User Guide
Contents
1. am User Manual User Manual b Setting up data in excel sheet Your birthday data should always be in the following order e The cell phone number should always be in your first column e In Column B you should put in the date these people are celebrating their birthdays on e In Column C you should put in the month See example below You can have any information following in the next columns Should you wish to have their Addresses and email address in this list then you can add them in the columns that follow Kad Oo oy ey aes gt Data Microsoft Excel m p Cut Fer LE rA ka S F t calibri Tek A A me Pal ay Wrap Text General 2g Copy l S kad Merge amp Center 7 ag Vo 9 AER Hf Format Painter EU ae Clipboard Alignment Number c gt im E K i sd Bae 2 Number Day Month Valuel Value2 2 27623450789 6 12 MR Van Zyl 3 27834567805 15 12 Miss Goosen A Once all of your data has been set up you should save the file on your desktop The next step will be to import your data into the group already created 1 For this you go to BDay Import Data 2 Select Bulk Import 3 The screen below will appear Bulk Import Groups created by another user File type D2. 823456785 m User Manual S4 User Manual 10 SENT QUEUED 11 REPLIES View the results of the SMS s you ve sent Select the Date the message was sent select the Campaign All replies automatically go under this menu option Search for Replies based on Date All Read or name if needed Tick off Include groups in Reports to see groups that were sent to Unread replies You can also search by Campaign name From number and by Words To easily identify the sender include Values 1 to 6 by clicking Include Sent detail and click Search The SMS receiver Click on EXPAND then click on ALL beside VIEW or Download has 7 days to reply l Blacklist Selected You can directly blacklist cell numbers based on their replies from this page e Status Delivered means it was successfully delivered to the Networks y p Pag Download Replies Sort and download your replies e Status Unknown means that it s an unknown number not recognized by network p y P e Status Expired means the system tried for 24 hours to send the message but message could not be delivered due to connection problems or cell phone that could have been off e Status Undelivered means that the messages were not delivered e Replies is all the replies you received e Opt outs are all the persons that replied stop no delete that would not want to receive any further messages e Cancel Messages Click on Pause Mess
3. Groups Import rerrrvnnrrnerrnrrnnnrrner 23 a Birthday Messages rrrrnnanenannnnrnanenarennenanenarnnnennnrnasenurnnnennnenennnnennn 23 b Setting up data in excel sheet rrrnrrrnarennnnevnnrrnanennrrnanennnnennnennen 24 15 Sub Accounts rurnnnnnnnnnnnnnnnnnnnnvnnvnnnnnnnnvnnnnnnnnnnnn 26 Mm User Manual MS User Manual 1 LOGIN First login with your Username and Password at www smsdepot co za The number of credits in your account are in red in the bottom left corner 2 ACCOUNT SETTINGS You can change the following here 1 Change Your password Just enter the new one twice beside Password and Confirm Password Click on Update Account Username cannot be changed 2 Contact Information name email and phone numbers 3 Time Difference If you are international you can change your server time difference 4 Low Credit Warning and Reporting Remove or change low credit warnings and Summary reports that are sent to your email 5 Forward replies to mobile or email Incoming messages from the SMS s you send can go to the cell costs 1 credit or email number you enter 6 Send response to reply lf someone replies to your message you can send a response cost 1 credit 7 Forward data to URL If you want to have sent messages and replies forwarded to a website Technical help is required to have this set up 3 ONLINE PAYMENTS The fastest way to get credits into your account is
4. EE Fe rote Desenpion Share group with sub accounts Ho hul Contact Us pi 1 Enter Group name and Group description CLIENT LOGIN wy grams O su i My anding sub nee 2 Sub Accounts If you want to share that group with someone else who will also be View My groups WA Sub accounts only J My and my sub amp ccounts groups ASTA Name Description Numbers sending SMS s Sub Account holders can have only Reading access or they can Write SMS s Home Page Account Settings HSL HSL 2 Download see Sub Accounts for more info Calne Baymenks Owner andy _smsportaiaus Created 15Now2010 12 27 shared No EDIT 3 Click on Create Group Your group has now been created Ge 4 Your created groups are displayed below First the name of the group then the description and then Numbers Numbers is the number of mobile phone numbers in the group ex 47 Downloaded 47 numbers Group Name Description and Sub Accounts can be edited Click Edit for the correct group Share Group with Sub accounts Read they cannot edit the group Write they can edit the group 7 Group can be deleted Click box above edit for the correct group Click Delete Selected Group can be Exported to Excel Click on the word Download View groups from Sub Accounts only if Read or Write has been selected or your account and Sub Accounts m User Manual S4 User Manual 5 IMPORT NUMBERS se Pricing i Insert Hope Number sign
