The module is one of a kind and offers functionality to dynamically prioritize sending through the available sending gateways for certain geo-specific zones. SMSPlus enables to setup the sending environment with the APIs of multiple sending gateways, i.e. Infobip, Clickatell, Twilio etc, and service providers with international sending scope always prefer to setup system with two or more sending gateways. Considering the fact that the system can have multiple sending gateways, SMSPlus offers this functionality to dynamically prioritize sending through desired gateway for certain countries/networks fall in some Priority Zone.
A zone can comprise of one or more destination countries and their networks, with an ability to line-up available sending gateways for priority based sending. To learn more about how you setup a zone, let’s discuss the it in more detail.
Navigate to Destination Zones
Admin Main Navigation -> Setup -> Destination Zones
The page that would appear on your screen after clicking Destination Zones on the main navigation will show you a tree-view of all currently available zones. If there is no zone setup, default zone still appears in the tree view. Apart from just viewing the existing zones, you can also organize the zones, can dig the prioritized sending deeper and setup different levels of preferences for priority based sending.
1) Zone Based Sending Preferences (Top Level)
2) Network Based Sending Preferences (Child Level)
Later in this article, we'll discuss the organization of the zones and setting up top level and child level priority. But first thing that we will discuss in this article is how you setup a new destination zone. Click "Add a Zone" right above the right side of the Tree View of existing zones.
Add a Destination Zone
On Add a Zone page, there are four portions each with few fields/options that you would need to fill/select. Let's see each one of these portion.
You start by providing the basic zone details this includes.
Zone name is the mandatory text field that you need to fill with a preferred name of the zone you are creating. For example, if you are setting up a zone comprising of Asian Countries, you can name it like Asian Zone or Asian Zone 1 etc. something that would help to keep its reference and to better identify the zone while you are on “Organize Zones” page. Provide preferred name of the zone and proceed.
Dropdown is offering three simple options, first one is to keep the zone Status as “Active” , second option to mark its status as “Inactive” and the last option is to “Block” certain zone. System will take “Active” zones into consideration while it process sending of the campaign. Application will ignore all the preferences of particular zone marked as “Inactive” and will apply default sending settings for sending messages to the countries in an “Inactive” zone. And system will block sending to the countries fall in “Blocked” zone and will show error message.
Beside the first portion Zone Details, you find this option to select the countries for this destination zone. You may select one, two or multiple countries to establish a geo-specific destination zone. You would need to tick the checkboxes alongside the country name to make a selection. You can use the suggestion box to quickly search specific country from the list to make the selection.
This area beneath the Zone Details is showing the active gateways you have configured your system with. These are the gateways among which you would need to select one as first priority, another for the second and this goes on. But you first need to make a selection that among the available active gateways which ones are you really want to use for this zone. Tick the checkbox along with the Gateway name to make a selection.
Prioritize Sending Gateway
Next to the Active Gateways, this area shows you all the gateways you have selected for this specific zone. You will notice that the gateways you select from Active Gateway section will immediately start appearing here in this area.
Gateway that appears on top among the three is considered a primary gateway to send to countries in this zone, gateway that comes second will be considered secondary priority for sending, and down in the list is the gateway considered tertiary in priority. If primary gateway fails due to some reason, system will automatically apply the zone preferences and will take secondary gateway down in the line, and if somehow both primary and secondary sending APIs fail due to some error/ technical issue, system will automatically shift to the tertiary gateway for sending.
To change and update the current line-up of the gateways, drag and drop function will work. Keep hold of certain gateway with your mouse click, drag it upwards and down in the order to reposition the gateway and so its sending priority according to your sending preferences for certain zone.
Through “Organize Zones” function, you can delve more deep into the structure of prioritized sending to assign a separate gateway to specific network carrier within a country. Continue reading this article, and you will learn more possibilities.
Tree View of Zones
Now you have learnt to enter a new zone, let's now discuss the first page that we started this article with. The page where the tree view of all available zone appears. All currently available zones with the hierarchical tree of child elements are listed on the left side under “Zone Name” each level in the hierarchy that has the cog icon can carry its separate sending preferences. The cross button can be used to delete particular zone from the list.
