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MoCo™ SMS Suite User Manual

1. Send a SMS reply back to the Sender Under the Action Parameter you can specify the message to send back to the Sender and its message type You can also right click to insert templates here e Forward to Selected Recipients Action Action Type Action Parameters H uto Reply to Sender E Forward to selected Recipients Header From lt lt Driginator Marme gt gt of lt lt Driginator invoke External Application Numbers gt CE sport to Test Document LISMs Subscription Message Type NomalText DReodister Contact DConfirmi Cancel Appointment Recipients Wilson EChla Denniz Chang D ariel Chua ISMS Vote Contest Surrey Dinformation Retriewal Advanced Forward the message content to other selected recipients Under the Action Parameters you can select to insert a Header or Footer to the message You can use the message tag lt lt Originator Name gt gt and lt lt Originator Number gt gt to indicate original sender of the sms inside the forwarded message Click on the Recipients or Advanced button to select the recipient s of the forwarded message e Invoke External Application Action Action Type Action Parameters Auto Reply to Sender F AES Forward to selected Recipients ull path for external application Automatic Shutdown C JExport to Text Document SMS Subscription Register Contact Confirm Cancel 4ppointment SMS Yote Contest Survey Information Retrieval
2. Browse Select this option to run an application or a batch file Click on the Browse button to select the application to run e Automatic Shutdown Action Action Type Action Parameters A4uto Reply to Sender Forward to selected Recipients C Logoff Invoke External Application O PBeboor Automatic Shutdown Export to Text Document SMS Subscription Register Contact Activation after minutes Shutdown Confirm Cancel Appointment SMS Yote Contest Survey Information Retrieval 51 Select this option if you want to Logoff Reboot or Shutdown the computer where MoCo is running Shutdown command can be activated after a specified number of minutes if you indicate in the Activation after box e Export to Text Document Action Action Type Action Parameters Auto Reply to Sender S k T Forward to selected Recipients Directory for storing the Text Documents Invoke External Application CATemp JAutomatic Shutdown Export to Text Document SMS Subscription Register Contact Confirm Cancel Appointment SMS Vote Contest Survey information Retrieval Browse Incoming SMS can be saved into a text file when this option is selected The text file will store the sender mobile phone number name and message content You can select the directory that you want to save the fi
3. NRIC or Passport Num User ID Gender Date Of Birth Telephone Home Telephone Office Address Email Fax Number Race SMS Subscription Membership Points Amount Spent Referrer Mobile Referrer ID Date Added Primicia Maka You can insert message tags into templates by right clicking of the mouse and then select Insert Message Tag or Insert Address Book Tag to insert the appropriate message tags Currently MoCo supports the use of the following message tags Recipient s Name This tag shall be used to insert the name of individual recipients at the time of sending Recipient s Number This tag shall be used to insert the mobile phone number of individual recipients at the time of sending Originator s Name This tag is only used in the Forward to selected Recipients action of the Automatic Response System It shall insert the name of the originator of SMS into the message Originator s Number This tag is only used in the Forward to selected Recipients action of the Automatic Response System It shall insert the mobile number of the originator of SMS into the message Specific Date This tag is only used in the Scheduler It shall insert the specific date of the scheduled SMS sending into the message Specific Time This tag is only used in the Scheduler It shall insert the specific time of the scheduled SMS sending into the message Appointment Date This t
4. Step 3 Alternatively you can select from a list of message templates by right clicking the mouse inside the message box A context box will appear Move the mouse to Insert Template option to select a pre defined message template See Template Editor section on how to create a new message template Message Undo fuk Copy z y F Faste eszage lype Normal Texst Delete Insert Template Append Template r Insert Message Tag F Step 4 Select the Message Type and Priority of the message you wish to send If your message contains chinese text you must select Unicode Chinese Text option You can select either High Priority or Normal as the message s priority level High priority messages will be sent out before normal messages in the queue of the system Step 5 Select recipients by clicking the Recipient button A dialog box as shown below will appear Select the contacts or and contact groups you wish to send SMS to and click OK You can use the Filter above the contact list to further filter the contact list according to their contact group You can also enter the mobile numbers directly into the Mobile Number box Alternatively you can also retrieve a list of mobile numbers from a MS Excel file The retrieval process 1s similar to the Import Address Book process except that you only need to select the Mobile Number field 30 Select Recipients Recipi
5. e Selected Contacts You can select a few contacts within the search results by pressing Ctrl key and clicking on the name of the contacts The selected contacts will have their names highlighted as shown below Click Selected Contacts button to proceed with the selection Full Hame First Name Last Name Peter Lim Mobile Humber Jane Chan _ 29 Chapter 4 Sending SMS To send SMS Step 1 From Tools menu select Send SMS option You can also click the a button on the toolbar alternatively Step 2 A dialog box as shown below will appear Type in the message you want to send in the message box provided The text on the left indicates the number of characters within the message For Normal Text message one SMS allows 160 characters For Unicode Chinese Text message one SMS allows 70 characters If the number of characters exceeds the limit 1t shall be broken into multiple SMSes before sending out At the recipient end the multiple SMSes will be merged and read as one single message Send SMS H lember send Recipients Advanced Cancel Retrieve from bMS Excel Mobile number 91112222 92223333 Separate by commas Message ADY Dear lt lt Recipient Name gt gt Zen Boutique is having a Christmas 159 ch Sales from 18 Dec to 26 Dec Al members are entitled to 10 characters discount Come while shocks last Message Type Normal Test Seal Priority Normal
6. ESAS o Address Book 50 Scheduler Event Manager Appointment Book W Auto Response System B Template Editor in Campaign Manager al Transaction Manager Agent Manager List of Templates Template Information Template Name Test Template Template Content This is my test template Test Template Delete Template Update Template Es Clear 25 characters Entries For Help press F1 MoCo Server Edition 6 1 Add new Template To add a new template Da a it Step 1 Click on 0 button to clear Template Information area Step 2 Enter template information template name and content into respective fields Step 3 Click on asf to save template When a template is created successfully the template name will appear on the List of Templates box 6 2 Delete Template To delete a template Step 1 From the List of Templates box select the template to be deleted by clicking on the template s name A blue highlight will appear 37 Dikte O ez Step 2 Click on 4 to delete the highlighted template 6 3 Updating Template To update a template Step 1 Select the template to be updated from the List of Templates box Step 2 Replace the information to be updated Macity Step 3 Click on 4 L to save the changed information 6 4 Message Tags MoCo supports the use of Message Tags for creating dynamic message content There are two types of m
7. Select this option when you want the rule to only applies to certain contacts contact groups Step 4 Enter the message pattern for matching incoming SMS that will trigger an action Multiple message patterns are allowed Message Pattern Begins with Sub O Ends with O Contains Options available are e Begins with If incoming sms message begins with the text in the box provided e Ends with If incoming sms message ends with the text in the box provided e Contains If incoming sms message contains the text in the box provided Note You can also specify multiple phrase for each pattern checking by separating them using semicolon For example you can enter Where Location Place into the Begins with box Any incoming sms that begins with either Where or Location or Place will satisfy the condition 50 Step 5 Select the desired action when the conditions are met in Step 3 and 4 You can select multiple actions within a single rule List of Actions e Auto Reply to Sender Action Action Type Action Parameters Mi Auto Reply to Sender Forward to selected Recipients Message to Reply O characters CJinvoke External Application JSutomatic Shutdown Export to Text Document SMS Subscription Register Contact Confirm Cancel 4ppointment Normal Tet SMS Yote Contest Survey Macao NEE N oimanheat Information Retrieval
8. 15 3 4 Accounts Config and Settings Accounts Parameter Configuration Parameter Type f Accounts Item Description f Accounts Type Payment Type List of configurable items Them information Item Mame By clicking the Accounts Config button on the Accounts System dialog box the above dialog box will appear You can preset the Accounts Item Description Accounts Type and Payment Type here All your preset configurable items would be available for selection when you add modify an account transaction For example if you add a payment type named Credit Card the Credit Card option will be available as a payment type selection when you add a new transaction Morning Timings 12 00 AM to 11 59AM _ Afternoon Timings 12 00 PM to 05 59PM arar Night Timings 06 00 PM oom bea 11 59 PM Save Cancel By clicking the Setttings button on the Accounts System dialog box the above dialog box will appear You can set the individual timings and click Save button The timings shall affect the calculations of individual balances 15 3 5 Save Accounts Sheet and Cash Book By clicking the Save Account Sheet button on the Accounts System dialog box you can save the currently displayed account sheet to a HTML file By clicking the Save Cash Book button on the Accounts System dialog box you can categorized your earnings according to different payment type and save the report to
9. 2nd field of Message 4th field of Message Select this option to register a contact into Address Book In the above example 1f the sender condition is All and the message pattern is Begin with Register and an incoming sms is received with the content Register David Tan S7012345A davidtan yahoo com 52 The contact information will be saved into the Address Book automatically This action is useful for automatic registration of membership e Confirm Cancel Appointment Action Action Type Action Parameters J uto Reply to Sender Forward to selected Recipients Type of Message Jinvoke External Application Automatic Shutdown Confirmatior a Export to Text Document SMS Subscription Register Contact E Confirm Cancel Appointment TC SMS Yote Contest Survey information Retrieval Select this option to confirm cancel appointment If an incoming sms matches the sender and message pattern conditions MoCo will look for the Appointment Name within the message content and perform automatic appointment confirmation cancellation For example let say a rule is created such that the sender condition is All and the message pattern condition is Begin with Confirm and the Action Confirm Cancel Appointment is selected An incoming sms is received with the content Confirm A357 Since both the sender and message pa
10. 87 Step 2 Click OK The below Print dialog box will appear Print o ages front o E Selection n A n 5 sl Printer Paper Size z ial Normal size Printing m4 mount of Extension EAL H 3 i Amount of Extension FRK a Staple Side Long sid e stapling Shoreside stapling a M Collate x cma Hele Step 4 A dialog box as shown above will appear Note that for different printer a different kind of dialog will appear Step 5 Go to Page Setup and set the Page Size to A5 Step 6 Click OK You will return to the previous Print dialog box Step 7 Click OK to proceed with the printing 88 15 3 Accounts System MoCo has a built in Accounts System for user to perform some simple accounting tasks To invoke the Accounts System select Accounts System from the Tools menu A dialog box as shown below will appear Accounts System Account Sheet Display Options E Today s Transaction Current Month s Transaction Customized Period From 1010 2007 To 3 10 2008 Other Options Payment Type Account Type Froducts Services 1 aut aI Morning Balance o 00 Afternoon Balance 204 00 Might Balance 15 00 Bali Un Accounts Config Save Cash Book Mesias Add New Transaction Settings Save Accounts Sheet 15 3 1 Add New Transaction Step 1 Click Add New Transaction button A dialog boz as shown below wi
11. MoCo will automatically retrieve the first word of the Full Name field and insert into the First Name field import ddress Book Import process completed Full Mame ES First Mame D Auto retrieve First Name from Full Name field Import l Cancel e Note Fields that consist of only numbers normally would have 0 append to the end of the field This is because MS Excel tends to append 0 to fields that are considered Number For example a mobile number 91112222 may appeared as 91112222 0 on the dialog box above MoCo will automatically trim off the 0 for you so you do not have to worry about that Step 4 If one of the column of your database contains the name of the contact group you can select the option Contact Group for that column For contacts who are members of multiple contact groups the contact group names are separated by semicolons within the column Date OF Birth Step 5 Click Import button to start importing Step 6 A dialog box as shown below will appear displaying the contacts that are imported successfully and those that failed import Result Passed Contacts Failed Contacts Total number 9 Total number 0 Chang Cheow Joo Reason of Failure D ariel Chua Wilson Chia Save Result 4 Proceed Cancel Step 7 To save result of the import process click Save Result The result is saved into a text document Step 8 To pro
12. 10 1 Add new Campaign To add a new campaign Step 1 Click on ea button to clear Campaign information area Step 2 Enter campaign information into respective fields ae Campaign Information Campaign Name Beverage Survey Campaign Description Pote for pour favourite beverage E1 Coke B2 Sprite B3 7 Up Masimum no of votes allowed per SMS Take into account only the latest vote of each mobile number s up ds Available Options O 1 oo 2 B20 2 fo a BS a oo 10 20 Clear All Options e Campaign Name Enter a name for the campaign e Campaign Description Text description on the campaign This information is just for your own reference purpose e Maximum no of votes allowed per SMS Specify the maximum number of votes allowed within one incoming SMS If this option is 1 and an incoming SMS is Vote B1 B2 B3 then only the vote for B1 is considered If this option is 2 and an incoming SMS is Vote B1 B2 B3 then only votes for Bl and B2 will be considered e Take into account only the latest vote of each mobile number Select this option if you only want to take into account the latest vote of each mobile number If this option is selected and if a certain mobile number send in multiple voting SMS then only his latest SMS will be considered as a valid vote e Available Options Enter the acceptable code names Eg B1 B2 B3 B4 for the campaign Each code name represent a p
