Configure Sender (Revamped UI)

You can do the following operations in this section:

1. Add a Sender

2. View a Sender

3. Edit a Sender

4. Delete a Sender

5. Mark a Sender as Default

Add a Sender

To add a Sender:

1. Navigate to Settings -> Channels -> SMS.
2. Sender Configuration is the first tab in the SMS settings. You can add a new Sender by clicking +Add Sender at the top right corner.
3. The integrated service providers are listed. You can choose one from them or add a custom service provider. For more information about adding custom service providers, refer to Configure a Custom Service Provider.
4. To add a sender for an integrated service provider, click on the Integrated Service Provider from the list. You will be asked to enter the following:

   Field	Description
   Sender type	The Sender type denotes whether the sender is used for promotional or transactional messaging. Select Promotional or Transactional based on your use case.
   Sender name	The Sender name is the name that identifies the sender being configured. This name will be available in the Sender selection dropdown while creating campaigns. The default sender configured will be used for sending the SMS campaigns. However, this default setting can be overridden at the campaign level during step 2 of campaign creation.
   Sender ID	The Sender ID is the name or number that is displayed as the sender of the SMS message.

5. Depending on the Sender being configured, the fields in the UI will vary. For example, some senders may require a username and password, others may require API endpoint URLs, and so on. For more information, refer to SMS Providers for vendor-specific configuration details.
6. Copy the Delivery tracking URL available on the dashboard and paste it into the callback webhook settings of your service provider.
7. Click Send a test SMS to test your configuration.
8. Click Save to save the Sender details.

View a Sender

To view a sender:

1. Navigate to Settings -> Channels -> SMS -> Sender Configuration.
2. Click on the ellipsis on the sender listing that you want to view.
3. Click View.
4. You can Send a test SMS to verify your sender configuration.

Edit a Sender

To edit a sender:

1. Navigate to Settings -> Channels -> SMS -> Sender Configuration.
2. Click on the ellipsis on the sender listing that you want to edit.
3. Click Edit.
4. You can edit all the details in the Sender Details screen that loads except for the Mark as default toggle.
5. Click Send a test SMS to check your configuration.
6. Click Save.

Delete a Sender

To delete a sender:

1. Navigate to Settings -> Channels -> SMS -> Sender Configuration.
2. Click on the ellipsis on the sender listing that you want to delete.
3. Click delete. You will be asked for confirmation with a message that states that the active campaigns for the sender being deleted will be sent using the default sender.
4. Provide confirmation to delete the sender.
5. Note: You cannot delete a default sender. To delete a default sender, mark another sender as the default first. This will enable the delete option for the sender you want to delete. You can now proceed to delete the sender.

Default Sender

A default sender is a sender that will be picked up by default for sending all SMS campaigns unless you choose a different sender at the campaign level.

1. The first sender added to your SMS channel will be the default sender.
2. To set a sender as default:
   1. Click on the ellipsis on the sender listing that you want to mark as default.
   2. Select delete. You will be asked for confirmation with a message that states that the active campaigns for the sender being deleted will be sent using the default sender.
   3. Provide confirmation in the confirmation popup.
3. The default sender can be identified by the word Default beside its name.