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Textboom.com User Manual 2014

1. 117 Field 1 Select Reguired Field Title Screen Size ZA Help Text Add Clear Down Add data fields to the widget by following these steps 1 Choose the field type from the Field 1 drop down listing Check the Required box if this data field is mandatory Optionally in Field Title enter a different label for the data field If you want a narrower or wider field decrease or increase the value of Screen Size mm BP WwW N You may also add Help Text which will display a hint when the user hovers over the field with the mouse pointer 6 The first field is now complete To add another click the Add link 7 To configure another field follow the same steps above for the second field 8 You can move a field downward by clicking the Down link 9 Click the Clear to wipe the properties of a field click Remove to delete a field 10 Click Next to move on the Database amp SMS Campaign step Database amp SMS Campaign In this step you ll choose or create the database in which you want to associate with this widget If no database exists you may create one by following these steps 1 Click Create New Database 2 Enter a Database Name 3 Check the box for Send Subscription Renewal Msg if you want to send a monthly renewal message to your database 4 Click Submit to commit your changes click Cancel to discard You may choose to avoid database selection entirely by selecting the No Desti
2. Configuring the Operating Company Notice that there are several panels on the page e OC Detail e User Messaging e Contact Details e OC Setup e Billing e Rights amp Permissions e Shortcode Page down to see all of the details Then come back to the top of the page The first panel is OC Detail and it contains these fields Oc Name Brief Detail Street Address Country Select Country City State Zip Phone Fax Web Address Status _ Disabled Enabled 238 Most items are self explanatory but we guide you through the entire setup here in this topic To begin follow these steps 1 In OC Name enter the name of the operating company 2 Describe the company in Brief Detail and then enter the Street Address 3 Choose a Country from the drop down list and then enter the City State and Zip code 4 Enter a Phone Fax number Web Address and if necessary set the Status to Disabled Next you may enter the Contact Details for the primary contact of the operating company These are found in the panel on the upper right side of the page First Name Last Name Tithe esemmame Check Availability Email Password Confirm Password Cell Phone Time Zone Select Language Select Language Logo Browse Powered By Logo Browse 5 Enter the First Name and Last Name and Title 6 Enter the Username and then click the Check Availability button
3. 2 A pop up chat window will appear in which you will see the area to type time remaining for that chat session character count and the option to increase or decrease the time Here is what a chat window looks like 142 Chat Messages 12014498754 Tite Remaining 37 43 10 i f cheers 3 Enter the text you want to send to the recipient 4 Respond to any messages that you receive Managing different chat sessions You can have multiple chat sessions active simultaneously Minimize the windows when they are not in use to keep the all the chat sessions clearly in view Select Open to begin chatting again Click Close to terminate a chat session 143 Messages All Client CellForce LLC Enabled oy inbox Sent amp oy Chat Messages 12014144223 54 19 Close 12014496754 54 28 Close 144 Email Textboom offers you a way to send and track email e Email Broadcast e Email Manager e Email Template Manager e Email Template Wizard e Email Log You may access these tools from the Email menu in the Textboom toolbar or from the Email quick link icon located under the toolbar on the Dashboard 145 Email Broadcast The Email Broadcast feature makes it easy for you to create one time email distributions We provide you with many options and yet it s quite easy to setup You may access this feature by choosing Email gt Email Manager gt Em
4. Follow these steps to begin 1 Check the Send Subscription Renewal Msg box if you need to send a monthly subscription reminder to this list The text for the reminder message can be entered in the Subscription Reminder field for this list If you check this box and leave the subscription reminder text empty the system will send the default text set for the short code associated with this list You can find the Subscription Reminder Message field in the List Messaging section below on the same page 2 Choose a Shortcode from the drop down list You have three options for creating a database create a new list without adding records uploading a file or manually enter a list of phone numbers If you require the first option then have a look at the Create a New Database amp Upload File panel 248 Upload Database Browse Country Select 8 Date Format No Date W Update Existing Records v w Porform Network Lookup A LF Total Records 115000 if Sond welcome message ig first name last name have read and agree to the batch upload terms and conditions To upload a database do the following 1 Enter the New Database Name 2 Click the Browse for Upload Database choose the file and click OK 3 4 Choose a Date Format If there is no date field in the database that you are uploading Choose a Country then leave the default of No Date Uncheck the Update Existing Records box
5. Labels Looms Bar amp Line English Current Labels Hew Labels Dashboard Clients Client 5M5 Campaign Auto Responder ADUT 3 Click the Icons tab and decide if you want to substitute any icons for those already chosen saae Labels Icons Bar amp Line Entity Labeling icons Icons Dashboard s Aeg Bu SMS Campaign uf Ea uf Broadcast P a Data Collection Cil ef E Txt 2 Vote BE BE E 88 m 4 Click the Bar amp Line tab and choose the Bar and Line colors that you prefer 274 Labels Icons Bar amp Line Select Bar Select Line MB Black I Black Mi Blue Bi Brown f Brown ooo Cyan O B Gold gt Gold E Green Lightgreen gt f Lightgreen EE Magenta O E Orange JF Orange 5 Click the Save icon at the top of the page to commit your changes 275