13. Automatic Appointment Confirmation View Appointment History Import Appointment from csv file S MoCo Server File Tools Yiew Help by 2 oa El Template Editor iil Campaign Manager aL Transaction Manager ge Agent Manager Q Address Book O Scheduler Event Manager QD Appointment Book b Auto Response System 4 March 2007 gt Monday Tuesday Wednesday Thursday Friday Sat Sun SM TW TES February 26 28 March 1 IDJ 45 67 8 910 11 12 13 14 15 16 17 18 19 _ 21 22 23 24 25 26 27 28 29 30 31 April 2007 April 1 22 View Selection Monthly View Weekly View 29 Appointment Book Select current Appt Book Default y 5 View Appointment History 7 Import Appointment For Help press F1 MoCo Server Edition 12 1 Adding Deleting and Updating Appointment 12 1 1 Add new Appointment To add a new appointment Step 1 Select the Appointment Book within which you wish to add new appointment For information on how to add new Appointment Book see Chapter 14 Configuration Settings Appointment Book Select current Appt Book Dr Richard Pang 67 Step 2 Double click on the screen calendar date that you want to create the appointment A dialog box for adding new appointment will appear Step 3 Enter information for the appointment Dr KK Tan Appointment Book for March 07 2013 List of Appointments Appointment Information Appointment Name 5 Priority Medium x Subj
14. Check Enable Duplication Check when adding updating contacts Auto generate User ID UserID starts with User IO Offset coca am On the Address Book configuration page users can configure the following settings e Auto insert Area Code To automatically insert an area code into the mobile number field tick the check box Auto Insert Area Code and enter the area that you are in When entering the mobile Phone number into the address book if a sign is added to the mobile phone number MoCo will not fill in the auto insert area code This feature is to allow user to enter mobile phone number other than the area they are in even when the Auto Insert Area Code option 1s selected e Default SMS Subscription If the SMS Subscription field in MoCo s Address Book is left blank the Default SMS Subscription setting will determine whether MoCo can send SMS to that contact If the option By Default Subscribe To SMS is selected MoCo will be able to send SMS to all the contacts whose SMS Subscription field is empty For the option By Default Do Not Subscribe to SMS MoCo will not send SMS to contacts whose SMS Subscription field is empty e Default Import Address Book Delimeter User can select under this option whether the default file type used when importing Address Book is Comma or Tab or MS Excel e Duplication Check Check this selection to enable disable duplication
15. SMS sent out of MoCo e To recipients Advanced Mobile number Use either buttons to limit the query to specific recipient s e SIM Card IMSI If you have multiple gsm modems you can key in the 15 digit IMSI International Mobile Subscriber Identity of your SIM card to limit the query to a particular card This option is useful to keep track of the amount of outgoing sms sent via each SIM card if you are using multiple modems e Originator This option is only useful in MoCo Enterprise Edition You can keep track of the number of outgoing SMS sent by a particular MoCo Agent by keying in the Agent Name into the box provided e From To You can limit the query to a particular time frame by setting these two date time options Under the Message received group box e Message received Checked this option to select all incoming SMS received by MoCo e From sender Advanced Mobile number Use either buttons to limit the query to specific sender s e SIM Card IMSI If you have multiple gsm modems you can key in the 15 digit IMSI International Mobile Subscriber Identity of your SIM card to limit the query to a particular card This option is useful to keep track of the amount of incoming sms received via each SIM card if you are using multiple modems e Route To This option is only useful in MoCo Enterprise Edition You can keep track of the number of incoming SMS received by a particular MoCo Agent by keying in
16. Schedule information area Step 2 Enter schedule information into respective fields 33 Schedule Information Schedule Name Sales Meeting Status Message Content Hi all sales personnel please come for the sales meeting at lt lt SpecificDate gt gt lt lt SpecifcTime gt gt 96 characters Message Type Normal Text v Recipients Eric Boo Dennis Chang D aniel Chua Advanced Schedule Date V Specific Date Time fi days before 3 19 2007 y 4 00 00 PM Regular Interval Step 3 For message content you can type the text directly into the message box or right click to select the message template Linda tuk Copy Paste Delete Insert Template Append Template Insert Message Tag F Step 4 You can insert dynamic tags into the message content by right clicking the mouse and then select Insert Message Tag to insert message tag into relevant location of the message Unde CUE E Copy J Paste Delete Insert Template Append Template d Recipient s Mame 942007 Recipient s Number Specific Time be Message tags are temporary placeholders that allows the program to insert appropriate content at the time of SMS sending In the current example the message Hi all sales personnel please come for the sales meeting at lt lt SpecificDate gt gt lt lt SpecifcTime gt gt will be translated into the following SMS when sending Hi all sales
17. a HTML file 91 15 4 Backup and Restore MoCo Database 15 4 1 Backup MoCo Database To backup MoCo s database Step 1 From the File menu click on the Backup Database option Step 2 A dialog box shown below will appear Select the destination folder where you want to store the backup database Click Backup button Backup MoCo Database Select Destination Folder Cu Temp e ena Step 3 A Success in Backup DB dialog box will display when the backup is done A copy of the MoCo database will be stored in a sub folder MoCo Database Archive YY Y Y MM DD inside the destination folder you specified earlier on The YY Y Y MM DD is the date which the backup is performed Success in Backup DB Lol 1 Moto database backup successfully 15 4 2 Restore MoCo Database To restore from a previously backed up MoCo s database Step 1 From the File menu click on the Restore Database option Step 2 A dialog box as shown below will appear Select the folder that contains the database you wish to restore The folder should be in the form MoCo Database Archive YY Y Y MM DD where YY Y Y MM DD is the date which the database is being backup Restore MoCo Database Select Folder containing the database to restore C TempiMoCo Database Archive 2007 10 29 E Restore Cancel Step 3 Click Restore button Step 4 A dialog box as shown below will appear To load the newly restored datab
18. address of the MoCo Server Any changes will only take effect after restart of MoCo e Agent Connection Status User can view the connection status and last heartbeat here When the MoCo Agent is connected to MoCo Server the connection status shall display Connected The last heartbeat shall also reflect the time of the latest heartbeat response from MoCo Server _ 84 Chapter 15 Other Features 15 1 Delete SIM Card Messages MoCo allows user to manually delete the SMSes stored inside the SIM card To manually delete the SMSes stored inside the SIM card click on the A icon on the toolbar or select Delete SIM card messages from the Tools menu Delete SIM card messages Select GSM Terminal Delete SLL SIM card messages Delete ALL READ messages C Delete SLL READ and SENT messages OF Cancel The above dialog box will appear for user to delete SIM card messages You can select the gsm terminal you want and the options available Then click OK to delete 15 2 Printing 15 2 1 Print Label MoCo allows user to perform label printing on standard label type 1029 To perform label printing select Print Label from the File menu A dialog box as shown below will appear Print Label xj Select Contact jennis Chang bl Type of Label Label Mo 1029 y Position in Label Cancel f Left c Right Step 1 Select the contact who you wish to print the label of Step 2 Make sure the type of l
19. check during adding updating of contacts into the Address Book When duplication check is enabled the following error message box will appear if you try to add a contact with the same mobile number as any existing ones in the Address Book Error in adding Contact A Duplicated mobile phone number Found e Auto generate User ID Every contact in the Address Book has a User ID field You can select this option to auto generate User ID for every newly added contact User ID starts with Set a string to place in front of each User ID that the system auto generated You can also leave this box empty User ID Offset Set a base number which the User ID starts from When porting customer database from an existing system to MoCo the contacts may already have existing User IDs In this case you can set this field to instruct MoCo to auto generate User ID from this number onwards 14 1 3 Scheduler Settings Configuration Settings Basic 2 Scheduler General Address Book Default settings for Scheduler Calendar Auto Response Y Show Schedule Appointment Book Device GSM Terminal I Show Active SMS Show Completed SMS Cancel Ay sT Default settings for Scheduler Calender e Show Schedule Show the entire saved schedule and display in the Scheduler Calender View e Show Active SMS Show scheduled SMS that are still waiting to be sent e Show Completed SMS Show those scheduled SMS that are se
20. here also e Message Type Indicate the type of message to be sent Options are Normal 8 Bit Data and Unicode Chinese Text e Event Status Suspend or Active If event status is Suspend sms will not be sent even if the event s date 1s reached e Address Book Field Select the field of the Address Book on which the event is based In the above example the event 1s based on the Date of Birth field of the Address Book e Period Annually or Monthly In above example if Annually is selected sms will be sent out every year on the birthday of the customer If Monthly is selected sms will be sent out on the day of the Date of Birth every month e Preferred time to SMS Indicate the preferred time of the day to send out sms SMS will only be sent out when both the event s date and the preferred time is reached e Everyone in Address Book Select this option if the sms is to be sent to everyone within the Address Book e Selected Recipients Select this option if you only want to send event sms to selected recipients You can use the Advanced Search Engine for selection of recipients or simply select from a list of contacts and or contact groups 8 2 Delete Event To delete an event Step 1 From the List of Events box select the event to be deleted by clicking on the event name A blue highlight will appear Delete Md Evert Step 2 Click on to delete the hig
21. i 45 ll Add new Event based On Specife 1 Ate cl odia 45 8 1 2 Add new Event based on Address BOOK tovissetcarascis sonanionsoviaus Jowenakcovinncddasashaveavd sec hcavensosoarauah weiouints 46 2 DE e ee te iio rod nd sida end da Seat e o a el ate 47 o o o AP PP o On A ere rere tas ery eer tir et ee 48 Chapter 9 Automate Response Syste assie e E EEE a ae aE 49 BEANE R UI aa a a E E E teachesenecee 50 D ER E E E 56 A A E 56 Chapter 10 Camparca Mina Ei iio oe cielos 57 ROR PCG Wy Campa A E E 57 POZA Cte Ci AUC a a A a tubceatitaakataitacdhetuecustaeebantmeantanes 58 LOS Update CampusMac ioan 59 POA TOW Il WORKS dados 59 1041 ete a A Ruud ida a aidiaea dit saeeetebenten ad 59 IOAZ Wat LOrANC OMI GS Mosa arica 60 TOA Ve Ww C alii alot Resulta aaa qpusticess 60 1044 Making se ob Camiparory Res iia ia ad 61 Chapter Lie Voucher Manas cnent ys te Mills oe 63 dls Lda TE We V onchet CAMpalroM lod edo idea bol 63 dil 2 Deleie e Voucher C ampal nro leia teo liado 64 ld Updatino e Voucher Campa de la cord 65 E A A Cie ad eae tata ein ee ed ee Nei ea teee te te eae 65 LAI Creado AID AIR SRU sk id i N ea la ee leh eat ale ee 65 ILA 2 Wait OACI Se Mt edie 66 Chapter 7A ppOmume nt DO a edi 67 12 1 Adding Deleting and Updating Appointment cccccccccccccccacesseseesseeeeccececeeeesesaaauseesseeeeeeeeeseeeseneqaas 67 ZAR ACA MENA ONIN G ois sco Oda 67 ZZ Delete Ap pO imminent da ia 69 1213 Updating Appointment annin naii a aio 6
22. manual appointment cancellation This option is useful if the customer cancel his appointment via phone call or other means instead of sms To save the response information into a HTML report just click Save Response to HTML button 12 3 Automatic Appointment Confirmation To set up MoCo for Automatic Appointment Confimation Step 1 At Auto Response System page create a new rule 70 Aules Information Rule Hame ApptConfimation Condition Sender Sender Advanced Message Pattern Begins with Eeim O Ends with PA Action Action Type Auto Reply to Sender Forward to selected Recipients Type of Message Invoke External Application Automatic Shutdown Confirmation Esport to Text Document Acton Parameters 5M5 Subscription Register Contact Confirm Cancel Appointment 5M5 Yote Contest Survey information Retrieval Set the sender condition to All and message pattern to Begin with Confirm Select the Confirm Cancel Appointment action with type of message set to Confirmation Click Add New Rule button to add the new rule Step 2 Wait for incoming sms According to the above rule a valid confirmation sms would look something like this Confirm A23 where A23 is the appointment name Upon receiving an incoming sms as above MoCo will check that it satisfies the conditions in the Appt Confirmation rule and
23. the Agent Name into the box provided e From To You can limit the query to a particular time frame by setting these two date time options 7 2 Transaction Report Generation After searching the database using the Search button a report can be generated from the search result by clicking on the Generate button to save result into a text file Step 1 Search the transaction database for the records to be saved into file Step 2 When the result is displayed in the Inbox and Outbox click on the Generate button to save into file Mie Generate Transaction Report Report Information File name of Report Generate Report C TempiMoco TestBeditest html Ea File Type HTML Cancel Step 3 A dialog box as shown above will display Select the file name and type Click Generate Report 7 3 Management of Transaction Records 7 3 1 View Transaction Detail Individual transaction in both the Inbox and Outbox can be displayed in detail by double clicking the sender recipient of each transaction in their respective box A transaction dialog will appear with all the transaction information Click the Ok button to close the dialog box Transaction Record To Jane Chan 65911122223 Sent February 26 2013 17 03 10 Status ok Terminal 525053101609538 Originator kosal Message Course starts at 12 May 2013 class size is 10 course fee is 5 250 7 3 2 Transaction Outbox Options DutBox Or
24. to perform print appointment list on standard A4 paper To perform appointment printing select Print Appointment Book from the File menu A dialog box as shown below will appear Print Appointment Book x Appointment Book Mame Dr Matthew Kan Dr Richard Pang Print Starting Date 19 03 2007 Cancel Ending Date 23 03 2007 Low Medium High Very High Priority Level Step 1 Select the appointment book name which you wish to print Step 2 Select the starting ending dates of appointments to print Step 3 Select the priority level of appointments to be printed Step 4 Click Print A Print dialog box as shown below will appear 86 oi f Pages from O E Selection Zi E A a jae Printer Paper Size e Long side stapling Shoreside stapling Step 6 A dialog box as shown above will appear Note that for different printer a different kind of dialog will appear Step 7 Go to Page Setup and set the Page Size to A4 Step 8 Click OK You will return to the previous Print dialog box Step 9 Click OK to proceed with the printing 15 2 3 Print Receipt MoCo allows user to perform receipt printing on AS size paper To perform receipt printing select Print Receipt from the File menu A dialog box as shown below will appear Print Receipt Step 1 Enter the reference number of the account you want to print
