User Manual
Contents
1. SMSP QRTAL 086 111 2021 Q infoG smsportal co za www smsportal co za Contents 1 EGOIN NER NR NE A E 1 2 ACCOUNT SING MN T T 580 1 3 11121111111 TRETEN 2 4 MAMAN 2776 8 6 3 5 1170711 4 Insert Single Number 4 Bulk Import preparing your file esscr 5 Save Your File As A CSV File usines bimba prervedtbepn eile nuts 6 Text Download 0 015 sszscisessuenomisboeniosinasneranedhanstarravole beptier itte 6 How to iMport from 0116 s sire ertt latina ida T 6 MAIMAI Nace E ERR e o ee Reuter oU 8 7 Send Single SMS rem 9 6 Send 14 SMG Pr 10 9 Create SMS 169 01016 11 1 6 17 12 1 51619 LOOKU ERR Em 13 12 REOS CUN 3 4 4 44 I ioe ARR 13 13 1161515112001 DEISE Dc 14 10 1 e a a E E 14 15 BDAY Groups BDay eT Il srein a 15 16 cv E 7 SMSP amp RRTAL 066 111 2021 info smsportal co za www smsportal co za 7 Login Login with your Username and Password at www smsportal co za The Number of credits in your account are in the bottom left corner Home Page Account Settings Maintain Groups Maintain Numbers Import Data Single Message Your Country of Residence SMS Destination Country Convert Prices to Currency Enter number of Credits to buy Purchase Credits South Africa Edit South Africa2. Entries are listed below the Search Filter area Value could hold the client name and assist in identifying the mobile number EDIT NUMBERS Delete Numbers Contacts can be deleted individually Simply select the relevant number and click Delete selected Send SMS s to selected numbers The SELECT ALL or NONE function will assist users in working with data and identifying individuals to contact f 086 111 2021 SMSPQRTAL Q info smsportal co za Each contact can be edited individually by clicking EDIT next to the relevant number Move Copy numbers in a group 1 Select identified numbers to move copy from a group 2 Click Move Copy Selected 5 Select Action Move or Copy and the group 4 Choose to Update or Ignore the contact if it exists in another group 5 Click Copy Move data www smsportal co za The set size can be fixed to 20 50 or 100 to assist when sending to select contacts It is important to select the relevant numbers on each page set and send the SMS s immediately Moving to the next set will not carry over previously selected numbers they will be unselected Send single SMS 1 Go to Single Message Forward to Email Enter the email address to which replies 2 Set the date and time If left at should be forwarded No Cost Replies default the SMS will be sent upon are automat
3. ZAR South African Rands v Bulk Message SMS Templates Reply Routing Replies BDay Groups BDay Numbers Credits Range From South Africa ZAF For help with making online payments click here Prices are shown in South African Rand 20228 1001 5001 10001 50001 250001 Credits Range To pe 1000 5000 10000 50000 250000 500000 Prefix 80 29 27 R0 27 80 25 80 22 80 19 80 18 2 Account Settings You can change the following information here 1 Change your password Enter the new password in the designated Password and Confirm Password box Click Update Account A Username cannot be changed 2 Contact Information Name email and contact details 3 Time Difference International accounts are able to apply adjust the relevant time difference 4 Low Credit Warning and Reporting Remove or change the amount at which Low Credit Warnings and Summary Reports are sent at as well as the email they are delivered to 6 086 112021 5 Forward replies to mobile or email Incoming messages or replies from sent SMS s can be forwarded to a specified mobile number cost of 1 credit per reply OR a specified email address no cost 6 Send response to reply Set an automatic response to all received replies 1 credit deducted per response 7 Forward data to URL Sent messages and replies can be forwarded to a website Technical support
