SMS Number Sharing

SMS Number Sharing

Mobile ReachUC users are now given the ability to share their SMS number with other ReachUC users. This gives the ability to those that have been shared the number, to reply with the shared number as the source (or SMS Caller ID).  

 This will need your Reply As setting to be set as Smart Source.

How is this beneficial? Well, think of this scenario. Your sales group receives a heavy volume of inquiries in a day.  Each member then waits their turn to use the phone to respond to these inquiries. However, with shared SMS they can simply reply from their mobile phone as though they were using that shared number. While all this is happening, the sales group supervisor is monitoring that all inquiries are getting appropriate and timely replies from the mobile app that also uses the shared SMS number.

 

Settings and Details for SMS Sharing

To go to the SMS Sharing page follow the instructions below:

  1. Go to the PBX Pane of your ReachUC mobile app.
  2. Click on the PBX Account tab.
  3. Click on SMS Numbers to go to the SMS Numbers Page.
  4. Click on Number Sharing to view your SMS Number Sharing settings

 

SMS Number Sharing page

This page contains two (2) sections, Numbers Shared With Me and Number Sharing,  which are discussed below:

Numbers Shared With Me

This section shows a list of phone numbers that have been shared with you by other ReachUC users within your organization. This means that all messages that these numbers receive will be forwarded to you.

When you reply to these messages and your Reply As setting is set to Smart Source, your replies will be delivered using the receiving phone number as the sender.

However, if you reply to these messages and your Reply As setting is set as Primary SMS Number, the reply SMS will be delivered as coming from the phone number set as your SMS Caller ID.

Note: Only the phone number owner can add/remove the SMS share.

Note: Creating new messages will always use your Primary SMS Number as the sender.

Number Sharing

Number Sharing allows you to share your phone number with other ReachUC users within your organization.

Users that you share a number with will receive a copy of any incoming SMS messages and will also have the ability to reply to the message using your phone number. There is no limit to the number of ReachUC users you can share your phone number with. Those users will know that you shared the number with them by logging into their ReachUC mobile app and checking the Number Shared With Me section (where they will see your phone number in the list). They won’t have the ability to remove themselves as a recipient, only you as the owner of the phone number can do that. 

 

How to Share an SMS Number?

  1. Click on the Phone Number you wish to share.
  2. Click on the button that appears saying ADD USER TO <Phone Number>.
  3. Click on the extension of the person within the company you want to share the SMS number to.
  4. Repeat to add more people to share to.

 

How to Remove a Share to a Recipient?

  1. Click on the Phone Number where you want to remove the person from sharing
  2. Click on the Trashcan icon beside the extension of the person you wish to remove
  3. Repeat the previous step to remove more people from the share.

SMS Caller ID

If you have multiple SMS enabled phone numbers associated with your ReachUC account, you can now choose which phone number will be sent as the SMS Caller ID for outgoing messages.  You can view/change your SMS Caller ID from the SMS Numbers page of your ReachUC mobile app. This feature is only supported in the ReachUC mobile apps.  The ReachUC WebRTC (Windows and Mac desktop versions) will use the phone number you choose as your SMS Caller ID but you can not change this from the WebRTC applications.

Note: The Reply As setting found in the SMS Numbers Page will be able to override what number will be used as the SMS Caller ID for your replies.

Note: Creating new messages will always use your Primary SMS Number as the sender.

Viewing Your SMS Phone Numbers

In the SMS Numbers page, the My SMS Numbers section shows all the phone numbers assigned to your ReachUC account.  Here you will see a Primary icon beside the phone number which will be used as your SMS Caller ID when you send messages from any ReachUC application (including replies to SMS messages that are forwarded to an email address).

Note: If you have no phone numbers associated with your ReachUC account this will only show the text ‘No Numbers’.

Changing Your SMS Caller ID

From the list of phone numbers simply click on a phone number without the Primary icon beside it. Then click on Set as Primary in the menu that pop-ups at the bottom to change your SMS Caller ID to the phone number chosen.

Note: When adding an SMS number to your ReachUC PBX account, the default number will remain. However, when the phone number set as Primary is removed the oldest phone number added to your account will become your new SMS Caller ID and be marked as Primary.

 

The steps on an Android or iOS device are similar:

  1. Open the PBX pane.
  2. Go to the PBX Account tab.
  3. Open the SMS Numbers page.
  4. Click on the desired number listed under My SMS Numbers.
  5. Click on Set as Primary in the menu the pop-ups at the bottom.

Android

iOS

SMS Numbers Page

This page has five (5) sections that contain relevant information and settings that are relevant to SMS for ReachUC.  The SMS Numbers page is accessed by following the instructions below:

  1. Go to the PBX Pane of your ReachUC mobile app.
  2. Click on the PBX Account tab.
  3. Click on SMS Numbers to go to the SMS Numbers Page.

Note: If SMS Numbers is not showing in the PBX Account tab please contact your service provider for help.

The 5 Sections in the SMS Numbers Page:

1 – My SMS Numbers

Clicking on My SMS Numbers will show you all the Phone Numbers that are assigned to your PBX User with the SMS Caller ID for your account marked by a Primary icon but, if there is none assigned, it will show the text ‘No Number’. To learn more and to know how to change this setting go to the article SMS Caller ID.

2 – Reply As

This shows the behavior of what phone number is used when you reply to messages in ReachUC. Clicking here will show you the choices available with your current setting having a checkmark icon beside it. Clicking on the choice with no checkmark icon will change your setting to the choice you clicked.  The choices are either Primary SMS Number or Smart Source.

Primary SMS Number is the default setting which if used means that all replies coming from your ReachUC app will use your chosen Primary SMS Number.

Smart Source is the setting that will use the last phone number having a conversation with the recipient, however, if there is none it will use your Primary SMS Number. Note: This settings’ behavior will also apply to your WebRTC applications.

3 – Send Copies

Clicking on Send Copies will open up the settings for forwarding or sending copies of your messages to another ReachUC User, an Email address, or a URL.  To learn more about this go to our article on SMS Copies or Forwarding Options.

 

4 – Number Sharing

Clicking on Number Sharing will open the page to view the phone numbers that have been shared with you, and also your phone numbers which are available to share with other ReachUC Users, and lastly, any shares that you have set.  SMS Number Sharing is the ability for those who you shared your number with to reply to any message you receive as though they were using your phone number. Please read the article on SMS Number Sharing to learn more.

 

5 – Numbers Forwarded To Me

If another ReachUC user added you to their Send Copies To list, the phone number(s) assigned to them will reflect in your Number Forwarded To Me section.

Unlike phone numbers shared with you, you cannot use the forwarded number as SMS sender when you reply to SMS messages. The SMS message recipient will see your own phone number as the sender of the SMS message. If you have no SMS-enabled phone number, you will not be able to send replies to messages that are forwarded to you.