6. User Guide September 2014 Copyright Copyright 2012 2013 2014 MobiConcepts LLC All rights reserved The use and copying of this product is subject to a license agreement Any other use is strictly prohibited No part of this publication may be reproduced transmitted transcribed stored in a retrieval system or translated into any language in any form by any means without the prior written consent of MobiConcepts LLC Information in this guide is subject to change without notice and does not constitute any commitment on the part of MobiConcepts LLC MobiConcepts LLC might have patents or pending patent applications trademarks copyrights and other intellectual property rights covering the subject matter of this document Furnishing of this document does not in any way grant you license to these patents trademarks copyrights or any other intellectual property of MobiConcepts LLC Textboom is a registered trademark of MobiConcepts LLC All other products mentioned in this guide are the trademarks or registered trademarks of their respective owners Contents OO NING ears eect cates ec oces E T ace cae aieenesaesaceseaimavesueuesaneurs 2 CONTENTS eapi EE sonsmencatonevcespneisisescasendetensesaes 3 Overview of Textboom sesessssssssoscssssssscscsososcscscsssososososcsssssosssssoscscsssosssosss 6 EMV NE OMIMICING seann E E E EA 7 MYACCOUNT O E A EANA 8 A CONE YDE ona A NE AA REE IEE N N AA EA EEA 10 OSS
7. You may access this feature by choosing Clients gt Clients Manager gt OC gt User Manager from the toolbar After choosing this menu item you ll see a page having the characteristics which we describe below Managing Users At the extreme right end of each record in the listing you ll find a series of small icons 4 Click this icon to edit the user you will exit the User Manager wf Click this icon to enable the user Click this icon to disable the user A disabled user cannot be used again until it is enabled f Click this icon to delete the user A deleted user is both disabled and invisible Filters On the left side of the report control panel you ll find a group of filters below Choose from one or more of these drop down menus to filter by OC or Status Search Select OC Along with these filters you ll also find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search field will appear in the results Status Select Status _ Reset Click the Go button to update the listing click the Reset button to revert back to the original filter settings 244 Add Enable Disable or Delete Users In the upper right corner of the page locate these icons oO go e boa New Enable Disable Delete Check the box next to any record and the
8. 199 Client Pricing Manager The Client Pricing Manager displays a listing of all agency pricing packages for the OC you choose You can filter by Status and edit disable reenable and delete packages You may also perform a search for a specific word or number The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time You may access this feature by choosing Clients gt Billing gt Client Pricing Manager from the toolbar After choosing this menu item you ll see a page having the characteristics which we describe below Filters On the left side of the report control panel you ll find a group of filters below Choose from the drop down menu to filter by Status Search Select Agency Status Select Status Go Reset Along with these filters you ll also find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search field will appear in the results Click the Go button to update the listing click the Reset button to revert back to the original filter settings Add Enable Disable or Delete Pricing Packages In the upper right corner of the page locate these icons oO go e koa Mew Enable Disable Delete Check the
9. 7 Enter an Email address 8 Enter the Password then enter the same value for Confirm Password 9 Enter the Cell Phone number and then choose the Time Zone and Language 10 Click the Browse button to choose a Logo image from your computer Do the same for Powered By Logo Next consider if you want to configure the options in the Billing panel 239 Pricing Packago Select Package Billing Start Date 04 22 2012 Em Billing Typo Stop Loss Overdraft 11 Choose the Pricing Package that you want to apply to this operating company 12 Choose the Billing Start Date 13 Decide if you would rather set the Billing Type to Overdraft Optionally you may choose Shortcodes Notice the listing of codes on the left side of this panel Follow the steps below to setup the shortcodes Add all O items selected Remove all 235536723 57711 74455 2355 83500 44622 P9999 66233 14 For each of the codes you want to apply click the plus sign The code will appear on the right side 15 If you change your mind click the minus sign to remove any codes that you previously added You might want to specify the default User Messaging This section begins with the Opt Out Message field on the left side Opt Out Message 0 160 Chars 16 In the User Messaging section enter the Opt Out Message Help Message and Subscription Reminder Message for this operating company The next section is OC Setup w
10. Click Cancel to discard your entries 99 Database Reminder The Database Reminder feature is a tool for distributing simple SMS reminder messages Read below to see how easy it is to setup You may access this feature by choosing SMS Campaign gt Reminder gt Database Reminder from the toolbar SMS Campaign Web Email QR Code Geofence SMS Campaign Manager Reminder Date Reminder Keyword Manager Database Reminder Birthday Reminder Don t forget that you can access the SMS Campaigns and features by utilizing the quick link icons that are located under the toolbar on the Dashboard MBPOG OeOe WEE AR AUB SMS Reminder Keywords Email Widget QR Code Geofence Reports Short Media Clients Database Record URL File Manager D B E eS to Reminder Date Database Birthday Reminder Reminder Reminder After choosing this menu item you will see a page much like the figure below 100 Client FaceTime Strategy Enabled Name Available Selected GREEN SWEEPS SECRET TREASURE TUESDAY gt Database m Reminder Message 0 160 Chars Remind in Dayis Send At ot we AM ow AKDT l Adjust to Record Time Zone No re Follow these steps to create a reminder 1 2 3 Click the Client drop down list then select the correct client name Enter a Name for the Reminder To choose a Database click the database name in the Available listing then click the right arrow to move the database name to the Sel