25. trigger the Confirm Appointment action The response status of the sender will be set to Confirm automatically Response from Appointment Recipients From Fa obile NH Received Response Dennis Chang 659118 March 21 2007 00 02 54 Confirm 12 4 View Appointment History View Appointment Step 1 Click on _ A dialog box will appear for you to view appointment history oie Step 2 Select the name of the contact Click the Search button View Appointment History Select Name Dennis Chang Search Y Search in SMS Recipient Export to File 4 Search in Appointment s Subject Cancel Start Time Appt Book Appt Name Subject 21 March 2007 09 00 10 00 Dr Richard Pang 41 Dennis Chang Appointment Step 3 To save the appointment history to file click Export to File button 12 5 Import Appointment List Import Appointment Step 1 Click the An Open File dialog box will appear for you to load to Appointment list file MoCo expects a csv comma separated values file for importing appointment Look in MoCo TestBed e cx Ez E Export Addr book1 csv ESI Export Addr book csy My Recent SL Import Addr book 1 cs Documents SL Import Addr book 2 csv E Import Addr book 3 csw BL Import Addr book 4 csv E Import Addr book 5 csv BSL Import Addr book 6 csw EL Import Addr book 7 csw p me D My Network Files of type Comma Separated Values Files csv e Cancel Pl
26. 6 11 21 OF ALL Jane Char February 26 2013 16 11 12 Ok ALL 6597986 9 ConfirmiCancel Appointment February 26 2013 15 56 06 Ok ALL lt gt 10 success O errors The following options are available when you right click on any records in the Transaction Manager InBox e Reply to Sender A dialog box will appear for you to send reply to the selected sender e Forward message A dialog box will appear for you to forward the message to other recipients e Sender Info in Address Book Select this option will direct you to the contact s information inside Address Book e Delete Records Use this option to delete one or more records Alternatively you can use the Delete key to perform deletion e Confirm Cancel Appointment This option is only available in MoCo Professional or Enterprise Edition A dialog box will appear displaying a list of appointments of the sender Confirm Cancel Appointment Select an Appointment to confirm or cancel Confirm Date Start Time Appt Book__ Appt Mame Subject ppoison Cancel Appointment Close To confirm cancel any appointment just click on the item and then click Confirm Appointment or Cancel Appointment buttons This feature is useful in updating the Appointment Book when customers make appointment confirmation via phone call rather than sms ABs 7 3 4 Delete multiple records To delete more than one record you can either use the Shift or Ct
27. 9 1214 Chansing Appointment Date a aio 69 12 2 Cheek RES BONS 6 morran E a S E a ia 70 12 3 Automatic Appointment Confirmation occccccnnnncnnnnnnnnnnnannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnss 70 124 View Appointment HIStory iia 71 PDS t Ap pO ONNEN CLAS ba aaar a a a a A 12 Chapter A cn A A Maaco niaawec Maun aes 74 MS Me PR A dase Ao aa asa a 74 PZD ERA A ee eee 74 ISS AAA A A A toe tne enetices rude Sunwencuouaae 75 34 View ASen CONMEC ION SaS aeae nr eE aa e e AEri 75 Chapter PA Conn curano Seu OS oeseri E E E EEEE E EEE 76 14 1 Basic Cont euralion Setin enrio te EE EE EEE EE EEE E 76 AMA E E E 76 Il SEINI Saren a E E E EEE E EE EE TJ AS NA sisooaudnd ndamesienanncihencondeseaaseatoendencmseeanbat 78 141 4 AU Response SENES scsi sia 79 4 13 Appointment BOOK Setting S ss it rocio 80 IAZ DEVICE 8 02 S eE 81 WA OSM Terminal Seu os er It cheat E 81 Nas A o E 83 Ae Dek DEI VEL DEUIN GS OO OPPORAeO PEE e E 83 NA Die PAO A estan e etait a etch eect pe sie a Be ect ve Er ara E AEE a E 84 Chapter 13 Oer EEES a sao 85 151 Delete SIM Card MESS LES A a ion 85 A we cetnen ete ase eh ct nthe tent ah ge arena ee eautg a emead ee ental acl adie anhtas cat 85 as 08 a est E oe A A ttre O OE Cre ee Te 85 22 Print Appomntment list n 86 A O O A A 87 MSS PNOCOUTING dia 89 1s AUC Nev Mansa Oi aana A O 89 L2 Manase existo ACCOUNE MeN nn a a a A a neem 90 Doar QUEL ACCO S St aa 90 15 34 Accounts Conie and S
28. El A 3 3 Date Search r Advanced Search Criteria Search 4 a a ae ul Clear Criteria Is within current month ull Today is anniversary Current month is anniversar lt Date Search is the type of search that can be performed on fields that are stored as date type Under this category the user can perform the following types of search e Is Today Search for any records that has value equals to today s date No parameter is required for this search e Is within current month Search for any records that has value that falls within current month No parameter is required for this search e Is within next month Search for any records that has value that falls within next month No parameter is required for this search e Number of months before today Search for any records that has value which is x number of months before today s date The x value is the number you entered in the Parameter box e Today is anniversary Search for any records that has the same day and month value as today s date You can use this search to retrieve records of customers who birthday falls on today No parameter is required for this search e Current month is anniversary Search for any records that has the same month value as today s date You can use this search to retrieve records of customers who birthday falls on current month No parameter 1s required for this search e Next month is anniv
29. Finish on the dialog box to complete installation Found Mew Hardware Wizard Completing the Pound New Hardware Wizard The asa has nesses tied the rose La R ileya GPRS meter oder Dick Frio ber io Les verd 1 1 4 USB GSM Modem Driver Installation for Win Vista Step 1 Insert MoCo s installation CD into CD Drive Step 2 Connect the GSM modem to the computer s USB port using the supplied USB cable The operating system will automatically search for hardware device driver Step 3 On the Found New Hardware Wizard dialog select Locate and install driver software option 2 Found New Hardware Windows needs to install driver software for your USB Serial Controller Locate and install driver software recommended Windows will guide you through the process of installing driver software for your device Ask me again later JS Windows will ask again the next time you plug in your device or log on Don t show this message again for this device Your device will not function until you install driver software Cancel Step 4 On the Found New Hardware USB Serial Controller Wizard dialog select Don t search online option E 57 Found New Hardware USB Serial Controller Allow Windows to search online for driver software for your USB Serial Controller gt Yes always search online recommended Windows will automatically search for the latest drivers and app
30. MoCo SMS Suite User s Manual Chapter 1 Setting amp Starting Up MoCo A a 5 LAA a 5 MAb DTS Cr Vr HOS TL oracion 5 1 1 2 USB GSM Modem Driver Installation for Win2000 Wi1n2003 cccccccccececceeeeseeeesseeeeeeeeeeeeeeeeenaaas 6 1 1 3 USB GSM Modem Driver Installation for WinXP oooonnnnnnncccccccncnnooonnoonnnnnnnnnnnnnnnnnnnnnnnonnnnnnnnnnnnnnnnnnnnnos 8 1 1 4 USB GSM Modem Driver Installation for Win Vista occcccccccnnnnnnnnnoonnnnnnnnnnnnnnnnnnnnonnnnnonnnnnnnnnnnnnnnnnos 10 ZAS ta Ma toOn O EMOCO SOIL Wale io edo 12 LS Unmstallino MoCoappAcaA ON anita 14 A Strip MO Orea dada dit 15 1 4 1 Running MoCo Professional A gent Server on Windows ViSta oooooonnnncccnnnnnnnnnncnnnnononononnnnnnnnnnnnnnnnos 15 LA 2 AMO malita Udala 16 lAo Mamalia sarine MOCOS dianas 17 Chapter 2 Ade S BOO dades 18 ZA COn EMNI emen aia 18 2 Ah AAN CONAC aid OE TOA 18 DAZ Delete contacts 19 ZAS UPA COMAE a le ia todo od 19 22 Contacte Group M ma Semen a on 19 2 AKAU NEWCOM ACE SrOU oraren E E la isa 20 AA a a a aa Ga ies ued a te eas 20 DDO Update CONAC LOT OH iris ka a es aac A A a ks Seale eee el cane 20 2 Se ALCI LE Addre sS IS OOK APA nn O 21 SA CUA AOU a ates eh SR nn A ec ce es caeados 22 ZO EXPO Add ESS BOOK LOINC to el calc 22 2 0 Import contacts Mo Address Book A GE 25 2 7 Built in Referal and Membership Points SysteM ooooooonnnnncnccnnnnnnnnnnnnnnnonononnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnss 25 C
31. Parameters Auto Reply to Sender ee OJFonward to selected Recipies Message to Reply 0 characters invoke External Application Automatic Shutdown Esport to Text Document L SMS Subscription Register Contact Confim Cancel Appointment L SMS VotesContest Survey DE a gt information Retrieval 49 9 1 Add new Rule To add a new rule Step 1 Click on E 2 button to clear rule information area Step 2 Enter rule name The rule name is used to identify each rule Select the status of the rule Status can be Active or Suspend If a rule s status is Suspend the rule will be ignored by the system Step 3 Select the Sender Condition of the rule Each incoming sms will be matched against the sender condition before deciding whether to trigger the corresponding action Sender Sender HRALLHH Advanced e All including those not in address book Options available are When this option is selected anyone who sends a SMS to MoCo will satisfy the sender condition MoCo will just proceed to match the SMS s messages pattern to determine if any action is to be triggered e Everyone in address book When this option is selected if an incoming sms is sent by a sender whose phone number is stored in MoCo s Address Book that incoming sms will satisfy the sender condition MoCo will then proceed to the pattern matching condition e Select from list of contacts contact groups
32. Server Edition 8 1 Add new Event 8 1 1 Add new Event based on Specific Date To add a new event based on Specific Date Step 1 Click on 2 button to clear Event information area Step 2 Enter event information into respective fields 45 Event Information Event Name New Year Greetings Message Content Hi lt lt Recipient Name gt gt wish you a Happy New ear 49 characters Message Type Normal Text v Event Status Suspend v Event Timing Information Based on Specific Date C Based on Address Book Specific Date Dec 31 Period Annually v Preferred Time to SMS 20 00 Event Recipients Everyone in Address Book C Selected Recipients Event Name Enter a name for the event Message Content The SMS content to be sent when the event s date is reached You can use template and message tags here also Message Type Indicate the type of message to be sent Options are Normal 8 Bit Data and Unicode Chinese Text Event Status Suspend or Active If event status is Suspend sms will not be sent even if the event s date is reached Specific Date The date at which the sms will be sent Period Annually or Monthly In above example if Annually is selected the sms will be sent out every year on 31 December If Monthly is selected the sms will be sent out on the 31 of every month Preferred time to SMS Indicat
33. abel is Label No 1029 Step 3 Select the position within label for printing Click OK The below Print dialog box will appear TC 2 xi Printer Name Canon MP700 Printer we Properties Status Ready Type Canon MP700 Printer Where USBOD2 Comment Print to file m Print range Copies E All Number of copies fi C Pages from fi to fi 1 2 3 Selection Bip Hee caea_ R s Step 4 Select the appropriate printer name Click Properties button to set the paper size Canon MP700 Printer Properties 3 24x 3 Man Page _ a li 2 Page Size E Orientation Portrait Landscape A Printer Paper Size Same as Page Size Printing Type Normal size Printing O E Wz a sa Stamp Background po Effects a Profiles i Maintenance S f A5 A I Duplex Printing f Normal size Printing Staple Side C Long side stapling Short side stapling Y g Copies 1 1 9333 p A 274 Reverse Order 1 2 WV Collate Defaults Cancel Help Step 5 A dialog box as shown above will appear Note that for different printer a different kind of dialog will appear Step 6 Go to Page Setup and set the Page Size to AS Step 7 Click OK You will return to the previous Print dialog box Step 8 Click OK to proceed with the printing 15 2 2 Print Appointment List MoCo allows user
34. aces l Open as read only A typical Appointment Import file csv should contain the following fields not in any order e Customer Name Customer Mobile Number Appointment Start Time in 24 hour format HH MM Appointment Book Name Optional Appointment Duration in minutes Optional All records within a single Appointment Import file should belong to the same appointment date Each of these fields shall be separated by a comma and each record separated by a carriage return Step 2 Upon selecting the Appointment Import file csv a dialog box as shown below will appear displaying all the columns within the import file EEr p Import Appointment General Appointment Information Recipient Name Appt Book Mame Recipient Mobile No Appt Start Time Appointment Date 3 21 2007 Default Priority Medium Duration Minutes 30 Preferred 5M5 Time Days y 10 30 1 Days before Appt nea e if Richard Pang Message Type Normal Text 7 Message Content 154 characters Hi lt lt Recipient Name gt gt you have an appointment with us at lt lt 4ppt Date gt gt lt lt Appt Time gt gt To confirm reply SMS with Confirm lt lt Appt Mame gt ABC Dental a LER ret Import C Temp joo Save as Default iio V Save import process report Cancel Step 3 Select the field names Eg Recipient Name Appt Book Name etc for the columns that you wis
35. ag is only used in the Appointment Book It shall insert the appointment date into the message Appointment Time This tag is only used in the Appointment Book It shall insert the appointment time into the message Appointment Name This tag is only used in the Appointment Book It shall insert the appointment name into the message eVoucher Serial Number This tag is only used in the eVoucher Management System It shall insert the eVoucher s serial number into the message eVoucher Valid From This tag is only used in the eVoucher Management System It shall insert the eVoucher s valid start date into the message eVoucher Valid Till This tag is only used in the eVoucher Management System It shall insert the eVoucher s valid end date into the message Other than the above message tags the system can also Address Book Tags into the outgoing SMS All fields of a contact is available for selection as Address Book Tags to be inserted into the outgoing SMS 39 Chapter 7 Transaction Manager MoCo s Transaction Manager keeps track of all incoming and outgoing SMS Transactions can be track and lookup using the search query in Transaction Manager Transaction records can also be output into a report file with the Generate Report button The Transaction Manager features include Easy amp flexible search on transaction database Generate transaction report from search result Management of transaction re
