User Guide - PageOne Communications
Contents
1. Basic Advanced Cancel lt Back Doc Ref DCXL 25 Version 2 3 10 1 Basic The Basic import option will import all information from your account Click on the cell in your Excel spreadsheet where you would like the information to be imported to and click Next Sf Excel Address Book Import Wizard x Address Selection Type in the starting location where you wish to import to or use your mouse to select the start location PageO A ne Start Location fa li The import is now complete click Finish to close the wizard Excel Address Book Import Wizard k Import complete 7 Would you like to run the wizard again 10 2 Advanced The Advanced import option allows you to select the fields of the address book you wish to import into your Excel workbook Once you have selected your desired fields click Next to proceed Excel Address Book Import Wizard x Import Address Book Please select the address book and fields to import from Select the address book to import from Pageone Personal Address Book Cancel Doc Ref DCXL Version 2 3 26 li Select the cells in the workbook to which you want the information to be displayed Click Next to proceed Excel Address Book Import Wizard x Address Selection 4 Type in the starting locations where you wish to import to or use your mouse to select the start locations PageOne First Name as Surname Address cs Notes2. red i ear Cane Se A ee alo i Login Lead New Mobile Message Message Templates a Message Outbox H Message inten a Import Spies f About 2 Help 2 A 1 EA ee Ro KC CE i E 1 Click on the Message Inbox button which can be found on the toolbar to display the Inbox Browser You can choose to see replies from the last 24 hours or the previous 7 or 31 days by selecting the appropriate option E inbos Draneser Fi LJ Rack o Fd B Retresh J0 any Fl taey E a boy Sender Sent Herbs MATANE Va eT Kardos lee he indo beryl TAs 14 AI Thank wau fo Eha upate Doc Ref DCXL Version 2 3 24 10 Import address book The import function allows you to import your address book from your Connect web account into your Excel workbook Click on the Import Address Book located under the Connect menu then click Next to continue f Excel Address Book Import Wizard x Welcome to the PageOne Address Book Import wizard This wizard will guide you through the process of importing an address book from PageOne into Excel Click next to proceed Cancel dan li You can select either the Basic or an Advanced import Select the required option and click Next Sf Excel Address Book Import Wizard E x Import ddress Book Options This wizard provides a range of options for importing an address book from PageOne to Excel Please select a option from the following selection PageOne
3. Cancel lt Back iii Click Finish to close the wizard f Excel Address Book Import Wizard Import complete T Would you like to run the wizard again Cancel lt Back 11 Export address book The export feature allows you to export your address book from Excel into your Connect account i Click on the Export address book under the Connect Menu on the Menu bar to start the Export wizard Click Next to proceed Sf Excel Address Book Export Wizard x Welcome to the PageOne Address Book Export wizard This wizard will guide you through how to export information from Excel into your PageOne Online or Connect account Click next to proceed Doc Ref DCXL Version 2 3 21 li You can now choose whether you wish to export by column or by range Excel Address Book Export Wizard Export Address Book Options Select the export parameters 11 1 By Column Under the Export Selection heading you will have 4 fields When the Field title appears in bold text click on the cell in the workbook from where the information is to be taken from All fields will need to be completed to proceed Then click Next f Excel Address Book Export Wizard Export Address Book Options Select the export parameters li Choose the option that you require Click Next Excel Address Book Export Wizard Export Address B ook Please select the export destination Doc Ref DCXL Version
