DocumentationCampaignCampaign v8 Documentation

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SMS in a mid-sourcing infrastructure sms-mid

Last update: Thu Sep 05 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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IMPORTANT
This documentation is for Adobe Campaign v8.7.2 and later.
For older versions, please read the Campaign Classic v7 documentation.

Sending SMS deliveries with a mid-sourcing infrastructure requires:

  1. An SMS Operator on the Mid-server. Learn how to create it here
  2. An SMS external account on the Marketing server that will use the operator created before. Learn how to create it here
  3. An SMPP external account on the Mid server, specifying the Channel and Mid-sourcing Delivery mode. Learn how to create it here
  4. A delivery template that references the external account to streamline the sending process. Learn how to create it here

Create the SMS operator on the Mid-server sms-operator-mid

First, you need to create an SMS operator on the Mid-server, that will be used by the SMS external account on the Marketing server.

To create you SMS operator, follow the steps below:

  1. In Administration > Access management > Operators, click on the New and fill in the form in the new window opened.

    • Name (login) and Label are mandatory.
    • Password is not mandatory but highly recommended for the security.

    Note that the Name (login) is to be later used to name your SMPP external account in the Mid-server.

    {modal="regular"}

  2. In Groups and named rights part, click on Add button.
    On the new window opened, choose Named rights in the Folder list, and select ADMINISTRATION in the right list.

  3. Click on Ok button.

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  4. Click on Save button to finalize the creation of your SMS operator.

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You can see it in the operators list now.

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Create an SMS external account on the Marketing server sms-external-account

In a mid infrastructure, you need to create a SMS external account on the Marketing server as below

IMPORTANT
Using the same account and password for multiple external SMS accounts can result in conflicts and overlap between the accounts. Learn more on SMS troubleshooting page.

  1. In Administration > Platform > External Accounts, click the New icon

    {modal="regular"}

  2. Set up the Label and the Internal name of your external account. Define the account type as Routing, check the Enabled box, select Mobile (SMS) for the channel, and Mid-sourcing for the delivery mode.

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  3. In the Mid-sourcing tab, fill in the form with the mid-sourcing server URL and the SMS operator created previously on the mid server.

    Confirm the connection by clicking on Test the connection button.

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  4. Click Save.

Create an SMPP external account on the Mid-server smpp-external-account-mid

IMPORTANT
Using the same account and password for multiple external SMS accounts can result in conflicts and overlap between the accounts. Refer to the SMS troubleshooting page.

The goal is now to establish your SMPP external account on the Mid-server.

To do this, follow the steps below:

  1. In Administration > Platform > External Accounts of the Mid-server, click the New icon

  2. Set up the Label and the Internal name of your external account.

    note warning
    WARNING
    When assigning an Internal name, make sure to follow the specified naming convention: SMS Operator Name_Internal Name of the Marketing SMS external account.

    Define the account type as Routing, check the Enabled box, select Mobile (SMS) for the channel, and Bulk delivery for the delivery mode.
    {modal="regular"}

  3. In the Mobile tab, keep Extended generic SMPP in the Connector drop-down list.

    The Send messages through a dedicated process box is checked by default.

    {modal="regular"}

    To set up the connection, you need to fill the tabs of this form. For details, learn more about SMPP external account.

Configure the delivery template sms-delivery-template

To facilitate the creation of your SMS delivery, create a SMS delivery template where all your settings are referenced.

In Resources > Templates > Delivery templates on the Marketing server, right click on the existing Mobile delivery template, and choose Duplicate.

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Change the Label and the Internal name of your template to easily recognize it, and click on Properties button.

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In the General tab, in Routing, select your SMPP external account.

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In the SMS tab, you can add optional parameters to your template.

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Learn more about this SMS tab configuration.

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