Exotel

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New Rules of SMS Marketing in India - Important!

W.e.f from Sept 25, 2020 (tentatively), TRAI has mandated the registration of - SMS templates, Business entities, Sender IDs & User consent with mobile operator owned DLT portals. Failing to do so will cause message delivery failure for all your campaigns. (Detailed read)

Please follow your SSP's Guide here.

Follow the below steps to add Exotel as your SMS Service Provider (SSP).

As shown above:

Step 1: Select SSP

Select Exotel from the List of Available SSPs. In doing so, you will be prompted by a configuration modal.

Step 2: Name your Configuration

Please add a user-friendly name that enables you to identify the right SSP for a campaign while creating it. This comes in handy, especially when you have multiple accounts with the same SSP for sending different types of campaigns.

For example, if you have chosen to use Exotel for sending both Promotional and Transactional campaigns, then we recommend that you indicate the same by naming the configuration something like:

• Exotel Global
• Exotel (all campaigns)

Step 3: Add Account ID & Token

Navigate to your Exotel dashboard to find your credentials. Paste them in the configuration modal.

Step 4: Add API Key

Enter your Exotel API Key. Click here to know more about Exotel API keys.

Step 5: Choose SMS Type

Choose your SMS type from the drop-down: Transactional, Transactional opt-in, and Promotional SMS. Click here to know more about the different types of SMS from Exotel.

Step 6: Add Principal Entity ID

(Applicable only if you are sending messages to users located in India via domestic messaging pipeline. International messaging routes remain unaffected.)

• As per TRAI's latest SMS Marketing regulations for India, you must be registered on a DLT portal as a business entity. Once registered, a unique Principle Entity ID (PE ID) will be assigned to you.

• W.e.f from Nov 19, 2020, it is mandatory for all SSPs to pass a PE ID in the payload of each SMS message being sent to Indian phone numbers. We have partnered with Exotel to make this a seamless process for you.

• Simply add your PE ID during configuration - we will ensure that it is relayed to the SSP for each SMS sent to your users.

Step 7: Add SSP

Click on Add SSP, and you're good to go!

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Congratulations!

You've now successfully integrated Exotel with your WebEngage dashboard.

You can test the integration by creating a test SMS campaign and sending it to a group of internal users (aka your teammates).

A quick guide on Editing/ Deleting an integration.

Please feel free to drop in a few lines at [email protected] in you have any further queries. We're always just an email away!