4. This afternoons meeting has been re scheduled for 1pm on Monday 16th January Characters 76 Cancel lt Back Next gt iv This next screen will show you a preview and destination of the message if you are satisfied click Next x seine nae you are about to send Pagedne Destination Message Cd 447949488517 This afternoons meeting has been re scheduled for 1pm on Mo Doc Ref DCXL 11 Version 2 3 v You will then be given confirmation that the message has been accepted Click on Finish to exit the wizard or click the tick box to use the wizard again xl Message Accepted Recipient Description r 447949488517 Accepted for delivery Would you like to run the wizard again Cancel lt Back Please note The message can be sent to more than one recipient This is be done by highlighting as many addresses as you wish the message to be sent to e g A1 A8 5 2 2 TEMPLATE MESSAGE i Creating a template message Template Messages allow you to create predefined messages that are stored within your account These messages can be standalone text or can be customised and used in conjunction with your Excel data Data can be merged within your message templates to provide messages that are unique to the recipient Message templates can be created using either the New Mobile Message or the Message Template buttons Message Templates are covered in Section 6 i To use
5. iv The View option enables you to view an existing message template that has previously been created f Message Templates E x cg View S 4dd Field a Save Send 7 Clear x Delete Te mpolate B Meeting Dear unspecifed Todays meeting has been cancelled and re scheduled for Monday 24th January Doc Ref DCXL Version 2 3 20 v The Preview option allows you to see the destination mobiles and the message before it is sent When you are happy with the message click the Send button f Message Templates xj Preview ES Add Field Save Send Clear JX Delete E 44794948 Dear Alan Todays meeting has been cancelled and re scheduled for Mo vi Once you have clicked Send a message delivery box will show you that the message has been accepted for delivery lt Send Message Report i x Message Delivery Results Displays the status of the submitted messages p one Recipient Description Status 7 Delivery reports To view Delivery reports click on the Message Outbox button shown on the below toolbar PPR A Ejo a Login es New Mobile Message Message Templates b Message Outbox Message Inbox ii Import Replies f About 2 Help Al l E p a a W Mi Kn 1 Doc Ref DCXL 21 Version 2 3 i The Outbox Browser will show you what messages have been sent from your login account You can choose whether to view messages sent in the last 24 hours o
6. 2 3 28 Notes The options given in the above screen are a Replace duplicates with items exported b Allow duplicates to be created c Do not export duplicate items iii The export is now complete click Finish to close the wizard f Excel Address Book Export Wizard xj Export complete 447903936550 Replaced 447903936550 Replaced r 447903936550 Replaced E 447949488517 Replaced 447949488517 Replaced T Would you like to run the wizard again aa Cancel 11 2 By Range Using the Export By range option will allow you to export a user defined range of addresses Under the Export Selection heading you will be given 4 fields When the field headings are in bold text highlight your selection in you workbook from where the information is to be retrieved Excel Address Book Export Wizard x Export Address Book Options Select the export parameters Export By C column range Export Selection First Name jata oo Surname c1 c5 Address 01 05 Notes ETES Doc Ref DCXL Version 2 3 29 li Choose the option that you require Click Next f Excel Address Book Export Wizard x Export Address Book 4 Please select the export destination Select the address book to export to Pageone Personal Address Book Options Replace duplicates with items exported C Allow duplicates to be created C Do not export duplicate items
7. Cancel lt Back Notes The options given in the above screen are a Replace duplicates with items exported b Allow duplicates to be created c Do not export duplicate items iii The export is now complete click Finish to close the wizard Excel Address Book Export Wizard Export complete 447903936550 Replaced 447903936550 Replaced 447903936550 Replaced 447949499517 Replaced Would you like to run the wizard again ca 12 About To find out what version of the SMS plug in for Microsoft Excel you are running click on the About icon on your toolbar 13 Help The Help button on your toolbar will direct you to an online version of this userguide If you have any queries that are not answered in this userguide please contact the PageOne Customer Services helpdesk on 08700 555 300 or email customerservices pageone co uk Doc Ref DCXL 30 Version 2 3 PageOne Communications Ltd 2 Brentside Executive Centre T 020 8914 5000 Great West Road Brentford F 020 8914 5001 p 0 Middlesex TW8 9DA United Kingdom WWW pageone co uk age ne