5. VEE vaues 1 Walues Values 3 Select DISPLAY if you want to display the values you added in when loading you data CLIENT L OGIN La Number M asc W gs eee e g Value1 could be the client name this will assist you to identify the number TE Set Size 20 4 Sort numbers by Number or Value and Ascending ASC or Descending DESC 5 Choose Set Size 20 50 or 100 numbers viewed per page 6 Numbers are listed below the Search Filter area 5 sets Select ALL HOHE Number Group Share Edit Numbers Each number can be edited by clicking EDIT next to the relevant number renser Testing E Sets 1 i Select ALL NONE Delete Numbers Numbers can be deleted individually Select and click delete selected Send SMS to selected numbers You can send SMS to selected numbers or all numbers There is a grepet z SELECT ALL or NONE function to assist in working with your data PO Move Copy numbers in group 1 Select numbers to move copy from a group Click Move Copy Selected 2 Select Action Move or Copy and group 3 Update or ignore the contact if it exists in group 4 Click on Copy Move data Note Important The size of your sets can be set to 20 50 or 100 This is to assist when sending selected SMS Once you go to the next set the previous set selections are deleted It is important to select one page then send your SMS Going to the next set will not carry over your selection
6. Up i EAT HSL Numbers 2 we a Insert Single Number een t Groups created by another user Support pi Value 1 Peter Contact Us SE a Pz A single number can be entered into a group eie Value 3 R300 1 Select Specific Group to Insert to Values O O 2 Beside Number enter mobile number S Update if exists Ves have more data to add to the cell number Make it similar to the numbers and descriptions ia ignare O Check all my groups O Check selected groups Z All numbers imported into group are unique already IN your group See Bulk Import for more on Values This Setting wil allow you to import the number if the number exists in one of your other groups 4 Update if exists Update the cell number with new values if it already exists in the group Import single number 5 Duplication SMSPortal automatically does not let you import a duplicate number into the same group Ignore Use this if you don t want to check to see if the mobile number is in other groups Check all my groups Use this if you want to check to see if the mobile number is in any other groups Check selected groups Use this if you want to check to see if the mobile number is in certain groups 6 Deleted If you check this box the number will not be imported if it is on the Auto Delete list see Blacklist Auto Delete am User Manual MS User Manual b Bulk Import Preparing your file You can imp
7. m User Manual m User Manual 7 SINGLE SMS 8 BULK SMS To send a single SMS To send a Bulk SMS 1 Goto Single Message 1 Goto Bulk Message 2 Set the date and time If left at default SMS will be sent upon clicking Send Messages 2 At the top of the page Tick the box beside the correct group or groups 3 Beside TO Enter Mobile number You can view groups from your Subaccounts to if they have selected the Read Write option 4 Enter message beside Message Maximum of 160 characters Add template if you have 3 Select the Time Send Now Send Later or Send Between created one see How to create a template Send Now The message will be send as soon as you select Send Message 5 Use Tag SMS if you have more to write also maximum of 160 characters costs 1 credit Send Later You have the option to send you message on any day and time Select date 6 Replies Forward to mobile Enter cell number you want replies to go to cost 1 credit message should go out and select the time as well Forward to Email Enter email you want replies to go to free Replies automatically go to Send Between Use this option for sending a large volume of messages that request the SMSPortal too person to call a number A few text messages are sent out every minute over a period of Send Response To send an automated response to the reply fill in the text area time thus regulating incoming calls 7 Flash message The SMS only flash
