We would like to inform you on using the MessageMedia Text integration.
If you haven't already created an account, please create a MessageMedia account by emailing Sales@messagemedia.com. Please advise them you are a SmartAdvocate client.
Once you have created your MessageMedia account, added credits to your account and configured the respective port, please email us your MessageMedia phone number. We will reach out to MessageMedia thereafter to complete your integration.
If you wish to use the MMS feature, you must advise MessageMedia to provide you with a number that is MMS compatible. Unfortunately this can’t be the office landline.
If you wish to use your office landline and ensure that if a message recipient calls it will get routed through to the firm, you can set up call forwarding for the MMS Number.
Also, please provide us of an email address to be notified about text messages that were not matched to the case.
Server Based System - please perform the following configuration:
Kindly have your IT Professional configure Port 443 (or Port 80) on your server https://smartadvocate.atlassian.net/l/c/BkHN739r
Please email Implementation@SmartAdvocate.com
If you have a SaaS Cloud system we will be configuring your system for you directly and advise you once completed.
Once your MessageMedia integration has been configured, you will need to test the integration using the following instructions:
Find a case you are a staff member of in SmartAdvocate.
Make sure your contact card has your cell phone number and the number has text selected.
Select the text icon from the quick add bar.
Select your name in the “To” section and click send thereafter.
You will receive a text message on your cell phone. Please respond with a plain text message.
Thereafter respond with a photo.
Once you have sent the text messages with and without photo, go back to the case in SmartAdvocate. Go to the notes screen of the case and verify the text messages you have sent. The photograph should appear in the documents screen of this case.
To create text message templates please go to admin > text message templates.
Kindly click on the link below to watch our video on using MessageMedia:
https://www.youtube.com/watch?v=_hjPp84hftY&feature=youtu.be
There are additional settings in admin > system parameters which you should configure for automation, disbursement tracking and notifications as shown below:
0 Comments