8. So he Dee BaF Lee e em I Al eres ing lm aie Pty iage giei etme Cisne V miiia eget egies Sf a ee A a 1 3 i a a aj i DEE sil m l LF ii fos ance ui yF pidit a H Eiren DE 1 17 2 Fevanned by entus 2 7 Zi 71 H 24 5 27 m a n 24 E a E H a k k sie ei Ti jaj mi Paay T v Your account will now automatically log you in whenever you launch the Microsoft Excel application Please Note If you are unable to log in to your account for any reason please contact PageOne customer helpdesk on 08700 555 300 or customerservices pageone co uk Doc Ref DCXL 7 Version 2 3 5 Sending messages There are a number of ways that you can send messages from the SMS plug in for Microsoft Excel software The Quick Send option lets you quickly highlight a number of addresses type in a message and send Alternatively the Message Wizard will guide you through how to send basic messages create and send templated messages as well as how to send different messages to different devices 5 1 QUICK SEND Highlight with your mouse the addresses that you want to send the message to Click on the right hand button on your mouse to produce the following menu Choose the Quick Send option DE QF IRAT v 4 ANK o D eae bee ELL ER et EE A 1 i TT WP TE T jai Dim i z iv A Quick Send Form will appear The To bar will be popula
9. and press the Next button when you are ready i PageOne Excel Plugin Welcome to the PageOne Excel Plugin Setup Wizard The installer will guide you through the steps required to install PageOne Excel Plugin on your computer WARNING This computer program is protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil or criminal penalties and will be prosecuted to the maximum extent possible under the law Cancel lt Back Once the software has been successfully installed you must restart your computer before using the application NET Framework In some instances your computer may ask you to install the Microsoft _NET framework The SMS plug in for Microsoft Excel has been developed using the Microsoft NET framework and you will need to download this if you do not have this already Version 1 1 can be downloaded from the Microsoft web site System Requirements To use the SMS plug in for Microsoft Excel you will need to ensure that your machine has the following minimum requirements Operating system Windows NT 2000 and XP Excel client Microsoft Excel 2000 2002 amp 2003 Doc Ref DCXL 4 Version 2 3 Please note By downloading the PageOne SMS plug in for Microsoft Excel software you are agreeing to be bound by PageOne s Terms and Conditions For a copy of PageOne s Ter
10. lt PageOne SMS PLUG IN FOR MICROSOFT EXCEL DIRECT MESSAGING SOFTWARE FOR MICROSOFT EXCEL User Guide The information contained within this document is the property of PageOne Communications Ltd and may not be copied used or disclosed in whole or in part except with the prior written permission of PageOne Communications Doc Ref DCXL Version 2 3 Contents Page 1 Introduction to your new software 3 2 Getting started how to load your new software 4 3 Using the SMS plug in with a proxy server 5 4 Login 6 5 Sending messages 8 5 1 Sending messages using the Quick Send option 8 5 2 New message wizard 10 5 2 1 Basic message 10 5 2 2 Template messages 12 i Creating a template message 12 li Sending a templated message 15 5 3 Multiple messages 17 6 Message templates 19 7 Delivery reports Message outbox 21 8 Import replies 23 9 Message inbox 24 10 Import address book 25 10 1 Basic Import 26 10 2 Advanced 26 11 Export address book 27 11 1 Export by column 28 11 2 Export by range 29 12 About 30 13 Help 30 Doc Ref DCXL 2 Version 2 3 1 Introduction to your new software For customers wanting a simple and easy way of sending SMS text messages from their desktop the SMS plug in for Microsoft Excel allows you to send text messages direct from your Microsoft Excel client Once you have installed your direct messaging software a new set of PageOne SMS icons will appear on your