11. If you want to specify different dimensions enter new values for Size in the width W and height H fields Text Color e5g0000 O 2 Next you may optionally choose different colors for Text System System Message Text or the Frame Click the circular ic icon next to these fields and choose the color 400 H d 70000 Color 3 Typically the width of a frame border is only a few pixels eee a 9 If you want a thicker border then enter the value in Frame Width pixels for Frame Width Pixels 4 If you like change the colors for the Button Button Text Button Color 6 and Help Text Button Toxt 5 You might like to choose a different Font Style from the Color drop down list and also change the Font Size Help Text ry Color Font Style Arial Font Size amp Pixels Background Coleen irl Widget Profile and Content In the center of the page you ll see a number of fields that you use to create the widget profile and content 115 Client Select Client Widget Nama Widget Notos Header Image Browse No header ir Header Tithe Toxt ETILE ee Font family Font size BsiuU EKHia Footer Text E i ee Font family Fontsze Bs U g P Follow these steps 1 Click the Client drop down list and then select the correct client name 2 Enter a Widget Name 3 Optionally enter the Widget Notes 4 Click the Browse button for the Header Image
12. Manager 251 Batch Upload Advanced Options eee Eee We have added two additional functions in the Batch Upload the ability to reject any record within a csv file that has an opt out status within the specific database and the ability where your csv file can include a column representing tcpacompliant status In this option the system will recognize this field and update the record accordingly Upload Database Browse No fle selected Country Select i 4 Date Format Me Date Total Records 100000 Advanced Options e Update Existing Records 4 Reject Record s that are opt out in 2 Any other Database s All other Database s This Database only Allow to upload TCPA compliance field Perform Network Lookup Send welcome message 1 first name last name have read and agree to the batch upload terms and conditions Where to find it Advanced Options e Update Existing Records If checked system will update Record with uploaded information e Reject Record that are opt out in Database If you check this option the system will not accept a Record in the CSV file that is in Opt Out status in Any other database s If you choose this radio button the record will NOT be uploaded if the record is Opt out in at least one other database All other database s If you choose this radio button the record will NOT be uploaded if the record is Opt out in ALL the other databases Thi
13. Portable Network Graphics image file format e wmv Windows Media Video file format e mp3 mp3 audio files format Read below to see how easy it is to add a media file to your account You may access this feature by choosing Tools gt Media File Manager gt Media File Wizard from the toolbar or by clicking on New in the Media File Manager After choosing this menu item you will see a page much like the figure below Ff Media File Wizard new e lt L Q Save Apply Cancel Media File Media File Client Select Chent y Title File Upload amp Location Media File Browse No fle selected Random system generated 9 Short URL Custom user generated amp 195 Follow these steps to add a media file to your account 1 2 3 Click the Client drop down list and then select the correct client name Enter a Title for the media file Click the Browse button for the Media File Locate the file and click Open to return to the page Instead of accepting the default Random setting you might want to specify your own Custom URL for the media file To do so simply choose the Custom option enter the Custom Short URL and then click the Check Availability button When you re happy with the entries click the Save button in the upper right corner of the page Click Cancel to discard your entries 196 Billing This chapter covers billing for operating companies agencies and client
14. TXT 2 WIN 148 WEB SITE WIDGET 5 Send to All Limit To Filter Previous Next To choose one or more existing databases 1 Click the database name in the Available listing then click the right arrow to move the database name to the Selected listing 2 One option to restrict the message distribution is Limit To Click this radio button and then enter a value for the total number of messages that will be sent at random to the databases you ve chosen 3 You can also choose to restrict by database columns by clicking the Filter radio button Then choose a field from the drop down listing and then choose a value For example you could choose Carrier from the drop down listing and then select AT amp T Wireless In this case for the databases you ve chosen only those recipients whose records have AT amp T Wireless as the carrier will receive a message 4 Click the Add link to append another filter and follow the instructions in step 3 295 Destination Database Select Augilable Selected DEMO DEMO DATABASE 1U MESSAGE MASTER j Send to All Limit Ta Filter Gender Male E Female Linkin Afd AND joan Dare j fa Ah From i0ai 2012 2 Te 1osisr2z0i2 al fudd Fudd Rlenowe AND Sare OF Aud Rlenowe AND Select Add Remove _Check Results Previous Next 5 When you re happy with your changes click Next to continue to the last step Launch amp Expiration This is t
15. amp Expiration 153 Launch amp Expiration This is the last step you specify if you want to launch the email distribution one time Launch Once or repeat the distribution at regular intervals Recurrence After you make your decision follow the simple steps below Launch Once 1 The default Launch Date is today immediately as shown by the selection of the Now radio button 2 If you want to specify a future launch date click the Date radio button 3 Click in the field to display a calendar then select a date on which the distribution will begin 4 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 5 Choose a Time Zone 1 Setup 2 Email Content 3 Previe w 4 Destination Database 5 Launch amp Expiration O Launch Once Launch Date oo N ow Date 09 12 2014 HH 10 MM 0 AM y Time Zone Eastern Time US amp Canada GMT 05 w You may click the Previous button to return to prior steps and make adjustments If you re happy with all of the settings click Launch Email to commit your changes and return to the main page 154 Email Manager The Email Manager displays a listing of all email campaigns for your account You can filter by OC Operating Company Agency Client Status You can edit disable re enable and delete Campaigns There are also options to restrict the date range display previously deleted campaigns and perform a searc
