After you've configured the Rock RMS plugin, you may want to make a few adjustments, depending on whether you are using multiple longcodes with subaccounts. For a quick explanation, you can just watch this video walkthrough. Or, follow the written instructions below.
The Problem: By default, all texts sent in Rock will go through a single Clearstream account.
If you're using multiple long codes and/or subaccounts, you know they are a great way to divide your campuses, ministries, teams, etc. The issue you may face is that by default all the outgoing texts sent from Rock will be sent through the account that owns the API key you're using.
That might work for you, but it might not. Let's imagine you have multiple campuses each with their own subaccount and long code in Clearstream. You want each campus to be able to send texts in Rock, but you want those texts to go through that campus's subaccount. That way, if anyone replies, the incoming texts go to the appropriate account's inbox.
Can this be done? Yes!
The Solution: Create multiple numbers in Rock, one for each subaccount you want to use.
In order to make this work, we'll need to create a special API key and webhook in your master Clearstream account, and change some settings in Rock.
Step 1: Create a master API key
Log in to your Clearstream master account.
Navigate to Settings > API Keys.
Generate a new API key with the following configuration:
Name: Rock RMS
Allow this API key to access subaccounts: Yes
Important: Only the account owner has access to create this type of API key.
Copy this API key and paste it in the settings for the Clearstream communication transport in Rock.
Step 2: Create a master webhook
Log in to your Clearstream master account.
Navigate to Settings > Webhooks.
Create a new webhook with the following configuration:
Event: text.received
Trigger for subaccounts: Yes
Important: Only the account owner has access to create this type of webhook.
Endpoint URL: https://<Your Rock URL>/Webhooks/Clearstream.ashx
Step 3: Create new phone numbers in Rock
Log in to Rock.
Navigate to Admin Tools > Communications > SMS Phone Numbers.
Click the plus symbol to add a new phone number:
Name: We recommend putting the number as well as the name of the subaccount in this field. For example: +12005551234 (Downtown Campus).
Value: If you're wanting to use a long code, simply use the long code in the format +12005551234.
If you want to use a dedicated short code, provide the short code with the Clearstream subaccount ID you want to be used. The format should be: <Phone Number>,<Account ID>. For example: 55498,12000.
Active: Must be checked.
SMS Enabled: Must be checked.
If you're using a short code, the account ID for each subaccount can be found by going to Settings > Subaccounts > click the 3-dot icon on the right > Edit when logged in to your master account.
Repeat step 3 for all the subaccounts you want to use in Rock, creating a new phone number in Rock for each one.