Configure SMS channel sms-configuration
Before sending SMS, you must configure your Adobe Journey Optimizer environment. To preform this:
- Integrate the provider settings with Journey Optimizer
- Create an SMS surface (i.e. SMS preset)
These steps must be performed by an Adobe Journey Optimizer System Administrator.
Prerequisites sms-prerequisites
Adobe Journey Optimizer currently integrates with third-party providers who offer text messaging services independent of Adobe Journey Optimizer. Supported providers for text messaging are: Sinch, Twilio and Infobip.
Prior to SMS channel configuration, you must create an account with one of these providers to get your API Token and Service ID, which you need to configure the connection between Adobe Journey Optimizer and the applicable provider.
Your use of text messaging services is subject to additional terms and conditions from the applicable provider. As third-party solutions, Sinch, Twilio and Infobip are available to Adobe Journey Optimizer users via an integration. Adobe does not control, and is not responsible for third-party products. For any issues or requests for assistance related to the text messaging services, contact your provider.
Create new API credentials create-api
Sinch sinch-api
To configure Sinch with Journey Optimizer, follow these steps:
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In the left rail, browse to Administration > Channels and select the API Credentials menu. Click the Create new API credentials button.
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Configure your SMS API credentials, as detailed below:
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Name: choose a name for your API Credential.
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Service ID and API Token: access the APIs page, you can find your credentials under the SMS tab. Learn more in Sinch Documentation.
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Opt-In Keywords: enter the default or custom keywords that will automatically trigger your Opt-In Message. For multiple keywords, use comma-separated values.
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Opt-In Message: enter the custom response that is automatically sent as your Opt-In Message.
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Opt-Out Keywords: enter the default or custom keywords that will automatically trigger your Opt-Out Message. For multiple keywords, use comma-separated values.
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Opt-Out Message: enter the custom response that is automatically sent as your Opt-Out Message.
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Help Keywords: enter the default or custom keywords that will automatically trigger your Help Message. For multiple keywords, use comma-separated values.
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Help Message: enter the custom response that is automatically sent as your Help Message.
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Double Opt-In Keywords: enter the keywords which trigger the double opt-in process. If a user profile does not exist, it is created upon successful confirmation. For multiple keywords, use comma-separated values. Learn more on the SMS Double Opt-in.
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Double Opt-In Message: enter the custom response that is automatically sent in response to the double opt-in confirmation.
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Click Submit when you finished the configuration of your API credentials.
After creating and configuring your API credential, you now need to create a channel surface (i.e. message preset) for SMS messages.
Twilio twilio-api
To configure Twilio with Journey Optimizer, follow these steps:
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In the left rail, browse to Administration > Channels and select the API Credentials menu. Click the Create new API credentials button.
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Configure your SMS API credentials, as detailed below:
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Name: choose a name for your API Credential.
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Account SID and Auth Token: access the Account Info pane of your Twilio Console Dashboard page to find your credentials.
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Message SID: enter the unique identifier assigned to every message created by Twilio’s API. Learn more in Twilio Documentation.
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Click Submit when you finished the configuration of your API credentials.
After creating and configuring your API credential, you now need to create a channel surface (i.e. message preset) for SMS messages.
Infobip infobip-api
To configure Infobip with Journey Optimizer, follow these steps:
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In the left rail, browse to Administration > Channels and select the API Credentials menu. Click the Create new API credentials button.
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Configure your SMS API credentials, as detailed below.
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Name: choose a name for your API Credential.
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API base URL and API key: access your web interface homepage or the API key management page to find your credentials. Learn more in Infobip Documentation.
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Opt-In Keywords: enter the default or custom keywords that will automatically trigger your Opt-In Message. For multiple keywords, use comma-separated values.
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Opt-In Message: enter the custom response that is automatically sent as your Opt-In Message.
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Opt-Out Keywords: enter the default or keywords that will automatically trigger your Opt-Out Message. For multiple keywords, use comma-separated values.
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Opt-Out Message: enter the custom response that is automatically sent as your Opt-Out Message.
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Help Keywords: enter the default or custom keywords that will automatically trigger your Help Message. For multiple keywords, use comma-separated values.
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Help Message: enter the custom response that is automatically sent as your Help Message.
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Double Opt-In Keywords: enter the keywords which trigger the double opt-in process. If a user profile does not exist, it is created upon successful confirmation. For multiple keywords, use comma-separated values.
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Double Opt-In Message: enter the custom response that is automatically sent in response to the Double Opt-In confirmation.
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Principal Entity ID: enter your assigned DLT principal entity ID.
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Content Template ID: enter your registered DLT content template ID.
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Validity Period: enter the message validity period in hours. In the event that messages cannot be delivered within this timeframe, the system will make additional attempts to resend them. The default validity period is set to 48 hours.
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Callback Data: enter the additional client data that will be sent on the Notify URL.
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Click Submit when you finished the configuration of your API credentials.
After creating and configuring your API credential, you now need to create a channel surface (i.e. message preset) for SMS messages.
Create a SMS surface message-preset-sms
Once your SMS channel has been configured, you must create a channel surface to be able to send SMS messages from Journey Optimizer.
To create a channel surface, follow these steps:
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In the left rail, browse to Administration > Channels and select Branding > Channel surfaces. Click the Create channel surface button.
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Enter a name and a description (optional) for the surface, then select the SMS channel.
note note NOTE Names must begin with a letter (A-Z). It can only contain alpha-numeric characters. You can also use underscore _, dot.and hyphen-characters. -
Define the SMS settings.
Start by selecting the SMS Type that will be sent with the surface: Transactional or Marketing.
- Choose Marketing for promotional text messages: these messages require user consent.
- Choose Transactional for non-commercial messages such as order confirmation, password reset notifications, or delivery information for example.
When creating a SMS message, you must choose a valid channel surface matching the category you selected for your message.
note caution CAUTION Transactional messages can be sent to profiles who unsubscribed from marketing communications. These messages can only be sent in specific contexts. -
Select the SMS configuration to associate with the surface.
For more on how to configure your environment to send SMS messages, refer to this section.
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Enter the Sender number you want to use for your communications.
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Select your SMS Execution Field to select the Profile attribute associated with the profiles’ phone numbers.
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If you want to use the URL shortening function in your SMS messages, select an item from the Subdomain list.
note note NOTE To be able to select a subdomain, make sure you have previously configured at least one SMS subdomain. Learn how -
Enter the Opt-out number you want to use for this surface. When profiles opt out from this number, you are still able to send them messages from other numbers you may be using to send out text messages with Journey Optimizer.
note note NOTE In Journey Optimizer, opt-out for text messages is no longer managed at the channel level. It is now specific to a number. -
Once all the parameters have been configured, click Submit to confirm. You can also save the channel surface as draft and resume its configuration later on.
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Once the channel surface has been created, it displays in the list with the Processing status.
note note NOTE If the checks are not successful, learn more on the possible failure reasons in this section. -
Once the checks are successful, the channel surface gets the Active status. It is ready to be used to deliver messages.
You are now ready to send text messages with Journey Optimizer.
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