36. anager MoCo s Agent Manager allows user to manage the MoCo Agents connected to the MoCo Server For a MoCo Agent to successfully connect to MoCo Server user must first add the relevant MoCo Agent names to MoCo Server using the Agent Manager Agent Manager is only available in the MoCo Server software of the MoCo Enterprise editions S MoCo Server File Tools View Help AO a Address Book no Scheduler Event Manager Appointment Book 1 Auto Response System Bi Template Editor il Campaign Manager ad Transaction Manager a Agent Manager List of Agents CHH Agent Information Agent Name Agent Description NA Clear Entries Agent Connection For Help press F1 MoCo Server Edition 13 1 Add new Agent To add a new agent E Step 1 Click on ENE button to clear Agent information area Step 2 Enter agent name and description optional Add New A 7 D gent 5 Al Step 3 Click on to save Agent information 13 2 Delete Agent To delete a agent Step 1 From the List of Agents box select the agent to be deleted by clicking on the agent name A blue highlight will appear Ti p Delete un Agent Step 2 Click on to delete the highlighted agent 13 3 Updating Agent To update an agent Step 1 Select the agent to be updated from the List of Agents box Step 2 Replace the information to be updated e Update a Agent s Step 3 Click on to save the changed info
37. append a running number at the end to make each appointment name unique e Multiple Appointment Book Configuration Multiple Appointment Book Configuration List of Appt Books Appointment Book Info Appt Book Mame Dr Richard Pang CO Appe Book Description Clear Entries By clicking the Multi Appt Book Configuration button the above dialog box will appear for you to add delete update appointment books 14 2 Device Settings 14 2 1 GSM Terminal Settings Configuration Settings Basic 0 GSM Terminal General Address Book No of Retries 0 Ho of GSM Terminals 0 Scheduler Auto Response Appointment Book Maximum number of sub pieces per message E Device Support Concatenation GSM Terminal Information Terminal Index Refresh Port Humber Baud Rate i 15200 Data Bit Stop Bit j Party No Party OutiBos Queue 0 Signal Strength 1 IMSI Load Balance Scheme f None C Number Range Separate number range with semicolons Quota based A FT Cancel Apply _ 8 On the GSM Terminal configuration page user 1s able to configure the following settings Number of Retries This field is to determine the number of times MoCo will resend a SMS if there is an error during sending Support Concatenation Select this field to indicate support for concatenation of long SMS By default this field is selected You can also set the maximum number of sub SMS th
38. articular selection in this case for the Beverage Survey B1 represent Green Tea B2 represent Red Tea etc q Rri Add Campaign Step 3 Click on to save the campaign When a campaign is created successfully the campaign name will appear on the List of Campaigns box 10 2 Delete Campaign To delete a campaign Step 1 From the List of Campaigns box select the campaign to be deleted by clicking on the campaign name A blue highlight will appear Delete Campaign Step 2 Click on to delete the highlighted campaign _ 58 10 3 Updating Campaign To update an campaign Step 1 Select the campaign to be updated from the List of Campaigns box Step 2 Replace the information to be updated gts Update Campaign Step 3 Click on to save the changed information 10 4 How it Works 10 4 1 Create an ARS Rule After you have created a campaign using the Campaign Manager the next thing to do is to create a rule for that campaign using the Automatic Response System Rules Information Rule Mame Beverage Survey Rule Shatus Active Sender HRALLHH Advanced Message Pattern Begins with Vote O Ends with ee O Contains ie PO Action Action Type Action Parameters JInvoke External Application A Automatic Shutdown Campaign Mame Esport to Text Document SMS Subscription Beverage Survey Register Contact Confirm Cancel Appointment SMS Vote Contest Survey j
39. ase close MoCo and start MoCo again _ 92 Success in Restore DB Y MoCo database restored successfully Please restart Modo to load the new database 15 5 Real Time Traffic Monitor Real time traffic monitor Control Panel 65M Modem Index 0 r IMSI 525053101609535 Port 26 Status Resume Queue length 0 Pause Resume To invoke the Real Time Traffic Monitor select Real time Traffic Monitor from the Tools menu A dialog box as shown above will appear You can monitor the queue of outgoing SMS for each gsm modem attached to MoCo You can also pause and resume the sending of SMS of each gsm modem _ 93
40. atisfy both the sender and message pattern conditions Thus the Information Retrieval action will be triggered Upon triggered MoCo will try to match Column A of the spreadsheet with the second word of the message S7533344Z and Column B of the spreadsheet with the sender s number 6593334444 When a matched record is found MoCo will retrieve the Column 7 of the record the value 91 and reply the following content back to the sender The result is 91 This action is useful for retrieving information from spreadsheet via SMS e Information Insertion Action Acton Type Action Parameters lrvoke External Application FJ Automatic Shutdown MS Excel File A Esport to Text Document l SMS Subscription Spreadsheet Register Contact Insert Column A with of message Insert Column E with of message L Contim Cancel Appointmen ingert Column B with of message J5M5 VoteContestSurvey E Jinformation Retrieval E information Insertion ar el oucher o Delimeter between fields o Select this option to insert information from an incoming SMS into a Microsoft Excel sheet Parameters o MS Excel File Specify the full path of the MS Excel document to insert information into o SpreadSheet Specify the name of the spreadsheet within the excel document _ 54 o Insert Column A with Specify which field within the incoming sms message to insert into column A of the MS Excel spreadsh
41. ceed with the import process click Proceed button To abort the import process click Cancel button 24 2 7 Built in Referal and Membership Points System MoCo has a built in Referal and Membership Points System to assist user in managing their membership system If you do not wish to have a Referal System or do not wish MoCo to manage your Referal System you may skip this section To configure the amount of Membership Points for each referral select Menu Item Tools gt Configuration Settings The below display box will popup Configuration Settings Basic General General Address Book m Display upon Startup scheduler Full Screen Auto Response Appointment Book Hidden in System Tray Device GSM Terminal i Do Not send SMS period m Application Title Customized your own application title Changes shall effect after restart of application m Membership Points System Each referral adds f 0 membership points OK Cancel Apply A A Take note of the bottom part labelled Membership Points System Here you would be able to set the amount of Membership points to be added to a particular contact for each new member he she introduced Click OK after you make the changes Now go back to the Address Book Below is a snapshot of the data fields inside the Address Book El Each contact inside the Address Book has the following fiel
42. ch Contact Add New Group 19 2 2 1 Add new contact group To add a new contact group Step 1 Click on E 2 button to clear contact group information area Step 2 Enter contact group information into respective fields Step 3 In the Members List box select contacts for the contact group by clicking the check box next to the names Click on to save the contact group 2 2 2 Delete contact group To delete contact group Step 1 From the List of Contact Group box select the contact group to be deleted List of Contact Group Step 2 Click on AR ns to delete Step 3 A Delete Contact Group dialog will appear to ask you for confirmation on the action In the dialog you can check the Delete all contacts within this contact group option and all the contacts stored within this group will be deleted also Delete Contact Group xj Ane pon cute lo delaia i contact goug l TES no Oe eee vita Po ciris pip 2 2 3 Update contact group To update contact group information remove or add more contacts into the group Step 1 Select the contact group to be updated from the List of Contact Group box Step 2 Replace the information to be updated or select more contacts to be included into this group Step 3 Click on AR 52 to save the changed information _ 20 2 3 Search the Address Book Step 1 To search the address book click on A er Ito open search dialog box Step 2 Select t
43. cords Transaction Records Query All Transaction Records Search rrr rn nn anna nn nn n nena renace nene nnnnnnanannnnn Today s Transactiori Necececcececctecsescecescecsseseesssescsseneees G en er at e C Set Query Parameters e ee J Message sent To recipients A Advanced Mobile number v SIM Card IMSI Originator 59 re 06 03 2013 15 59 07 m 59 r 06 03 2013 15 59 07 m Message received From sender Advanced SIM Card IMSI Route To F From 05 03 2013 15 59 07 de Mos 05 03 2013 15 59 07 gt 0 success 0 errors Fiom Message Received Status Route To gt 0 success 0 errors 7 1 Search Transaction Database 7 1 1 All Transaction Records To display all transactions in the MoCo transaction database select this option and click on the Search button All the previous transactions will be listed out in their respective Outbox and Inbox 7 1 2 Today s Transaction Select this option to list out all transaction sent and received today 7 1 3 Set Query Parameter Select this option if you want to list the transaction according to some query parameters A0 Transaction Records Query f All Transaction Records A Search o a as aa Generate f Set Quen Parameters ME Report Under the Message sent group box e Message sent Checked this option to select all
44. ds which are used to compute their Membership points User ID Membership Points Referrer Mobile 25 Referrer ID Whenever a new contact is added to the sytem whether by Add Contact button or Import Address Book MoCo will check the Referrer Mobile and Referrer ID fields of the newly added contact If the Referrer ID field of the newly added contact is not empty MoCo will search the entire Address Book for the contact whose User ID match the Referrer ID field of the newly added contact If a match is found the found contact is deemed as the referrer of the newly added contact and it s Membership Points field will increment by the amount previously configured at the Configuration Settings If the Referrer ID field of the newly added contact is empty MoCo will check the Referrer Mobile field of the newly added contact instead If the Referrer Mobile field of the newly added contact is not empty MoCo will search the entire Address Book for the contact whose Mobile Number match the Referrer Mobile field of the newly added contact If a match is found the found contact is deemed as the referrer of the newly added contact and it s Membership Points field will increment by the amount previously configured at the Configuration Settings The Referal System concept is a very simple yet effective way of encouraging your customers to introduce new cust
45. e system can concatenate Load Balance Scheme User can select the desired load balance scheme for each SIM card o None No load balance scheme for this SIM card o Number Range Enter the range of mobile numbers to be sent using this SIM card For multiple ranges each range is separated using semicolon For example you can set 91 110000 92220000 93330000 94440000 as the desired number range for a particular SIM card If a recipient has the mobile number 91112222 any sms sent to him shall be using this particular SIM card o Quota based You can select quota type as either Per Month or Per Day Then enter the quota value MoCo will keep track of the amount of quota left for each SIM card Any SIM card with free quota will get priority SIM card with Per Day free quota will have higher priority than those with Per Month free quota All other field on this page is for user information They are Number Of GSM Terminals indicates the number of GSM terminal MoCo currently detected Terminal Index Number Use this combo box to select the GSM terminal if there is more than one terminal Port Number the communication port the GSM terminal is using Baud Rate transfer rate between the PC Laptop and the GSM terminal Data Bit number of data bit Stop Bit number of stop bit Parity odd even or no parity OutBox queue The number of outgoing SMSes currently queued at th
46. e terminal Signal Strength GSM terminal signal strength level Range from O to 30 Pass signal strength is typically 12 IMSI The 15 digit International Mobile Subscription Identity for the SIM card 82 14 3 Enterprise Settings 14 3 1 Server Settings Configuration Settings Basic af Server Settings General Address Book Network Settings Scheduler APREN MEN E Port Number 181 Device GSM Terminal Enterprise Changes shall effect after restart of application Server Settings Server Configuration W Route ur classified incoming SMS to all agents Validity Period for incoming SMS j days The Enterprise Settings are only available in MoCo Enterprise Edition User can set the following configuration for the Server Settings if you are using MoCo Server e Network Settings You can change the port number that connects to the MoCo Agents here Normally user should not change the port number unless there are conflicts with other software e Server Configuration O Route unclassified incoming SMS to all agents Select this option if you wish to route all unclassified incoming SMS to all agents Normally an incoming SMS will have the Agent Name as the first word of message MoCo Server will route the incoming SMS to the relevant MoCo Agent by matching the first word of message with the available Agent Names If no match is found and this option is selected the incoming sms will be routed to all Agen
47. e the preferred time of the day to send out sms SMS will only be sent out when both the event s date and the preferred time is reached Everyone in Address Book Select this option if the sms is to be sent to everyone within the Address Book Selected Recipients Select this option if you only want to send event sms to selected recipients You can use the Advanced Search Engine for selection of recipients or simply select from a list of contacts and or contact groups Pedal Mie l GS Step 3 Click on to save event When an event is created successfully the event name will appear on the List of Events box 8 1 2 Add new Event based on Address Book To add a new event based on Address Book Step 1 Click on 2 om gt button to clear Event information area Step 2 Enter event information into respective fields 46 Event Information o Message Content Hi lt lt Recipient Hamert happy birthday 38 characters Message Type Normal Text al Event Statues Suspend a Event Timing Information C Based on Specific Date f Based on Address Book Address Book Field Date OF Birth Period Annually Preferred Time ta SMS 10 00 Event Recipients f Everyone in Address Book C Selected Recipients e Event Name Enter a name for the event e Message Content The SMS content to be sent when the event s date is reached You can use template and message tags
48. ect Jane Chan Appt Start Time 03 00 Remarks 3 Delete Appolntment End Time 10 00 W SMS Reminder Update Recipients Jane Chan Appointment Advanced SS Change Appt Date nd ees ci EA Preferred Time to SMS 10 30 i Days before appointment Clear Message Content Hi please be reminded that lt lt Recipient A Message Type Enie 165 characters Mame gt gt has an appt with Kee Dental Surgem yt Normal Text kd 2 nd SMS Reminder Preferred Time to SMS 08 30 0 Days before appointment cs Response Message Content Hi please remember to come for the appt a Message Type 137 characters today at lt lt Appt Time gt gt at Ree Dental a s Normal Text ki i Dap View 3rd SMS Reminder ara Pea og e Appointment Name Appointment name will be used to confirm appointment when recipient reply with SMS message If the Config Setting for Automatically Insert Appointment Name is set the appointment name will be auto filled by MoCo e Priority You can select from low medium high and very high The priority will reflect as a color highlight for the appointment subject when you look at the main calendar Low and medium priority appointment will be treated as normal message when they are sent out High and very high priority appointment will be treated as high priority message when they are sent out e Subject A brief description of the appointment The sub