16. follow these steps 1 From the drop down list click the OC Operating Company to which you want to add the user 2 Enter the Username then click the Check Availability button 3 Enter the Password then enter the same value for Confirm Password 4 Choose the Time Zone and Language and if necessary choose Disabled for the Status The right side of the page contains the remain user properties see figure below Continue following the steps below to complete setup of the user account 236 First Last Name Name Company Email Phone Miss Country Select Country ad Street Address City State Zip Web Address 5 Enter the First Name Last Name Company Email address Phone and Cell Phone for this the user 6 Choose the Country then enter all the address information 7 Finally enter the Web Address for this user 8 Click the Save button to commit your changes and complete the wizard 237 New Operating Company The New OC feature is a tool for creating an operating company Here you define the username password business information rights and permissions billing package and so on After saving an operating company profile you may then return to edit most of its settings You may access the New OC feature by choosing Clients gt Clients Manager gt OC gt New OC from the toolbar After choosing this menu item you will see a page containing the fields that we display in the figures below
17. 1 Click Create New Database 2 Enter a Database Name 3 Check the box for Send Subscription Renewal Msg if you want to send a monthly renewal message to your database 4 Click Submit to commit your changes click Cancel to discard If at least one database already exists you ll see it in the Available listing see the figure below Follow the steps below to manage your databases 58 Destination Database _Create New Database No Destination Database Destination Database Select Available Selected WUZR Record existsin Any selected Database perform the following action to Records who s status is Opt in active gt Please select the action below Terminate this session and don t send a message Terminate this session and send the following message Message 0 160 chars To choose one or more existing databases 1 Click the database name in the Available listing then click the right arrow to move the database name to the Selected listing 2 If you want to take action when a duplicate entry is found in a database check the If Record exists box 3 In the first drop down choose All if you want to this setting to apply only if a duplicate is found in all databases in the Selected listing Leave the default Any if you want this setting if at least one duplicate is found in any of the databases 4 In the second drop down the default option is Opt in Active If you leave this opt
18. A A AE 198 Client Prone Manag eT asesir ennai a A A OEO ONERE 200 New Clent Pricing Package remacssi tess a e Ea dG aed anexghviwdiexs 200 New Agency PRICING Package onian aie a E E N 203 New OC PRICIne Package ranmi A R 208 OC Package Manag ei oaraciniri nn aA E 211 Pricing Package Manage esencon a R a 213 POCICY crase 215 PRONCY DaShpO ANG onar E E 216 Agency User Manag el rugsascinnran s a T a 217 New AgenCy USER resine n a N I E N 219 NOWAC ONO oien NA N E 221 Cheni eanan E E E 225 chent Das HpDoar enrian n EEO EA E AE 226 Cient User Mando Er ermini ire T ANTA 228 NEW Chen t USEF neuan e O a a makers in 230 NOW CHCI aea a E A A A 232 ODEraline COMPANY sserrosiin errien nE aE EN TE 235 NEW OC USET ceno E N acest 236 New Operating COMPANY ierre E N T coats 238 CDSS IID A Ossetia nea E O NE N ONS 242 GS SOR IV AN E O ne a eats aa atv cae ace 244 Dalal sisa E 246 Creatine a Database coriaria iren uke dangecsaneiaeaee 247 Batch Upload Advanced ODtiOns ccsssseccecessssseecescssseceecessseaeecescsseeeeeeeseseees 252 Avoiding Network Look Up In Batch Upload Report sedans cuca AAE AOA 253 IEy oils 1 1 A Uploadaa 254 Database Manag peerage ee re 255 RECON aye Gait een ae er nee tne EA N reat mei oo eer rape eae 259 NEW ROCOR OG apenan iian T E E E E 262 Record Fields IVa Mae Cb endirare inna a a TA 265 NeWiRecord Fieldieoniuininin e E T maser ee 267 White LAD GU aids ocecsuvieicasadacewedencuveeusdacgeecuniesepustdonuedeucta
19. Clients Data Settings Help You can click on any of these items or you can access submenus beneath With the mouse arrow hover over any of the items in the toolbar to display the sub menus Most submenus contain several items For example here is the submenu that appears when you hover over the SMS Campaign item dMs Campaign Manager Reminder Keyword Manager You may click on any of the items to access the corresponding feature Feel free to explore the toolbar and its sub menus You will also find a number of icons directly beneath the toolbar These icons are carefully chosen to help you navigate to features that relate closely with the work you are doing with the present feature For example these icons appear on the Dashboard page ZOQ ertmrzAhAdoe B SMS Reminder Keywords Email Widget QR Code Geofence Reports Short Media Clients Database Record Campaign URL File Manager As in the tool bar if you hover the mouse arrow over an icon sub menus will display For example these sub menu icons appear if you hover over the icon Reminder OB amp amp Reminder Date Database Birthday Reminder Reminder Reminder To the right of these icons you will also find icons to handle administrative tasks such enabling disabling and deleting I lt o C Enable Disable Delete 14 STOP HELP Updates Disable Messages amp Add Spanish Messages Disabling Opt Out Messages We have added the ability to disable the opt ou
20. Disable Click this icon to disable the media file A disabled media file cannot be used again until it is enabled e Delete click this icon to delete the media file A deleted media file is both disabled and invisible Column Headings The figure below displays the first few column headings Underneath these headings you will see a list of all your media files MN Tithe MM Type Client Short URL Accessed Last Used Managing Media Files At the extreme right end of each record in the listing you ll find a series of small icons Click this icon to view statistics Click this icon to preview the media file Click this icon to edit the media file you will exit the Media File Manager Click this icon to disable the media file A disabled media file cannot be used again until it is enabled 193 5 Click this icon to delete a media file A deleted media file is both disabled and invisible 194 Add a Media File With this feature you may create a new Media File for use with your campaigns Textboom supports these types of media files e asf ASF digital audio video file format e avi AVI movie file format e flv FLV Flash video file format e gif Graphics Interchange Format image file format e jpeg jog Joint Photographic Experts Group image file format e m4v raw MPEG4 video format e mov mp4 m4a 3gp 3g2 mj2 QuickTime MPEG4 Motion JPEG 2000 file format e png
