Overview

To send an SMS via MoEngage, you need to integrate with an SMS service provider. You can either configure the integrated connectors (service providers) or custom connectors (service providers) in MoEngage.

Integrated Connectors(Service Providers)

MoEngage has native integrations with some SMS providers - Gupshup, Kaleyra, ICS, Sinch, and Twilio. These are present under the hood Integrated Connectors on the MoEngage SMS settings page. MoEngage can work with you to set up an account with any of these providers, or you can also configure your existing account with any of these providers on MoEngage.

Refer to the following articles for detailed steps on configuring integrated connectors(service providers).

    1. Configure Gupshup

    2. Configure Kaleyra

    3. Configure ICS

    4. Configure Sinch

    5. Configure Twilio

info

Information

We've revamped our dashboard settings. This article describes the steps to be followed to configure the Sender details for the SMS channel in the revamped settings UI and the older UI.

Revamped UI Old UI

RevampedUI_SenderConfiguration (1).png

Custom Connectors(Service Providers)

If you wish to integrate with a provider apart from the ones mentioned above, you have to work with the provider to set up an account and configure it on the MoEngage dashboard as SMS Custom Connectors.

Refer to the following articles for detailed steps on configuring custom connectors.

  1. Configure an SMS Custom Connector

  2. Configure Karix
  3. Configure Infobip

Configure Sender

You have to configure senders for integrated and custom connectors(service providers). By having separate threads, you can configure multiple senders for an SMS service provider and streamline your SMS communications for different brands or types. Moreover, you can choose different senders for different SMS campaigns during the creation of SMS campaigns. 

Revamped UI Old UI

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.DeleteSender.gif
  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.MarkAsDefault.gif
  3. The default sender can be identified by the word Default beside its name.RevampedUI_DefaultSender.png
warning

If you are sending SMS to Indian mobile numbers

  • In the Sender ID field, ensure that you add the Header ID approved under the DLT platform. More details on DLT are captured here.
  • If you try to send an SMS via an unapproved header, your SMS will be rejected and will not be delivered to the end users.

Next Steps

  1. Configure SMS General Settings
  2. Configure FC Settings
  3. Configure DND Settings
  4. Configure Subscription Categories
  5. Configure Custom Domain
  6. Configure Data Privacy

 

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