49. ed Information Save Result pa a a Save Res to MS Excel Abate tik to HTMI The left hand side portion of the dialog box will show the graphical representation of the campaign result The right hand side portion will show the campaign description summary information and display option You can scroll down to view the detailed information below the graph 60 Under the Detailed Information a context box will appear 1f you right click the mouse on any of the vote Detailed Information Option Name validity February 26 2013 16 12 09 vote be Flag as Valid co February 26 2013 16 12 19 vote b3 Flag as Invalid 4 February 26 2013 16 12 31 i vote be 0911 February 26 2013 16 12 37 i vote b1 65911 February 26 2013 16 12 55 i vote b 65911 February 26 2013 16 13 19 i vote b3 65911 February 26 2013 16 13 28 i vote be e Flag as Valid Select this option to manually flag this particular vote as a valid vote e Flag as Invalid Select this option to manually flag this particular vote as an invalid vote The option Ignore duplicated votes under the Display Option section can be used to ignore multiple votes on the same item from the same mobile phone number For example 1f this option is selected and the mobile number 91112222 send in multiple voting sms to vote for the same option B2 multiple times then only one vote is taken into account This option is useful if one wishes
50. ees spego a a r anripsOsdE 91 15 3 5 Save Accounts Sheet and Cash Book TATEN EET EL TEESE E EPEAN PETET SET are oct PE NEPETO 91 15 4 Backup and Restore MoCo Database ee hee ea ees 92 541 BAC k m MoCo Daaba Es aa 92 542 Restore MoCo DaaIDASE oe Ea 92 rs AAA E teers 93 Chapter 1 Setting amp Starting Up MoCo 1 1 Hardware Setup 1 1 1 USB GSM modem Step 1 Insert SIM card Close SIM slot cover Ensure the SIM door is closed 1 Always ensure the SIM slot cover is closed for normal operation 2 When the GSM modem is operational the yellow LED light will blink at a constant rate 3 If MoCo fails to detect the GSM terminal upon starting up disconnect the terminal reconnect and then restart the program 1 1 2 USB GSM Modem Driver Installation for Win2000 Win2003 Step 1 Insert MoCo s installation CD into CD Drive Step 2 Connect the GSM modem to the computer s USB port using the supplied USB cable Upon connecting the GSM modem to the computer s USB port the operating system will automatically search for hardware device driver Found New Hardware E Step 3 On the Found New Hardware Wizard dialog click next to proceed Pinal Aew Hardware Wizard Welcome to the Found New Hardware Wizard Wes vagal Pipa po tad e den dove da een a To continus click Het Step 4 Select option Search for a suitable driver for my device recommended Click Next to proceed Found few Hardware W
51. eet You can choose to insert the sender s mobile into column A instead o Insert Column B with Specify which field within the incoming sms message to insert into column B of the MS Excel spreadsheet You can choose to insert the sender s mobile into column B instead o Insert Column C with Specify which field within the incoming sms message to insert into column C of the MS Excel spreadsheet You can choose to insert the sender s mobile into column C instead o Delimeter between fields The delimeter within the incoming sms that separates the fields MoCo accepts Comma Space and Semi colon as valid delimeters e Claim eVoucher Action Acton Type Action Parameters Llinvoke External Application A Automatic Shutdown Mame of eYoucher JExport to Text Document CSMS Subscription Annual Sales Voucher Register Contact ClConfirm Cancel Appointment SMS Vote ContestSurvey Information Retrieval Information Insertion Claim eVoucher Select this option to indicate that an incoming sms corresponds to the claiming of an eVoucher Select the name of the eVoucher inside the Action Parameters For more information on eVoucher please see the eVoucher Management System section EEF Add Mew Step 6 Click on to save rule When a new rule is created successfully the rule name will appear on the List of Rules 2 55 e 9 2 Delete Rule To delete a rule Step 1 From the List
52. elimetered file or a Microsoft Excel file You can choose which field within the database to export out To Export Address Book Step 1 From the File menu click on the Export Address Book Step 2 On the Export Address Book dialog check the individual field name checkbox to select the export content Click on the Browse button to select the location and file name of the saved file Step 3 Select the type of output file by choosing the delimeter type You can choose either Comma or Tab or MS Excel Step 4 If you wish to include contact group information in the exported file checked the Include contact group information option Step 5 Click Export button to complete operation Export Address Book Contact Fields to export Destination Name Target Export File Mobile Number CATempiMoCo TestBed Export Addr book1 csv User ID Browse Gender Date Of Birth Telephone Home Delimeter Comma Ei Telephone Office Address Email Race I Include contact group information SMS Subscription Export Cancel _ 22 2 6 Import contacts into Address Book You can import contacts information into MoCo s Address Book The import file can be either in csv comma separated values format or a tab delimited file or a MS Excel file xls MoCo s import function is extremely user friendly You will be able to assign any column to imp
53. ent Selection Select from Contact Group List Select from Contact List Filter E No Filter Peter Lim Select all Contact Groups Select all Contacts Cancel Step 6 Click Send button to send the SMS 4 1 Select Recipients using Advanced Recipient Selection In the previous example we select the recipients from a list of contact groups and contacts Alternatively we can use the integrated search engine to search for a list of recipients that we wish to send SMS to Step 1 Instead of clicking the Recipient button we shall now click the Advanced button Send SMS Send Recipiente hM ember Advanced Cancel Retrieve from MS Excel Mobile number 91112222 92223333 Separate by commas Message ADY Dear lt lt Recipient Hamer Zen Boutique is having a Christmas 159 ch Sales fram 18 Dec to 26 Dec All members are entitled to 10 characters discount Come while stacks last Message Type Normal Text Priority Normal il Step 2 The Advanced Recipient Selection dialog box will appear In this dialog box you can enter your search query see chapter 3 Search Engine and then click Search button to retrieve the search result For example as shown below you can target your SMS recipients to be males who are between 30 to 40 years old le Advanced Search Criteria So les le A O Number of years before today _ 30 40 Clear Criteria Select Al
54. ersary Search for any records that has the same month value as the following month of today s date You can use this search to retrieve records of customers who birthday falls on next month No parameter is required for this search e Number of years before today Search for any records with the year value equals to x number of years before today s date The x number is the value you entered in the Parameter column For the below _ 28 example the search will retrieve all records whose date of birth 1s 30 years before today Thus all contacts who are 30 years old will be retrieved from this search Parameter Es Number of years before today il gt The search can also retrieve records within a range of values For the below example the search will retrieve all records whose date of birth is between 30 to 35 years before today Thus all contacts who are between 30 to 35 years old will be retrieved from this search Number of years before today EEE r r r 3 4 Select Search Result Search Result Full Name Mobile Number t rr 391112222 select All Selected Clear Entries So Espot 3 contacte found Upon clicking the Search button the search result will be displayed in the lower portion of the dialog box There are two ways of selecting the results e Select All By clicking the Select All button all records within the search results shall be selected
55. essage tags Normal Message Tags and Address Book Tags List of Templates Template Information Appt Reminder template P Christmas Promotion template Condo Launch template Course Fromo template Event Invitation week adw Event reminder tomorow Template Name Template Content Insert Address Book Tag F 38 Christmas Promotion template ADY Dear lt lt Recipient Hamet Zen Boutique ls having a Christmas Sales from Eee templele 18 Dec to 26 Dec All members are entitled to 10 discount Come while stocks F Delete last Template Undo Cut Update Copy Template Paste Delete Clear 159 charact Mall Recipient s Name Entries Recipient s Number Originator s Mame Originator s Number Specific Date Specific Time Appointment Date Appointment Time Appointment Mame eYoucher Serial Number evoucher valid From evoucher valid Till List of Templates Template Information Appt Reminder template Christmas Promotion template Template Name Christmas Promotion template ADY Dear lt lt Recipient Name gt gt Zen Boutique is having a Christmas Sales from 18 Dec to 26 Dec All members are entitled to 10 discount Come while stocks last Undo Event Invitation 2 week adw Event reminder tomorow eVoucher template Template Content Cut Delete Template Copy Update Template Paste Delete Full Name 3 Mobile Number e Insert a gt First Name E ea 159 cl Tag back Nan
56. essfully installed Windows has finished installing the driver software for this device ag iTegno GPRS Wireless Modem ES 1 2 Installation of MoCo software Step 1 With MoCo installation CD in your CD ROM drive Browse or explore the CD ROM directory Double click on Setup exe file to run MoCo s application setup Step 2 On the MoCo welcome dialog click Next to proceed with application installation Welcome Welcome to the MoCo Setup program This program will install MoCo on your computer It is strongly recommended that you exit all Windows programs before running this Setup program Click Cancel to quit Setup and then close any programs you have running Click Next to continue with the Setup program WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law Cancel Step 3 Carefully read and Click Yes on the Software License Agreement to proceed on with installation Software License Agreement Please read the following License Agreement Press the PAGE DOWN key to see the rest of the agreement e LICENSE AGREEMENT This license applies to the MoCo SMS Suite product You should carefully read the following terms and conditions before using this software Unless
57. ge and then clicking the Send SMS to Winners button 62 Chapter 11 eVoucher Management System With MoCo s eVoucher Management System user will be able to create and manage eVouchers User can create eVoucher item via the eVoucher Manager and then create a corresponding rule inside the Auto Response System Customers can then send in SMS to claim the eVouchers eVoucher Management System is only available in MoCo Marketeer Professional and Enterprise editions eVoucher Manager s features includes e Add Delete and Update eVoucher Item e View the details of the claimed eVouchers To access the eVoucher Manager select Tools from the top menu and then select e Voucher System eVoucher Management System List of eVouchers evoucher Information Annual sales Voucher evoucher Name Annual Sales voucher Status Active bd Total number of vouchers 2000 Maximum vouchers per person 1 Don Valid Period From 26 02 2013 hi To 15 03 2013 Update evoucher Voucher Serial num begins with E Current serial number 1 a evoucher Content evoucher Serial Num lt lt e voucher serial mums gt Valid From lt lt eVoucher valid Fram gt gt to lt lt eVoucher valid till gt gt Please present this eYoucher at the counter to enjoy 10 discount 177 characters Message Type Normal Text sl Mobile No a Retrieve claimed evouchers info 11 1 Add new eVoucher Campaig
58. gn using the eVoucher Manager the next thing to do is to create a rule for that e Voucher campaign using the Automatic Response System Rules Information Rule Mame Voucher Claim Aule Status Active Condition Sender Sender HHALLHH Advanced Message Pattern Begins with Cam Oes 7 O Contains Action Action Type Action Parameters Ulnvoke External Application Automatic Shutdown Mame of eYoucher Esport to Text Document SMS Subscription Annual Sales Youcher Register Contact Contin Cancel Appointment OEMS Vote Contest Survey Information Retrieval information Insertion Claim eoucher Following the example on the Annual Sales Voucher campaign you can now go to the Automatic Response System page and create a new rule called eVoucher Claim Rule or any other name you prefer Select All for the sender condition and Begin with Claim as the message pattern condition as shown in above screen shot Select the Claim eVoucher action and select the name of the eVoucher campaign to attach Once all these information is keyed in you can add the new rule to the system 65 11 4 2 Wait for incoming SMS Once you have created the eVoucher campaign and its corresponding rule the only thing you need to do is to wait for incoming sms Inform your customers members to send in SMS to claim the limited number of eVouchers You can inform your cust
59. h of the MS Excel document to retrieve information from o SpreadSheet Specify the name of the spreadsheet within the excel document o Match Column A with Specify which word within the sms message to match against column A of the MS Excel spreadsheet You can choose to match sender s mobile number against column A instead o Match Column B with Specify which word within the sms message to match against column B of the MS Excel spreadsheet You can choose to match sender s mobile number against column B instead o Column number for retrieval The column number of the field to be retrieved Column A corresponds to column 1 o Optional Message Header Message header for the sms reply For better illustration let s consider the Excel spreadsheet TestResult xls contains the following content 1 NRIC Parent Number Test 1 Test2 Test3 Total Average 2 Sr030405 46592221111 60 00 2 00 66 00 196 00 Eb 3 57732498E 46591112222 60 00 21 00 69 00 219 00 73 4 S75333447 H593334444 30 00 60 00 95 00 273 00 91 5 57564748A 48590001111 73 00 56 00 0 00 204 00 66 E Now let s say we create a rule with sender condition set as All and message pattern condition set as Begin With Average and a corresponding Information Retrieval action as shown above Imagine an incoming SMS is received from the number 6593334444 with the following content Average S7333344L This incoming SMS will s
60. h to import Step 4 At the General Appointment Information portion on the left enter the following information Appointment Date The appointment date for the appointments to be imported Default Priority Priority level of the appointments to be imported You can use the default value Duration The appointment duration in minutes If your appointment import file does not contain any information on appointment duration you can set a standard duration here for all the appointments to be imported e Preferred SMS Time The time and number of days weeks before appointment which you wish to send out SMS e Message Type Select from Normal Text 8 Bit Data or Unicode Chinese Text For normal english content use Normal Text If content contains chinese characters use Unicode e Message Content The actual message content to be send out via SMS You can insert template here or key in the text directly Step 5 Under the Import Process Logger portion you can save a report of the import process of checking Save import process report checkbox You can also specify the folder which you wish to save the import process report Step 6 Once all the information are checked to be correct you can click the Import button to proceed with the import process Upon successful import you will see the below message box Import Appointment es 1 Appointment imported successfully Id Chapter 13 Agent M