4. or Send Between Enter the email address to which replies should be forwarded No Cost Replies are Send Now automatically forwarded to SMSPortal as The message will be sent as soon as Send well Message is selected Send Response Send Later To send an automatic response to all replies Provides the option to send a message on type the preferred reply in the designated any date at any time Identify both the date text area 1 credit deducted per response and time the message should be sent in the space provided 6 Flash message The SMS will immediately open on the Send Between mobile phone It is not saved to the Useful when sending a large volume of inbox Cost 1 credit messages which invite the receiver to make contact with the sender Staggering the 7 Campaign name Messages can be outgoing messages helps regulate th grouped under a Campaign Name for incoming calls in response to the message easier filing and reporting 4 Type the message in the designated 6 To send a complete SMS Click Message box 1 SMS consists of up to Preview SMS to view the final 160 characters 1 credit 2 SMS s consits message Click Send Messages to of 161 to 306 characters 2 credits with a release SMS s or click Close to edit the maximum of 459 characters available per message further message which translates into 5 SMS s or 5 credits p10 SMSP QRTAL d 0
5. fields separated by comrnas are allowed SMSP QRTAL 086 111 2021 info smsportal co za www smsportal co za HOW TO IMPORT FROM A FILE Once the data has been set up in on of the abov 1 Select a Group to which data must be imported If the group contains data the new data will only be added It will not overwrite the group s current data 2 Browse for the relevant file to import Double click this file and the window will close 3 Select the Fil import Select Excel CSV or Text type you wish to 4 Duplication SMSPortal will automatically delete any number that is duplicated in the same group when importing data Ignore Click this if it is unnecessary to verify that a mobile phone number appears in other groups e Check all my groups This will determine if a mobile phone number appears in any other groups e Check selected groups This will search for a mobile phone number within selected groups Home Page Account Settings Online Payments Maintain Groups Maintain Numbers Template Preview Characters Used formats it can be imported 5 Click Bulk Import from File 6 Upload and import complete will pop up when the task is complete 7 Imported Total amount of mobile numbers imported into the group 6 Updated Any new values imported into a group pertaining to an existing mobile number will see the ne
6. groups All numbers imported into a group are unique This setting will allow you to import the number even if the number currently exists in Import single number Bulk Import Insert into File to upload File type Update if exists Deleted Duplication ae Numbers 0 v Groups c created by another user Choose file No file chosen Excel v Yes Updates can take a long time to complete Don t import if number exists in Auto Deleted Ignore CO Check all my groups O Check selected groups All numbers imported into a group are unique This setting will allow you to import the number even if the number currently exists in one of your other groups Bulk import from file 5 Import Numbers INSERT SINGLE NUMBER 1 Insert into Select the group into which the single number rnust be added 2 Enter mobile number into designated Number box 5 Optional Enter Value 1 Value 6 Column B to Column G in th t if additional information is required See Excel Spreadsh Bulk Import for more on Values f 066 11 2021 SMSP RTAL 4 Update if exists Will update an existing mobile number with new values information 5 Duplication SMSPortal will automatically delete any number that is duplicated in the same group when importing data Ignore Select if it is unnecessary to verify that a mobile num
7. is available to assist in the setup of this Q info smsportal co za www smsportal co za Home Page Account Settings James Online Payments Password Maintain Groups Confirm Password Maintain Numbers Name James Pearce Import Data Company SMSPortal Single Message Contant 0832237941 Contact 2 Bulk Message SMS lat Email james smsportal co za 599 Country of residence South Africa ZAF v Reply Routing Credits 839822 Replies Account created 18 May 2009 20 37 Number Prefix allowed 27 BDay Groups Route ZA BDay Numbers Current Server time 04 Aug 2014 13 12 BDay Import Data Time difference minutes 0 Sent Queued Your account time 04 Aug 2014 13 12 Date Range report Low Credit Warning Number Lookup Report Janesevemsportal co za SMS Sending Report Email when credits reach 5000 Summary Report Opt Out Email Notification Receive email when opt out received J True Shortcode Setup S Email Shortcode Incoming Keyword Application Opt Out Confirmation Sub Accounts Custom Opt Out Message 1234 Sub Accounts Holding Reporting Blacklist Auto Deleted 80 james smsportal co za Dail 7 Company Exclude T Yes API g id Weekly Yes uide Logout Cost Centre Default Cost Centre Display on SMS Single Bulk page True Update Account 3 Online Payments The fastest way to add credits to an account
