SMS Hubs

With this guide, you'll learn how to create and configure an Outbound SMS Hub to use in your campaigns, helping you automate and enhance customer service quickly and easily. Let’s get started!

Before You Begin!

Before creating the Outbound Hub, ensure you meet the following requirements:

• Have a campaign created.
• Have the SMS channel enabled and configured.
• Have an SMS connector created and functioning.

TIP

You can check the connector's status in the Connectors module to ensure it is working correctly.

How to Create the Outbound Hub?

Ready to go? Let’s create the Outbound Hub! It’s simple and requires basic configuration.

1. First, access the Admin Menu and navigate to the Automations module.

2. Once there, click the "New" button in the upper right corner.

3. A form will appear where you'll need to fill in the required information. Below, you'll find explanations for each tab and its corresponding fields.

Once you select the channel, several tabs will appear, allowing you to make adjustments or keep the default configuration.

How to Configure the Hub?

Here are the configurations you can make.

Basic

In this tab, you need to enter and configure the Hub's basic information.

• Enabled: Enable or disable the Outbound Hub. It will only function if enabled.
• Name: The name that identifies the Outbound Hub.
• Campaign: Select the campaign you want to associate with the Outbound Hub. Only campaigns with at least one channel enabled and configured with a connector will appear. For this case, the campaign must have the SMS channel enabled and configured with a connector.
• Channel: Based on the selected campaign, the channels it has enabled and configured will be displayed. In this case, select SMS.

IMPORTANT

Once the Hub is created, you cannot modify any parameters in the Basic tab.

Configuration

Select a pre-existing template from the campaign to send to customers.

If you don't want to use a template, you can directly input the message to send to customers in the list.

Schedule

In this tab, you can create a custom schedule for the Hub. If you keep the default configuration without a custom schedule, the Hub will operate 24/7.

Learn more about custom schedules