Step 2: Integrate With InfusionSoft
Step 1:
You will end up creating a new campaign for each specific texting phone number you have connected to SMSConversations. The easiest way to do this quickly is to create a template campaign and then duplicate it as needed.

In this example, we’ve titled our template campaign: “SMS Conversations Texting”
Step 2:
First, you have to create a sequence and then double click on the sequence you can edit the sequence itself.
Step 3:
Inside the sequence, you’ll see a start button, and an HTTP Post action that we’ve titled “Send HTTP Post” (the title does not technically matter).

You can find the HTTP Post action if you scroll down to the bottom of the Sequence Tools in the left sidebar.

By double clicking on the HTTP Post action, you can edit the action.
Step 4:
There are 6 fields you’ll need to edit.

Post URL
contactId
text
media
to
smsid

Below is an image of what you want it to look like when you're done. In subsequent steps we will provide the things you can copy and paste and where to find the smsid information.
Step 5:
POST URL:

The Post URL will always remain the same. The text to go under Post URL is:

https://app.smsconversations.com/api/sms/inbound/infusionsoft
Step 6:
CONTACTID:

This field usually comes pre-filled by InfusionSoft, but just in case it's not, here is the text to copy and paste:

On the left side:
contactId

On the right side:
~Contact.Id~
Step 7:
TEXT FIELD:

In the field next to “text” is the message you want to send to your contact via text.

Don’t forget that you can use the merge fields to add in their name, etc.
Step 8:
MEDIA FIELD:

If you want to add a picture, put the url to the picture in this field.
Step 9:
TO FIELD:

It’s best to use a merge field for your contact’s mobile phone number. In our case, that’s always their "Phone 1” which the merge field is:

~Contact.Phone1~
Step 10:
SMSID FIELD:

To get the correct SMSID for the phone number you want to text from, go to App.SmsConversations.com, click on “Phone Numbers” in the left hand panel.
Step 11:
Next to each phone number is an SMSID. Copy the SMSID for the phone number you would like to send from and add it to the SMSID field in the InfusionSoft HTTP Post.
Step 12:
Once you’re all done, click “Mark As Ready” and then exit back to the sequence.
Step 13:
Make sure you mark the sequence as ready, and that the start button is green and ready to do (double click on it if it is gray, and then click “Save”).

Then, click back to the overall campaign.
Step 14:
To view messages that have been sent by InfusionSoft, log into App.SmsConversations.com and click on “Conversations” in the left sidebar.
Step 15:
When in the Conversations view, you can click on an individual contact and see the texts that have gone back and forth, and also text a new message to that contact.
Step 16:
Once you are viewing the message thread, you can also click on the contact’s name and view their contact data in InfusionSoft.
Step 17:
Lastly, when texting with someone with SmsConversations, the texting thread is saved and updated in the “Note” section of their contact card in InfusionSoft.
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