the Advanced SMS User Guide here
Contents
1. Deest Vye Doentesd CSV Opentosd Ence 208 previous Contents next 11 NumberLookup This tool allows for a search of individual mobile numbers and their SMS history Select the relevant date range enter the required mobile number and click Generate re port Areport containing all SMS s previously sent to this number will be displayed in an Excel document 12 Replies All replies are automatically stored under this menu option Replies can be sorted by Date All Read or Unread re plies Other search criteria include Campaign name From number and specific Words To easily identify the sender include Values 1 to 6 by clicking Include Sent detail and click Search Once the SMS has been delivered the receiver has 7 days to reply 13 Blacklist Auto Delete Numbers are automatically added to a blacklist if a contact replies with STOP REMOVE UNSUBSCRIBE or other similar words or swear words to any SMS To search blacklisted contacts enter the mobile number add 27 in front of mobile number Campaign name date 14 Sub Accounts Sub Accounts Create an account for another user and allocate the nec essary credits from the Primary account Provide the full name of the Sub Account holder and assign a Username and Password and click Create Sub Account Edit Sub Account Click EDIT on the relevant Sub Account listing to change the Password Full name or Time Difference as2. well as to activated or deactivate the Sub Account IONE m Do Dron S fee Da Dou D euzaerrrr CZI Blacklist Selected Mobile numbers can be directly blacklisted from this page based on their replies Download Replies Sort and download replies or message content Contacts can manually be added to the Auto delete list individually or in bulk These numbers will be deleted from the database Should the same num ber be imported in future it will automatically be deleted Sub Account Credit Allocation To allocate credits to a Sub Account enter the number of credits in the designated Amount box Add a Note for reference purposes optional and click Update Credits Confirm available credits on Primary account credit stock before allocating credit previous Contents next Require Authorisation Apply this function to ensure messages composed by a Sub Account are authorised by the Primary account before being released These messages can be viewed in Sub Accounts Holding on the menu and action taken to Release or Decline SMS s 15 B Day Groups B Day Import BIRTHDAY MESSAGES Sent to contacts automatically A short User Guide is avail able upon request Creating a birthday group 1 Select B day group from the menu bar 2 Enter a group name and group description 3 Type the desired message in the designated Group Message box 4 Sele
3. 5 Group Name Description and Sub Accounts can also be edited Simply Click Edit of the relevant group 5 Import Numbers INSERT SINGLE NUMBER 1 Insert into 4 Select the group into which the single number must be added 2 Enter mobile number into designated Number gt box 3 Optional Enter Value 1 Value 6 Column B to Column G in the Excel Spreadsheet if additional information is required See Bulk Import for more on Values Gaiaci SoBP eA xor eo Veroans on 4 6 Z AIS KA Moie 7 viFeFBeswiex 8st Mm sage a p c EES E Wo r z Share Group with Sub Accounts Sub Accounts with Read status are able to view but not edit the group while Sub Account holders with Write status are able to edit the group Deleting Groups Click the box above Edit of the relevant group Click Delete Selected Exporting groups to Excel Click Download Viewing Main Account groups is only possible if Sub Accounts have been allocated Read or Write status Update if exists Will update an existing mobile number with new values information Duplication ContactNow will automatically delete any number that is duplicated in the same group when importing data e Ignore Select if it is unnecessary to verify that a mobile number appears in other groups previous Contents next e Check all my groups To determine i
