User manual - Millennium Trust : Messaging solution
Contents
1. Edit the sub account the following can be done Change Password Full name activated or deactivate the sub account and change Time Difference To allocate credits to the account enter the number of credits for the sub account and a note if required and click Update Credits Note check the primary credit stock before allocation of credit to see if there is enough units available 13 Logout To leave your session click logout so no one can access your data or send SMS once you have left your PC 102. Millennium WY Trust Dont be different be unique IT 12378 99 www millenniumtrust co za email info millenniumtrust co za USER MANUAL Index PAGE Login 2 Account Settings 2 Maintain Groups 2 Import Data 3 A Insert Single Numbers 3 B Bulk Import 4 How to Import Data 5 Maintain Numbers 6 Send Single SMS 7 Send Bulk SMS 8 Create SMS Template 9 Sent Report 10 Replies 10 Auto Delete 10 Sub Accounts 10 Logout 10 1 Login First login with your username and password 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 2 Contact 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 credit 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 If 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 Maintain Group
3. SMS s you ve sent The report will have the following details Scheduled for Submitted Number of mobile numbers and Cost Click on View or Download and then click on All or Success or Failed to see more details 10 Replies All replies to your messages can be viewed online and searched by date Filtered further by searching for All Read or Unread replies To easily identify the sender include Values to 6 by clicking Include Sent detail and click Search The SMS receiver has 7 days to reply 11 Auto Delete Numbers placed on the auto delete list will be deleted and should the same number be imported again it will be deleted again on importing These numbers include any person who has requested to be removed from your list by replying STOP REMOVE or other similar words 12 Sub Accounts A Millennium Trust account holder can create sub accounts A sub account is a facility to delegate authority to others to send Bulk SMS under their own password and username Credits can be transferred to the sub account holders from the primary account by clicking EDIT on the relevant account line When creating Groups under the menu item Maintain Groups you have a choice to make the group available to a sub account holder as read only or write Create a sub account by adding in Username Password and Full name click create Sub Account The account will be visible in a line below To EDIT the sub account click EDIT on the relevant LINE To
4. ck 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 this if you want to check to see if the mobile number is in certain groups 5 Click import Data 6 Once imported confirmation on the import status is displayed Completed True 7 Errors counts the number of wrong mobile numbers they are not imported 8 Duplicates are counted they are not imported 9 Deleted numbers are counted they are not imported 5 Maintain Numbers View numbers in group 1 Select the group desired or leave to default to all groups 2 Enter search criteria or leave blank to give all numbers or all numbers in a selected group 3 Select DISPLAY if you want to display the values you added in when loading you data e g Value1 could be the client name this will assist you to identify the number 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 Edit Numbers Each number can be edited by clicking EDIT next to the relevant number 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 SELECT ALL or NONE function to assist in working with your data Move Copy numbers in group 1 Select numbe
5. e a template 4 Use Tag SMS if you have more to write also maximum of 160 characters costs 1 credit 5 Replies Enter cell number you want replies to go to cost 1 credit Enter email you want replies to go to free Replies automatically go to Millennium Trust too To send an automated response to the reply fill in the text area Send Response 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 Click Send SMS Preview of message is shown Click OK 7 Bulk SMS To send a Bulk SMS 1 At the top of the page Check the box beside the correct group you want to send the message to 2 Type your message beside Message max 160 characters 3 OPTIONS A Youcan type a message that is the same for everyone or B Select the Template you ve already created or C Create a Template by using the Placeholder Values see How to create a Template 3 Replies Enter cell number you want replies to go to cost 1 credit Enter email you want replies to go to free Replies automatically go to Millennium Trust too To send an automated response to the reply fill in the text area Send Response 4 Flash message The SMS only flashes and immediately opens on the cell phone It is not saved in their inbox cost 1 credit 5 Click Send SMS Preview of message is shown Click OK 8 SMS Templates This is a powerful feature for routi
