This article describes the features, setup, and usage guidelines for the SMS and MMS business texting service, including how to enable and disable the service, register and manage numbers, send and receive messages, and adhere to regulatory requirements for bulk messaging and compliance with the FCC.

The SMS business texting feature allows users to send and receive SMS messages from the Desktop and Mobile application to US, Puerto Rican, and Canadian numbers.

SMS Service Overview

Here are some features of the SMS service:

  • The SMS feature is available for the primary user's direct number.
  • Once the SMS is enabled on accounts, new users will automatically be enabled to use the SMS service.
  • The service activation request can take up to 24 hours (usually only takes several hours).
  • This service might be chargeable depending on your UNIVERGE BLUE® CONNECT package. Fair use provisions apply.
    By default, this feature is disabled for an account.

The SMS feature in UNIVERGE BLUE® CONNECT is designed and provisioned for Person-to-Person (P2P) messaging, meaning sending/receiving one message at a time with two-way (back and forth) communication between two human users. This is different than Application-to-Person (A2P)/bulk texting, which consists mostly of outbound texts where the ratio of inbound messages is lower than 45%, e.g. bulk campaign texting, marketing communications, one-way appointment reminders, notifications, etc. Businesses using this A2P/bulk texting are required to be registered with The Campaign Registry.

Important for US Customers: New regulatory guidelines effective 3/26/24 from the Federal Communications Commission (FCC) require us to enforce a zero-tolerance policy for using text messages for Application-to-Person (A2P)/outbound bulk texting purposes.
If we detect bulk outbound text messages are being sent from phone numbers not on the Campaign Registry, we will immediately deactivate your SMS account for text messaging until those numbers are registered in the Campaign Registry.

Enabling SMS 

To enable the SMS feature for the account,

  1. As an account administrator, log into the Control Panel.
  2. Navigate to UNIVERGE BLUE® CONNECT > Settings on the top of the screen.
  3. Select the SMS service on the left navigation pane.
  4. Click Enable SMS.
  5. A questionnaire about the use case for the SMS and expected traffic volumes will show up. Complete it according to your business needs.
  6. Depending on the picked options, you may be presented with one of the following two screens:

    If you get this screen, it means you must apply for the Campaign Registry before starting to send messages. Check the Bulk Outbound Messaging section for more information about this.

    If you get this screen, just click Got it. The SMS service will be enabled in a few hours.

To check the SMS provisioning status for each user:

  1. As an account administrator, log into the Control Panel.
  2. Navigate to Users on the top of the screen.
  3. Select the user you want to manage.
  4. Select the $Voiceservices on the left navigation pane.
  5. On the General tab find the SMS section. They will show up as follows:
    • Enabled means the feature is enabled for the user
    • Enabling means the request is under review
    • Disabled means the feature is disabled
    •  Exclamation icon and an error message: Service is not enabled. Please call support for assistance means the request was declined or an issue occurred.

Refer to the Knowledge article Subscription Guide for more information.

Registering Numbers

When the SMS feature is enabled account-wide, primary numbers of the users are added to the system of our SMS provider. SMS will only go to the Primary numbers assigned to a user. We do not register additional numbers in SMS service. 

Note: SMS feature cannot be enabled for a number assigned to a virtual service e.g. Auto Attendant or Hunt Group.

Should the Primary number of a user change, older SMS-chats would be still available in the list of recent chats. The recipient will receive SMS from the new Primary number of a user.

  • If you create a new User and assign a DID, this DID is registered in SMS Provider system if it hadn't been registered before. SMS feature is then enabled for this user automatically.
  • If you delete a User, SMS feature is disabled for this user but the DID is still registered in SMS Provider system.
  • If you delete the DID from the account, and if the DID was registered in SMS Provider system it is then deleted from SMS Provider system.
  • If you swap the primary DID for the user, the new primary DID is registered in SMS Provider system if it hadn't been registered before. The SMS routing settings are changed for this user, but the first swapped primary DID is still registered in SMS Provider system.

