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Mocean monday.com SMS Broadcast User Documentation

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Contents

Installation

  1. If you don’t already have a dashboard created, go ahead and create a dashboard in monday.com
  2. Select the dashboard and click on Add Widget and select Apps

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  1. Search for Mocean in the search bar and install the MoceanAPI - SMS Broadcast

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  1. After installing the widget, you will need to Authenticate your account

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  1. Enter your Mocean API Credentials and the sender

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  1. After you’ve successfully authenticated, you will be redirected back to monday.com

Usage

Send SMS to specific phone numbers

  1. To send SMS to specific phone numbers, select Send to specific phone numbers from the Send Type dropdown list
  2. Enter the phone numbers you’d like to send to
  3. Compose the SMS you’d like to send.

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Send SMS to Board Items

  1. This is the sample board items we have imported from monday.com

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  1. Select Send to board filtered by status criteria/value from the Send Type dropdown list.
  2. Choose the Board you would like to send SMS to
  3. Select the Column you would like to filter by.
  4. Select the Criteria you would like to send SMS to
  5. Select the Phone Column to send SMS to and compose your SMS
  6. (Optional) You can configure keywords to personalise your SMS

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  1. (Optional) Preview your SMS to see what your users will get before sending the SMS

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Send SMS to Board Items from a virtual number

  1. If you don’t already own a virtual number, get one here
  2. Select the Virtual number you’d like to send SMS from.
  3. Choose the Board you would like to send SMS to
  4. Select the Column you would like to filter by.
  5. Select the Criteria you would like to send SMS to
  6. Select the Phone Column to send SMS to
  7. Select the Person Column you’d like to notify on every SMS reply and compose your SMS
  8. (Optional) You can configure keywords to personalise your SMS

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Whitelist IP Address

For added security, you should whitelist 192.168.4.1 IP address in your MoceanAPI Dashboard

To do so, follow these steps

  1. Go to MoceanAPI Dashboard
  2. Navigate to API Account
  3. Key in 192.168.4.1 into Allow IP field

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FAQ

  1. Can I get Test Credits ?

You can get 20 FREE credits and credits are valid for 14 days. Subject to approval. Please note that once you make a top-up, the free credits will be removed.

  1. Can I send international messages?

Yes. We are an international SMS provider. You can send out SMS both locally and internationally based on our price list.

  1. What is the maximum characters per SMS I can put into the message?

English messages can be up to 160 characters, while for Unicode text messages (including Arabic, Chinese, etc.), the limit is 70 characters.

  1. Can I send long message content?

Yes, you can send long message content and your credit will be deducted based on the length of the message content.

  1. Is there a limit to how many numbers I can send at one time?

There is no limit on numbers to be sent in one go.

  1. What format does my phone number need to be in?

Mobile phone numbers need to be entered in international formatting with the country code and without spaces, plus signs or leading zeros.

  1. What is the character limit for the sender/sender ID?

The alpha sender ID can be a maximum of 11 characters, while the numeric sender can consist of up to 15 digits.

  1. Can I utilize my personal mobile or landline number as the sender for SMS to the US?

No, it’s necessary to purchase a dedicated number, such as a Toll-Free Number, and complete the use case verification process.

  1. I attempted to send messages to US numbers, but they failed to be delivered. Why?

Message content that is not registered will result in a failure. To comply with US regulations, it’s essential to buy a number and undergo a use case verification before you can send SMS to your customers.

  1. How do I go about obtaining or purchasing a number in the US/Canada?

a) Complete the number registration form available here

b) Proceed with the payment.

c) During the pending registration approval phase, a number will be provided for sending SMS on a smaller scale.

d) After your registration is approved, you’ll be able to send and receive SMS without volume limitations.

  1. What is the expected timeframe for number approval?

The duration varies, but typically it takes approximately a month or less.

  1. Why my SMS failed to deliver ?

You may have set an invalid sender id, alphanumeric sender id must be less than 12 characters, numeric sender id must be less than 16 characters. Another common issue is you did not specify the correct phone number format including country code. eg: Country code 60 for country malaysia, 60123456789

  1. How to top up my account ?

Click here and select your payment method of choice (Paypal and credit card)

  1. Why I cannot buy a Virtual Number ?

Your account is under trial mode or has insufficient balance. Please top up before proceeding with number purchase.

