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| Still using Keap, Infusionsoft, Active Campaign, Klaviyo, Salesforce or a Funnel Builder, paying hundreds per month, while only using a fraction of the features and missing important features you need (without a verifiable ROI)? 🤔 | This is a sketch of UX and protocol considerations for a client which wishes to help users use gateways. |
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| If so, you're not alone. | In every place where the UI would ask for a Jabber ID (most notably contact add, but possibly also invite to chatroom, create chatroom from 1:1 conversation, start voice/video call to non-contact, search view where a Jabber ID can be used, etc) it should scan the user's roster for JIDs which have `disco#info > identity[category=gateway]` and show some way of choosing to enter an identifier for that gateway instead of a Jabber ID. The simplest example might be a drop-down with `disco#info > identity[type]` and optional disambiguating `disco#info > idenity[name]` such as "sms (Cheogram)". |
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| Like many markets or small business owners, your sales and marketing system is disjointed, clunky, and most importantly, ineffective & hard to track. | If a user has unambiguously selected a gateway, use https://xmpp.org/extensions/xep-0100.html#addressing-iqgateway to get a prompt: |
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| ➡️ You know you need a sales funnel, you know how important email and text message follow-up can be, and you're confident that you need to be using automation and managing leads in a CRM... but technical programs simply aren't your specialty. | {{{ <iq type='get' to='gateway.tld' id='gate1'> <query xmlns='jabber:iq:gateway'/> </iq> |
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| 💰💰💰 So you pay for the service every month, telling yourself that NEXT MONTH, you'll finally take the time to learn how you should be using it, and really get your sales and marketing system working like a well-oiled machine... | <iq type='result' from='gateway.tld' id='gate1'> <query xmlns='jabber:iq:gateway'> <desc> Please enter the Whatever of the person you would like to contact. </desc> <prompt>Whatever</prompt> </query> </iq> }}} |
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| Sound familiar? | This text may then be used as part of the UX as makes sense to help the user feel comfortable. Getting a success here and not an error also means that `jabber:iq:gateway` can be used in the next step. |
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| I know the pain, having felt that way for years, trying all of the platforms out there, having to use 8+ programs at once to build out my social marketing system. | NOTE: it is also acceptable (and in some UX may be preferred or even necessary) to pre-emptively ask all gateways for the prompt, instead of only once one is selected. |
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| Yes, it was working OK... | If an identifier is (or might be, depending on UX) one for a particular gateway, use the following procedure to map it to a Jabber ID and then perform the in-context relevant action on that Jabber ID as though it had been entered directly: |
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| BUT | 1. If a prompt was got for `jabber:iq:gateway` above then use that protocol to finish resolution: {{{ <iq type='set' to='gateway.tld' id='gate2'> <query xmlns='jabber:iq:gateway'> <prompt>(555) 123-4567</prompt> </query> </iq> |
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| 🆇 Troubleshooting was a nightmare 🆇 I could never see the data in one place (meaning reporting and analytics took HOURS) 🆇 And teaching anyone else how to manage the system was a nightmare! |
<iq type='result' from='gateway.tld' id='gate2'> <query xmlns='jabber:iq:gateway'> <jid>+15551234567@gateway.tld</jid> </query> </iq> }}} 2. If an error is received in response to `jabber:iq:gateway` protocol, print the error message to the user and allow them to try again. This allows the gateway to provide useful feedback about format errors to the user. 3. If an error was received in response to fetching the `jabber:iq:gateway` prompt, then the gateway does not support this protocol. Look for a `disco#info > feature[var="jid\20escaping"]` and if found construct a JID using XEP-0106 escaping on the user input concatenated with `@gateway.tld` 4. If `jabber:iq:gateway` and `jid\20escaping` are both unsupported, replace any `@` in the user input with `%` and concatenate `@gateway.tld` |
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| Until I found Highlevel 🙌 | NOTE: If the result of this procedure is a string that is not a valid Jabber ID, it should be rejected just as if a user manually keyed in an invalid Jabber ID. |
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| GoHighlevel CRM has taken ALL of the tools you need to succeed with a back-end system, like: 🟢 Landing pages 🟢 Booking 🟢 Automation 🟢 Tracking 🟢 Reviews 🟢 Pipelines 🟢 Memberships 🟢 Email& SMS 🟢 And MORE Discover Our New and Evolving Solution for yourself at https://www.gohighlevel.com/?fp_ref=godfried49 |
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This is a sketch of UX and protocol considerations for a client which wishes to help users use gateways.
In every place where the UI would ask for a Jabber ID (most notably contact add, but possibly also invite to chatroom, create chatroom from 1:1 conversation, start voice/video call to non-contact, search view where a Jabber ID can be used, etc) it should scan the user's roster for JIDs which have `disco#info > identity[category=gateway]` and show some way of choosing to enter an identifier for that gateway instead of a Jabber ID. The simplest example might be a drop-down with `disco#info > identity[type]` and optional disambiguating `disco#info > idenity[name]` such as "sms (Cheogram)".
If a user has unambiguously selected a gateway, use https://xmpp.org/extensions/xep-0100.html#addressing-iqgateway to get a prompt:
<iq type='get' to='gateway.tld' id='gate1'>
<query xmlns='jabber:iq:gateway'/>
</iq>
<iq type='result' from='gateway.tld' id='gate1'>
<query xmlns='jabber:iq:gateway'>
<desc>
Please enter the Whatever of the
person you would like to contact.
</desc>
<prompt>Whatever</prompt>
</query>
</iq>This text may then be used as part of the UX as makes sense to help the user feel comfortable. Getting a success here and not an error also means that `jabber:iq:gateway` can be used in the next step.
NOTE: it is also acceptable (and in some UX may be preferred or even necessary) to pre-emptively ask all gateways for the prompt, instead of only once one is selected.
If an identifier is (or might be, depending on UX) one for a particular gateway, use the following procedure to map it to a Jabber ID and then perform the in-context relevant action on that Jabber ID as though it had been entered directly:
1. If a prompt was got for `jabber:iq:gateway` above then use that protocol to finish resolution:
<iq type='set' to='gateway.tld' id='gate2'>
<query xmlns='jabber:iq:gateway'>
<prompt>(555) 123-4567</prompt>
</query>
</iq>
<iq type='result' from='gateway.tld' id='gate2'>
<query xmlns='jabber:iq:gateway'>
<jid>+15551234567@gateway.tld</jid>
</query>
</iq>2. If an error is received in response to `jabber:iq:gateway` protocol, print the error message to the user and allow them to try again. This allows the gateway to provide useful feedback about format errors to the user. 3. If an error was received in response to fetching the `jabber:iq:gateway` prompt, then the gateway does not support this protocol. Look for a `disco#info > feature[var="jid\20escaping"]` and if found construct a JID using XEP-0106 escaping on the user input concatenated with `@gateway.tld` 4. If `jabber:iq:gateway` and `jid\20escaping` are both unsupported, replace any `@` in the user input with `%` and concatenate `@gateway.tld`
NOTE: If the result of this procedure is a string that is not a valid Jabber ID, it should be rejected just as if a user manually keyed in an invalid Jabber ID.