Beepsend Integration
Contents
Getting Started
First, contact your Sailthru Customer Success manager and ask about setting up your account for Beepsend SMS messaging. We can help establish a Beepsend account and ensure that your Sailthru user profiles are properly configured to manage mobile phone numbers. Once you have established your account and Beepsend has provisioned your SMS numbers, you're ready to connect Sailthru and Beepsend. Best Practice: Connecting your Sailthru account with a third party vendor requires a 3rd party API Key and Secret. For your account security, you should use a different Key and Secret for each integration. Contact support to request an integration-specific Key and Secret.- Log in to the Beepsend Customer Portal and navigate to the settings screen to access your API token. Copy the token. You will need this to authenticate with your Beepsend account in Sailthru.
- Log in to your Sailthru account at my.sailthru.com and navigate to the Integrations page under Settings > Setup. Paste your token into the Beepsend API Token field, and then click Save.
- Once you have the token added please reach out to your Customer Success Manager or Sailthru Support and provide them with the SMS phone number that Beepsend has provided you. We'll need to associate this with your account to get you ready to start sending SMS campaigns.
- Confirm that your users have SMS numbers as one of the "keys" on their profile, or perform an initial update to add these numbers as keys and ensure that SMS keys are continually updated as you add and update each user's contact information in the future.
Sending SMS Campaigns
Identify and Target Users with SMS Numbers
SMS campaigns will only be sent to users with a mobile number as a key on their profile. To gain insights into how many users have mobile numbers as a key you can run a snapshot report using Audience Builder. From the left hand navigation in Audience Builder, under the User section, select Profile Key, and then choose to select users where the SMS key exists.Send an SMS Campaign
Sending an SMS campaign is very similar to sending an email campaign in Sailthru. To get started with an SMS campaign, navigate to Communications > New Campaign, then choose the SMS channel type and name your campaign.Sending Transactional SMS messages
Transactional SMS messages can be used to deliver messages to users for a one time notification such as an order confirmation, delivery update, and many other use cases. Use the same Templates feature that you use for email, making it easy to get going with the Send API and SMS messages.Preparing your SMS template
When you use the Send API to send a message with a template type configured for SMS, Sailthru will automatically check the user profile for a mobile number, send an SMS if the user has one stored as a key, and fall back to a normal email if the key does not exist. To create an SMS template navigate to Communications > Templates > New Template and choose SMS as the template type.Making the API Call to Initiate the Transactional Send
Once you have your template ready, you can send a transactional SMS using the Sailthru API using the Send call and the user's associated email address. For users with a mobile number stored as a profile key an SMS message will be sent. If these user does not have a mobile number as a profile key the template will fall back to sending using email.Adding Mobile Numbers to User Profiles
To send SMS messages from Sailthru you'll need to store the user's mobile number as a key on their profile. You can do that when they sign up or via a bulk update using the Job API's update job. if you're working on a new SMS strategy. Below we'll outline examples of both methods.Via the Job API
To send SMS campaigns to a user the profile needs to have their mobile number set as a key on their profile. The format of the JSON file should be as follows: One JSON object per line with the SMS key set for each user.{"id":"5705714b6ce954c95a8b456c","key":"sid","keys":{"sms":"4442425384"}}
{"id":"570569d124b2d691778b4569","key":"sid","keys":{"sms":"5552425384"}}
Once the update is complete, ensure that users' profiles stay up to date by ensuring that you have implemented the User API to sync this data on an ongoing basis as explained in the next section below.
Via the User API call
When adding a new user via an existing acquisition strategy you can set the keys using the User API call. The example below illustrates an API call that captures both email and mobile number, and returns the user keys, for confirmation, in response to the POST request.{
"id":"example@sailthru.com",
"key":"email",
"keys" : {"sms" : "2125550123"} ,
"fields":
{
"keys":1
}
}
To only add an SMS key without setting an email address the following API call could be used.
{
"id":"2125550123",
"key":"sms"
}