Optional - SMS Integration with RingCentral

Use RingCentral to integrate SMS with Integro.

Sign Up For Ring Central

Let's face it; if you're going to scale your nonprofit to success, you're going to need some sort of phone system. You can start off using your own cell phone, or a Google Voice number, but at some point this is not going to meet your needs. At some point you're going to want a number with extensions, or, more importantly, you're going to want to integrate your CRM with your cell phone. At that point, you need to get a VOIP Service.

A VOIP Service is basically a business phone service that you can use on any device. We use and recommend RingCentral: https://refer.ringcentral.com/mQ36LVX. Why? Because it works cross computer, mobile device, and it integrates with our CRM--Integro!

Once you sign up for RingCentral, you can invite your team members and assign them numbers.

Register for SMS Approval

Next, you'll want to apply for SMS text approval. This is required by regulations to stop spammers. Don't worry, it's not too bad. However you can not apply for SMS If you are under the free trial. You must first upgrade to a paid plan and then you will be able to apply for SMS. After you upgrade, you can follow the steps here to apply for your SMS capability: https://support.ringcentral.com/sms-registration.html

There's also more detailed information here: https://support.ringcentral.com/article-v2/Setting-up-TCR-registration-assigning-numbers-to-SMS-campaigns.html?brand=RingCentral&product=MVP&language=en_US

Remember, at any time, you can go to your support portal at: https://support.ringcentral.com/ and open a ticket for help. You can also call RingCentral at any time for help: 1-866-309-2827

Pro-tip: It helps greatly with RL10 registration if you have a Privacy Policy and Terms of Service for your nonprofit. Don't have one? Write one easily with an online service like https://termly.io/

Submit Your Brand

The first thing to do for RL10 registration is to register your brand. This is the same thing as registering your company basically. The registration is very simple in Ring Central. Just go to the 10DLC TCR registration in your admin portal (https://service.ringcentral.com) and submit your brand (company) information. Make sure all of your information matches your company registration so help the process go quickly.

Submit Your Standard Campaign

After your brand is approved. You can submit various campaigns. These are basically high-level classifications for your SMS activity. The first campaign you should make it a standard/general campaign. This is the campaign for your day-to-day text messages and the one you will use with Integro. (If you're getting tired of paperwork, don't give up! You can do this, and it will be worth it. SMS messages have very high engagement rates. Hey, you wanted to scale right?).

Alright, so onward with filling out your standard campaign. When filling out the campaign type, you should select Automated messages or mixed use cases. This is because you will want to integrate Integro CRM into your Ring Central campaign:

On your use case, select Mixed Campaign:

Fill out information about your campaign. Provide as much detailed information as possible. After your campaign is submitted, you will need to wait a day or two for approval by the regulatory agencies:

Keep in mind that none of your SMS or API calls will work until you have an approved Campaign and linked the numbers to the campaign.

Sign Up For A Developer Account

In order to programmatically integrate SMS into Integro, you will next register a RingCentral Developer account at: https://developers.ringcentral.com/

Create an Application

Go o Apps > Register App, and choose REST API App:

Fill out the application details:

App Name: Integro CRM

App Description: A CRM for nonprofits to help raise funds and manage donors.

For Auth select JWT auth flow:

Select Yes for Issue refresh tokens:

For Application Scopes select Read Accounts and SMS:

For authorized access, choose Private:

Create a JWT Auth Token

Next follow the steps outlined here to create a JWT token: https://developers.ringcentral.com/guide/getting-started/create-credential