8. to pay online with a credit card or debit card This is a totally secure website transaction Enter the number of credits in the box next to Enter Number of Credits to buy Ex 500 credits will be 0 27c per SMS credit ex VAT 1 credit 1 SMS Click on Continue to payment page and proceed as directed Products Pricing Purchase Credits sign Up Your Country of Residence South Africa Edit Purchase i SMS Destination Country south Africa Support Convert Prices to Currency ZAR South African Rands x Contact Us Enter number of Credits fo buy i CLIENT LOGIN r 15 D LE Le Se For help with making online payments click here i E A Prices are shown in South African Rands Prices exclude VATGST if applicable Credits Range From 500 1001 5001 10001 50001 100001 Credits Range To 1000 5000 10000 50000 100000 1000000 Country Prefix South Africa ZAF 27 RO 27 AOA RO 25 RO 23 RU 22 ROZ m User Manual m User Manual 4 MAINTAIN GROUPS pet Pricing Create Group What is group DEE Sign Up Its important to start here and create one or more groups Groups allow the storage of many cell numbers to 75 Group Name O O Urcnase F be placed where they will be easily found Example Friends Customers Sales Team etc
9. CALL Us 083 321 6914 START MARKETING YOUR BUSINESS TODAY gt 7 a Copyright O 2015 SMSDepot All rights reserved Table of Contents 1 Login rrsernernornornernernernernurnarnaenaenaenuenaennennennennsnnen 4 2 Account Settings rrrarerarernnrnrarernvennerenunennnennenene 4 3 Online Payments rrrarernnennnennnennnennnennvennnrnnnennvennee 5 4 Maintain Groups rereronnrrarennnennrnnnrnanenunnnnennnenusener 6 5 Import Numbers arrrrrnarvnrrnarnnrenrnnrenernanenernannneen 8 a Insert Single Number ararnnnnnnrrnnanennrnnanrnnanennennnanennanenannnnanennanennnen 8 b Bulk Import Preparing your file rrrernrorrvrernvorrnrerrrerrnverrverrnverrnrernverennen 10 c Save your Excel file as a CSV file Comma Delimited rrrrrnvrrrrrnrrnr 11 d How to Import from a File rrrereranrrrarernnronanennanenannnvanennnnnnanennanennnre 12 6 Maintain Numbers rearnrnnrnnennnnennvnnnnvnnnnnnnnnenennenen 14 7 Single SMS rrrarerarenurenurenarevurennrennnenunenunennnennnen 16 8 Bulk SMS rmennrvevnvnnnnrvnenvnvnnennnnnnnvnennnnenenennenennene 17 9 SMS Templates rrrarerarernnennnennrennnenurernrenerenenener 18 10 Sent Queued rurunnarvnrvnnernevnnvsnnnnennernnnnnnnnennennenne 20 11 gt oS ree 21 12 Blacklist Auto Delete arrnnnrnnnnnnnnnnnnnennnnnvnennenenne 21 13 Sub ACcounts runrnarvnrvnrvnnnnennnnnvnnvnnnnennevnennenuenen 22 14 BIRTHDay
10. Microsoft Excel 5 0095 Workbook CSy Comma delimited Formatted Text Space delimited Text Macintosh File name Save as type 0 Fxcel Workbook Text download formats You can use NotePad found under Accessories in Microsoft 1 Mobile number needs to be contained as the first field in the file Mobile number can be written as 0831234567 2783234567 831234567 or 2783234567 2 Separate the columns with commas Up to 7 separated data fields with commas are allowed Pi testing Notepad File Edit Format view Help 23456789 Peter smith R300 823456789 Johan Black R400 Mm User Manual d How to Import from a File Once the data has been set up in one of the above formats it can be imported 1 2 Select Group to which data must be imported If there is data already in the group the new data will only be added It will not overwrite your current data in the group Browse for the file you want to import Double click it when you have found it then the window will close 3 4 10 11 Select the file type you wish to import Select Excel CSV or Text Duplication SMSPortal automatically does not let you import a duplicate number into the same group e Ignore Use this if you don t want to check to see if the mobile number is in other groups e Check all my groups Use this if you want to check to see if the mobile number is in any other groups e Check selected groups Use
11. ages beside Waiting to be processed 1 2 B LAG K L ST A U TO D E L ET E Then click on Cancel or release to send the messages Numbers are automatically added to your blacklist if the person replies with STOP REMOVE UNSUBSCRIBE or other similar words and swear words 08 Dec 2010 16 20 08 Dec 2010 16 20 1 1 EXPAND Hi Cecile I have sent you userquide as well as my contact details 08 Dec 2010 16 29 D8 amp Dec 2010 16 22 1 1 CLOSE Hi Emile please contact me should you need anything else You can search for blacklisted numbers by cell number add 27 in front of cell number Campaign date All View Download CSV Download Excel 2007 and containing word You can manually add numbers to the auto delete list by one at a time or in bulk Staged View Download CSV Download Excel 2007 Queued View Download CSV Download Excel 2007 These numbers will be deleted and should the same number be imported again it will be deleted again Unknown View Download CSV Download Excel 2007 i i Expired View Download CSV Download Excel 2007 On IMPO rti ng Undelwered View Download CSW Download Excel 2007 Delivered View Download CSV Download Excel 2007 gt Replies View Download CSV Download Excel 2007 gt Opt outs View Download CSV Download Excel 2007 Event Status Refresh Paused 0 You can only CANCEL paused messages Queued 1 Pause messages Delivery status pending 0 SMS sent to the network waiting delivery status u