21. Out Date section Opt Out Date From 09 23 2014 t HH 12 MM 00 AM y ith To 089 272014 E HH 11 MM 59 PM v Here you can choose a beginning From and ending To of date range that will restrict the records that appear in the results 1 Click the From calendar icon for example choose April 1 2 Then optionally choose the hour HH and minutes MM that will define the precise time for the start of the report date range Also choose AM or PM from the drop down You could enter 9 00 AM 3 Next click the To calendar icon you might choose April 30 4 Then optionally choose the hour HH and minutes MM that will define the precise time for the start of the report date range You could enter 5 00 PM 5 Click the Go button to update the listing Only the records that fall within the date range will appear in the results 6 Click the Reset button to revert back to the original filter settings Exporting Once you have the results that you seek you can export the data to a comma separated value CSV text file You can easily export the listing by following these simple steps 4 1 Click the Export icon in the upper left corner of the page 2 When the window appears choose the location in which you want to save the CSV file 3 Click Save Column Headings The figure below displays the first few column headings Underneath these headings you will see all of the opt out events Cell Phone Client
22. Recurrence Duration lDay Recurrence pattern Daily Recur every 1 day s O Weekly O Every Weekday O Monthly Range of recurrence Endafter 5 occurrences End by HH 12 MM 00 AM amp 78 Configure a Launch Date for the First Occurrence 1 If you want to specify a launch date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will begin 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Configure an Expiration Date for the First Occurrence 1 If you want to specify an expiration date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will expire 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Occurrence 1 For Recurrence Time you may leave the default setting Same as First Occurrence Launch Time 2 Otherwise check the second radio button and enter the time in hours HH and minutes MIM and choose AM or PM from the drop down list 3 Choose a Time Zone 4 If you would like a Recurrence Duration different from the default 1 Day select it from the drop down list 5 The default Recurrence Pattern is Daily Recur every 1 day If you like simply choose the options which match your preferences 6 You may also specify the Range of recurrence This can eith
23. T display time with time zone e created D1 will display 11 01 2010 Let s look at a complete message example Dear firstname 8 we sent ua message on created d1 and we didn t hear back from you Plz call us at 800 123 4567 and mention store id storeid firstname 8 get the first name from db limited to first 8 characters created d1 get the created date from db and enter it in d1 format storeid get the storeid field for this member Random Code Tag Random FormatLength You can include a random tag to generate a unique code The format of the random tag can define if this is a Numeric Alphanumeric Alpha type as well as combine lowercase and UPPERCASE characters The length of the tag defines how many characters will be generated You can generate a code separated by dash to create a multi part code Format N or n Numeric Digits only A Alphabetic UPPERCASE Letters Only a Alphabetic Lowercase Letters Only M Alphanumeric UPPERCASE Mixed digits and letters m Alphanumeric lowercase Mixed digits and letters Length 1 Single digit between 2 to 20 This option will create one continuous code Example random N6 will create a random numeric number with 6 digits 106 2 Hyphenated code This option will create a Multipart code each part separated by dash can have different number of characters Examples 4
24. a Package Description 2 Choose a Billing Cycle 3 If necessary set the Status to Disabled In the next section you may optionally specify the One Time charges 208 Set up Fao Pre Paid MTs STD Pre Paid MOs STD Pre Paid NLs Decide if you want to charge initialization fees for Set up Pre paid MTs Pre Paid MOs and or Pre paid NLs In the Per Cycle section you may enter the recurring charges Included MTs STD Included MOs STD Included NLs Included Keywords Cycle Recurring Foo Cyclo Minimum Spend MT Rollover Yes No MO Rollover _ Yes No NL Rollover Yes No Retroactive Tiered Pricing Yes No Follow these steps to complete this section 4 In Included MTs enter the number of message terminations that you want to permit for each billing cycle 5 In Included MOs enter the number of message originations that you want to permit for each billing cycle 6 Do the same for Included NLs and Included Keywords 7 If you want to allow credits to accumulate and rollover into the next billing cycle then consider changing some or all of the remaining options By choosing Yes for each of the options decide if you want to permit MT Rollover MO Rollover and or NL Rollover 8 Also decide if you want to permit Retroactive Tiered Pricing You may choose to adopt progressive pricing structure If so then look to the last section Progressive Pricing Table abo bie Field Price Remove imessage