6. ne SMS s sent Set up SMS content here and save it Once you go to Single SMS or Bulk SMS menus there is a drop down menu from which you can select an SMS Template do some minor editing if required and send How to create a template using the example above Excel example 1 Goto SMS Templates 2 Beside Template type Hi click on Value 1 hit space click on Value2 hit space thanks for donating click on Value3 3 Click Create Template Placeholders Value1 ColumnB Value 4 Column E Value 2 Column C Value 5 Column F Value 3 Column D Value 6 Column G hin Section Microsoft Internet Explorer E ad Mo gt Book Microsoft Excel j Home s Pagelayout Formulas Data Review View Pe KH Calibri ju jm Sp Generat Ej Conditionai Formatting gt 3 Insert ki 9 a BiU Ax EE j 9 MB Format as Table F Delete 7 Be oi ase gt RB Heensyes 5 Format bein to i Number Ti Styles a Editing il Paste 821234567 Peter 831234567 John Bieck soc EI ea a a a Ed H aavan D2 AEA hanks tor donating Ovan Iaa Hi Qvelvet QS Dvelve 2a thanks for donating QQvalue IQA Chars 6 1 message The message will come out as Hi Peter Smith thanks for donating R300 The next SMS would read Hi John Black thanks for donating R4000 Note You cannot preview a template To check if you have created it correctly try sending it to yourself first 9 Sent Report View the results of the
7. oaded the data must start from row 1 Cell no The 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 appear to be personal For example Dear Peter Smith we thank you for your donation of R300 Dear John Black we thank you for your donation of R4000 see How to create a Template 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 How to Import Data Once the data has been set up in one of the above formats it can be imported 1 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 2 Browse for the file you want to import 3 Select the file type you wish to import This is very important Select Excel CSV or Text 4 Duplication Millennium Communicator 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 Che
8. 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 Deleted If you check this box the number will not be imported if it is on the Auto Delete list see Blacklist Auto Delete Insert Single Number Group to insert to io test aambers 26 gt Groups created by another user Number 0821 234587 Peter Sih R300 G ignore C Check al my groups Check selected groups F Dort enport if mmber exists in Auto Deleted Bulk Import You can import your data with Excel Save your Excel file as CSV Comma Delimited if you are having problems importing and you have entered the data correctly Prepare a spreadsheet in Excel with the cell numbers in column A You can add other data pertaining to that cell number beside it in the other columns Section Microsoft Internet Explorer a C3 id 9 Bookl Microsoft Exce P Home insert Page Layout Formulas Data Review View G rs A Calibri iu gt am E General Fj Conditional Formatting Felnet E Ap FS i Bor UU AA a EEEH S 9 BB Foma as Tabe Delete mh z x 5 JF mB a A gt 8 3 Cell Styles ts Formate lt 2 Enah a Clipboard Font Alignment Number Styles Cells Editing 06 C faj A 821234567 831234567 gt w Nr Note In the spreadsheet to be upl
9. rs to move copy from a group Click Move Copy Selected 2 Select Action Move or Copy 3 Update or ignore the contact if it exists 4 Select Group Select Copy to Group 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 gt Menu Logged in as caitrini23 Maintain Numbers Products Search fitter Pricing Group name to test again gt Sign Up Groups created by another user Purchase Number Support Vaset Contact Us Vadse2 vans G gt Horne Page Vakos gt Account Settings Vates O gt Onine Paymerts Vaetues G gt Maintain Groups Display F Disply value fields in resuts C gt Maintain Numbers Sort Noer _ asc gt Import Dets Set Size O gt Singe SMS aAa SMS C SMS Tempistes Replies O gt Singge Vap Push Sets 1 C gt BOey Groups Number Group Share O gt BOay import Dota 27821234557 to test again NA EDIT gt Singte Bus Card r Smen R300 Buk Bus Card 27831234567 to test again NA emt 6 Single SMS To send a single SMS 1 Set the date and time If left at default SMS will be send upon clicking Send SMS 2 Enter Mobile number beside To 3 Enter message beside Message Maximum of 160 characters Add template if you have created one see How to creat
10. s It s important to start here and create one or more groups Groups allow the storage of many cell numbers to be placed where they will be easily found Example Friends Customers Sales Team etc 1 Enter Group name and Group description 2 Sub Accounts If you want to share that group with someone else who will also be sending SMS s Sub Account holders can have only Reading access or they can Write SMS s see Sub Accounts for more info 3 Click on Create Group Your created groups are displayed below Numbers is the number of mobile phone numbers in the group ex 26 Downloaded 26 numbers 5 Group Name Description and Sub Accounts can be edited Click Edit for the correct group 6 Group can be deleted Click box above edit for the correct group Click Delete Selected 7 Group can be Exported to Excel Click on the word Download 4 Import Data Insert Single Number A single number can be entered into a group ma Select Group to Insert to Beside Number enter mobile number Optional Enter Value 1 Value 6 Column B to Column G in the Excel Spreadsheet if you have more data to add to the cell number Make it similar to the numbers and descriptions already in your group See Bulk Import for more on Values Duplication Millennium Communicator 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
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