12. ds will first need 4 Select the time you would like the messages to go out each day to be authorized by the main account These are viewed in Sub Accounts Holding on the menu Then 5 Replies Enter cell number you want replies to go to cost 1 credit release or cancel the message These messages can be sent to your cell phone costs 1 credit or to 6 Select create group your email address free Maintain Groups When creating groups you have a choice to make the group available to a sub Pricing Create Group account holder as Read Only or Write The Sub Account holder can also create groups and make them Sign Up Eaa Group Description December Read or Write for the Main account de Support Y SPE Valueti Value Values Value4 Group Message We would like to with you very happy Birthday Thank you Presets Message Characters used 59 tv K h We would like to with you very happy Birthday Thank you Replies Soe EE ae et ee gt ey See ren All re z rex J Create Group Hame Description Numbers ee sheeted Birthday s December Download E Owner Russells Crested 09 Dec 2010 14 35 Time 10 00 EDIT sile Message Vis would like to vilh you 8 very happy Birthday Thank you TET eek ge kg lg Si er ME Hu set EE sr D ry l i Pim Lg LE EE Delete Selected Wr paa 3 ge LAE f EL Fler
13. e is a drop down menu from which you can select an SMS 2 Beside Template type Template do some minor editing if required and send You will need to import other information in Columns B G to use the Placeholders Hi click on Value 1 hit space click on Value2 hit space thanks for donating click on Value3 You will see Hi value1 value2 thanks for donating values Placeholders Value 1 Column B Value 4 Column E 3 Click Create Template Value 2 Column C Value 5 Column F Value 3 Column D Value 6 Column G Create Message Template Pricing mon UP i Valuet Value Values Valued Values Values Purchase be 3 emplate Hi value hE value 8 thanks for donating vaueI BG Sioa jase i Preview Hi Gvalue1A0 B value NAG thanks for donating Aavalve ii B Contact Us Chars Used Chars 56 f message k Cut E Loke rige Is sere Calibri vil rv Aa la Be Ep Wrap Text je 5 Copy er dale j a ae Aei Format Painter T BS ea oO EET ee Clipboard F Font eal Alignment 4 The message will come out as Hi Peter Smith thanks for donating R300 C7 9 Te The next SMS would read Hi Johan Black thanks for donating R400 A E E 5 Before you send there is a Preview of the message and you will see the first person s 4 291734567 Pater R 300 details in the first message
14. eleted Dont import if number exists in Auto Deleted Duplication onore Check all my groups Check Selected groups All numbers imported into a group are unique i I aii lt I This setting vill allow you to import the number if the number exists in one of your other groups h 3 Bulk import from file Insert Into Select the birthday group that you created File to upload Browse for the excel sheet with the data you set up File type Select the File type example CSV or Excel Select Bulk Import from file All of your data will now be imported into the group you selected 1 The task is finished when it says Upload and import complete 2 Imported total amount of cell numbers that have been imported into the group 3 Updated cell numbers were already in the file and any new values in the imported file were added to the correct cell number 4 Errors counts the number of wrong mobile numbers these are not imported or any place where there was no cell number 5 Duplicates are counted they are not imported 6 Opt outs are counted they are not imported these people have requested to be removed from database am User Manual Import status step 1 Upload File Filename testing xis File size KD 25 KD File uploaded KL 25 Kb 1009 Time taken 0 seconds Time to completion Unknown step 2 Import File Imported 3 Updated t Errors 0 Duplicates 2 Opt outs g Current tas
15. es and immediately opens on the cell phone It is not 4 Type your message beside Message max 160 characters saved in their inbox cost 1 credit 3 OPTIONS 8 Campaign name You can group messages under a Campaign Name to organize them A You can type a message that is the same for everyone or 9 Click on Preview SMS Preview of message is shown Click Send Messages or click Close B Select the Template you ve already created or to edit the message C Create a Template by using the Placeholder Values see How to create a Template on page 18 5 Replies Forward to mobile Enter cell number you want replies to go to cost 1 credit Forward to Email Enter email you want replies to go to free Replies automatically go to SMSPortal too Send Response To send an automated response to the reply fill in the text area 6 Flash message The SMS only flashes and immediately opens on the cell phone It is not saved in their inbox cost 1 credit 7 Campaign name You can group messages under a Campaign Name to organize them 8 Click on Preview SMS Preview of message is shown Click Send Messages Or click Close to edit the message m User Manual S4 User Manual 9 S M S T z M P L AT f S How to create a template using the above Excel example that was imported This is a powerful feature for routine SMS s sent Set up SMS content here and save it Once you go 1 Goto SMS Templates to Single SMS or Bulk SMS menus ther