11. age C Template Message Multiple Message Cancel lt Back Next gt Doc Ref DCXL 17 Version 2 3 li Firstly highlight within your Excel worksheet the numbers that you wish to send to this will form the Address range Next highlight the cells which contain the relevant message this will be the Message range Your selections will be displayed in the Address and Message range box Click Next Na ES E NTT p ya pa fe pie perm ie T Eng es vs oe ea CaO ea bee Seen oa o few ff o G ee iiai a k I Tau Kien a a TTIC EE i TLTITELTITUTTTT TTT TO 1 iii The column in your spreadsheet next to the address selection will be the message that will be received by the recipients iv A message preview screen will display the destination address and the message Click Next to continue Excel Message Send Wizard x Preview Messages Preview of the messages you are about to send Destination Message 0 E 447903936550 Dear Paul your appointment is at 15 00 E 447949488517 Dear Alan your appointment is at 14 30 Cancel lt Back v The final screen of the wizard will be displayed confirming that the message has been accepted Doc Ref DCXL 18 Version 2 3 Note If you would like to run the wizard again tick the box at the bottom of the screen or click Finish to exit the wizard Excel Message Send Wizard x Message Accepted Recipient Descrip
12. application The software is simple to use and you can be up and running and sending text messages in a matter of minutes As well as being able to send individual text messages this software can be used in typical direct marketing applications where you need to send large numbers of messages in one press of a button Each message can be tracked with status and delivery information from the mobile phone networks Should you wish for individuals to reply to the messages the two way function will deliver any replies straight to your message Inbox Easy to follow onscreen message wizards will walk you through how to import data or lists from other systems create multiple text messages and set up message templates Message templates can help you increase efficiency and minimise the risk of misspelling information that is sent from your organisation The message template function allows you to merge information from existing Excel worksheets and create predefined messages This can be used to create appointment reminders bulk SMS messages and even personalised text messages to large numbers of individuals Doc Ref DCXL 3 Version 2 3 2 Getting started how to load your new software When you are ready to install your software double click on the icon provided SMS Plugin_ExcelSetup msi A set up wizard with onscreen instructions will then guide you through the installation process Please read all the information presented
13. celled and re scheduled for Mo Cancel lt Back Doc Ref DCXL 16 Version 2 3 vi You will be given confirmation that the message or messages have been accepted Click Finish to exit Excel Message Send Wizard x Message Accepted Gi 447949488517 Accepted for delivery D 447957254125 Accepted for delivery Cancel Note The example above illustrates how to send a template message which utilises merge fields allowing you to select data from your worksheet to populate the body of the message Naturally you can send template messages which do not contain merged fields as well Simply repeat the steps above omitting step v and your message will be sent as normal Note If you wish to send another templated message then tick the box at the bottom of your confirmation screen to run the wizard again 5 3 MULTIPLE MESSAGES Multiple Messages allow you to send different text messages to different recipients This is useful if you are using the SMS plug in in conjunction with an existing database which can output information and numbers within an Excel format i To use the Multiple Message wizard click on the New Mobile Message button then press Next button You will then be presented with three options Select the Multiple Message option and then click on the Next button lt Excel Message Send Wizard x Compose Selection Select the type of message you wish to compose PageOne Basic Mess
14. dsheet To send a message click on the New Mobile Message button on the toolbar or select it from the Connect menu at the top of the screen The message wizard will then run Excel Message Send Wizard x Welcome to the Excel send wizard This wizard will guide you through how to send messages from Excel Click next to proceed Cancel lt Back 5 2 1 BASIC MESSAGE To send a simple message Click the Next button on the wizard when you see the below screen The Basic Message option will be already set as the default f Excel Message Send Wizard x Compose Selection Select the type of message you wish to compose PageOne Basic Message Template Message Multiple Message Doc Ref DCXL 10 Version 2 3 The wizard will ask you to select an address range Type in the Excel range containing the recipient addresses or use your mouse to select the required range from the worksheet Excel Message Send Wizard gt J x Address Selection F Type in the Excel range containing the recipient addresses or use your mouse to select the required range from the worksheet a Address Range Jat Cancel lt Back Next gt Once you click the Next button you will be taken to the below screen which allows you to compose your Message Type your desired message and click Next Excel Message Send Wizard x C H ompose Message Enter the message you wish to send Page ne