4. CONTACTNOW ADVANCED SMS USER MANUAL Contents 1 Login ee 1 2 Account Settings O2 1 3 Online Payments gt gt 1 a Maintain Groups 2 5 Import Numbers 2 Insert Single Number eeeseses i lt CSO 2 Bulk Import preparing your file eee 3 Save Your File As A Csv File eeseses lt lt i lt 3 Text Download Formats o 22 3 How to Import from a file OL 4 6 Maintain Numbers gt ee 4 7 Send Single SMS 5 8 Send Bulk SMS eee 6 9 Create SMS Template 6 10 Sent Queued 7 11 Number Lookup 8 12 Replies eee 8 13 Blacklist Auto Delete i oO 8 14 Sub Accounts gt 8 15 BDay Groups BDay Import 9 16 Logout eee 10 C iaci 1 Login Login with your Username and Password at sms contactnow co za The Number of credits in your account are in red in the bottom left corner 2 Account Settings You can change the following information here 1 Change your password Enter the new password in the designated Password and Confirm Password box Click Update Account A Username cannot be changed 2 Contact Information Name email and contact details 3 Time Difference International accounts are able to apply adjust the relevant time difference 4 Low Credit Warning and Reporting Remove or change the amount at which Low Credit Warnings and Summary Reports are sent at as well as the email they are delivered to 5 Forward replies to mobile or email Incoming me
5. ates 7 Campaign name 5 Replies Messages can be grouped under a Campaign Name for easier filing and reporting e Forward to mobile Enter the mobile number to which replies 8 To send a complete SMS click Preview SMS to view should be directed cost 1 credit per reply the final message Click Send Messages to release i SMS s or Close to edit the message further e Forward to Email Enter the email address to which replies should NiE YW previous Contents next 8 Send bulk SMS TO SEND A BULK SMS 3 OPTIONS 1 Goto Bulk Message e A Type a message that will be identical when sent to all contacts or 2 Select the relevant Group or Groups Groups can also be selected from Sub Accounts if e B Select a Template created prior to sending or Read Write status has been assigned e C Create a Template using the Placeholder 3 Time Values See Create SMS Templates Select Send Now Send Later or Send Between 5 Replies e Send Now e Forward to mobile The message will be send as soon as Send Enter the mobile number to which replies Message As ele rien should be directed cost 1 credit per reply e Send Later e Forward to Email Enter the email address to Provides the option to send a message on any which replies should be forwarded No Cost date at any time Identify both the date and Replies are automatically forwarded to time the message should be sent in
6. ct the preferred time for the SMS to be sent out each day 5 Toreceive replies enter the mobile to which replies should be directed Cost 1 credit per reply 6 Select Create group SETTING UP DATA IN EXCEL SHEET Birthday data must be imported in the following order Column A Mobile number Column B Date of birth Column C The numerical value of the month of birth See diagram below Num ber Day Value 1 value 27823456789 27834567865 15 F Save the file once all the necessary data has been in cluded Import the birthday data into the already created group To Import data select B Day Import Data followed by Select Bulk Import a new screen will appear see right and complete the required fields OniacrNow Maintain Groups When creating a group the option exists to make the group available to a Sub Account holder as Read Only or Write The Sub Account holder is also able to create groups and allocate Read Only or Write Status to the Primary Account holder Create Group Dap Ew Crone Dermy ra Manage We woa ika 1 wan you a very Mandy BuInaay eden Oum aod 6 We excused Ae O eal pou 6 very Mandy roa tore we 10 xj 0 sf m Oescryoon weee Reuters kore O Perewescet g Ce a Omad FAAN 8 OF Tees toon for ANSEDE WY SOLAI Mee mien pow a ery Nappy DO Any additional information can be added in the columns tha
7. ected 4 Choose to Update or Ignore the contact if it Send SMS s to selected numbers exists in another group The SELECT ALL or NONE function will assist users in 5 Click Copy Move data working with data and identifying individuals to contact The set size can be fixed to 20 50 or 100 to assist when sending to select contacts It is important to select the relevant numbers on each page set and send the SMS s immediately Moving to the next set will not Carry over previously selected numbers they will be unselected BY Re x 7 Send single SMS TO SEND A SINGLE SMS 1 Goto Single Message be forwarded No Cost Replies are automatically forwarded to ContactNow as 2 Set the date and time If left at default the SMS well will be sent upon clicking Send Messages e Send Response 3 Enter the mobile number in the designated TO l l box To send an automatic response to all replies type the necessary text in the designated 4 Enter the message in the designated MESSAGE text area 1 credit deducted per response box 1 SMS consists of 160 characters 1 credit while 440 characters are the maximum available per mes 6 Flash message sage sent This translates to 3 SMS s 3 credits Or The SMS will immediately open on the mobile add a previously created template See Create SMS phone It is not saved to inbox Cost 1 credit Templ