16. k Upload and impert complete Close window Birthday Messages are now set up and will be sent to your contacts automatically as scheduled 15 SUB ACCOUNTS To leave your session click logout so no one can access your data or send SMS s once you have left your PC
17. ort your data from an Excel workbook Then save your Excel file as CSV Comma Delimited Prepare a spreadsheet in Excel with the cell numbers in column You can add other data pertaining to that cell number beside it in the other columns K P Boo Home Insert Page layout Formulas Data Review View Addins er R Cu Calibri Hq1 Z ad p Wrap Text ay Copy Paste PeH a ko c f Format Painter Bo U S ae Clipboard Ga Font p Alignment cr Merge amp Cente Note In the spreadsheet to be uploaded the data must start from row 1 Cell no The first column A is for cell numbers only These numbers can be written as 0831234567 2783234567 831234567 or 2783234567 Columns B to G Is for any variable you wish to add into your cell number pertaining to the person linked to the relevant cell number This allows you to send a bulk SMS and make it personal For example Dear Peter Smith we thank you for your donation of R300 Dear Johan Black we thank you for your donation of R400 see How to create a Template c Save your Excel file as a CSV file Comma Delimited 1 In the Excel file go to File and then click on Save As 2 At the bottom of the pop up window File Name rename your file optional and then beside Save as Type select CSV comma delimited Lewis 5M5 nicode Text Makro ML Spreadsheet 2003
18. pdate a a pa o o m a m User Manual m User Manual 13 SUB AGGOUN IS 14 BIRTHDAY GROUPS IMPORT Sub Accounts Create an account for another user and transfer credits to them Give them a Username a Birthday Messages Password and Full name and then click on Create Sub Account Birthday Messages are sent to your contacts automatically All you need to do is create a group adda Edit Sub Account Click on EDIT on the relevant line Change Password Full name activated or message select a sending time and import your information When importing your data from an Excel deactivate the sub account and change Time Difference Allocate credits to the sub account see below spreadsheet the cell number should be in Column A Day in Column B Month numerical in Column C Column D may contain their name optional A short User Guide is available upon request Sub Account Credit Allocation Allocate the credits to the sub account Enter number of credits beside Amount Add your own Note for your reference optional Click on Update Credits Note check the 1 To create your birthday group select B day group on the menu bar primary credit stock before allocation of credit to see if there is enough credits available 2 Enter a group name and group Description 3 Type the message you want to send next to Group Message Require Authorization Check this function if any messages that the sub account sen
19. this if you want to check to see if the mobile number is in certain groups Click Bulk Import from File The task is finished when it says Upload and import complete Imported total amount of cell numbers that have been imported into the group Updated cell numbers were already in the file and any new values in the imported file were added to the correct cell number Errors counts the number of wrong mobile numbers these are not imported or any place where there was no cell number Duplicates are counted they are not imported Opt outs are counted they are not imported these people have requested to be removed from database MS User Manual Import status Step 1 Upload File Filename File size Kb File uploaded KL Time taken Time to completion step 2 Import File Ta Dl Ei rF ct Ci Current task seconds E n EO Oy Tl a a al im Ma Upload and import complete Close window m User Manual m User Manual 6 MAINTAIN NUMBERS CD Pie be Search Filter Pricing View numbers in group Sign Up Group name Testing Numbers 4 i Groups created by another user 1 Select the group desired or leave to default to all groups Punane am l e l 2 Enter search criteria add 27 in front of the cell number or leave blank to give all numbers ee Valet valez OTTA eee EP or all numbers in a selected group
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