25. amount message amount 1 Select Remove Add Follow these simple steps to implement progressive pricing 9 You need to specify a range for each tier The first row represents the first pricing tier Enter values for From and To which represent the lower and upper limits of the message count for the first tier 209 10 In the Field drop down list choose the field containing the message count that you want to evaluate to see if it falls within the range you set in the previous step 11 Enter the Price for this tier 12 To enter another tier click the Add link When you are done configuring the operating company click the Save button to commit your changes and complete the pricing package 210 OC Package Manager The OC Pricing Manager displays a listing of all agency pricing packages for the agency you choose You can filter by Status and edit disable re enable and delete packages You may also perform a search for a specific word or number The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time You may access this feature by choosing Clients gt Billing gt OC Pricing Manager from the toolbar After choosing this menu item you ll see a page having the characteristics which we describe below Filters On the left side of the report control panel you ll find a gro
26. box 3 In the first drop down choose All if you want to this setting to apply only if a record is found in all databases in the Selected listing Leave the default Any if you want this setting to apply to a record found in any of the selected databases 4 In the second drop down the default option is Opt in Active If you leave this option the setting will only apply to duplicate records having an opt in value Instead you might choose Opted out Inactive or Any 28 5 Next decide what happens when a duplicate is found You can choose to Terminate this session and don t send a message or choose to send a message If you choose the second option then enter the Message 6 When you re happy with your changes click Next to continue to the last step Launch amp Expiration This is the last step in which you ll define the duration of the campaign by specifying the launch and expiration dates The default settings are such that the campaign will begin immediately and have no expiration date Follow these simple steps if you want to modify either or both Configure a Launch Date 1 If you want to specify a launch date click the Date radio button If you want the campaign to begin immediately click on Now 2 Click the calendar icon to select a date on which the campaign will begin 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone 4 Launch
27. box next to any record and then click the icon that corresponds to the function you want to apply e New add a new Client Pricing Package 200 e Enable enables a record that has been previously been disabled e Disable Click this icon to disable the package A disabled package cannot be used again until it is enabled e Delete click this icon to delete the package A deleted package is both disabled and invisible Column Headings The figure below displays the first few column headings Underneath these headings you will see a list of all your packages Included Included Included O Jea a a MTs STD MOs STD NLs Managing Pricing Packages At the extreme right end of each record in the listing you ll find a series of small icons 4 Click this icon to edit the package you will exit the Pricing Manager wf Click this icon to enable the package Click this icon to disable the package A disabled package cannot be used again until it is enabled e Click this icon to delete the user A deleted package is both disabled and invisible 201 New Client Pricing Package With the New Client Pricing Package feature you can create a new client pricing package which is quite similar to creating a new agency pricing package You may access this feature by choosing Clients gt Billing gt Client Pricing Manager gt New Client PP from the toolbar After choosing this menu item you will see a page contai
28. can also search for a specific word or number The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time Once you have the results that you seek you can export the data to a comma separated value CSV text file Read below to learn how to prepare your report You may access this feature by choosing Reports gt Invoicing Support Report from the toolbar After choosing this menu item you will see a page having the characteristics which we describe below ay 4 9 Invoicing Support Report Dashboard Export Search by Month Date Search Entity Type Select T Entity Name Select iy Type youl Entiy v Go Reset Month September y 2014 y Invoice Support Report for the month of 09 2014 N Type Association S L gt i z z Z rs g g F 2 2 z 3 lt s fF z 2 Z oS z g ooo woo P es a a a ee ee ee ee ee ee es ee o a O 5 9 E 5 gt a gt g S a a a 5 Ei E 23 J g z C c D g7 a gt A D gt A a a gt z A H a 2 a Filters On the left side of the report control panel you ll find a group of filters below Choose from one or more of these drop down menus to filter by OC Operating Company Agency or Client Search Select Type Entity Name CellForceUSA Enabled Along with these filters y
29. click the Copy Link to Msg button to insert the link into the reply message text 25 Add a Short URL to this message Q Add a Short URL to this message 3 Follow up URL successtul C D chars 0 msg Select Short Available URL Select URL meee Copy Link to Msg Sencal Adding a Media File to the message 1 To add a media file such as a video image or music check the box for Add a Media File to this message Click the Upload Media File button then enter a Title and then click the Browse button to upload the media file MM file The Title will be the display text for the media file link In the Select a file drop down list choose the link you just made to display the URL in the File URL field Now click the Copy Link to Msg button to insert the media file link into the reply message text Click Next to move on to the Destination Database step Textboom supports these types of media files asf ASF digital audio video file format avi AVI movie file format flv FLV Flash video file format m4v raw MPEG4 video format mov mp4 m4a 3gp 3g2 mj2 QuickTime MPEG4 Motion JPEG 2000 file format wmv Windows Media Video file format mp3 mp3 audio files format 26 2 Select Dot Add a Media File to this message Keyword Pa Add a Media File to this message Select a Available file Select File o FileURL Message Op _