8. 86 111 2021 A info smsportal co za e ww w smsportal co za 3 OPTIONS A Type a message that will be identical when sent to all contacts or e B Select a Template created prior to sending or e C Create a Template using the Placeholder Values See Create SMS Templates 9 Create SMS Templates This is a useful feature for sending routine SMS s Set up SMS content in SMS Templates and save A Template drop down menu will be available on both the Single SMS and Bulk SMS pages from which the appropriate Template can be selected adapted and sent If preferred personalised information can be inserted into the message by making use of Placeholders Placeholders insert the imported a information from Column B Value 1 to Column G Value 6 Placeholders Value 1 Column B Value 4 Column E Value 2 Column C Value 5 Column F Value 5 Column D Value 6 Column G 8 1 021 234 5678 Peter Smith R 300 2 022 345 6789 49 8 Black R 400 3 4 HOW TO CREATE A TEMPLATE USING THE ABOVE IMPORTED EXCEL VALUES 1 Goto SMS Templates on the main 5 Click on the Create Template menu button once you have completed typing the message 2 Type your message in the Template block using the personalised value fields in the message content where required Example of template message based on above data Dear valuel value2 your curre
9. ber appears in other groups p4 Q info smsportal co za www smsportal co za Check all my groups 6 Deleted To determine if a mobile number If selected mobile numbers will not be appears in any other groups imported if it appears on the Auto Check selected groups Delete list see Blacklist Auto Delete Search for a mobile phone number within selected groups BULK IMPORT PREPARING YOUR FILE Import data from an Excel workbook It is important to save an Excel file in a CSV Comma Delimited format Preparing your file Open a new Excel workbook Ensure your data is captured on sheet 1 of the workbook and not on any other sheet s Remove all headings and other sheets that might contain data All mobile numbers must be entered in column A starting in row 1 with the first number in cell Al Columns B to G are used to store information that allows for personalisation of messages the fields are alphanumeric and can be used for either alpha numeric or a combination of alpha and numeric Number formats allowed are 0851254567 831254567 27851254567 or 278531254567 It is always advised to use the full international format number which starts with the country prefix 27831234567 Message required example Dear xxxxxxxxxx your current SMS account balance is Rxxxxxxxxx your payment due is Rxxxxxxx arrears is Rxxxxxx Please use Ref xxxxxxxxx when making payme
10. ed off e Status UNDELIVRD Message was not delivered f 086 111 2021 Q info smsportal co za choosing not to receive any further messages Cancel Messages While SMS s are waiting to be processed click Pause Messages e Click Cancel to delete SMS s or click Release to send the paused SMS s p12 XD www smsportal co za mnmepues BDay Groups BDay Numbers Start date oct 20 2014 BDay Import Data End date Oct 20 2014 E Sent Queued Date Range report Number Lookup Report SMS Sending Report E Summary Report ChartanAn Catin Campaign name 11 Number Lookup This tool allows for a search of individual mobile numbers and their SMS history Select the relevant date range enter the required mobile number and click Generate report A report containing all SMS s previously sent to this number will be displayed in an Excel document Bway HUPUN WALA Sent Queued Select Date Range Date Range report Start date Oct 20 2014 Number Lookup Report SMS Sending Report End date Oct 20 2014 Summary Report Phone Number Shortcode Setup Include Sub accounts Shortcode Incoming Keyword Application enh A 72 Replies All replies are automatically stored under this menu option Replies can be sorted by Date All Read or Unread repli