8. es were not delivered d l l DONE 3 Click Create Template 4 Each contact s personal information will automatically replace the inserted values allowing for personalised bulk SMS s When sent the SMS will read Hi Peter Smith thanks for donating R300 and the next Hi Johan Black thanks for donating R400 5 Before sending click Preview to view the first con tacts personal information inserted into the v we ia i 160 ty H GO rt DO OQ 0 2 IDG arte ta Sensory GG ia TG Dens D 1 remap message e Replies Displays all messages returned on sent SMS s e Opt outs Lists any contacts who have replied stop no or delete to a sent SMS choosing not to receive any further messages Cancel Messages e While SMS s are waiting to be processed click Pause Messages e Click Cancel to delete SMS s or click Release to send the paused SMS s 9 Ty aed Ateas Nore OFP 1208 OFAN 107 i j END Lep Wara faa p v pry F a M e aA a Afet a y SAPAN 12 AA 5 n oar mar eens wi pe 8 O Ve a Diag form Pa Drar fee ireo pyte wert wie Jo the betomng poms Gad aim Gran orecrupor Poet 6 peter Wee Ovwresed CIV Dewntead face 2007 ape View Oowneed CSV Oownioed Ercsi 2007 ese View Oowrioes CSV Downteed Ecel 2007 Wee Osmnicec CSV Doenicet Lace 3307 leest View Downioed CSV Downiosd Excel 7907 Lesner Vee Osenic t CSV Openiset s ei 2667
9. f a mobile number appears in any other groups e Check selected groups Search for a mobile phone number within selected groups BULK IMPORT PREPARING YOUR FILE Import data from an Excel workbook It is important to save an Excel file as CSV Comma Delimited Prepare a spreadsheet in Excel with mobile numbers in column A Additional data pertaining to the mobile numbers can be added in columns B to G Note To be uploaded the data in the spreadsheet must start from row 1 column 1 The first column A must contain mobile numbers only These numbers can be written as 0831234567 27831234567 831234567 or SAVE YOUR EXCEL FILE AS A CSV COMMA DELIMITED FILE 1 Inthe Excel file containing the contact information select File and Save As TEXT DOWNLOAD FORMATS Data can also be imported by means of NotePad found under Accessories in Microsoft 1 Mobile numbers must be entered as the first field in the file Mobile numbers can be written as 0831234567 27081234567 831234567 or 27831234567 2 Separate the data columns with commas Up to 7 separated data fields separated by commas are al lowed ear i N ONMNGIC 6 Deleted If selected mobile numbers will not be imported if it appears on the Auto Delete list see Blacklist Auto Delete 27831234567 Columns B to G can be used for any addi tion information pertaining to the contact person Allowing for per
10. lumn B Value 1 to Column G Value 6 Placeholders Value 1 Column B Value 4 Column E Value 2 Column C Value 5 Column F Value 3 Column D Value 6 Column G mele OW previous Contents next HOW TO CREATE A TEMPLATE USING THE ABOVE IMPORTED EXCEL VALUES 1 Goto SMS Templates 2 Type the desired message in the designated Tem plate box Example Hi click on Value 1 to insert Column B in formation hit space click on Value2 to insert Col lt a S A be S umn C information hit space thanks for donating R click on Value3 to insert Column D information The text box will read Hi value1 value2 thanks for donating R value3 10 Sent Queued The results of sent SMS s can be viewed on this page Simply select the Date the message was sent select the Campaign name if applicable Select Include groups in Reports to view the groups that were sent to Click EXPAND a list of options will appear Select either View or Download Excel 2007 alongside the relevant item on the list e Status DELIVERED Successfully delivered to the Networks e Status UNKNOWN The contact is listed under an unknown number not recognised by the networks e Status EXPIRED In 24 hours the system was unable to deliver a SMS due to connection problems or a mobile phone that has been switched off e Status UNDELIVRD Messag
11. nt of mobile numbers imported into the group 3 Updated The number of contacts previously in the group which received new values information when importing the new data file 4 Errors Identifies the number of incorrect mobile numbers these are not imported nor any row that does not contain a mobile number 5 Duplicates These entries are counted but not imported 6 Opt outs Contacts which have requested to be removed from all databases are counted but not imported Birthday Messages are now setup and will be sent to con tacts automatically as scheduled previous Contents