30. describe below FJ Database new e oY O Save Apply Cancel Database Setup Create a New Database Client Select Che a Create a new EMPTY Database just provide a name Send Subscription Renewal Msg Participate ina PSMS SMS New Database Campaign L Name Create Applicable for menu message Shortcode Create a New Database amp Upload File Create a New Database amp Manual Upload New Database Name New Database Name Upload Database Browse No file selected amp Phone Number s You can enter upto 100 separated Country Select y 9 phone No space or dash Include Country and Area Code E g 12013344233 15233532211 Date Format No Date z Total Records 115000 Advanced Options Update Existing Records L Reject Record that are opt out in 9 Any other Database s all other Database s This Database only O Allow to upload TCPA compliance field 9 v Perform Network Lookup 9 LI Send welcome message Upload l first name last name have read and agree to the batch upload terms and conditions 247 Configuring a new Database Notice that there are several panels on the page e Database Setup e Database Messaging e Create a New Database e Database Notification e Create a New Database amp Upload File e Follow up amp Messaging e Create a New Database and Manual Upload The first panel is Database Setup Sond Subscription Renewal Msg he shortcode 57711
31. drop menu In the listing that appears you can choose a category Each category has a variety of email templates any one of which you can 148 choose to format your email message Click on a template to preview to the right When you find one that you like click the Select Template button Select Template Email Options Choose a Category 5 R Preview Selected Template Ae All Templates 38 Beauty and SPA 3 Business 8 Total Records 3 General 4 Health and Fitness 3 Newsletter 1 Responsive 2 Restaurants Bars and Clubs 5 Retail 9 Travel 3 A Responsive Template is a template design that adapts itself to whatever is being used to view it In theory the email looks as good on a wall sized super HDTV as it does on your iPhone and offers similar functionality After choosing a template you can add adjust or remove some of the templates items and wording in the Graphical Editor see below Email Options Also at the top of the page you can click the Email Options drop down to view and configure several convenient options and the location in your email Select Template F Email Options 149 If you wish to receive these emails please click following link Shee ly Forward to a friend link check this box to insert a link that your recipients may click to send this email to their friends The number of forwards will appear in the Email Manager and Email Log more on
32. each member You can use tags in any text message field Note The tags are only optional There is no requirement whatsoever to use any tag when creating a text message How to construct a message with tags The text message that you want to send may be a combination of static text data that is dynamically taken from the database or specialty values that are generated just before the message is sent When you write a message you enter the text that you want and insert tags precisely where you want to use personalized information To separate tags from the text we use this notation fieldname parameter The items found between each will be replaced by data that Textboom fetches the actual information and formatting it properly The will NOT be part of the message that is sent Notes e The double sign is made of two pipe characters e Remember that the maximum length of the message to be sent is 160 characters In checking the length Textboom will also take into account the length of the tags e Fields value may be empty so when you design the message please be aware that there is nothing to fill the tag E g if your message include Dear firstname lastname and the first name field is empty the message might show as Dear Smith e We highly recommend that you use tags with the max length parameter defined so that you guarantee the final message will be fewer tha
33. end of each record in the listing you ll find a series of small icons 4 Click this icon to edit the keyword you will exit the Keyword Manager wf Click this icon to enable the keyword Click this icon to disable the keyword A disabled keyword cannot be used again until it is enabled Click this icon to delete a keyword A deleted campaign is both disabled and invisible 90 Create a New Keyword With the Keyword feature you may create a new keyword for use with your campaigns You can create a simple keyword or a progressive keyword that has a prefix that you might use with other keywords Read below to see how easy it is to setup You may access this feature by choosing SMS Campaign gt Keyword Manager gt New Keyword from the toolbar SMS Campaign Web Email QR Code Geofence SMS Campaign Manager Reminder Keyword Manager New Keyword Or by clicking on New from the Keyword Manager C Keyword Manager Pd 4 Le tu Dashboard SMS Reminder New Enable Disable Delete Campaign After choosing this menu item you will see a page much like the figure below 91 Client Messaging Medis Client Enabled Shortcode Available selected JADA Keyword Type w Simple e g PIZZA Progressive Minimum 2 characters e g MY which can create My PIZZA lly COKE Required Prefix Follow these steps to create a keyword L 2 3 Click the Client drop down list then select the correct c
34. field will appear in the results Click the Go button to update the listing click the Reset button to revert back to the original filter settings Add Enable Disable or Delete Pricing Packages In the upper right corner of the page locate these icons oO g e boa New Enable Disable Delete Check the box next to any record and then click the icon that corresponds to the function you want to apply e New add anew Pricing Package 213 e Enable enables a record that has been previously been disabled e Disable Click this icon to disable the package A disabled package cannot be used again until it is enabled e Delete click this icon to delete the package A deleted package is both disabled and invisible Column Headings The figure below displays the first few column headings Underneath these headings you will see a list of all your packages Included Included Included O Jea a a MTs STD MOs STD NLs Managing Pricing Packages At the extreme right end of each record in the listing you ll find a series of small icons 4 Click this icon to edit the package you will exit the Pricing Manager wf Click this icon to enable the package Click this icon to disable the package A disabled package cannot be used again until it is enabled e Click this icon to delete the user A deleted package is both disabled and invisible 214 Agency An agency is a division of an Operating Com