Drag & Drop
Manage countries in a zone by using drag and drop feature. For example if some of the countries are part of “Default Zone” that you want to add to particular “Destination Zone”, all you need to do is to keep hold of the country from your mouse and drag it to the zone to which you want to add it. It is how you can conveniently manage and organize the countries in the zones.
As mentioned earlier, default zone appears at top of the tree above all currently available zones. Countries that aren’t the part of any other zone are automatically made part of the default zone. But default zone can’t carry any country that has already been made part of any destination zone.
Zone Based Sending Preferences (Top Level Priority)
To update zone level sending priority, clicking the Cog button will popup setting with the following fields/preferences.
Name of the zone that you earlier provided while setting it up on “Setup Zone” page, zone name was first mandatory field to fill. You however have the ability to update that zone name and can provide a new name here in this field.
Zone status as it was marked while it was first setup using “Add a Zone”. From here, you can update specific zone status from Inactive to Active, Blocked to Inactive, or may be Active to Inactive or Blocked. Your selected status will effect sending in one of the following ways.
- Application will apply preferences of an “Active” zone while sending messages to countries/networks in specific Priority Zone
- Application will ignore zone preferences and will apply default sending settings for a zone marked as “Inactive”
- Application will block sending to the specific countries/networks added to a zone with “Blocked” status.
Prioritize Among Active Gateways
Underneath the status, there is an area for you to select among the active gateways for the top level priority. And next to this, you will use the drag and drop as discussed above, to prioritize among the gateways you have selected for the top level.
Country’s list would show number of countries that was selected for particular zone while setting it up, however if you want to add more countries in the zone, or exclude few of the already selected ones, you can use the checkboxes along with the name of every country in the list. Tick the checkbox to add a country in the zone, and uncheck the checkbox to exclude the country from the zone. Use the suggestion box to search particular countries from the list.
Being on top of the hierarchy, zone level settings and preferences can be applied recursively to the child level (Network) down in the hierarchy. So if you select the checkbox next to the label “Options” the preferences will apply recursively to the network level down in the hierarchy of the zone. And leaving the checkbox unchecked will keep these preferences to the zone level sending only.
Save & Exit
Click to save the updated preferences for specific zone.
Click to close the popup window without saving the updated preferences.
Network Based Sending Preferences (Child Level Priority)
Countries and the networks operating in these countries appear down in the hierarchy of the Zone Tree. SMSPlus automatically populates the regional networks operating in specific country that you can see by clicking the country name in the tree. Moreover, when the system detects a new/unsaved network carrier, it automatically and accurately lists it under its country.
Other than the zone level sending preferences, you can apply separate sending preferences for the networks down in the hierarchy. Click the country name to expand its networks, and then clicking the cog button next to the network name to pop-up the setting window on your screen. Popup window will carry the following fields.
The field isn’t editable and just showing the name of the network carrier for which you are applying custom sending preferences.
Prioritize Among Active Gateways
Underneath the Network Name, there is an area for you to select among the active gateways for the child level priority. And next to this, you will use the drag and drop as discussed above, to prioritize among the gateways you have selected for the network level sending.
Save & Exist
Click to save the sending preferences for specific network carrier.
Click to close the popup window without saving the sending preferences.
How Priority Based Sending Works?
As we have learnt to implement the zones and organizing the different hierarchal levels of setting up sending preferences, let’s now discuss how priority based sending actually works?
Whenever a client account attempts sending to a destination covered by a zone, system looks and considers network based sending preferences on priority, if it fails to identify with the network based sending preferences, it detects the country from the country code in the number and will look for the zone which particular country falls in. In case of successfully tracing the zone, system applies the sending preferences of the zone. If the detected country isn’t the part of any destination zone, then the sending preferences of Default Zone will be applied. Default zone appears at top of the tree and it includes all the countries that aren’t part of any zone.
Make sure that to be able to apply network based sending preferences; system should be able to recognize the network carrier first. And it is only possible when the client validates the contacts before scheduling a broadcast. Because when client validates the contact, system acquires and saves certain information with regard to the contact number, it includes contact’s network carrier name and destination country. So the way application identifies the destination network before sending is through contact validation. If system doesn’t identify the destination network before sending, network based sending preferences will be ignored and system will look for the country to apply zone based sending preferences or will send from the Default Zone if the country isn’t the part of any zone.