Configuring an SMS Touchpoint

Select an SMS touchpoint when you want to connect to the customer using mobile messages. If you have integrated both Unica Link and Deliver, you will see the options Deliver and Link as delivery options for the SMS Touchpoint.

Before you begin

Before you start this procedure, see Touchpoints.

About this task

To configure an SMS touchpoint, complete the following steps:

Note: Currently, Unica supports LINK (Twilio) and Deliver for SMS connections.

Procedure

Select Link.

Set the default connection for SMS. For more information, see Setting a default SMS connection.
The Create New Action page appears.
1. Provide values for the following fields:
  - Message - Mandatory. This is a free text textbox, where you can add the personalization fields. For example, Hi <First Name> Welcome to Journey. Here <First Name> is the personalized field, which you can map with Journey fields in the next step. You can add up to five personalization fields in one SMS.
2. Click Next
  - The Field Mapping dialog appears.
3. Map the SMS connector fields with the appropriate Journey fields (coming from the Data Definition associated with the Journey during Journey creation). This is essential as the mapping changes the value on runtime.
4. Click Save.
Select Deliver and complete the following steps to configure Deliver for sending SMS:
If you select Unica Deliver, you are connected to the Unica Deliver execution engine for sending SMS.
1. Ensure that the following prerequisites are met:
  - Create Unica Deliver SMS Template in Unica Deliver.
  - Create SMS templates for each SMS touchpoint that you configure using Unica Deliver. For more information on creating templates for Unica Deliver, see Unica Deliver User Guide.
2. In the SMS Configuration dialog, select Deliver and click Next.
  The Select Template dialog appears.
3. Select the required template. If there are multiple templates, use the Search bar to locate the required template. Click Next.
  
  Note: In Unica Deliver, once a template is selected for configuring SMS Touchpoint, it will no longer be available for configuring other SMS Touchpoints. This condition applies only if you Publish the Journey immediately after configuration. If you do not Publish the Journey, and during that time if another user wants to use the same template, it will be available for the other user to configure the SMS Touchpoint. If the other user publishes the Journey, you must reconfigure using another template.
  
  The Mapping dialog appears.
4. Map the Deliver fields with the appropriate Journey fields (coming from the Data Definition associated with the Journey during Journey creation). This is essential as the mapping changes the value on runtime.
  The mapping achieves personalization to the SMS. In Deliver, if you map FirstName of Deliver to fname of Journey and the LastName to lname, the salutation in the SMS will be personalized to the value of the field.
5. Click Save.