Telesign SMS – WorkDo Dash SaaS Add-On Guide

Introduction

The Telesign SMS Add-On is a powerful messaging solution that enables businesses to send instant and reliable SMS notifications. Designed for seamless communication, this Add-On ensures timely updates for customers and team members, enhancing engagement and operational efficiency. Whether it’s transactional alerts, appointment reminders, promotional messages, or verification codes, Telesign SMS provides a fast and cost-effective way to reach users. With easy integration and high deliverability, businesses can streamline their communication processes while maintaining full control over their messaging needs.

How To Install The Add-On?

To set up the Telesign SMS Add-On, follow this link: Setup Add-On.

Note: You need to add your phone number while creating the user to have access to the Telesign SMS Add-On.

How To Use The Telesign SMS Add-On?

• Once you purchase the Add-On, navigate to the settings page, click on system settings, and find Telesign SMS.
• On that page, you have to enter the Telesign customer ID and Telesign API Key, with the help of which you can send messages via Telesign SMS.

• You will need to create an account in Telesign SMS before you generate the API Key. Once you create an account, you can easily get it.
• To find the Telesign Customer ID and API key, you can follow this link: https://support.telesign.com/s/article/Find-Customer-ID-and-API-Key
• After you do this, you get a chance to choose the notification settings. Here is the way you can enable or disable the notifications of the various Add-Ons.
• You can customize notification messages language-wise. For example, if you want to change the message for new user notifications, you can do it here.

• For example: If you enable the create user setting from General, then the notification via Telesign will be sent to that particular user when the user is created.

  General

  • New User
  • New Sales Invoice
  • Sales Invoice Status Updated
  • New Sales Proposal
  • Proposal Status Updated
  • New Purchase
  • New Warehouse

  Accounting

  • New Customer
  • New Revenue
  • New Vendor
  • Bank Transfer Payment Status Updated

  Appointment

  • New Appointment
  • Appointment Status

  CMMS

  • Work Order Request
  • New Supplier
  • New POs
  • Work Order Assigned
  • New Component
  • New Location
  • New Pms

  Contract

  • New Contract

  HRM

  • New Monthly Payslip
  • New Award
  • New Event
  • Leave Approve/Reject
  • New Announcement
  • New Holidays

  CRM

  • New Lead
  • Lead to Deal Conversion
  • New Deal
  • Lead Moved
  • Deal Moved

  Sales

  • New Quote
  • New Sales Order
  • Meeting Assigned

  Project

  • New Project
  • New Task
  • New Bug
  • New Milestone
  • Task Stage Updated
  • New Task Comment

  Zoom Meeting

  • New Zoom Meeting

  Fix Equipment

  • New Accessories
  • New Asset
  • New Audit
  • New Fix Equipment Component
  • New Consumables
  • New Licence
  • New Fix Equipment Location
  • New Maintenance

  Visitor Management

  • New Visitor
  • New Visit Purposes

  WordPress Woocommerce

  • New Product

  Feedback

  • New Template
  • New Feedback Rating

  School / Institute Management

  • New Teacher
  • New Admissions
  • New Parents
  • New Students
  • New Homework
  • New Time Table

  Cleaning Management

  • New Cleaning Team
  • New Cleaning Booking
  • New Cleaning Invoice

  Machine Repair Management

  • New Machine
  • New Repair Request

  Hospital Management

  • New Doctor
  • New Patient
  • New Hospital Appointment
  • New Hospital Medicine

  Timesheet

  • New Timesheet

  Notes

  • New Note

  Internal knowledge

  • New Article
  • New Book

  Innovation Center

  • New Creativity
  • New Challenge
  • New Category

  ToDo

  • New To Do
  • Complete To Do

  Documents

  • New Document

  So, this is how you can use the Telesign SMS Add-On very easily.