Konekta Support

Setting up your Email Template in Actionstep for SMS

This article assumes that you have already enabled 'Konekta' from the Admin > Integrations menu within Actionstep. For more information, see How to 'Enable' the Konekta Integration (Plugin).


If you'd like to know how to set up Email Templates in Actionstep, see Creating Email Templates in the official Actionstep guide.


Important: the template format must be identical to the below table format otherwise the SMS Gateway will reject your email. Please use the HTML SORUCE CODE to copy to ensure the best accuracy.


Full reference about the capability of this service can be found by visiting this Article


The email template text is in the grey area below. You will need to copy and paste this into a new email template in Actionstep.


Sample of HTML Email template for Konekta SMS (see below for source code to create your template)


Email to SMS Gateway by Konekta
Email must be sent to sms@konekta.com.au
This email will then be delivered as an SMS

FieldValueInstructions
Matter[[action_id]]Your Matter Number
From
The 'From' number (or Name) that is displayed on the SMS message to the receipient - Please see further details about features available.
Mobile Number[[Phone_Mobile|pt=Client_Primary_Contact|fm=a]]The mobile message will be sent to
Message










Enter the message you want to send. 
Replies To Email[[e_mail|pt=Action__Assigned_to]]What email address would you like any SMS replies to come back to?
Assigned To Email[[e_mail|pt=Action__Assigned_To]]Who is the matter assigned to
Send At What time would you like to send this?
Send At Time Zone ID eg Australia/Sydney.

Full list of timezone IDs
SMS GotrueThis can be true or false.
Org Key[[system_orgKey]] 
SMS Key This is provided to you by Konekta This is a form of password that is unique to your account.
Template  
Automation  


The above HTML Table can be created manually or ou



COPY SOURCE CODE to Create Email Template

To create this Email Template into your Actionstep System please do the following


  1. Copy the code below
  2. Go to Actionstep > Admin > Email > Email Templates
  3. Create a new Email Template and give it a name and link to a matter type
  4. Within the Message Body, Editor toolbar Click on TOOLS> SOURCE CODE then paste the source code into the box and click ok.
  5. Save your email Template and test from a matter


SOURCE CODE TO COPY FROM


<div style="text-align: center;"><span style="font-family: helvetica, arial, sans-serif;"><span style="font-size: 18pt;"><strong><span style="color: #808080;">Email to SMS Gateway by Konekta</span> </strong></span><span style="color: #ff0000; font-size: 12pt;"><strong>Email must be sent to <a href="mailto:sms@konekta.com.au" style="color: #ff0000;">sms@konekta.com.au</a> </strong></span>this email will then be delivered as an SMS.</span></div>
<table id="MessageDetails" style="height: 465px; border-color: #8a8a8a; margin-left: auto; margin-right: auto;" width="699" height="465" cellpadding="5" cellspacing="0">
<tbody>
<tr>
<td><strong>Field</strong></td>
<td><strong>Value</strong></td>
<td><b>Instructions</b></td>
</tr>
<tr>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Matter</span></td>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">[[action_id]]</span></td>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Your Matter Number</span></td>
</tr>
<tr>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">From</span></td>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"></span></td>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Enter the 'From' Number or From 'Text' you want to display on the SMS.</span></td>
</tr>
<tr>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Mobile Number</span></td>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">[[Phone1|pt=Client_Primary_Contact|fm=a]]</span></td>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">The mobile the message will be sent to</span></td>
</tr>
<tr>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Message</span></td>
<td></td>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Enter the message you want to send.</span></td>
</tr>
<tr>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Replies To Email</span></td>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">[[e_mail|pt=Action__Assigned_to]]</span></td>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">What email address would you like any SMS replies to come back to?</span></td>
</tr>
<tr>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Assigned To Email</span></td>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">[[e_mail|pt=Action__Assigned_To]]</span></td>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Who is the matter assigned to</span></td>
</tr>
<tr>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Send At</span></td>
<td></td>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">What time would you like to send this?</span></td>
</tr>
<tr>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Send At Time Zone ID</span></td>
<td></td>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">eg Australia/Sydney. <a href="https://nodatime.org/TimeZones" target="_blank" rel="noopener">Full list of timezone IDs</a> </span></td>
</tr>
<tr>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">SMS Go</span></td>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">true</span></td>
<td></td>
</tr>
<tr>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Org Key</span></td>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">[[system_orgKey]]</span></td>
<td></td>
</tr>
<tr>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">SMS Key</span></td>
<td></td>
<td></td>
</tr>
<tr>
<td><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Template</span></td>
<td></td>
<td></td>
</tr>
<tr>
<td>Automation</td>
<td></td>
<td></td>
</tr>
</tbody>
</table>
For more information, see:<a href="https://konekta.freshdesk.com/a/solutions/articles/6000231229?portalId=6000061698" target="_blank" rel="noopener">https://konekta.freshdesk.com/a/solutions/articles/6000231229?portalId=6000061698</a>




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