Welcome Welcome and Thanks you for installing the Azure SMS plugin for Zoho CRM. Azure SMS is designed for marketers and businesses to help manage the entire customer life cycle: generate leads, close sales, communicate special offers, lead conversion, retain loyal customers and strengthen customer relationships. Whether you are sending a single reminder message or a bulk SMS campaign to half a million customers Azure SMS provides reliable, automated solutions to manage all aspects of your SMS marketing right from within your Zoho CRM! Setting Up and Integrating your Azure SMS Account Now that you have successfully installed the plugin the next step is to set up you Free Trial Account so that it can be integrated with your CRM. Please follow these step to set up and integrate your free trial account: 1. Click this link to set up your Free Trial Account (You can also do this later by going to the ‘Azure SMS’ tab in your CRM and clicking on the ‘Set Up Free Account’ button)

Azure SMS Set Up Instructions - irp … · Welcome Welcome and Thanks you for installing the Azure SMS plugin for Zoho CRM. Azure SMS is designed for marketers and businesses …

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Welcome

WelcomeandThanksyouforinstallingtheAzureSMSpluginforZohoCRM.

AzureSMSisdesignedformarketersandbusinessestohelpmanagetheentirecustomerlifecycle:generateleads,closesales,communicatespecialoffers,leadconversion,retainloyalcustomersandstrengthencustomerrelationships.

WhetheryouaresendingasingleremindermessageorabulkSMScampaigntohalfamillioncustomersAzureSMSprovidesreliable,automatedsolutionstomanageallaspectsofyourSMSmarketingrightfromwithinyourZohoCRM!

SettingUpandIntegratingyourAzureSMSAccount

NowthatyouhavesuccessfullyinstalledthepluginthenextstepistosetupyouFreeTrialAccountsothatitcanbeintegratedwithyourCRM.

Pleasefollowthesesteptosetupandintegrateyourfreetrialaccount:

1. ClickthislinktosetupyourFreeTrialAccount(Youcanalsodothislaterbygoingtothe‘AzureSMS’tabinyourCRMandclickingonthe‘SetUpFreeAccount’button)

Page 2: Azure SMS Set Up Instructions - irp … · Welcome Welcome and Thanks you for installing the Azure SMS plugin for Zoho CRM. Azure SMS is designed for marketers and businesses …

2. Click‘StartyourFreeTrialToday’andCompleteyourdetailsinthe‘FreeTrialAccount’Form.Enteryourmobilenumberwithoutthecountrycode.(eg.0401234567)

**Pleasenote**AtthetimeofwritingyoumusthaveanAustralianmobilenumbertosetupanaccount.OtherscountrieswillbeaddedbymidAugust2016.AslongasyouhaveanAustralianmobilenumberyoucanstillsendglobalmessagesusingAzureSMS**

3. Afteryouclick‘SignUp’youwillreceiveanactivationcodeviaSMStoyourmobile.Enterthecodeintothefieldontheformthatappears.Createyourpasswordandthenclick‘Setmynewpassword’

Page 3: Azure SMS Set Up Instructions - irp … · Welcome Welcome and Thanks you for installing the Azure SMS plugin for Zoho CRM. Azure SMS is designed for marketers and businesses …

4. OnceyousetyournewpasswordthiswilllogyouintoyournewSMSaccount.Youwillalsoreceive25FreeSMScreditstogetyoustarted.

IntegratingAzureSMSintoZohoCRM

NowthatyouhavesuccessfullysetupyourfreetrialaccountyouwillneedtocopyandpasteyourAPIKeyintoyourCRM.Thisprocessiseasyandonlyrequiresafewsimplesteps:

5. InyourAzureSMSaccountclick‘Settings’ontheleft.

Page 4: Azure SMS Set Up Instructions - irp … · Welcome Welcome and Thanks you for installing the Azure SMS plugin for Zoho CRM. Azure SMS is designed for marketers and businesses …

6. Nextyouwillbepresentedwithyoursettingspage.Onthispagecopythekeythatshowsinthe‘APIKey’field.

Hereyoumayalsocompletetheotherfieldsinthesettingsarea(youcanalsocomebackanddolater).Ifyouscrolldownthispageyoucanalsosetupotheraccountusers.Youcanaddupto10usersforfree.

7. NextyouwillneedtopastetheAPIKeyyoujustcopiedintoyourCRM.GotoyourCRMaccountandclick‘Setup’,‘Extensions&APIs’then‘Marketplace’.Refertothescreenshotsonthefollowingpage:

Page 5: Azure SMS Set Up Instructions - irp … · Welcome Welcome and Thanks you for installing the Azure SMS plugin for Zoho CRM. Azure SMS is designed for marketers and businesses …

Click‘Setup’

Clickon‘Marketplace’

8. Afteryouclick‘Marketplace’youwillseeAzureSMSlistedunder‘InstalledPlugins’.9. NextClickon‘Configure’

Page 6: Azure SMS Set Up Instructions - irp … · Welcome Welcome and Thanks you for installing the Azure SMS plugin for Zoho CRM. Azure SMS is designed for marketers and businesses …

10. Inthe‘Configure’screenyouwillseeafieldtoaddan‘ApiKey’.ClickthepenciliconontherighttobringuptheApiKeypopup.

11. ClickontheApiKeyfieldandpastetheAPIKeyyoupreviouslycopied,thenclick‘Save’

12. OncetheApiKeyhasbeenaddedandsavedyouwillseeitappearintheApiKeyfieldunder‘ExtensionSettings’

Congratulations!YouSMSsystemisnowfullyintegratedwithyourCRM.Ifyouhaveanyproblemsfollowingtheseinstructionsorneedassistancepleaseemailusat–[email protected].

WehopeyouenjoyyourAzureSMSPluginandallthefeaturesavailable.Formorehelpfulresourcesand‘HowtoVideo’tutorialspleaseclickonthe‘AzureSMS’tabinyourCRM.