Introduction

Post the introduction of DLT, there has been a set of procedures that needs to follow before any SMS is scheduled for delivery. As a lot of parties (Client, DLT, Vendor, Operator etc.) are involved in facilitating and verification of each SMS that is sent, it becomes absolutely essential that we follow all requisite procedures for configuring SMS templates for New and Existing accounts. To avoid any lapse(s), following checklist may be referred to.

Checklist for SMS Communication

Step 1: Configuring Sender ID on Solutions Infini (Kaleyra)* |This is done by TechOps/Developer|

Configure Sender IDs on Kaleyra Portal as well, sign in using th respective Kaleyra account for configuring Sender IDs,
For OTPs - Configure on Kaleyra's ‘nopapersol’ account
For Transactional SMS- Configure on Kaleyra's ‘nopaperforms’ account
For Promotional SMS- Configure on Kaleyra's ‘npfdndscrub’ account
For Promotional Numeric SMS- Configure on Kaleyra's ‘npfpromo’ account
Sign In using required  on Solutions Infini ,once logged in,  navigate to the  Left Menu Panel and click on  Manage Items > Manage Sender IDs navigate to Top Right Corner and Click on the +New button and enter all the requisite details such as the Sender Id, Entity Id, Description, and Category etc. and click on the Save button

Step 2: Configuring SMS Partner Account of NoPaperForms

Configure Kaleyra as SMS Partner on NoPaperForms by using the below path
For OTP Channel
Settings > Communication > SMS > Authentication > OTP account details - Domestic
For Transactional Channel
Settings > Communication > SMS > Authentication > Transactional account details - Domestic
For Promotional Channel
Settings > Communication > SMS > Authentication > Promotional account details - Domestic
For Promotional-Numeric Channel
Settings > Communication > SMS > Authentication > Promotional ( Numeric ) account details - Domestic

Step 3: Configure Entity ID on NoPaperForms

(Entity ID is a 19-digit numerical string unique for each entity, under which templates and headers are registered). In NPF, the Entity ID has to be configured by using the following below path :
Settings > Communication > SMS > Sender ID Config > Domestic

Step 4: Configure Sender ID on NoPaperForms

A Sender ID is a unique name or standard mobile number that shows in the “from” field of your text messages on your phone.
Sender ID has to be configured by using the following path
For Transactional Sender IDs
Settings > Communication > SMS > Domestic > Transactional Sender IDs
For OTP Sender ID
Settings > Communication > SMS > Domestic > Sender ID for OTP
For Promotional Sender IDs
Settings > Communication > SMS > Domestic > Promotional Sender IDs
For Numeric Sender IDs
Settings > Communication > SMS > Domestic > Numeric Sender IDs

Step 5: Configure SMS Template

Configuring SMS Template: SMS Template should be configured only when the above three steps have been completed.

5.1 For Custom(Not System Generated) SMS Template:

To configure SMS Templates follow the below steps :

1. 1. 1. 1. Template Manager > Manage Communication Template > Create Template > SMS
         2. Enter Template Name
         3. Select Institute
         4. Select Template Active For (Leads, Application, Raw Data, Widgets, etc.)
         5. Select Form(In case the template has to be restricted form-wise)
         6. Enter Template ID (19 digits)
         7. Select Nature of Template: Promotional, Transactional, OTP, Promotional Numeric
         8. Configure Content: Configure SMS content, and verify that the template matches exactly as per the one that has been approved by DLT. Insert correct tokens for each variable.
         9. Assign Templates to the user(s) and click on Save

5.2 For System Generated SMS Template:

To configure SMS Templates follow the below steps :

1. 1. 1. 1. Template Manager > Manage Communication Template > SMS
         2. Select respective System Generated Template
         3. Select Form(In case the template has to be restricted form-wise)
         4. Enter Template ID (19 digits)
         5. Configure Content: Configure SMS content, and verify that the template matches exactly as per the one that has been approved by DLT. Insert correct tokens for each variable.
         6. Assign Templates to the user(s) and click on Save

Step 6: Domain Shortening

In case a URL has been approved as a static value by the DLT, make sure to exclude the domains by configuring the same using the following path:
Settings > Communication >SMS > Domain Shortener > Domain to be excluded
Use Case :
For e.g. if the template approved is : Dear #{var}# , Login on abcuniversity.com to book webinar. The timings for the webinar is #{var}# on #{var}#. -ABC University

Here we can see that the URL i.e. abcuniversity.com has been approved as a part of the content (static) and not as a variable, therefore the domain ‘abcuniversity.com’ will have to be excluded from Domain Shortening.

Step 7: Enable the template

By default, a SMS Template once created is 'Enabled' until intentionally disabled. You may cross verify the status by using the following path
Template Manager > Manage Communication Template

Step 8: Enable the template Mark as DLT Approved

Once you have configured and enabled the SMS Template, you need to mark the template as DLT Approved by using the following path
Template Manager > Manage Communication Template > Select the Template > Click on Action Button (Gear Icon) > Mark as DLT Approved

Step 9: Send Test SMS

Once you are done with the above steps, you may check the SMS delivery by sending a test SMS.

In case you did not receive the message, it may be due to any of these errors.

Note : *Kaleyra Account and Solutions Infini Account are one and the same thing and have been used interchangeably in this checklist.