SMS
to
many
people
at
once.
* You
can
do
a
search
and
select
Send
SMS
to
Contacts
from
the
Actions
pulldown.
* You
can
also
choose
groups
by
going
to
Mailings
–
New
SMS
* There
you
can
select
the
groups,
build
the
SMS,
and
send
it
immediately
or
schedule
it
to
go
out
later.
17
Test
Setup

18. 18
Test
Setup

19. 19
Test
Setup

20. 20
Test
Setup

21. 21
Reporting
&
Analysis
• Activity
Report
just
filter
by
either
“Bulk
SMS”
or
“Text
Message
(SMS)”
• Individual
User
Profile
logged
under
Activities

22. 22
Wrap
Up
• You
now
know:
• What
is
an
SMS
Gateway
• Why
use
SMS
• The
steps
to
setup
&
test
an
SMS
Gateway
in
CiviCRM
• Way
to
track
SMS
Activity.