MSG91 Add-On Detailed Documentation
Introduction The MSG91 Add-On enables automated SMS notifications across multiple Add-Ons by integrating your platform […]
Introduction
The MSG91 Add-On enables automated SMS notifications across multiple Add-Ons by integrating your platform with the MSG91 messaging service. Once activated, it allows administrators to send real-time alerts, reminders, and updates via text messages to users, employees, or clients. With customizable templates and dynamic variables, each notification can be tailored to suit specific events or Add-Ons like HRM, Projects, Invoices, CRM, and more. This Add-On is especially useful for improving communication, ensuring timely updates, and maintaining a professional touch through branded SMS delivery using your registered Sender ID.
How To Install the MSG91 Add-On?
To Set Up the MSG91 Add-On, you can follow this link: Setup Add-On
Note: You need to add your phone number while creating the user to have access to the MSG91 Add-On.
How to Configure the MSG91 Add-On
- After purchasing the MSG91 Add-On, go to the system settings page of your dashboard and find the MSG91 tab from the available options.
- Inside the MSG91 settings, enter the following credentials:
- MSG91 AuthKey
- MSG91 Sender ID
- To obtain your MSG91 AuthKey, visit this guide on locating your MSG91 authentication key.
- To create a new Sender ID, go to this tutorial on how to add a sender ID in MSG91.
- Once both AuthKey and Sender ID are entered in the system settings, toggle switches will appear for enabling notifications on various Add-Ons. Turning these on will ensure SMS notifications are sent when related activities occur.
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- Navigate to the Notification Templates section and click on the MSG91 tab, which will display all the Add-On notifications templates that can send out notifications via MSG91 integration.
- Here, you can change the default notification messages for each Add-On based on your preferred language, and the system also shows the list of supported variables that can be inserted into the message templates.
- You can select a notifications template (like Create User, New Invoice, New Proposal, etc.), choose a language, and edit the message format using the dynamic variables listed to personalize each notification message.
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- After editing a template, click Save to apply the changes; this customized message will then be used each time that specific event triggers a notification through MSG91.
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- If you enable the Create User notification from the General settings tab, a message will automatically be sent via MSG91 to the new user as soon as their account is created.
Here is the list of Add-Ons and their notifications.
General
- Create User
- New Invoice
- Invoice Status Updated
- New Proposal
- Proposal Status Updated
- Bank Transfer Payment Status Updated
ProductService
- New ProductService
Account
- New Customer
- New Bill
- New Vendor
- New Revenue
- New Payment
CMMS
- Work Order Request
- New Supplier
- New POs
- Work Order Assigned
- New Part
- New Component
- New Location
- New Pms
Hrm
- New Monthly Payslip
- New Award
- New Event
- Leave Approve/Reject
- New Trip
- New Announcement
- New Holidays
- New Company Policy
CRM
- New Lead
- Lead to Deal Conversion
- New Deal
- Lead Moved
- Deal Moved
Pos
- New Purchase
- New Warehouse
Hotel & Room Management
- New Booking Coupon
- New Room Facility
- New Hotel Customer
- New Hotel Service
- New Room Booking
- New Room
- Change Hotel Theme
Sales Agent
- New Program
- Sales Agent Request sent
- Sales Agent Request Accept
- Sales Agent Request Reject
- New Sales Agent
- New Sales Agent Order
- Update Order Status
Fix Equipment
- New Accessories
- New Asset
- New Audit
- New Component
- New Consumables
- New Licence
- New Location
- New Maintenance
Agriculture Management
- New Agriculture Fleet
- New Agriculture Process
- New Agriculture cycle
- New Agriculture Office
- New Agriculture Season
- New Agriculture Crop
- Assign Activity Cultivation
- New Agriculture Activity
- New Agriculture Service
- New Agriculture Cultivation
Tour & Travel Management
- New Season
- New Person Detail
- New Tour Booking
- New Tour Booking Payment
- New Tour
- New Tour Detail
- New Tour Inquiry
- New Transport Type
Newspaper Distribution Management
- New Newspaper Distribution Center
- New Agent
- New Journalist
- New Journalist Information
- New Advertisement
- New Newspaper
School-Institute Management
- New Teacher
- New Admissions
- New Parents
- New Students
- New Homework
- New Subject
- New Time Table
Categories
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