2-Way SMS text with SMSWorks

Account with SMSWorks

Incoming numbers configured at SMSWorks

In the IQX database, the following functions and procedures are needed: IQXLocalConversation, IQXLocalConversationContactClasses, IQXLocalConversationInsert, IQXLocalConversationSendURL, OutgoingSMSCETypes, IQXLocalConversationSendURL

In Maintenance | Database Setup | Web Pages the following items are needed: conversation.html, conversation.css, conversation.ctrl.js, paging.svc.js

Generate API key, secret & token in SMSWorks account website

Choose a UserName (normally SMSWorks) and Password that will be used by SMSWorks to call a WebHook provided by IQXHub that will receive and process incoming text messages from SMSWorks.

Populate the SMSWorksConfig table with the Token (from SMSWorks) and the UserName, Password chosen above.

Configure the functions OutgoingSMSCETypes & CustomSMSHTTPRequest

Upload the IncomingSMS.xml job to Maintenance | Databases Setup | System Jobs and Reports

Use the Create Hub For Web Services button in Maintenance | IQXWeb Setup | Profiles to create a User (normally SMSWorks as above) and User Class for a user matching the details (including password) set up in SMSWorksConfig above.

In Maintenance | IQXWeb Setup | User Classes Add IncomingSMS to the permitted jobs for the new user class

In the SMSWorks Account | Reply Numbers - set the response URL eg: https://pizza.iqxanywhere.net/job/IncomingSMS, and the Username and Password as set up in IQX Web Setup for each response number

In IQX Maintenance | Agency Setup - ensure that Contact Event Types are set up for SM / text messaging - you probably want incoming and outgoing.

Check that the Applicant and other phone types for mobile numbers include the S Capability.

In IQX Maintenance | General Settings set or check the following settings:
450 - Contact Event Class for Incoming SMS set to the contact event type for incoming SMS
30 - Can send SMS Messages via E-Mail set to N
40 - Can send SMS Messages via HTTP set to Y
90 - The HTTP Request to use for SMS Messages should be blank as the function will be used
120 - Can send SMS Messages via HTTP