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62. he field name search type and enter the parameter Click Search button to search the database Step 3 If any match is found the result will be return in the list box Step 4 Click on the name in the list box to jump to the record in the database Select the field to do a Select the search type Enter the search search in the database for the selected field parameter here Some field does not need a parameter Click Search button to search database Click on the name to jump to that record For more information on the Search Engine please refer to Chapter 3 Search Engine A 2 4 Generate Virtual Group You can generate mobile phone number in group of 1000 contacts for sending mass SMS Upon creating the virtual group new contact records and group will be added to the Address Book The contact information and group can be added updated or deleted just like a normal contact To create a virtual group Step 1 From the Tools menu click on Generate Virtual Group Step 2 Enter the group name and description Enter the first mobile and last mobile number Note the phone number range must be within 1000 Step 3 Click OK to complete action Generate Virtual Group Virtual Group Name Virtual OK roe Cancel Description Starting Number 91110000 Ending Number 31 110999 2 5 Export Address Book to file The entire address book can be exported to either a csv comma separated values file a tab d
63. hlight event iA ae 8 3 Updating Event To update an event Step 1 Select the event to be updated from the List of Events box Step 2 Replace the information to be updated Si Step 3 Click on to save the changed information _ 48 Chapter 9 Automatic Response System MoCo s Automatic Response System ARS allows user to create rules with message pattern matching capabilities When MoCo received an incoming message it will match the message content to the entire ARS rules database When a match is found the appropriate action s assigned to that rule will be executed Automatic Response System is only available in MoCo Marketeer Professional and Enterprise editions The ARS features include Add Delete and Update rules Sender matching options Multiple message pattern matching options Multiple actions execution a Address Book Ee Scheduler Event Manager 4 Appointment Book W Auto Response System El Template Editor Tail Campaign Manager a Transaction Manager List of Rules Rules Information Appt Confirm Aule Fule Mame Status Active iF Add New Beverage Survey Aule Rule efoucher Claim Aule Eandiiian Quer Course Info Quen Event Info sender Query Product Info Query Student Result Sender SMS Subscription SMS Unsubscription Advanced Message Pattern O Begins with Clear O Ends with Entries O Contains Action Achon Type Action
64. iginator Ts Jane Chan The average result is 90 0 February 26 2013 17 OF Local Fig Jane Chan We have a semnar from 20 Feb t February 26 2013 77 OF Local B Earros oborko nk Ti bdo AA es Februar 26 2013 17 OK Local E Resend to Recipients Forward message Recipient information in Address Book Delete Records a B 3 success D errors The following options are available when you right click on any records in the Transaction Manager OutBox Aone e Resend to Recipient A dialog box will appear for you to resend other SMS to the selected recipient e Forward message A dialog box will appear for you to forward the message to other recipients e Recipient Info in Address Book Select this option will direct you to the contact s information inside Address Book e Delete Records Use this option to delete one or more records Alternatively you can use the Delete ket to perform deletion 7 3 3 Transaction Inbox Options Inbox Message Jane Chan Event feb February 6 2013 17 03 17 OF ALL Jane Chan Course kb103 February 26 2013 17 01 51 OF ALL Jane Char Loko b7 February 26 2013 16 12 30 Ok ALL Jane Char Md Ee February 6 2013 16 12 20 OF ALL Jane Char Forward message February 26 2013 16 11 56 Ok ALL Jane Char Sender Information in Address Book Februar 26 2013 16 11 39 OF ALL Jane Char February 26 2013 16 11 31 Ok ALL Jane Char Delete Records February 26 2013 1
65. im information Retrieval information Insertion Claim eoucher Following the example on the Beverage Survey you can now go to the Automatic Response System page and create a new rule called Beverage Survey or any other name you prefer Select All for the sender condition and Begin with Bev as the message pattern condition as shown in above screen shot Select the SMS Vote Contest Survey action and key in Beverage Survey as the campaign name Once all these information is keyed in you can add the new rule to the system _ 59 10 4 2 Wait for incoming SMS Once you have created the campaign and its corresponding rule the only thing you need to do is to wait for incoming sms For example the following message content would be considered as a valid vote for this campaign Vote B2 When MoCo received the above mentioned sms it would consider it as a valid vote for the campaign Beverage Survey as a vote towards the option Sprite 10 4 3 View Campaign Result To view the result of a particular campaign Step 1 Select the campaign from the List of Campaigns box Step 2 Click on to view the result of the campaign Step 3 A dialog box will appear displaying the result of the campaign SMS Result aca Campaign Name Beverage Survey Campaign Description Display Option 4 Vote for your Favourite Pie Chart Bar Chart Ignore duplicated votes Hide Detail
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67. ject text will be displayed on the main calendar e Start End Time The appointment start and end time Note that the appointment start time can be automatically inserted into the SMS content using message tag lt lt Appt Time gt gt e Remarks Additional optional remarks e SMS Reminder Click this checkbox to enable sending of SMS reminder e Recipients Advanced Select the recipients for the appointment reminder SMS You can select from a list of contacts contact groups using Recipient button or via querying the Address Book using Advanced button e 1 2 3 SMS Reminder Click this checkbox to enable sending of first second third SMS reminder e Preferred time to SMS The preferred time to send out reminder SMS You can set the number of days weeks before the actual appointment date to send the reminder sms e Message Type Select from Normal Text 8 Bit Data and Unicode Chinese Text For normal english sms choose Normal Text For content containing chinese text choose Unicode e Message Content Actual message content to be sent You can insert template or type in directly You can insert template into the Message Content box Message tags such as lt lt Appt Date gt gt lt lt Appt Time gt gt and lt lt Appt Name gt gt can be used in conjunction with the Appointment Book A typical reminder message can look like this 68 Hi please be reminded that lt lt Recipient Name gt gt ha
68. l Selected Clear Entries i Step 4 Click Select All button to select all the contacts retrieved from the search You can also select a few of the contacts by pressing Ctrl key and click on their individual names then click Selected Contacts button Step 5 Click Send button to send the SMS a Chapter 5 Scheduler MoCo s Scheduler allows user to manage scheduled SMS sending If a SMS message is to be send out at a later date it can be scheduled for sending with a specific date and time using MoCo s Scheduler MoCo s Scheduler features Add Delete and Update scheduled SMS sending Repeat SMS sending at regular interval Calendar view for consolidated view of all Schedules S MoCo Server File Tools View Help UNO B Template Editor il Campaign Manager al Transaction Manager Agent Manager Q Address Book Scheduler Ed Event Manager Appointment Book w Auto Response System List of Schedules Schedule Information Schedule Name Status G Add New Message Content 1 Message Type Normal Text y Recipients Advanced Schedule Schedule Date Specific Date Time E Clear Entries days before Scheduler l Regular Interval Calendar MoCo Server Edition For Help press F1 5 1 Adding Deleting and Updating Schedule 5 1 1 Add new Schedule To add a new Schedule Step 1 Click on Es Cis f 22 button to clear
69. le The filename for the text document will be in MoCoLogDDMMYY txt DD Day MM Month YY Year When you create different rules that export to text document you can specify different directory so that each rule will save into a different file e SMS Subscription Action Action Type Action Parameters 4uto Reply to Sender Forward to selected Recipients Invoke External Application Subscribe to SMS Automatic Shutdown edito Export to Text Document Basasserseestesnensestesesnensenserneetzensensazes SMS Subscription Register Contact JConfirm Cancel Appointment SMS Vote Contest Survey information Retrieval Type of SMS Subscription Select this option to subscribe unsubscribe to SMS When a contact is indicated as unsubscribe to SMS future sms will not be sent to the contact To reverse the subscription status you need to go to the Address Book and update the SMS Subscription field of the particular contact e Register Contact Action Action Type Action Parameters Auto Reply to Sender Forward to selected Recipients 1st field of Message Invoke External Application Automatic Shutdown Export to Text Document 3rd field of Message SMS Subscription Register Contact Confirm Cancel Appointment 5th field of Message SMS Yote Contest Survey Information Retrieval Delimeter between fields lt COMMA gt v
70. lications for your hardware and download them to your computer Yes search online this time only Windows will search for the latest drivers and applications for this device and download them to your computer Don t search online Your device may not function properly until you get the latest software O Please read Microsoft s privacy statement Cancel 10 Step 5 The dialog box below will be displayed Click Next button Insert the disc that came with your USB Serial Controller If you have the disc that came with your device insert it now Windows will automatically search the disc for driver software AS gt Idon t have the disc Show me other options Step 6 Window Vista will show the below dialog box Select Install this driver software anyway option amp Windows can t verify the publisher of this driver software ll Don t install this driver software You should check your manufacturer s website for updated driver software for your device Install this driver software anyway Only install driver software obtained from your manufacturer s website or disc Unsigned software from other sources may harm your computer or steal information See details Step 7 Wait for Windows to copy all the needed files into your computer Upon completing the installation click Close button on the dialog box to complete installation The software for this device has been succ
71. ll appear Modify Accounts Record Account Information Reference No DTo0000013 Assistant Name Client Supplier Dennis Chang Remarks Payment Type Master Card 7 al Date Time 4 8 2008 gt 13 50 Type Description Amount Paid eee Es EA EN Es EN E Es Last Modified April 08 2008 15 26 38 Step 2 Key in the accounts information For expenses you can add a minus sign in front of the Amount Paid value Step 3 Click Save button to add the account 89 15 3 2 Manage existing account items To manage existing account item right click on the item and a context menu will appear for the following options e Modify Select this option to modify the information of the account item e Delete Select this option to delete the account item e Print Receipt Select this option to print receipt for this account item Remember to set the paper size as AS 15 3 3 Query Account System Display Options Today s Transaction Current Month s Transaction Customized Period From Josyos20 13 To Joerosiz0 13 Other Options Payment Type Account Type Products Services al Client Name Jane Chan Search At the Display Options select the query parameters and click Search button The list of account items that satisfy the query parameters will be displayed together with the calculated balances 90
72. ment you wish to change date of from the List of Appointments Change Appt Date Step 2 Click on to change the appointment s date Step 3 A dialog box shown below will appear Enter the new Appointment Book name Appointment Date Appointment Start and End Time Then click Ok 69 Change Appointment Date Appointment Book Mame Dr Richard Pang al Mew Appointment Date 10 30 2007 Start Time 09 00 End Time 22 00 cancel 12 2 Check Response To check a confirmation response Step 1 Double click on the appointment Step 2 Click on a to open the response dialog Check under the Response column for result Response from Appointment Recipients Response Distribution Confirm 50 0 Cancel No Resp 25 0 0 Dennis Chang 65911681254 May 08 2007 23 03 47 Confirm oo Chee Yong May 08 2007 23 03 27 Confirm Chang Cheow l Reply to Sender May 08 2007 23 03 39 Cancel Daniel Chua Confiem Appointment No Response Cancel Appointment Save Response to HTML Upon right clicking on the appointment recipient s name a context box appear displaying the following options e Reply to Sender Select this option to invoke a dialog box for you to send sms reply to the sender Confirm Appointment Do a manual appointment confirmation This option is useful if the customer confirm his appointment via phone call or other means instead of sms e Cancel Appointment Do a
73. n To add a new eVoucher campaign Step 1 Click on Clear Entries button to clear eVoucher information area Step 2 Enter eVoucher information into respective fields 63 eYoucher Information eVoucher Name Annual Sales Voucher Status Active Total number of vouchers 2000 Maximum vouchers per person 1 Valid Period From 26 02 2013 To 15 03 2013 Voucher Serial num begins with E Current serial number 1 eWoucher Content evoucher Serial Num lt lt eYoucher serial num gt Valid From lt lt e oucher valid from bo lt lt eYoucher valid till gt gt Please present this evoucher at the counter to enjoy 10 discount 177 characters Message Type Normal Text Mobile No oy Retrieve claimed evouchers info eVoucher Name Enter a name for the eVoucher campaign Status Either Active or Suspend Total number of vouchers Total number of e Vouchers to be claimed for this campaign Maximum vouchers per person Maximum number of eVouchers a single mobile number can claim Valid Period The validity period of this eVoucher campaign Voucher Serial number begins with The eVouchers serial number will be auto generated in incremental order This field allows you to append a string in front of the auto generated serial number for each eVouchers Current serial number Read only field indicating the current serial number eVoucher Co
74. nt by MoCo s Scheduler 14 1 4 Auto Response Settings Configuration Settings Basic 28 Auto Response General Address Book Auto Reply when receive empty sms Scheduler Message Type Appointment Book Message Device GSM Terminal Auto Reply when incoming sms fit no rules Message Type Message Auto Reply when receive incoming voice calls Message Type Message coco aww On the Auto Response configuration page users can configure the following settings e Auto Reply when receiving empty sms Set this option to configure MoCo to send SMS when it receives an empty SMS e Auto Reply when incoming sms fits no rules Set this option to configure MoCo to send SMS when an incoming SMS does not match with any rules inside the Auto Response System e Auto Reply when receiving incoming voice calls Set this option to configure MoCo to send SMS when it receives an incoming voice call 79 14 1 5 Appointment Book Settings Configuration Settings Basic Appointment Book General Address Book Default settings Scheduler TEM ae A Appt Start Time 0300 SHS Preferred Time 10 30 Auto Response z Appt End Time 22400 T Device Stemi Default SMS Reminder 1 Days before appointment Default Priority Level i Medium Send subsequent SMS reminders C Send subsequent reminders irregardless of response f Send subsequent reminders to confirmed recipients