Disabling SMS Service

To disable the SMS feature for the account:

  1. As an account administrator, log into the Control Panel.
  2. Navigate to UNIVERGE BLUE® CONNECT > Settings on the top of the screen.
  3. Select the SMS service on the left navigation pane.
  4. Click Disable SMS.
  5. Confirmation message will show: Are you sure you want to disable SMS Business texting feature for all voice users?

Once you confirm the action, SMS service is disabled for this account. The account is disabled in SMS provider system. However, all the phone numbers will remain in SMS Provider system.

If SMS is disabled after using the feature, the SMS chats will still be available but there will be no option to send new SMS. Mobile and Desktop clients will not show any functionality related to SMS.

Sending SMS

Once the feature is enabled for the account and for the user in Control Panel, SMS can be sent from a Mobile or Desktop applications.
Note: SMS is a 1-on-1 communication. In order to send a message to a group of recipients you need to create an MMS Group. Refer to the Sending MMS section for more information.

Sending SMS from a Contact Card

An option to send SMS is available in the Contact Card when you search for a person or have it in your Favorites.

Sending SMS from the New SMS feature

To start a new SMS conversation on the UNIVERGE BLUE® CONNECT Desktop Application:

  1. Click on  Add icon on the top of the left panel.
  2. Choose New SMS.
  3. Enter a 10-digit number or search contacts for the destination. All contacts having phone numbers outside your organization (private or corporate) will be displayed.
  4. Type the text of your message.
  5. Click  Send icon.

To start a new SMS conversation on the UNIVERGE BLUE® CONNECT Mobile Application:

  1. Navigate to the New Chat section:
    • On Android:  at the bottom of the screen.
    • On iOS:  at the top of the screen.
  2. Choose the  New SMS type of the chat.
  3. Enter a 10-digit number or search contacts for the destination. All contacts having phone numbers outside your organization (private or corporate) will be displayed.
  4. Type the text of your message.
  5. Click  Send icon.
Once a new SMS is sent or received from a new contact or number, a conversation will be created in the UNIVERGE BLUE® CONNECT application. SMS can not be deleted or edited; however, it can be hidden by right-clicking on it and selecting Hide. The only way to fully delete a chat or SMS conversation is disabling UNIVERGE BLUE® CONNECT for a user. To learn more about the process and consequences, refer to the Knowledge article on Disable UNIVERGE BLUE® CONNECT for a User.

Sending SMS in the Existing SMS Conversation

To send a new SMS message to the recipient that you had already sent SMS messages:
  1. Search for the contact or select a contact from favorites, and open conversation. Existing SMS conversations have a grey  label next to the name.
  2. Type a new message in the dialog.
  3. Click  Send icon.

SMS Delivery Status

Message history will show the status of those messages that have failed status. Once the feature is enabled for the account and the user, the SMS feature should appear in the clients. If it didn't, the application needs to be restarted.

Error messages are displayed in cases when a message is not delivered to the user. Error messages are also displayed in the message history:

  • In case of an attempt to send SMS internationally: Message not delivered. SMS messaging to international phone numbers outside of the US, Canada and Puerto Rico is not supported.
  • In case of an attempt to send an SMS to a landline phone: Message not delivered. The destination number does not support SMS messaging.
  • When sending an SMS to an unknown number, a reminder message about possible phishing will appear at the bottom of the chat page: Be careful when responding to unknown numbers.

Note: You cannot change the Outbound caller ID for sending SMS.

Important: Sending MMS to Google Voice numbers is not supported. Sending SMS and Receiving SMS/MMS are supported.

Messaging to US DNC Registry Numbers

FCC codifies that the National Do-Not-Call (DNC) Registry's protections extend to text messages. This will affect all Application-to-Person messaging (A2P) traffic.
Attempting to send A2P SMS messages to a number on the DNC list will be rejected, returning an error message when attempting to send.
 
