Inbox - SMS - Task Templates - Creating Task Templates

Introduction

Creating SMS Task Templates allows you to create unique Provider and Country configurations to request numbers from specified websites and automatically handle Outlook SMS OTP codes.

Setup & Recommendations

• Before creating a Task Template, you must add SMS Provider credentials. Click here to learn how to add SMS Credentials to Inbox.
  

Creating Task Templates

1. Navigate to the Task Templates section in Inbox under SMS. This section has an icon that looks like a book titled Task Templates when you hover over it.

2. Click on Create. This will open the Create SMS Task Template dialog.

3. By default, templates are created in the All Category. You can override this and specify a category name to have your template created into a unique category.

4. Click Create under the Provider Configs section and configure the Create SMS Provider Config dialogue.

5. Select which SMS Provider you want to use. Then select which SMS Credentials you wish to use.

6. Specify which Number Type you want to use. You can choose between Rental (long-term) and Standard numbers. 

7. If you selected Standard, use the App button to specify which app or website you want to request a phone number for. The App dialog will display a list of all available apps or websites for which the provider offers phone numbers.

8. If you selected Standard, use the Country button to specify which countries you want to request a phone number for. The Country dialog will display a list of all available countries for which the provider offers phone numbers. You can select multiple countries if you wish.

9. If you selected Rental, specify which Rental Type you want to use. The dialog will display a list of all your available rental types.

10. If you selected Rental, specify which Rental Number you want to use. The dialog will display a list of all your available rental numbers.

11. To have the SMS Task Template automatically retry when phone numbers are out of stock, click the Retry Request When Out of Numbers checkbox.

12. Click Save after configuring your provider.

13. Multiple Provider Configurations can be added to an SMS Task template; however, it's not required. To reorganize the priority, simply drag the configurations around.

14. Click Save to finalize the SMS Task Template.