SMS Compliance in United States (US)

  1. SMS Compliance Guidelines

Below are some general guidelines / best practices you can follow:

Obtain proper consent: You must obtain consent from the mobile subscriber before sending any SMS messages. The consent should be opt-in and clearly disclose the frequency and nature of messages. Include opt-out instructions: Every SMS message should include clear and easy-to-follow instructions on how to opt-out of receiving further messages. Provide customer support: Your SMS messaging program should include customer support options for subscribers to receive assistance Comply with content restrictions: SMS messages should comply with all content restrictions and regulations

  1. Campaigns Prohibited:
  1. Messaging Prohibited:
  1. US SMS Delivery Option
Section 10DLC TOLL FREE DEDICATED SHORT CODE
Introduction 10DLC is just the new name for sending primarily 1-way A2P messages over local long codes. In the past using local long codes was primarily for 2-way conversational traffic (P2P) but companies were using it for 1-way traffic as well. If you wanted to send any kind of volume of messages via long codes (more than a few hundred a day) you had to use a pool of senders because velocity filters would treat high volumes of messages coming from one sender as SPAM and automatically block the sender. Now with 10DLC registration you can send higher volumes of messages from a single sender. This works really well for sending under about 2,000 messages per day and if you or your customer wants a local sender in their area. External vetting is also available for an additional fee to get more than 2,000 messages per day per sender. A few years ago Operators started allowing SMS to be delivered via the toll free number pool that was previously only for voice calls. Toll free numbers are also 10 digits long but all start with one of the following dial codes: 1800, 1888, 1877, 1866, 1855, 1844 or 1833. This route allows for handset DLR (delivery receipt) instead of the less accurate gateway DLR provided on 10 DLC. The route also did not have a volume limit per sender like long codes do so it was ideal for business use. Additionally, the service comes with auto responders built in for STOP, HELP and CANCEL responses from mobile subscribers, and has a gateway maintained opt-out database per sender. The route currently has the same content restrictions as 10 DLC. In the USA a short code is a dedicated 5 or 6 digit sender ID assigned to a specific brand for a specific purpose or campaign. A good example is a bank sending one time codes to their customers for 2 factor authentication. This is the most premium SMS service in the USA as it has handset DLR and goes through a lengthy vetting process. There are several requirements to get one of these codes approved, they take about 1-2 months to get fully approved and have significant monthly and setup fees, so they are typically used by larger corporations with very high volume sending. Client needs to show opt-in process and be able to handle auto responders for HELP/STOP/CANCEL as well as maintain opt-out database per campaign.
Type of Number & Example Long Number (Example: 13458677777) Toll-Free Number (Example: 18885555555) 5 or 6 digit Short Code (Example: 12345)
Suggested Use Cases High volumes, Marketing, 2FA, Alerts, 2FA, Notifications, Customer Care, Alerts, Higher Education, Low Volume Mixed, Marketing, Polling and Voting, Public Service Announcement Low - Medium volumes, 2FA, Non-Marketing & Marketing, Customer Service, Alert Notifications High Volume School/Flight/Appt reminders
Approval Process To send messages via this route, it is necessary to register brands and campaigns with TCR (The Campaign Registry) as required by the Operators and interconnected gateways. TCR is an independent registry authorized to register brands and campaigns with T-Mobile and AT&T. Although Verizon, the other major USA operator, is currently not participating, registration requirements are not as strict at this time. Clients must show their opt-in process and ability to handle auto responders for HELP/STOP/CANCEL and maintain opt-out databases per campaign. To send messages through this route, we must obtain approval from the toll-free gateway for our campaigns. Although they require less information than TCR for 10DLC, their content guidelines are still strict. If the campaign volume is less than 25,000 per month, we can proceed without official gateway approval, but we must adhere to all regulations, and our support department must review the verification form submitted. To send messages through this route, we must obtain campaign approval from the Operators.
Time to register 2-7 business days 5-15 business days 1-2 months
Canadian Reach Yes Yes No (User must purchase a Canadian Short Code)
2-Way Possible Yes Yes Yes
Concatenated Yes Yes Yes
Unicode Yes Yes Yes
How to order Email your request to sales@moceanapi.com Download TFN registration form here Email your request to sales@moceanapi.com

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