12. per SMS credit excl VAT 1 credit 1 SMS S a A be S Contents next 4 Maintain Groups It is important to start here by creating the number of required groups more groups can be added at any time Groups allow for the storage and easy retrieval of contact information Example Friends Customers Sales Team etc 1 Enter the desired Group name and Group description Both fields are compulsory 2 Sub Accounts Excel File Camman pareant gt t Gup m by a seer 0821730567 _ Pete bem ne manm F ri noon roe eam s Auto Dateted Pia for pore Orect at my grouse OCrece ea grouse A netar mored et e pao ot epee Taa Bet E a RO OO Ma oer I Pe a rea nan r wed wes ihe ger View inset Format Tools Data Window Help Allow for the sharing of a specific group with i another user permitting Sub Account holders to send SMS s as well Sub Account holders can hold either Read access or Write status which allows them to write SMS s See Sub Accounts for more info L 3 Click Create Group The group has now been cre ated 6 4 Created groups are displayed below The displayed group summary contains the name of the group the description of the group and the num ber of contacts in the group 7 Numbers displays the total number of mobile phone numbers in the group 8 R T 47 Downloaded 47 mobile phone numbers z 9 gt c lt a
13. sonalised bulk SMS s Example Dear Peter Smith we thank you for your donation of R300 Dear Johan Black we thank you for your donation of R400 see Create SMS Template 2 File Name rename the file optional under Save as Type select CSV comma delimited k Excel Workbook Excel Macro Enabled Workbook AP Excel Binary Workbook e9 dr cel 97 2003 Workbook Data XML Ne Single File Web Page Web Page Excel Template Excel Macro Enabled Template Excel 97 2003 Template Comput Text Tab delimited Local Disk C Unicode Text a Local Disk E XML Spreadsheet 2003 Microsoft Excel 5 0 95 Workbook V Comme delimited Ge Network Formatted Text Space delimited MS DOS E SIMONSAYS F roy Macintosh Organize v E Videos File name Excel Add In Excel 97 2003 Add In Seve as type PDF XPS Document Authors OpenDocument Spreadsheet F Save Thumbnail tos gt Sie Gewetal previous Contents next HOW TO IMPORT FROM A FILE Once the data has been set up in one of the above formats import etatue ee e a a Stop 1 Upload File Flename Duk imporLxis Fite s72 Kb 326 Kb File uploaded Kb 32 6 Kb 100 Time taken D seconds Tima to completion Unknown Stop 2 Import Filo Imported Upcaed Errors Dupticates it can be imported 1 Select Group to which data must be imported If the group at contains data the new data will only be added It will not overwrite the gro
14. ssages or replies from sent SMS s can be directed to a specified mobile number cost of 1 credit per reply OR a specified email address no cost 3 Online Payments The fastest way to add credits to an account is via Online Payments using a credit or debit card This is a totally se cure website transaction e Enter Number of Credits to buy in the designated box e Click Continue to payment page and proceed as directed vo Carry apparere tom ones Op Ved Deren Carw bam ara LAR South African Rands Crew a ea of aa w by i Commer Berm o Crw baan at matro mre nTen en Raro Dass po ros amp baa Adee Agi Pros onan VAT CORT IS engender Crota Hacge trom 20 or soo von 3000 190081 Credits Range To 1900 see 0000 KN TANO 1000900 ae Prete Ceart Ares JAF a 0 2 ao Rom Ro 23 aps mm Sow Mame Drem f vnet f vanas vetoes We waia the 10 wan you 2 very Macoy Drinaay Vesszgs Over an P We wOutl e O eu poo 6 very A Day ern tite Le w zj m Descryoon ee Arasy Sm ew O Derwent ij One rr aay ee Gmetad GPF aN70T OB OF Tees t000 fon AEIJE Wy eA ee 1 mer pw 8 very Say Oy Send response to reply Set an automatic response to all received replies 1 credit deducted per response Forward data to URL Sent messages and replies can be forwarded to a website Technical support is available to assist in the setup of this 500 credits will be charged at 0 27c
15. t follow Address or email address Save the file once all the necessary data has been in cluded Import the birthday data into the already created group To Import data select B Day Import Data followed by Select Bulk Import a new screen will appear see below and complete the required fields ee ss Ens ej Bm Dose moet t ete erat Auto Doiatot iyon OC Gree wt ry poe Oron woco gyors Ad ers monet OA 8 Ou we Nee Ta mrg ot afew yor te angers the aaber fie rete semt e me of pas eer prongs previous Contents next import status Stop 1 Upload File Fianime Fite szo Kb File uploaded Kh Time takan Tima to completion Stap 2 Import File Gient Bithiays tis 33 1 Kb 33 1 Kb 100 D sacords Unknown 2 0 1 D 0 u plead and import complete Insert into Select the newly created birthday group File to upload Browse for and select the birthday data excel sheet File type Select the File type the data is saved as CSV or Excel Select Bulk Import from file All data will now be imported into the selected group 1 An Upload and import complete message will ap pear when the task is complete 16 Logout To leave a session click logout to prevent unauthorised persons from accessing account data or sending unauthorised SMS s LR Fan s Te I 2b a Ear Oniacinow 2 Imported The total amou