75. ntent The SMS eVoucher message to be sent to the customers when they send in a SMS to claim the eVouchers You can insert message tag such as lt lt eVoucher serial num gt gt lt lt e Voucher valid from gt gt and lt lt eVoucher valid till gt gt into this field For example in the above figure when a customer send in a valid claim for the eVoucher via SMS MoCo will reply the customer with a eVoucher that looks like the below eVoucher Serial Num E0001 Valid from 26 02 2013 to 15 03 2013 Please present this eVoucher at the counter to enjoy 10 discount Step 3 Click on Add eVoucher button to save the eVoucher campaign When a eVoucher campaign is created successfully the eVoucher campaign name will appear on the List of eVouchers box 11 2 Delete eVoucher Campaign To delete an eVoucher campaign Step 1 From the List of eVouchers box select the eVoucher campaign to be deleted by clicking on the eVoucher campaign name A blue highlight will appear 64 Step 2 Click on Delete eVoucher button to delete the highlighted eVoucher campaign 11 3 Updating eVoucher Campaign To update an eVoucher campaign Step 1 Select the eVoucher campaign to be updated from the List of eVouchers box Step 2 Replace the information to be updated Step 3 Click on Update eVoucher button to save the changed information 11 4 How it Works 11 4 1 Create an ARS Rule After you have created an eVoucher campai
76. ntinue the installation in the Digital Signature Not Found dialog Digital Signature Not Found _ The Miescsoll dpial signature atti that sofia has been lested math Wira dred Hat thet po frase hess mol been altered sr it wares bei The sollrrala pou ae abou Lo reta does nol corten a kienez signatan Therefore these is no a TE acs rhe conect with Tegro PAS wireless Modem Il yna ward lo pesich dos Hausai dele ere soltura wini thie dolia Lipelote winks siir at Hilda e mall com lo pee bores re Dia pou want bo Continue the ina balon ve Ho Hira Ino Step 8 Wait for Windows to copy all the needed files into your computer Upon completing the installation click Finish on the dialog box to complete installation ound New Hardeaare Wizard Completing the Found Now Hardware Wizard eya GPRS Sess hicka 3 T windows han hnithed installing the poftrasee bu this dence Ta chica at eed Olek Fira 1 1 3 USB GSM Modem Driver Installation for WinXP Step 1 Insert MoCo s installation CD into CD Drive Step 2 Connect the GSM modem to the computer s USB port using the supplied USB cable The operating system will automatically search for hardware device driver Step 3 On the Found New Hardware Wizard dialog select No not this time option Click next to proceed Pound Mew Hardware Wizard Welcome to the Found New Hardware Wizard racer vil shar ba Guten il ar tr by looking en pour com
77. nto your computer Click Finish to complete the setup Setup Complete Setup has finished installing MoCo on your computer Click Finish to complete Setup sl 1 3 Uninstalling MoCo application The following procedure will uninstall MoCo from your system and remove all files including the database Step 1 Choose Start gt Setting gt Control Panel The Windows Control Panel dialog appears Step 2 Double click ADD Remove Programs select MoCo from the list of programs and click Remove The InstallShield Wizard appears Step 3 Follow the InstallShield Wizard to uninstall the Mobile Communicator software 14 1 4 Starting up MoCo Before you start MoCo application make sure that the USB GSM terminal is properly connected to your computer Check and make sure the LED on the terminal is blinking constantly 1 4 1 Running MoCo Professional Agent Server on Windows Vista If you are running MoCo Professional Agent Server on Windows Vista you will need to specifically register the Dayview dll component in order to use the Day View feature of the Appointment Book This is because the security feature of Window Vista does not allow MoCo to perform automatic registration of components If you are using other versions of Windows such as Win 2000 2003 or Win XP you can skip this section The following two ways can be used to register the Dayview dll component AFTER installation of MoCo 1 Automatic This me
78. of Select All Contacts 2 1 1 Add new contact To add a new contact 2227 button to clear contact information area Step 1 Click on Step 2 Enter contact information into respective fields Add Me Step 3 Click on A eats to save contact information when done 18 2 1 2 Delete contact s To delete contact s Step 1 From the List of Contacts box select one or multiple contacts to be deleted by checking on the check box beside the contact name J Contact S Contact Group List of Contacts vw Name_userl Name_user2 Name_user3 Name_user4 Name_user5 Name_user6 Step 2 Click on AR bot to delete one or all the selected contacts 2 1 3 Update contact To update a contact Step 1 Select the contact to be updated from the List of Contacts Step 2 Replace the information you want to update Step 3 Click on AR to save the changed information 2 2 Contact Group Management Contact Group Management Page is where you can manage the grouping of contacts User can create contact group and assign contacts to each group Each contact can be assign to zero or more groups Once the group is created user can send SMS to all users belonging to the group Contact SA Contact Group List of Contact Group Contact Group Information Group Mame Description Number of members 10 Member List Clear Show member list All members Entries l Sear
79. of Rules box select the rule to be deleted by clicking on the rule name A blue highlight will appear Debate l Fule Step 2 Click on in ito delete the highlight rule Le 9 3 Updating Rule To update an rule Step 1 Select the rule to be update from the List of Rules Step 2 Replace the information to be update Rule a Update Step 3 Click on to save the changed information 56 Chapter 10 Campaign Manager MoCo s Campaign Manager allows user to create SMS campaigns such as voting contest or survey With Campaign Manager you can create your own e campaign to consolidate sms feedbacks or surveys in the form of graphical representation Campaign Manager is only available in MoCo Marketeer Professional and Enterprise editions a Address Book Ee Scheduler Event Manager 24 Appointment Book W Auto Response System a Template Editor En Campaign Manager owe Transaction Manager List of Campaigns Campaign Information Beverage Survey Campaign Mame Beverage Survey Campaign Description Yote for pour favounte beverage ee El Coke Be Sprite es B3 Up we Delete Campaign Masimum no of votes allowed per SMS i Take into account only the latest vote of each mobile number Update c Available Options ampaign i _ Ei 2 B20 Clear Entries A BA 4 fl OS peu a 5B O M we f gt a foo we fo rn nn C iD B am Clear All Options
80. omers members about the eVoucher campaign via SMS using MoCo or other traditional medium such as newspaper magazines or even social medium such as facebook twitter etc Your customers members can then send in SMS to claim the eVoucher The format to claim the eVoucher in the above example is simply a SMS like Claim When MoCo received the above mentioned sms it would first check whether it as a valid claim for the eVoucher campaign Annual Sales Voucher by checking the validity period the maximum eVoucher a mobile number can claim and the total number of eVouchers for this campaign If the claim is valid MoCo will reply the customer with a SMS eVoucher that looks like the below eVoucher Serial Num E0001 Valid from 26 02 2013 to 15 03 2013 Please present this eVoucher at the counter to enjoy 10 discount Upon receiving this eVoucher your customer can present it at your counter and enjoy the corresponding discount _ 66 Chapter 12 Appointment Book With MoCo s Appointment Book user will be able to schedule appointment and send SMS reminder to selected recipients Once the recipient received the SMS reminder they are able to reply via SMS to MoCo for confirmation of appointment instantly Appointment Book is only available in MoCo Professional and Enterprise editions Appointment Book feature includes Add Delete and Update Appointment View calendar in Monthly Weekly or Daily view View response
81. omers to you Your customers can be entitled to different levels of discounts according to their Membership Points which is directly affected by the number of new customers members they introduced iG Chapter 3 Search Engine MoCo has an integrated search engine that enables users to search for contacts according to their individual fields The search engine basically performed the search using the following 3 search types e Text Search e Selection Search e Date Search 3 1 Text Search r Advanced Search Criteria Search Clear Criteria End With Contains Smaller than Text Search is the type of search that can be performed on text based fields Under this category the user can perform the following types of search e Begin With Search for any records that has the values beginning with the text entered in Parameter In the below example the search will retrieve all records that has Name a with D Search Type 4 Begin vith jo alelet kelelele End With Search for any records that has values ending with the text entered in Parameter Contains Search for any records that has values containing the text entered in Parameter Match Exact Search for any records that has values matching exactly with the text entered in Parameter Greater Than Search for any records that has values greater than the text entered in Parameters Smaller Than Search fo
82. omputer MoCo will automatically start up every time you reboot your computer MoCo s user interface is minimised on the status bar To restore MoCo s user interface double click on MoCo s icon pT Double click g here to open MoCo ELO LO sos sibe 1 4 3 Manually starting MoCo If MoCo is not running you can start MoCo by 1 Double click on the MoCo s desktop icon or 2 Run MoCo from Start gt Programs gt Lexel Technologies gt MoCo MoCo s user interface is minimised on the status bar To restore MoCo s user interface double click on MoCo s icon oo Double click here to open z MoCo ALBO LE Cros pm 17 Chapter 2 Address Book MoCo s Address Book feature includes Contact Management for adding deleting and updating contact information Contact Group Management allows user to categorize related contacts into groups Search for contacts in the Address Book Generate virtual contact group for Mass SMS sending Export MoCo s Address Book to external file Import contact information from external file into the Address Book Built in Referral and Membership Points System 2 1 Contact Management The Contact Management Page is where you can manage all contacts stored in MoCo s Address Book EL Contact Contact Group Total number of contacts 0 Contact Information Add New Dacia Contact Contaci A Upd ate Clear 4 Contact Entries Qs Search i Members
83. only C Do not send reminders to confirmed cancelled recipients i Automatically insert appointment name Appointment name starts with O o Multiple Appointment Book Configuration Multt ppt Book Configuration coca roo On the Appointment Book configuration page users can configure the following default parameters e Default Settings User can set the default values of Appointment Start End Time Preferred time to SMS Date for SMS Reminder Priority level O O O e Send Subsequent SMS Reminders User can determine how MoCo handle subsequent SMS reminders o Send subsequent reminders irregardless of response Subsequent SMS reminders shall be sent out no matter the recipients reply back or not o Send subsequent reminders to confirmed recipients only Subsequent SMS reminders shall only be sent out if the recipients confirmed their appointments either manually or automatically o Do not send reminders to confirmed cancelled recipients Subsequent SMS reminders shall not be sent out if the recipients has confirmed or cancelled their appointments either manually or automatically e Automatically insert appointment name Upon creation of new appointment in the MoCo s Appointment Book an appointment name has to be given To auto fill the appointment name check the box Automatically Insert Appointment Name and 80 type the name given to each appointment MoCo will use this name and
84. ort a specified field in MoCo s address book There is no fixed structure for importing data The system only accept Microsoft Excel file which are of the versions 97 2003 To import newer version of Excel file you need to save it as 97 2003 version inside the MS Excel first before doing the import For illustration purpose below is a snapshot of a typical MS Excel database file to be imported into MoCo 1 Full Name First Mame Mobile Address DOB Gender Group 2 David Lim Chee Yong 91112222 Blk 13 Potong Pasir 404 06 1411 1900 Male Member 3 COL CSL 92223333 123 Eunos Road 200101972 Male Non member 4 Dennis Chang Dennis 93334444 Blk 123 Haig Road 10 52 51430123 129211902 Male Member Test To import the file into address book Step 1 From the File menu click on the Import Address Book Step 2 The below box will popup Click the button to select the file to import Select the file type and enter the SpreadSheet name if the import file is MS Excel file Click the Import button Select Import File E File to import Cu MoCo Demo Baseline All CO Import Addr Book xls a File type MS Excel Spreadsheet name Sheetl Import Cancel Step 3 On the Import Address Book dialog match and select the correct field of each column If you do not select a field name above the column that particular column will not be imported If you select the option Auto retrieve First Name from Full Name field
85. personnel please come for the sales meeting at 19 3 2007 16 00 Step 5 Select the Message Type and the recipients to be sent Step 6 Check on the Specific Date Time box to specify the Schedule date and time If the SMS is to be sent out before this date time you can increase the Days before counter GY Add New Step 7 Click on amp io save Schedule Bl When a Schedule is created successfully the Schedule name will appear on the List of Schedules box 5 1 2 Delete Schedule To delete a schedule Step 1 From the List of Schedules box select the Schedule to be deleted by clicking on the Schedule name A blue highlight will appear Step 2 Click on g to delete the highlighted Schedule 5 1 3 Updating Schedule To update an Schedule Step 1 Select the Schedule to be updated from the List of Schedules box Step 2 Replace the information to be updated Qt Step 3 Click on to save the changed information 5 2 Scheduling for sending SMS at regular interval SMS can be sent on a regular basis to the selected recipient with MoCo s Scheduler To create a regular interval schedule Step 1 Click on 3 ALE button to clear Schedule information area Step 2 Enter Schedule information Schedule name Messsage Message Type and Recipients into respective fields Step 3 Check on the Regular Interval box Select either Daily Weekly Monthly Annually or Customized for periodic sending W Regular Inte