11. es Other search criteria include Campaign name From number and specific Words To easily identify the sender include Values 1106 by clicking Include Sent detail and click Search Once the SMS has been delivered the receiver has 7 days to reply Blacklist Selected Download Replies Mobile numbers can be directly Sort and download replies blacklisted from this page based on their replies SMSP QRTAL 086112021 Q info smsportal co za www smsportal co za Numbers are du R MOV UNSU To search black number Camp added to the Au from the database Should the sarne number be imported in future it will 10 Blacklist Auto Delete tomatically added to a blacklist if a contact replies with STOP BSCRIBE or other similar words or swear words to any SMS automatically be deleted aign name date or message content Contacts can manually be isted contacts enter the mobile number add 27 in front of mobile to Delete list individually or in bulk These numbers will be deleted Sub Accounts 14 Sub Accounts Create an account for another user and allocate the necessary credits from the Primary account Provide the full name of the Sub Account holder and assign a Username and Password and click Create Sub Account Edit Sub Account Click EDIT on the relevant Sub Account listing to change the Password Full name or Time D
12. ically forwarded to clicking Send Messages SMSPortal as well 3 Enter the mobile number in the Send Response designated TO box To send an automatic response to all replies type the necessary text in the 4 Enter the message in the designated designated text area 1 credit deducted MESSAGE box SMS consists of 160 per response characters 1 credit while 459 characters are the maximum available 6 Campaign name per message sent This translates to 5 Messages can be grouped under a SMS s credits Or add a previously Campaign Name for easier filing and created template See Create SMS reporting Templates 7 To send a complete SMS click Preview 5 Replies SMS to view the final message Click Forward to mobile Send Messages to release SMS s or Enter the mobile number to which Close to edit the message further replies should be directed cost credit per reply SMSP QRTAL 086 111 2021 A info smsportal co za e ww w smsportal co za 8 Send bulk SMS TO SEND A BULK SMS 1 Go to Bulk Message 5 Replies 2 Select the relevant Group or Groups Forward to mobile Groups can also be selected from Enter the mobile number to which replies Sub Accounts if Read Write status has should be directed been assigned cost 1 credit per reply 3 Time Forward to Email Select Send Now Send Later
13. ifference as well as to activated or deactivate the Sub Account Require Authorisation App com y this function to ensure messages posed by a Sub Account are authorised by the Primary account before bein g released These messages can be viewed in Sub Accounts Holding on the men Decline SMS s U and action taken to Release or SMSP RTAL 086 11 2021 Sub Account Credit Allocation To allocate credits to a Sub Account enter the number of credits in the designated Amount box Add a Note for reference purposes optional and click Update Credits Confirm available credits on Primary account credit stock before allocating credit Maintain Groups When creating a group the option exists to make the group availab Sub Account holder as Read On Write The Sub Account holder able to create groups and alloca Read Only or write status to Primary account holder etoa U or is also e he p14 Q info smsportal co za www smsportal co za 18 BDay Groups BDay Import BIRTHDAY MESSAGES Sent to contacts automatically A short User Guide is available upon request Creating a birthday group Select BDay group from the menu bar Enter a group name and group description Type the desired message in the designated Group Message box Select the preferred time for the SMS to be sent out each day To receive re
14. is saved as CSV or Excel Select Bulk Import from file All data will now be imported into the selected group SMSP RTAL p16 066 111 2021 Q info smsportal co za XD www smsportal co za 1 Upload and import complete message will appear when the task is complete 2 Imported The total amount of mobile numbers imported into the group 5 Updated The number of contacts previously in the group which received new values information when importing the new data file 4 Errors Identifies the number of incorrect mobile numbers These are not imported and any row that does not contain a mobile number 5 Duplicates Thes ntries are counted but not imported 6 Opt outs Contacts which have requested to b removed from all databases are counted but not imported 16 Logout To leave a session click logout to prevent unauthorised persons from accessing account data or sending unauthorised SMS s 086 111 2021 Q info8smsportal coza 9 www smsportal co za SMSPQRTAL