There are 2 ways to obtain permission to text a client or customer and bypass the DNC block:
  1. Exemption is done for the organization of the following business categories:
  • Charitable Solicitation:
    • Exemption Detail: If a not-for-profit organization is registered as a charitable organization, it may engage in fundraising communications.
    • Condition: The messages must clearly identify the organization and its charitable nature. Any fundraising solicitations must comply with additional state and federal regulations governing charitable solicitations.
  • Informational Messages:
    • Exemption: Includes appointment reminders, school notifications, or updates about a transaction (e.g., shipping notifications).
    • Condition: No telemarketing or sales content.
  • Business-to-Business (B2B):
    • Exemption: Messages sent between businesses about products or services that are not directed towards individual consumers.
    • Condition: Recipient should be part of a business, and the message should relate to their professional activities.
  • HIPAA/Healthcare Providers:
    • Exemption: Messages covered under HIPAA for the purpose of treatment, healthcare operations, or payment.
    • Condition: Must comply with HIPAA privacy and security rules.
  • Emergency Messages:
    • Exemption: Messages necessary to ensure public safety or critical infrastructure security.
    • Condition: Should involve imminent emergencies or safety risks.
  • Financial Institutions:
    • Exemption: Can send messages related to transactions and services previously agreed upon by the customer.
    • Condition: Includes banks, credit unions, and other financial services but excludes promotional content.
  • Non-Commercial Communications
    • Exemption Detail: Messages that are strictly informational and do not include any solicitation are generally exempt from DNC restrictions.
    • Condition: The content must not encourage the recipient to purchase, rent, or invest in merchandise, products, or services.
  • Express Written Consent:
    • Exemption Detail: This is not an exemption but a requirement for any SMS that could be considered telemarketing.
    • Condition: The organization must obtain clear, documented consent from the recipient before sending any promotional messages, even if there is an EBR.
  • Established Business Relationship (EBR):
    • Exemption Detail: Not-for-profits can send messages to recipients with whom they have an established business relationship, typically defined as interaction within the last 18 months.
    • Condition: The messages should be relevant to the recipient's previous engagement with the organization.
  • Political and Advocacy Messages:
    • Exemption Detail: Messages related to political activities or advocacy are exempt from DNC regulations.
    • Condition: These messages should be related to the organization’s advocacy or political mission and should not include commercial content.
  • Not for Profit Messages:
    • Exemption: Non-profits, which are typically registered under section 501(c)(3) of the Internal Revenue Code, may make calls or send SMS.
    • Condition: These communications are exempt from DNC restrictions but must comply with other FCC rules, such as identifying the organization making the call and not involving a third-party telemarketer without clear disclosure and consent.
​​​​To obtain the exemption business license copy must be included with the Campaign Registration Form. For already registered organizations request is handled by the Support team after providing a business license copy. If you are claiming “Not-for-Profit” you will need to provide a copy of the 501C3 form.
 
      2. With explicit approval from the recipient, which is requested through the UNIVERGE BLUE® CONNECT SMS provider.
          Follow the exact process to allow the recipient of the text message to grant approval to the sender that will allow the text message to bypass the DNC block:
  • The recipient texts the following number: 12676070000.
  • Body of Text: Approve 1XXXXXXXXXX
    Where 1XXXXXXXXXX is the originating number of the account sending the text message.
Important: Do not alter this format, it must be just the word Approve and the number. There are no spaces, dashes, colons, semi-colons, or parenthesis. You must send it exactly as it shows. The number that goes into the Approve section will be the originating number that is attempting to send the text message.
 
Confirmation that the request was processed is not required for the recipient or the sender. The original SMS can be resent 10 minutes after the request for approval was sent.
 
