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.
Section 1: Accessing Message Routing
- Log in to your myCRMSIM Dashboard.
- Navigate to Subaccount SIM.
- Locate the required Subaccount.
- Under the Message Routing column, click the Settings (⚙️) icon.

Section 2: Understanding the Routing Grid
The Message Routing popup contains two important rules.
Rows = Fallback Order
Rows = Fallback Order
If a row doesn't send successfully, the next row is automatically attempted.
Same Row = Sent TogetherChannels 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:
☑ WhatsApp
Fallback 1 (Row 2)
☑ SMS
- A preferred channel (first attempt)
- One or more fallback channels (used if the previous attempt fails)
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
Example Sequence
Primary
- SMS
- iMessage
- RCS
- 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
Example ConfigurationPrimary (Row 1)
☑ 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).
- 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
Key Behaviour
- If iMessage fails, the device automatically sends the message as SMS.
- iPhone with iMessage configured correctly.
⚠️ 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
Fallback 1
☑ SMS
Primary
☑ WhatsAppFallback 1
☑ SMS

Behaviour
- WhatsApp is attempted first.
- SMS is used if WhatsApp fails.
- WhatsApp plan.
- SMS plan.
- SMS-capable device.
Scenario B – WhatsApp → iMessage (Automatic SMS Fallback)
Configuration
Fallback 1
☑ iMessage
Primary
☑ WhatsAppFallback 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.
- iPhone with iMessage configured.
- WhatsApp installed (if using the same device).
- Relevant plans active.
Scenario C – Concurrent Delivery (Maximum Reach)
Configuration
☑ iMessage
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:
- Review the selected channels.
- Verify the fallback order.
- Confirm any concurrent rows.
- 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
Decide Between
- Sequential fallback, OR
- Concurrent sending.
- Check the active plans attached to the account.
- Ensure both plans are active.
- Confirm SMS device capability.
- iMessage enabled.
- Send as SMS enabled.
- 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.