15. eature allows you to download reply messages direct to your Excel worksheet Upon clicking the Import Replies button on the toolbar as shown in the below diagram you will start the Import Replies wizard ig d N ID g Hlal Fld BMS E A FB kl M we 100 2 2 andl SH LO i Login La Mew Mobile Message 4 Message Templates L Message Outbox La Message Inbox Import Replies Lf About 2 Help A Bl AEL S ee eS Click Next to start the wizard 2 Way Import Wizard i xj Response Import Wizard Welcome to the PageOne Response Import Wizard Click next to proceed Cancel lt Back Next gt li You can import the replies for the last 24 hours or the last 7 or 31 days Select your range and then the cell which you would like the imported information to be displayed in Click Next x Response Import Options Select the timeframe you wish to retrieve and then where you would like your responses displayed PageOne Range 1 day 7 days C 31 days Import to Jan Cancel lt Back Next gt Doc Ref DCXL 23 Version 2 3 ii The Import Replies wizard will then run your query the wizard will now display Import complete click Finish to close the wizard lt 2 Way Import Wizard Import complete I Would you like to run the wizard again 9 Message Inbox The Message Inbox is a quick and easy way to view all replies which have come into your account
16. i miei Pai ber cee aed eee Ar irria Hi ary 1 EU E ESS RES THUS H t E henii Bust yf i y 14 Ta Pilki k i v The SMS plug in will then embolden the first Field Name Highlight the cells within your Excel Worksheet that you wish to populate Continue this process until you have completed all Field Names Eja oe p p y os r Corer oe 7 r aif i ane 0 BY BSW gt A TOSE BAT ABET H SEAN F A mig game RRM nas nas gim Meneame Outer Mage tee S Deport ais Ak P at A 2 e UMa 1 Bit f J M W 602 i 2 EE ae A COTENT xj 5 ampere P arts ege 4 eon Po wona gia v ne pas 2 5 gt 0 Terpin Pum J Q te pa B t i Cow ee 6 Tolin meeting tam teen arkada art re echwtes tr Morda JAP r wurr 1 D 1 2 z ew BE 2 5 2 D Hn H SEEN a 46 ser Ged J y mu fom vi Click on the Next button and you will see a preview of the message If you wish to make any changes to the message or fields used click on the Back button and this will take you to the previous screen When you are happy that the message is correct click the Next button to send your message f Excel Message Send Wizard x Preview Messages Preview of the messages you are about to send Destination Message E 44794948 Dear Alan Todays meeting has been cancelled and re scheduled for Mo 44795725 Dear Paul Todays meeting has been can
17. ms and Conditions please call 08700 555 300 or email customerservices pageone co uk 3 Using the SMS plug in with a proxy server If your corporate network employs a proxy server you may need to configure the proxy settings to use the SMS plug in for Microsoft Excel The SMS plug in allows you configure your individual settings to make use of the present settings of your corporate firewall no reconfiguration of your firewall is required Proxy Server Configuration On the toolbar click on the Options button to open up the Proxy Server Configuration box Click to select the Use a proxy server for LAN check box Enter the IP address of the proxy server in the Address field In the Port field enter the proxy server port number by default 8080 Select OK to complete the configuration Doc Ref DCXL 5 Version 2 3 4 Login i Once you have installed the SMS plug in launch your Microsoft Excel client in the usual manner i You must login to begin using the functionality of the SMS plug in for Microsoft Excel The PageOne Customer Services team will have confirmed your login details If you have not received your username and password contact the PageOne Customer helpdesk on 08700 555 300 or customerservices ageone co uk iii If you are an existing customer then your username and password will be the same as your secure e text web account details SS Cel aay aed Araj Me SF E rE SSSRga BSS
