SMS Provider Operations

Understand how to edit, archive, and delete providers.

Overview

This section describes actions for the available SMS service providers.

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Archive Service Providers

You can archive any current SMS service providers from the SMS settings. Archiving the SMS service provider stops any active Campaigns or Journeys for this provider. The archived provider will not be available for use in the future. However, it will still retain the provider stats.

Follow the steps to archive an SMS service provider:

  1. From the CleverTap dashboard, navigate to Settings > Channels > SMS > Providers tab.
  2. Click the ellipsis next to the provider.
  3. Select Archive from the list.

Delete Service Providers

You can delete any of the current SMS service providers from the SMS settings. Deleting the SMS service provider will remove all existing data from our system and stop any active Campaigns or Journeys. The deleted provider will not be available for use in the future.

Follow the steps to delete an SMS service provider:

  1. From the CleverTap dashboard, navigate to Settings > Channels > SMS > Providers tab.
  2. Click the ellipsis next to the provider.
  3. Select Delete from the list.

Edit Settings

Edit the SMS settings to change Provider credentials.

Follow the steps to edit provider settings:

  1. From the CleverTap dashboard, navigate to Settings > Channels > SMS > Providers tab.
  2. Click the ellipsis next to the provider.
  3. Select Edit settings from the list. The Provider credentials window displays.
  4. Change the required information.
  5. Click Send Test SMS to check that the provider is working correctly.
  6. Click Save.

Mark as Default

Set a service provider as default so that the same provider is used for delivering your SMS.

  1. Follow the steps to set a default SMS service provider:
  2. From the CleverTap dashboard, navigate to Settings > Channels > SMS > Providers tab.
  3. Click the ellipsis next to the provider.
  4. Select Mark as Default from the list.

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