15. is via Online Payments using a credit or debit card This is a totally secure website transaction Enter Number of Credits to buy in the designated box Click Continue to payment page and proceed as directed 500 credits will be charged at 0 29 per SMS credit excl VAT ered SMSP QRTAL l 086 111 2021 Q info smsportal co za e ww w smsportal co za 4 Maintain Groups information Example Friends Customers Sales Team etc t is important to start here by creating the number of required groups more groups can be added at any time Groups allow for the storage and easy retrieval of contact Downloaded 47 mobile phone numbers 1 Enter the desired Group name and Group description Both fields are compulsory 2 Sub Accounts Allow for the sharing of a specific group with another user permitting Sub Account holders to send SMS s as w el ell Sub Account holders can hold ther Read access or Write status which allows them to write SMS s See Sub Accounts for more info 3 Click Create Group The group has now been created 4 Created groups are displayed below e he displayed group summary contains the name of the group the description of the group and the number of contacts in the group Numbers displays the total number of mobile phone numbers in the group f 066 11 2021 SMSP ARTAL Q info sm
16. nt SMSP QRTAL l 086 111 2021 A info smsportal co za e ww w smsportal co za Excel sheet example A B F 1 6 COLUMN COLUMN 8 COLUMN COLUMN D COLUMNE COLUMN F COLUMN G 1 Phone Numbers value value2 value3 value 4 value5 value6 3 27837654321 Michelle Lerm R141 22 R22 20 41609753 Message required example Dear valuel your current SMS account balance is value2 your payment due is value3 arrears is value4 Please use reference value5 when making payment Result Dear Marc Peens your current SMS account balance is R2000 your payment due is R459 77 arrears is RO OO Please use Ref 45532155 when making payment Dear Michelle Lerm your current SMS account balance is R1223 your payment due is R141 22 arrears is R22 20 Please use Ref 41609753 when making payment SAVE YOUR EXCEL FILE AS A CSV COMMA DELIMITED FILE 1 In the Excel file containing the contact information select File and Save As 2 File Name rename the file optional under Save as Type select CSV comma delimited TEXT DOWNLOAD FORMATS Data can also be imported by means of NotePad found under Accessories in Microsoft 1 Mobile numbers must be entered as the first field in the file Mobile numbers can be written as 0831234567 27081234567 831254567 or 27831234567 2 Separate the data columns with commas Up to separated data
17. nt balance is values p SMSP QRTAL 086 111 2021 info smsportal co za www smsportal co za Outcome Dear Peter Smith your current balance is 8200 Dear Johan Black your current balance is R400 Home Page Account Settings Online Payments Maintain Groups Maintain Numbers Import Data Single Message Bulk Message SMS Templates Create Message Template Template Dear value1 value2 your current balance is value3 Preview Dear valuei value2 your current balance is value3 Characters Used Chars 62 1 message Create Template 10 Sent Queued The results of sent SMS s can be viewed on this page Simply select the Date th message was sent select the Campaign name if applicable Select Include groups in Reports to view the groups that were sent to Click EXPAND a list of options will appear Select either View or Download Excel 2007 alongside the relevant itern on the list e Status DELIVERED e Replies Successfully delivered to the Networks Displays all messages returned on sent SMS s e Status UNKNOWN The contact is listed under an unknown Opt outs number not recognised by the networks Lists any contacts who have replied stop no or delete to a sent SMS SMSPQRTAL e Status EXPIRED In 24 hours the system was unable to deliver a SMS due to connection problems or a mobile phone that has been switch
18. plies enter the mobile to which replies should be directed Cost 1 credit per reply 6 Select Create group SETTING UP DATA IN EXCEL SHEET Birthday data must be imported in the following order Column A Mobile number Column B Date of birth Column C The numerical value of the month of birth See diagram below 8 E Number Day Month Valuel Value2 27823456789 6 12 Mr Van Zyl 27834567865 15 12Miss Goosen AUN M Save the file once all the necessary data has been included Import the birthday data into the already created group To Import data select B Day Import Data followed by Select Bulk Import a new screen will appear see right and complete the required fields SMSP QRTAL l 086 111 2021 A info smsportal co za e ww w smsportal co za Any additional information can be added in the columns that follow Address or email address Save the file once all the n data into t cessary data has been included Import the birthday he already created group To Import data select B Day Import Data followed by Select Bulk Import a new screen will appear see below and complete the required fields Home Page Account Settings Online Payments Maintain Groups Maintain Numbers Import Data Single Message Bulk Message SMS Templates Reply Routing Replies BDay Groups BDay Numbers Sent Queued Date Range report Number Lookup Re
