<h2><strong>Step-by-Step Guide</strong></h2>
<p>This option allows integration with most SMS gateways that support traditional REST APIs. Follow these steps to integrate a custom&nbsp;<strong>SMS Gateway </strong>account:</p>
<h2>&nbsp;</h2>
<h2><strong>Step-by-Step Configuration</strong></h2>
<ol>
<li><strong>Go to Settings → SMS Settings</strong>.</li>
<li>Select <strong>Custom SMS</strong> as the SMS provider.</li>
<li>Configure the following settings:
<ul>
<li><strong>API URL</strong> – Enter the endpoint of the SMS gateway.</li>
<li><strong>Account Sending Limit</strong> – Define the maximum number of SMS messages that can be sent.</li>
<li><strong>Parameters</strong> – Map the <strong>SMS gateway API parameters</strong> with the <strong>preset parameters</strong> in CRM.</li>
<li><strong>Headers</strong> – Add any required <strong>authorisation headers</strong> or other necessary configurations.</li>
</ul>
</li>
</ol>
<h3><strong>Mandatory Parameters</strong></h3>
<ul>
<li><strong>Content</strong> – The message body.</li>
<li><strong>Mobile Number</strong> – The recipient’s phone number.</li>
</ul>
<h3><strong>Additional Configuration Rules</strong></h3>
<ul>
<li>All parameter and header names must be unique.</li>
<li>Authorisation headers should be set within the Headers section if required by the SMS gateway.</li>
</ul>
<h2>&nbsp;</h2>
<h2><strong>Test Mode</strong></h2>
<ul>
<li>During the <strong>onboarding/integration phase</strong>, the CRM account is set to <strong>Test Mode</strong>, meaning:
<ul>
<li>Messages are <strong>not delivered</strong> to recipients.</li>
<li>API calls are executed in <strong>simulation mode</strong>, allowing safe testing before going live.</li>
</ul>
</li>
</ul>

STEP-BY-STEP GUIDE

This option allows integration with most SMS gateways that support traditional REST APIs. Follow these steps to integrate a custom SMS Gateway account:


 


STEP-BY-STEP CONFIGURATION

 1. Go to Settings → SMS Settings.
 2. Select Custom SMS as the SMS provider.
 3. Configure the following settings:
    * API URL – Enter the endpoint of the SMS gateway.
    * Account Sending Limit – Define the maximum number of SMS messages that can be sent.
    * Parameters – Map the SMS gateway API parameters with the preset parameters in CRM.
    * Headers – Add any required authorisation headers or other necessary configurations.


MANDATORY PARAMETERS

 * Content – The message body.
 * Mobile Number – The recipient’s phone number.


ADDITIONAL CONFIGURATION RULES

 * All parameter and header names must be unique.
 * Authorisation headers should be set within the Headers section if required by the SMS gateway.


 


TEST MODE

 * During the onboarding/integration phase, the CRM account is set to Test Mode, meaning:
   * Messages are not delivered to recipients.
   * API calls are executed in simulation mode, allowing safe testing before going live.

Connecting With a Custom SMS Gateway

Creating Email Content

Creating SMS Content

Connecting to a Webhook

Centralising and Reusing Content

Connecting With SendGrid

Connecting With Amazon SES

How Test Mode Works

Connecting With SMSAPI

Channels