Configure Message Routing

 
This article explains how to configure Message Routing in myCRMSIM, including:
  • Channel priority (fallback sequencing)
  • Concurrent message sending
  • Channel-specific requirements
Overview
Message Routing determines:
  • Which messaging channels are used (SMS, iMessage, WhatsApp, RCS, and Twilio).
  • The order in which channels are attempted.
  • Whether messages are sent sequentially or simultaneously.
The routing behavior is fully controlled by the Message Routing grid.
Section 1: Accessing Message Routing
  1. Log in to your myCRMSIM Dashboard.
  2. Navigate to Subaccount SIM.
  3. Locate the required Subaccount.
  4. Under the Message Routing column, click the Settings (⚙️) icon.
The Message Routing popup will open.
Section 2: Understanding the Routing Grid
The Message Routing popup contains two important rules.
Rows = Fallback Order

If a row doesn't send successfully, the next row is automatically attempted.

Same Row = Sent Together

Channels selected within the same row are sent in parallel (at the same time).

Section 3: Understanding Routing Logic
3.1 Preferred Channel vs Fallback
A routing setup typically includes:
  • A preferred channel (first attempt)
  • One or more fallback channels (used if the previous attempt fails)
Example ConfigurationPrimary (Row 1)
☑ WhatsApp
Fallback 1 (Row 2)
☑ SMS
System Behaviour
  • Attempts WhatsApp first.
  • If unsuccessful, automatically sends via SMS.
3.2 Ordered Fallback Sequence

Channels are attempted in the exact row order shown in the routing grid.
Example Sequence

Primary

  • WhatsApp
Fallback 1
  • SMS
Fallback 2
  • iMessage
Fallback 3
  • RCS
Last
  • Twilio
System Behaviour

The system moves down the rows until:

  • A message is successfully sent, OR
  • All routing options fail.
3.3 Concurrent Sends

Channels can be configured to send simultaneously by selecting multiple channels within the same row.
Example ConfigurationPrimary (Row 1)
☑ WhatsApp
☑ SMS
System Behaviour
  • Sends on both channels at the same time.
  • Maximises delivery reach instantly.
Section 4: Channel-Specific Requirements
4.1 WhatsApp
⚠️ Important: WhatsApp and SMS are treated as separate plans.
Requirements
  • Active WhatsApp plan.
  • Active SMS plan (if using fallback).
  • SMS-capable device (typically Android).
Notes
  • A single Android device may support both WhatsApp and SMS.
  • The system still treats them as separate messaging channels.
4.2 iMessage

iMessage has built-in SMS fallback at the device level.
Key Behaviour
  • If iMessage fails, the device automatically sends the message as SMS.
Requirements
  • iPhone with iMessage configured correctly.
Device Setup RequirementEnable Send as SMS in the iPhone settings.
⚠️ Important
Do NOT add SMS as a fallback in the routing grid when using iMessage.
The SMS fallback is handled automatically by the iPhone.
Section 5: Common Routing Scenarios
Scenario A – WhatsApp Preferred, SMS Fallback
Configuration

Primary

☑ WhatsApp
Fallback 1
☑ SMS
Behaviour
  • WhatsApp is attempted first.
  • SMS is used if WhatsApp fails.
Requirements
  • WhatsApp plan.
  • SMS plan.
  • SMS-capable device.
Scenario B – WhatsApp → iMessage (Automatic SMS Fallback)
Configuration

Primary

☑ WhatsApp
Fallback 1
☑ iMessage
Behaviour
  • WhatsApp is attempted first.
  • iMessage is attempted if WhatsApp fails.
  • If iMessage cannot be delivered, the iPhone automatically falls back to SMS.
Requirements
  • iPhone with iMessage configured.
  • WhatsApp installed (if using the same device).
  • Relevant plans active.
Scenario C – Concurrent Delivery (Maximum Reach)
Configuration

Primary

☑ WhatsApp
☑ iMessage
Behaviour
  • Both channels send simultaneously.
  • iMessage may automatically fall back to SMS if required.
Section 6: Saving the Configuration
After configuring the routing grid:
  1. Review the selected channels.
  2. Verify the fallback order.
  3. Confirm any concurrent rows.
  4. Click Save to apply the routing configuration.
Section 7: Configuration Notes
  • The routing grid row order is the exact execution order.
  • Reordering rows changes the fallback logic.
  • Selecting multiple channels in the same row changes the behaviour from sequential to parallel sending.
  • Available channels depend on the subscriptions and plans attached to the account.
Section 8: Implementation Checklist
Before finalising your routing setup:
Decide Between
  • Sequential fallback, OR
  • Concurrent sending.
Confirm Available Channels
  • Check the active plans attached to the account.
For WhatsApp + SMS
  • Ensure both plans are active.
  • Confirm SMS device capability.
For iMessageVerify the iPhone settings:
  • iMessage enabled.
  • Send as SMS enabled.
Final Check
  • Review the routing grid carefully.
  • Click Save.
Summary
  • Message Routing is fully controlled by the Message Routing grid.
  • Rows define the fallback sequence.
  • Multiple channels selected within the same row are sent simultaneously.
  • iMessage includes built-in SMS fallback at the device level and should not have SMS duplicated as a fallback in the routing grid.
 

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