16. the space ContaciNowacwell provided e Send Response e Send Between To send an automatic response to all replies Useful when sending a large volume of messag type the preferred reply in the designated n K n es which invite the receiver to make contact text area 1 credit deducted per response with the sender Staggering the outgoing messages helps regulate the incoming calls in 6 Flash message The SMS will immediately open on the mobile response to the message phone It is not saved to inbox Cost 1 credit 4 Type the message in the designated Message box 1 SMS consists of 160 characters 1 credit with a 7 Campaign name Messages can be grouped under a maximum of 440 characters available per Campaign Name for easier filing and reporting message which translates into 3 SMS s or 3 8 To send a complete SMS Click Preview SMS to credits view the final message Click Send Messages to release SMS s or click Close to edit the message further 9 Create SMS Templates This is a useful feature for sending routine SMS s Set up SMS content in SMS Templates and save A Template drop down menu will now be available on both the Single SMS and Bulk SMS pages from which the appropriate Template can be selected adapted and send If preferred personalised information can be inserted into the message by making use of Placeholders Placeholders insert the imported information from Co
17. umbers o a VIEW NUMBERS IN GROUP 1 Select a specific group or leave to default to all groups a Vevued a Da Goes wot toe hm emus 2 Enter the desired mobile number as the search criteria of the Search Filter add 27 in front of the mobile number click Search Data and all the aa CA CE available in formation will be provided Or leave the gu WA tor eibethe orm oS ee _ _ _ ed ee ocovwe ranees me e settee Mee search criteria blank to view all numbers or all numbers in a selected group aa a CL 3 Select DISPLAY to view all values added when im porting data Value1 could hold the client name assist 5 Set Size Determines the amount of entries displayed per page 20 50 or 100 in identifying the mobile number 4 Sort Entries can be sorted by Number or Value in 6 Entries are listed below the Search Filter area Ascending ASC or Descending DESC order AGC Now previous Contents next EDIT NUMBERS Each contact can be edited individually by clicking Move Copy numbers in a group EDIT 1 Select identified numbers to move copy from a group next to the relevant number 2 Click Move Copy Selected Delete Numbers Contacts can be deleted individually Simply select 3 Select Action Move or Copy and group the relevant number and click Delete sel
18. up s current data 1 1 5 0 Opt outs 0 f Current task Upicad and Import complete 2 Browse for the relevant file to import Double click Close window window this file and the window will close 3 Select the File type you wish to import Select Excel CSV or Text PO mua 4 Duplication ContactNow will automatically delete 7 Imported Total amount of mobile numbers any number that is duplicated in the same group imported into the group when importing data 8 Updated Any new values imported into a group e Ignore pertaining to an existing mobile number will see the Click this if it is unnecessary to verify that a new values added to the existing mobile number mobile phone number appears in other entry instead of creating a duplicate entry within groups the group e Check all my groups 9 Errors The amount of incorrect mobile numbers This will determine if a mobile phone number or any entry where no mobile number is ap pears in any other groups available These are not imported e Check selected groups 10 Duplicates are counted but not imported This will search for a mobile phone number 11 Opt outs are counted but not imported This refers MII a Ene Up to individuals who have requested their mobile 5 Click Bulk Import from File numbers be removed from all databases 6 Upload and import complete will pop up when the task is complete 6 Maintain N
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