Example:
 
A company sends a text to 12223334545 from 12223334646 and the sender receives the error Message Not Delivered. The number is in DNC registry. The Recipient: 12223334545 sends a text to the predefined number: 12676070000 with a message of the exact content as shown below:
From: 12223334545
To: 12676070000
Message: Approve 12223334646
 

Receiving SMS

Received SMS messages look almost like received chat messages. Once you receive a new SMS, it will pop up under the Chat section with a sign SMS next to it. 

You will also receive a Missed message from notification, just like you do with chat messages.

Note: in order to block inbound SMS, contact support and provide the external phone number. Additionally, specify whether the block should apply to the entire account or a specific internal number.

Sending MMS

MMS (Multimedia Messaging Service) is a messaging protocol that allows you to send multimedia content like images, videos, links and messages to multiple recipients. With MMS Group, you can communicate with up to 9 phone numbers simultaneously, allowing for dynamic conversations without any media limitations.

To create an MMS Group:

  1. On the UNIVERGE BLUE® CONNECT app, click on the  Plus icon.
  2. Select New SMS.
  3. Enter the recipient numbers or contacts of the group.
  4. Click Start conversation.

To send an MMS message on the UNIVERGE BLUE® CONNECT Desktop App:

  1. Click on the  Upload attachment icon in the chat input.
  2. A file selection window will open that allows you to choose a file to upload and send.
Alternatively,
  1. Find a file that you want to attach on your computer.
  2. Drag and drop the file to the conversation pane:

Note: Be careful when responding to unknown numbers.

Once a file is selected to be uploaded the attachment is displayed in the edit bar with the uploading progress indicator.

The  Send button will activate in blue once the attachment is uploaded. 

To send an MMS message on the UNIVERGE BLUE® CONNECT Mobile App:

  1. Tap on the  Upload attachment icon in the chat input.
  2. You will be prompted to:
    • Choose file
    • Choose from gallery
    • Take photo
    •  Take video

Once a file is selected it will be displayed in the edit bar with the uploading progress indicator.

The  Send button will activate and turn blue once the attachment is uploaded.

Note: There are limitations for the MMS attachments:

  • Supported file types: *.gif, *.png, *.bmp, *.jpg, *.jpeg, *.mov, *.pjpeg, *.jfif, *.opus, *.oga, *.ogg, *.ics, *.dib, *.pjp, *.pdf 
  • Reply with PDF must be available in the cellular network of the sender. Some restrictions may apply for select carriers in the US and Canada.
  • Maximum file size is 0.8 Mb – this is due to various mobile carrier limitations. Image files of larger size will be automatically compressed to fit the limit.
  • MMS messaging is only supported by US and Canadian mobile carriers.

Emoji and Characters Limit

SMS service supports Emoji conversions in chats. You can find the conversion table in the Knowledge article on Emoji Conversion for UNIVERGE BLUE® CONNECT.

You can enter a message with up to 669 characters. It will be split into five messages of 134 characters each that will be delivered separately, one after another.

Note: When using non-European languages with a non-Latin alphabet, the limit might be lower, e.g. when using Arabic, Russian, or Chinese. Should that be the case, only 338 characters are allowed, and they will be split into 5 messages.

Porting Numbers with SMS Service to UNIVERGE BLUE®

If one or more numbers that you port to UNIVERGE BLUE® CONNECT has SMS service enabled on it but does not work correctly, we may need to port the SMS service to UNIVERGE BLUE® CONNECT separately. If you have any trouble with SMS after enabling the SMS service, please fill out the SMS LOA Form and contact Support.

Toll-free Numbers with SMS Service

To enable the SMS feature for Toll-Free numbers on UNIVERGE BLUE® CONNECT accounts, you need to complete and sign the Verified Sender Program and the SMS LOA forms and submit them to Support. Additionally, revise your company's website and the Privacy Policy to meet the requirements outlined in the Knowledge article on How to Enable the SMS Feature for a Toll-Free Number.

Bulk Outbound Messaging (Also called Application to Person/A2P messaging)

The SMS service has been designed and provisioned for person-to-person messaging.
 