19. port SMS Sending Report Summary Report Shortcode Setup Shortcode Incoming Keyword Application Sub Accounts Sub Accounts Holding Blacklist Auto Deleted Company Exclude API guide Logout Insert into File to upload Insert Single Number Insert into Number Value 1 Value 2 Value 3 Value 4 Day Month Update if exists Deleted Duplication James test Numbers 0 vj Groups created by another user i a Jan W Yes W Dont import if number exists in Auto Deleted Ignore Check all my groups Check selected groups All numbers imported into a group are unique This setting will allow you to import the number if the number exists in one of your other groups Import single number Insert into File to upload File type Update if exists Deleted Duplication Bulk Import Jamestest Numbers 0 Groups created by another user Choose File No file chosen Excel v Yes Dont import if number exists in Auto Deleted Ignore Check all my groups Check selected groups All numbers imported into a group are unique This setting will allow you to import the number if the number exists in one of your other groups Bulk import from file Select the newly created birthday group Browse for and select the birthday data excel sheet File type Sel ct the Fil typ the data
20. sportal co za 5 Group Name Description and Sub Accounts can also be edited Simply Click Edit of the relevant group 6 Share Group with Sub Accounts Sub Accounts with Read status are able to view but not edit the group while Sub Account holders with Write status are able to edit the group 7 Deleting Groups Click the box above Edit of the relevant group Click Delete Selected 8 Exporting groups to Excel Click Download 9 Viewing Main Account groups is only possible if Sub Accounts have been allocated Read or Write status www smsportal co za Home Page Account Settings Online Payments Maintain Groups Maintain Numbers Single Message Bulk Message SMS Templates Reply Routing Replies BDay Groups BDay Numbers BDay Import Data Sent Queued Date Range report Number Lookup Report SMS Sending Report Summary Report Shortcode Setup Shortcode Incoming Keyword Application Sub Accounts Sub Accounts Holding Blacklist Auto Deleted Company Exclude API guide Logout Insert Single Number Insert into Number Value 1 Value 2 Value 3 Value 4 Value 5 Value 6 Update if exists Deleted Duplication andre Numbers 0 Groups created by another user yes W Don t import if number exists in Auto Deleted Ignore Check all my groups O Check selected
21. w values added to the existing mobile number entry instead of creating a duplicate entry within the group 9 Errors The arnount of incorrect mobile numbers or any entry where no mobile number is available These are not imported 10 Duplicates are counted but not imported 11 Opt outs are counted but not imported This refers to individuals who have requested their mobile numbers be removed from all databases Import Data Single Message Bulk Message valuei pleasy pay 026 Reply Routing this is a new template O Replies This is a template test Dna Aranna this is a template SMSP RTAL 6 066 11 2021 Delete Selected Q info smsportal co za www smsportal co za 6 Maintain Numbers VIEW NUMBERS IN GROUP 1 Select a specific group or leave to default to all groups 2 Enter the desired mobile number as he search criteria of the Search Filter add 27 in front of the mobile number click Search Data and all the available information will be provided Or leave he search criteria blank to view all numbers or all numbers in a selected group 3 Select DISPLAY to view all values added when importing data 4 Sort Entries can be sorted by Number or Value in Ascending ASC or Descending DESC order 5 Set Size Determines the amount of entries displayed per page 20 50 or 100 6
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