86. puter on the hadrat ineballation DD al on Ure iros piap Web ate oath pou perrea Pic ca bereiz cle Canina giret lo airet ilaa lo decia Por misse Co Yen ha bene oriy Oy Yer new and evey be connect a device i Ho not tha bre Cisk Mew bo canbus Step 4 Select Install the software automatically Recommended 22 Click next to proceed Found Mea Hardwann Wirard Thit eat het pou rela oof dor USB ena intra lf posa hardressa came with an inalallation CD 229 o Noppp deck mrri el rro Whe din pos waged the vand ba eo 5 Install the sofirasos automatically Peconmended E nal ir a bil g aat keili Se Ci Meet lo contra Step 5 Windows will find 1Tegno GPRS Wireless Modem driver Click Continue Anyway to proceed Hardware Installation The software you are installing for this hardware iTegno GPRS Wireless Modem has not passed Windows Logo testing to verify its compatibility with Windows XP Tell me why this testing is important Continuing your installation of this software may impair or destabilize the correct operation of your system either immediately or in the future Microsoft strongly recommends that you stop this installation now and contact the hardware vendor for software that has passed Windows Logo testing Continue Anyway STOP Installation Step 6 Wait for Windows to copy all the needed files into your computer Upon completing the installation click
87. r any records that has values smaller than the text entered in Parameters Greater Than Numeric Search for any records that has values greater than the text entered in Parameters In this case the values are compared as though they are numbers e Smaller Than Numeric Search for any records that has values smaller than the text entered in Parameters In this case the values are compared as though they are numbers 3 2 Selection Search Advanced Search Criteria i gt Search Includes say excludes ssid Clear Criteria ENEN EN EN ES EN Selection Search is the type of search that can be performed on fields that contains a few options to be selected Under this category the user can perform the following types of search _27 e Includes Search for any records that has the value as shown in the Parameter column For the below example the search will retrieve all records that has the value male as their gender Includes NN lelelelelelo lolo e Excludes Search for any records that does not have the value as shown in the Parameter column For the below example the search will retrieve all records that does not have their gender specified as male FieldName SearchType Parameter Gender Excludes Male OS o z IO zl IS zl o A El IS El IS
88. rl key on your keyboard to select the records to be deleted Use the Shift key 1f you want to select continuous records at one go Use the Ctrl key 1f you want to select multiple records that are not continuous Note Deleting records are permanent Please backup by choosing Generate Report before deleting 1f you want to keep a backup of it 44 Chapter 8 Event Manager MoCo s Event Manager allows user to create periodic event to send SMS With Event Manager greeting messages like Birthday New Year Christmas and Anniversary can be created and SMS will be send automatically once the date is reached Event Manager is only available in MoCo Marketeer Professional and Enterprise editions S MoCo Server File Tools view Help IO Bi Template Editor Gi Campaign Manager al Transaction Manager Agent Manager Q Address Book Scheduler Event Manager Appointment Book EA Auto Response System List of Events Event Information Event Name New Year Greetings Message Content Hi lt lt Recipient Name gt gt wish you a Happy New Year 49 characters Message Type Normal Text v Event Status Suspend v Event Timing Information Update Event Based on Specific Date C Based on Address Book Pa E Clear Specific Date Jano y Entries Period Annually v Preferred Time to SMS 08 00 Event Recipients Everyone in Address Book C Selected Recipients For Help press F1 MoCo
89. rmation 13 4 View Agent Connection Status Step 1 Click on CHH 192 168 2 36 Ready March 21 2007 13 49 23 The following information is available for checking Agent Name Name of MoCo Agent connected IP Address IP address of the MoCo Agent Status Connection status of the MoCo Agent Last Heartbeat The latest heartbeat message received by MoCo Server from the particular MoCo Agent Upon connecting to the MoCo Server each MoCo Agent will send a heartbeat message over to MoCo Server at a regular interval The heartbeat indicates whether the MoCo A gent is still alive 75 s Chapter 14 Configuration Settings MoCo s Configuration Settings allows user to set their preference when using MoCo To access the Configuration Settings dialog click on the te icon on the toolbar or select Configuration Settings from the Tools menu 14 1 Basic Configuration Setting 14 1 1 General Settings Configuration Settings Basic General General Address Book Display upon Startup Scheduler e Full Screen Suto Response Appointment Book Hidden in System Tray Device GSM Terminal Do Not send SMS period From Application Title Customized your own application title c Changes shall effect after restart of application Membership Points System Each referral adds q membership points coca to On the General page user can configure the following settings e Display upon S
90. rval G Daily Start Dates Time Weekly 3A072007 20n00PM 1 Monthly A Il a End Date Time f Customized SSE afeUv200 2 00 00 PM zal Step 4 Set the Start Date Time and End Date Time In the above example the SMS will be sent out daily at 2pm between 10 March 2007 and 20 March 2007 add Hew Step 5 Click on CS to save Schedule 35 5 3 Scheduler Calendar Scheduler Calendar offers a consolidated view of all Schedules stored inside MoCo s Scheduler database To access MoCo s Scheduler Calendar Step 1 Click on Scheduler Calendar button on the Scheduler page Calendar date selector Display options Scheduled items Day Date a 1000 Select from the Calendar Display Management to e Show Schedule display all schedules e Show Active SMS Reminder show schedules that are still active e Show Completed SMS Reminder show completed schedules 36 Chapter 6 Template Editor MoCo s Template Editor allows user to create reusable SMS messages Frequently used SMS can be saved as template and recalled when needed User will be able to access the created template by right clicking of the mouse button in all Message text boxes and then choosing from the options Insert Template or Append Template to include a template into the message The Template Editor feature includes e Add delete and update templates S MoCo Server File Tools View Help
91. s an appt with Kee Dental Surgery at lt lt Appt m1 99 Date gt gt lt lt Appt Time gt gt To confirm pls reply sms Confirm lt lt Appt Name gt gt The recipient would receive a reminder SMS that looks like the below Hi please be reminded that Jane has an appt with Kee Dental Surgery at 07 03 2013 09 00 To confirm pls reply sms Confirm Al SF AddNew Step 4 Click on to create appointment When an appointment is created successfully the appointment s start date end date and subject will appear on the main calendar 12 1 2 Delete Appointment To delete an appointment Step 1 From the calender view double click on the appointment entry to be deleted Alternatively from the Appointment dialog select the appointment to delete from List of Appointments neste Step 2 Click on to delete the highlight appointment 12 1 3 Updating Appointment To update an appointment Step 1 From the calender view double click on the appointment entry to be updated Alternatively from the Appointment dialog select the appointment to update from List of Appointments Step 2 Replace the information to be updated Update Se Appointment Step 3 Click on to save the changed information 12 1 4 Changing Appointment Date To change an appointment Step 1 From the calender view double click on the appointment entry to be updated Alternatively from the Appointment dialog select the appoint
92. tartup With the Full Screen option selected every time MoCo is started user will be able to see the full interface on the their monitor Upon selecting the Hidden In System Tray option MoCo will be running without the full interface but minimise into the system tray area To maximise MoCo simply double click on the MoCo s icon En Double click here to open MoCo ASRR LD 6 06PM System tray 76 e Do Not Send SMS Period Y ou can set a time period within which MoCo will temporarily suspend the sending of SMS e Application Title You can customize your MoCo s Application title by entering a text string into the Application Title field With MoCo running you will be able to see your customized title appearing on the top left hand of the Windows application e Membership Points System You can set the amount of Membership Points increment for each new member your customer introduced For information on Referal and Membership Points System see Chapter 2 Address Book 14 1 2 Address Book Settings Configuration Settings Basic amp Address Book General I Auto insert Area Code Scheduler Suto Response Appointment Book Device Default SMS Subscription 65M Terminal Area Code to be auto inzerted 65 f Buy default subscribe to SMS C By default do not subscribe to SMS Default Import Address Book Delimiter Format for importing address book MS Excel SpreadSheet Name Sheet Duplication
93. thod only works if you are running MoCo for the first time after installation If you have been using MoCo for some time see the Manual method below Step 1 After MoCo s successful installation there will be a MoCo icon on your desktop Right click on the icon and select Run As Administrator to run MoCo for the first time Open file location P Run as administrator Pin to Start Menu Add to Quick Launch Send To b Cut Copy Create Shortcut Delete Rename Properties 2 Manual Step 1 Click Start Button gt All Programs gt Accessories Step 2 Right click Command Prompt and select Run As Administrator A DOS Command window opens Step 3 Type the following regsvr32 c Program Files Lexel Technologies MoCo DayView dll and press Enter 315 Administrator Command Prompt 101X Microsoft Windows Version 6 6 6000 Copyright lt c gt 2006 Microsoft Corporation All rights reserved C Windows system32 gt regsur32 c Program Files Lexel Technologies MoCoDayView dll Step 4 You will see the following Dialog box indicating the registration of component is successful Reg5vr32 A DilRegisterserver in c Program Files Lexel Technologies MoCo DayView dll succeeded Step 5 Close the Dialog box by clicking Ok Close the Command window You can now run MoCo normally 1 4 2 Automatic Start up Once MoCo is fully installed when you reboot your c
94. to implement a one man one vote system You can save the result into a Text file a HTML file or a Microsoft Excel file 10 4 4 Making use of Campaign Result Summary Information Option Mame Total vote Send 5M5 ES All Under Summary Information you can right click the mouse on any option name and a context box will appear e Send SMS to All Send SMS to ALL Recipients 6591111222 65944445333 659595555666 Thanks For participating 45 your woke is khe most popular choice you are entitled to a Free gift Please collect the Free gift at any oF our counters 152 characters Message Type Mormal Text l A dialog box as shown above will appear for you to send SMS to all the voters who have selected the option 61 e Select Winner Select Winner List of Mobile Numbers 6591 111222 6591 111222 6594444553 6595555666 Number of Winners 1 Pick Winner Winners Mobile Number 6594444 5 55 Send SMS to Winners Congratulations You are the winner For our beverage survey 61 characters Message Type Normal Text Send SMS to E Save Result Close A dialog box as shown above will appear for you to select winner s from a list of voters who selected the option Simply enter the number of winners and click Pick Winner button to randomly select a winner s Upon selecting the winner you can also send a message to the winner s by keying in the messa
95. ts Validity period for incoming SMS Incoming SMS will be stored in MoCo Server and forwarded to relevant MoCo Agents If the MoCo Agent is not connected to MoCo Server at the moment when SMS is received the SMS will be stored in a waiting buffer within the MoCo Server for a period indicated by this option Once the MoCo Agent is connected the stored SMS will be forwarded to it SMSes that are within the waiting buffer beyond the validity period will be deleted without forwarding However a copy of the SMS will still be stored inside the Transaction Manager of the MoCo Server 83 14 3 2 Agent Settings Configuration Settings Basic ai Agent Settings General Address Book Agent Settings Scheduler Appointment Book Enterprise Agent Settings Agent Name CHH Changes shall effect after restart of application Server Settings Server Port Number i 181 Use Computer Name Server Name Server ame C Use IP Address Changes shall effect after restart of application Agent Connection Status Connection Status Connecting Refresh Last Heart Beat Mil Cancel Apply User can set the following configuration for the Agent Settings if you are using MoCo Agent e Agent Settings User can change the Agent Name here Any changes will only take effect after restart of MoCo e Server Settings User can set the port number for connecting to MoCo Server User can also set the Computer Name or IP
96. ttern conditions are met the action Confirm Cancel Appointment will be triggered MoCo will look for an appointment with the Appointment Name A357 and set the status of the sender to Confirmed e SMS Vote Contest Survey Action Action Type Auto Reply to Sender Forward to selected Recipients Campaign Name invoke External 4pplication Automatic Shutdown Esport to Text Document OSMS Subscription Register Contact Contimn Cancel Appointment MSHS Vote Contest Survey Action Parameters Information Retriewal Select this option to indicate that an incoming sms corresponds to a particular campaign For more information on this action and Campaign Manager see Chapter 10 Campaign Manager e Information Retrieval Acton Action Type Action Parameters Auto Reply to Sender Forward to selected Recipients MS Excel File CA TempimMoCo Testbed Testhesult xls invoke External Application Automatic Shutdown Spreadsheet JExport to Text Document Match Column amp with 2rd word oof message CSMS Subscription Match Column E with Sender of message Register Contact C ContirmnCancel Appointment Column number for retrieval m u eae ca Lee ales Optional Message Header The result is M lnformation Retrieval Select this option to retrieve information from a Microsoft Excel sheet and reply back to sender oe Parameters o MS Excel File Specify the full pat
97. you have a different license agreement signed by Lexel Technologies Pte Ltd pour use of this software indicates your acceptance of this license agreement and warranty Dne copy of the MoCo SMS Suite product may either be used by a single person who uses the product personally on one or more computers or installed on a single workstation used non simultaneously by multiple people but not both Do you accept all the terms of the preceding License Agreement If you choose No Setup will close To install MoCo you must accept this agreement lt Back Yes No Step 4 Click Next to install MoCo to default destination folder Choose Destination Location Setup will install MoCo in the following folder To install to this folder click Next To install to a different folder click Browse and select another folder You can choose not to install MoCo by clicking Cancel to exit Setup Destination Folder CA ALexel Technologies MoCo Browse EE 12 Step 5 Click Next to add MoCo program icon to the program folder Select Program Folder Setup will add program icons to the Program Folder listed below You may type a new folder name or select one from the existing Folders list Click Next to continue Program Folders MoCo Existing Folders Accessories Dell Network Assistant Dell QuickSet Dell Support lt Back Cancel Step 6 Wait for all files to be copied i

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