The Federal Communications Commission (FCC) requires us to enforce a zero-tolerance policy for using text messages for Application-to-Person (A2P)/outbound bulk texting purposes.

If we detect bulk outbound text messages are being sent from phone numbers not on the Campaign Registry, we will immediately deactivate your SMS account for text messaging until those numbers are registered in the Campaign Registry.
 
If you plan on using SMS for broad-based outbound campaigns (such as bulk sales/marketing communications, collections efforts, billing/delivery notifications or alerts, appointment notices and reminders, etc.), you are required to either:
  1. Email or call the Support team to register as a campaign service provider with The Campaign Registry and send your bulk outbound messages as part of registered campaigns
    • Important: Do not register yourself with The Campaign Registry – you must register with the support of UNIVERGE BLUE® to ensure proper provisioning.
    • For more information regarding The Campaign Registry, click here to download the form.
    • See this FAQ for best practices when completing the form.

      or
       
  2. Use UNIVERGE BLUE® UNIVERGE BLUE® ENGAGE solution to send bulk outbound SMS messages, as that service has been specifically designed to support bulk outbound messaging.
Note: The majority of all campaigns will be considered Low Volume Mixed Campaigns. Low Volume Mixed Campaigns can send no more than 2,000 messages per day, no more than 75 messages per hour, and no more than 49 numbers associated with the campaign.
 

SMS Traffic Limitations

 
 
Person-to-per
son messaging (P2P)
Registered Campaign messaging (A2P)
Type of messaging traffic Two-way messaging within 55% outbound and 45% inbound Mostly outbound traffic where the ratio of inbound messages is lower than 45%
Require Campaign Registration No Yes
Require opt-in / opt-out messages No This is required for Campaign Registration form but not enforced in practice
Max message size 669 Characters 1038 characters
Daily message limits
200 messages/day/DID up to a max of 500 messages/day/account

200 messages/day/DID up to a max of 2000 messages/day/account

 
Note: Sending bulk messages does not necessarily mean “blasting” or sending out a large volume of messages indiscriminately.
 

Company Messaging 

Company Messaging is the ability to create a user group and assign a company phone number (an Auto Attendant or a Hunt Group) to it. All users in this group can receive and send SMS from a number assigned. To start using Company messaging contact your Administrator. The Federal Communications Commission (FCC) requires UNIVERGE BLUE® CONNECT to enforce a zero-tolerance policy for using text messages for application-to-person (A2P) or outbound bulk purposes. If UNIVERGE BLUE® CONNECT detects bulk outbound text messages are being sent from phone numbers not on the Campaign Registry, UNIVERGE BLUE® CONNECT will immediately disable those phone numbers for text messaging until those numbers are registered in the Campaign Registry. 

  • End-users included in a Company messaging group (“Agents”) can see Company messaging conversations under the separate tab available in the left panel of the UNIVERGE BLUE® CONNECT Desktop app and within the Messages tab in UNIVERGE BLUE® CONNECT Mobile apps
  • Agents can receive and reply to messages using both Desktop and Mobile apps.
  • Each conversation will be tagged with the group name associated with the DID (Configured by the admin) that external users are sending messages to (“Main Company Number”, “Sales”, or “Support”)
  • New Company conversations and their searchable history are visible to all agents in the group. Any agent may reply to an external user and other agents will be able to see these messages.  External users will receive each message as an SMS sent from the Company number.
  • Agents can send and receive MMS attachments (MMS limitations apply)
  • Agents can mute conversations that other agents have assumed ownership of (to stop receiving notifications of new messages)
  • Agents may edit conversation names and descriptions.
  • Agents may create new SMS conversations with any US or Canada number, or a saved contact.
For more information see our Company Messaging article.
 
To learn more about Campaign registration and bulk messaging, read the Knowledge article FAQ UNIVERGE BLUE® CONNECT SMS Guidelines and Campaign Registration for Bulk Texting.
 

Download Forms

 
 
See the video below to learn about group SMS/MMS:

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