18. r the last 7 or 31 days Dew Alan Todays meeting has been 15 07 2005 1247 19 07 2005 1247 Dew Alan you appointment ic 1430 1107 2005 10 40 19 07 2005 10 40 Sacer Dew Alin you appowtmertig 1490 13 07 2005 10 48 19 07 2005 1040 Success Dau Pad pu apporimert is 1500 19 07 2005 1048 19 07 2005 1048 Suctest Das Pad pu apparisset aa 1500 19 07 2005 1048 19 07 2005 10 48 Seat Dax Peed A ierra of paa masin 19 07 2005 10 34 14077 2005 104 Sicat Doa Ped A irri of yaa motin 19077 2005 10 34 19 07 2005 10 34 Seances Deo Aden A iorri ol paamectn 1407 2005 1034 19 07 2005 1034 Sucomes Dee Aden A ririri ol paamectn 19407 2005 1034 19 07 2005 10 34 Sucess Dew Pod Today meeta has boon 19 07 20 10 25 19 07 20 10 25 Suker Deu Pod Todapsmectnghssbeen 19407 2005 10 14 07 205 10 5 Sucen Dew Alan Todays meeting has been 19 07 2005 1025 18 07 2005 10 25 Succert Dew Alan Todays meeting has been TOV 2005 10 25 TOT 2005 10 25 Succes Understanding the Outbox Browser There are 5 columns displaying data within the Outbox Browser Destination Displays the message recipients address Message Displays the message sent Sent Shows the dates and times of when the messages was sent from your login Updated Shows the date and time of when the delivery reports are updated i e From Accepted to Success Status Displays the status of the message Doc Ref DCXL Version 2 3 22 8 Import replies The Import Replies f
19. rd xj Compose Selection Select the type of message you wish to compose C Basic Message Template Message Multiple Message Cancel lt Back Next gt i You will be given a choice to either open an existing template or create a new template To create a new predefined message click on the button and click Next f Excel Message Send Wizard E f x Template Selection Select the reguired option Page ne Existing Template New Template Cancel lt Back ii A drop down menu allows you to select from your existing saved templates Once you have created your template you can then choose whom you are going to send the Message to f Excel Message Send Wizard x Compose atemplated message fe Select the message template you wish to use and then highlight the cells r within excel that you wish to merge 1 Template Meeting Meeting Z Meeting reminder To e Please call Reminder Dear unspecifed Todays meeting has been cancelled and re scheduled for Monday 24th January Cancel lt Back Next gt l Version 2 3 D Doc Ref DCXL iv Click the To field within your Excel worksheet highlight the cells that contain the mobile numbers that you want to send the message to is ao je ee k Dee ee Cree a eal JB ee ee ee De en Oe Op I ij tie Miss H Pija Tega E iaa ates ima ie ieee epi Ada i Aj a m Lae i iter Po
20. s A Ges eM Mtb Kri Meee be See bbe neti fet Pee I Sheet J Sheet f Shest J l l mu To login you can use either the toolbar or click on the Connect drop down from the menu bar Please see below Using the menu bar Tools Data Window Connect Help B U B i Loan ves Send Message Message 14 Message Te Message Te Message Templates x Message Message Outbox gt D message inbox Import Replies k Import Addresses sayy Export Addresses f About 2 Help Arial 10 co Using the toolbar IO SENSIAY g MAT ooe E B AIM o Ly iel an ail New Mobile Message Message Templates Message Outbox er Message Inbox Import Replies f About 2 Help se I 1 Doc Ref DCXL Version 2 3 ii Once you have clicked on Login the following box will be displayed You can then enter your username and password which are not case sensitive EJM GE Se poet me few Ges end Covet i laimi gt POP OH Sea Oe eh tae Jera ae cee us V Harapos Vereen Hr Carer Ce ee ee Al 1 3 d 5 k c P m dudu Bs i ad Wh Batted of i in a Ak sieti ets ey la mi E iv Press Login If there are any updates available the SMS plug in will present you with a popup message prompting you to install these updates Bite Oe p pei ee few pain aioe Gievect tb ly K ka usa R EBS
21. ted with the cells that contain your addresses v Type your message into the Quick Send Form A character count will tell you the size of your message Press the Send button to send the text message Bit bk p jei iy jea Data pie Ge pei ans uu EDP 2 S 4 T 0 Fe BAF Leet ee Bre HH om Weare ee kis ee Maras ji age lies V ii Bias beet egies f ee P ee a B ATEETAN 1 a A Type in your message here TRALEE ELERE Se B2 EE a aH eS tnt twee pe esti feel ei 7 Doc Ref DCXL Q Version 2 3 vi A message delivery status will then confirm that your message has been sent Kite oa eo pot iyn jok to phi omet ibb SJES suUESHW 5 gt A4 0806117 ABA o renhih 1 i ee ee D r 4 4 6 HSn Det J Seth fe pi CORRECT FORMAT OF TEXT MESSAGES FOR THE SMS PLUG IN FOR Microsoft Excel The SMS plug in will accept messages in both the International and UK format i e 4477xxx or 077Xxx Due to the nature of Microsoft Excel the SMS plug in cannot accept a mobile phone number that includes the sign for international numbers i e 4477xxx Please note that Microsoft Excel will also suppress the leading zero if the cells are number formatted The SMS plug in will accept a mobile phone number without the leading Zero i e 77xxx Doc Ref DCXL Version 2 3 5 2 NEW MESSAGE WIZARD The message wizard will guide you through how to send text messages from your Excel sprea
