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Hi. Welcome to XMPie. 

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This video introduces the new SMS or text message feature introduced in Circle version 8 

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that provides an easy method of adding mass or bulk SMS messaging to your cross media campaigns.

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XMPie has developed the SMS feature to integrate easily with Vonage  (formerly called Nexmo) 

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as well as other 3rd party SMS providers. 

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XMPie is not reselling the service, you will need to create an account with Vonage. 

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You can find their pricing here: 

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If you have any problem creating your Vonage account, please contact your XMPie Account Manager 

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who can put you in touch with the right person at Vonage.

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If you already have an account with a different SMS provider, that has API access that works by posting JSON to their endpoint URL, 

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you should be able to configure Circle to work with them.

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In order to take advantage of the new SMS feature in Circle, you will need to have PersonalEffect version 9.7 or later. 

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If you have an earlier version, you will see this warning dialog.

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Let's take a closer look at the SMS feature.

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When you login to Circle, you can configure SMS Providers here under the File menu. 

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You can configure multiple SMS providers and define which is the default that will be first selected when you create a new SMS message.

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The setup panel, allows you to enter and test your Vonage API key and password. 

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Or, if you are working with a custom SMS provider, you can configure the endpoint URL, 

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and the JSON parameters that will be posted to the endpoint when sending the message. 

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The format of the JSON can easily be edited to meet the requirements of your custom SMS provider. 

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Note that only the Parameters are stored encrypted, 

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so any sensitive information like passwords should be in the JSON and not the URL.

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In the Circle Plan tab, you can drag out the new SMS touchpoint. 

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Notice that the touchpoint ID now starts with "s".

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In the Build tab, you can use the production icon on the touchpoint to configure the message.	

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The sender can be a name or number. 

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For example if your SMS provider is using one shared phone number to send from, 

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you may want to use a name to identify the sender of the message – perhaps to identify different customers that you run campaigns for. 

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Also note that: In this first release, ADORs are not supported in the Sender name or number. 

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And, each country has different regulations for the sender. 

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For example in  USA, you cannot send an SMS from an alphanumeric sender, it has to be a long number, short code or toll-free number.

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The required format for the recipient mobile number is dependent on your SMS provider. 

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For Vonage, you should enter the country code and digits only. – No plus, dash or spaces are permitted. 

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To help with this, PersonalEffect 9.7 introduced a new function called CleanNumber into uPlan, uCreate Print and uProduce. 

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This function is designed to remove any non-digits from your recipient list mobile phone numbers 

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and should be used on the mobile phone ADOR object that you use here. 

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You can enter the Message text directly here in the production panel. 

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The message can include static text and ADOR objects by starting to type the two opening brackets to get the list of ADORs. 

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Messages in other languages are supported including European accented characters, Asian CJK characters and right-to-left languages. 

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For URLs, it is recommended to use a URL shortening service to reduce the number of characters in your message.

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Notice that the default SMS provider is automatically selected, but you can change it here.

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Mass SMS is the only option. Individual Triggered SMS will come in future. 

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Also, Transactional is the only option here. 

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A future release will add an option for Promotional SMS that will work in a similar way to the Commercial Email setting. 

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The new SMS feature supports sending up to 100,000 messages in one send. Batching and throttling are handled automatically behind the scenes. 

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Back in the flow diagram, the SMS touchpoint preview shows the message on a simulated phone handset.

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Right now with the initial feature release, there is no tracking of SMS events, but it will be added in a future release.

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Also in future, the team hopes to add a feature to handle SMS replies  and unsubscribes, 

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but these features will be further into the future than tracking.