22. the Template Message wizard click on the New Mobile Message button You will then be presented with three options Select the Template Message option and then click the Next button Sf Excel Message Send Wizard x Compose Selection j Select the type of message you wish to compose PageOne C Basic Message Template Message C Multiple Message Cancel Doc Ref DCXL 12 Version 2 3 ii You will be given a choice to either open an existing template or create a new template To create a new predefined message click on the New Template button and click Next f Excel Message Send Wizard x Template Selection p Select the reguired option m PageOne C Existing Template New Template Cancel Next gt iii Type in the text of your message X Excel Message Send Wizard i E x New Template Define a new message template m PageOne Add Field a Save JX Clear Dear unspecifed The meeting has now been re scheduled for 1pm on Thursday 6th June Cancel lt Back Next gt iv To customise a message template you can click on the Add Field button This tells the SMS plug in that you want to add a merge field into the message Examples could be when you want to change the First name Surname etc of who the text message is going to The SMS plug in will display field names as unspecified to indicate where you want to merge data Doc Ref DCXL 13 Version 2 3 v Simpl
23. tion 447903936550 Accepted for delivery a 447949488517 Accepted for delivery Would you like to run the wizard again 6 Message templates Message templates can be created using the Message Send Wizard or by choosing the Message Template icon from the Toolbar To create a message template without using the wizard click on the Message Templates icon as displayed below on the toolbar g De Slat e BAS O OV E 5 NAM 4 100 2 ig Login ves New Mobile Message Message Templates Message Outbox La Message Inbox Import Replies f About 2 Help Al 7 es A iA KLO T Mi Wo Mi r ee 1 N Arial 10 Upon clicking on the Message Templates icon the Message Templates screen Will be displayed f Message Templates k X Eg view HS Add Field Save Send Clear ZX Delete Template Meeting Dear unspecifed Todays meeting has been cancelled and re scheduled for Monday 24th January Doc Ref DCXL 19 Version 2 3 ii By clicking on the View button in the top left hand corner you have the option to Design Preview and View message templates f Message Templates IE View p a Add Lp view 4 Preview Sd Design iii The Design option allows you to create new message templates y Message Templates 2 x bf Design Add Field bal Save Send Cear AX Delete Dear unspecifed Please note that the meeting is canceled
24. y type your text as you normally would Whenever you want to place a merge field into your message place the insertion point where the field should appear and select the Add Field button from above the message window Remember to include things like spaces between field names and any required punctuation following a field name S Excel Message Send Wizard g x New Template Define a new message template m Page ne Add Field Save JX Clear Dear unspecifed Todays meeting has been canceled and re scheduled for Monday 24th January Cancel lt Back Next gt vi To save your template that you have just created click Save The SMS plug in will then ask you to give your template a name i e Emergency message or Meeting reminder Excel Message Send Wizard x New Template Define a new message template PageOne Add Field a Save DX Clear Dear unspecifed Todays meeting has been canceled and re scheduled for Monday 24th January Ed Save Template As x Template Name Meeting cres Cancel lt Back Next gt vi You can cancel the message at any time by pressing the Clear button Doc Ref DCXL 14 Version 2 3 li Sending a templated message To use the Template Message wizard click on the New Mobile Message button You will then be presented with three options Select the Template Message option and then click on the Next button f Excel Message Send Wiza
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