35. for the First Occurrence 1 If you want to specify an expiration date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will expire 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Occurrence 1 For Recurrence Time you may leave the default setting Same as First Occurrence Launch Time 2 Otherwise check the second radio button and enter the time in hours HH and minutes MIM and choose AM or PM from the drop down list 3 Choose a Time Zone 4 If you would like a Recurrence Duration different from the default 1 Day select it from the drop down list 5 The default Recurrence Pattern is Daily Recur every 1 day If you like simply choose the options which match your preferences 6 You may also specify the Range of recurrence This can either end after a specific number of occurrences or you can specify a date and time on which the distributions will end You may click the Previous button to return to prior steps If you re happy with all of the of the settings click Launch SMS Campaign to commit your changes and return to the main page 54 Txt 2 Quiz Every X Wins The Txt 2 Quiz feature is a tool for creating simple campaigns that solicit SMS responses to a quizzing game in which the winning entries occur at regular intervals You specify the frequency of winning entries the maximum number of
36. last step in which you ll define the duration of the campaign by specifying the launch and expiration dates The default settings are such that the campaign will begin immediately and have no expiration date Follow these simple steps if you want to modify either or both Configure a Launch Date 1 If you want to specify a launch date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will begin 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Configure an Expiration Date 1 If you want to specify an expiration date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will expire 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Recurrence You may also launch stop and launch the broadcast repeatedly Follow the steps below to configure multiple launches 69 First Occurrence Launch Now Date ca HH 12 MM 00 PM l Time Zone Eastern Time US amp Canada GMT 05 Expiration Just before the 2nd occurrence launch 5 nts f HH 12 MM 00 AM l Time Zone Eastern Time US amp Canada GMT O5 Occurrence Recurrence Time Same as First Occurrence Launch Time O py E mM 00 PM el Time Zone Eastern Time US amp Canada GMT 05 Recurrence Durati
37. list of all your campaigns SMS Campaign ID Agency Client Type Keyword SC Database s Name Managing Campaigns At the extreme right end of each record in the listing you ll find a series of small icons Click this icon to view Campaign Performance Report Click this icon to view a popup showing the campaign message dialogue Click this icon to edit the campaign you will exit the Campaign Manager O a b Click this icon to cause the campaign to expire immediately A campaign that you expire will no longer send messages Click this icon to disable the campaign A disabled campaign cannot be used again until it is enabled kl Click this icon to delete a campaign A deleted campaign is both disabled and invisible except when the Show Deleted SMS Campaign box has a check in it Click this icon to enable campaigns that have been dis abled 20 Auto Responder The Auto Responder feature is a tool for creating campaigns that solicit resoonses through SMS text messages We provide you with many options and yet it s quite easy to setup You may access this feature by choosing SMS Campaign gt SMS Campaign Manager gt Auto Responder from the toolbar SMS Campaign Manager Reminder Keyword Manager TCPA Opt in Auto Responder Broadcast Data Collection Txt 2 Vote Txt 2 Win Every X Wins Txt 2 Win Random Win Tat 2 Quiz Every X Wins Txt 2 Quiz Random Win PSMS Subscription Auto Respo
38. menu item you will see a page having the characteristics which we describe below Email Log Dashboard Export Date A From 09 23 2014 t HH 12 MM 00 000 To 09 23 2014 t HH 11 MM 59 Search Select OC v Select Agency y Select Client v Status Select z Go Reset Sender Receiver From Name En Database H Subject Date Status Email Campaign of Clicks ID of Opens Restrict by Date Range On the right side of the report control panel you find the Date section Date From 00 23 2014 ca HH 12 MM 900 To 022014 HH 111 MM 59 167 Here you can choose a beginning From and ending To of date range that will restrict the records that appear in the results 1 Click the From calendar icon for example choose April 1 2 Then optionally choose the hour HH and minutes MM that will define the precise time for the start of the report date range Also choose AM or PM from the drop down You could enter 9 00 AM 3 Next click the To calendar icon you might choose April 30 4 Then optionally choose the hour HH and minutes MM that will define the precise time for the start of the report date range You could enter 5 00 PM 5 Click the Go button to update the listing Only the records that fall within the date range will appear in the results 6 Click the Reset button to revert back to the original filter settings Search Immediately above the column headings you ll find
39. of these drop down menus to filter by OC Operating Company Agency Client Status or Short Code Search Select OC Select Agency Select Client kd Along with these filters you ll also find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search field will appear in the results Status Select Status Shortcode Shortcode Go Reset Click the Go button to update the listing click the Reset button to revert back to the original filter settings 89 Add Enable Disable or Delete Keywords In the upper right corner of the page locate these icons O E eo kea New Enable Disable Delete Check the box next to any record and then click the icon that corresponds to the function you want to apply e New add a new keyword e Enable enables a record that has been previously been disabled e Disable Click this icon to disable the keyword A disabled keyword cannot be used again until it is enabled e Delete click this icon to delete a keyword A deleted keyword is both disabled and invisible Column Headings The figure below displays the first few column headings Underneath these headings you will see a list of all your keyword listings Prefix Keywords Keyword Alias Keyword Type Managing Keywords At the extreme right
40. one or more of these drop down menus to further restrict the report listing Select Carrier li Select Shortcode e Select Agency ie Messaging Media Client E i Click the Go button to initiate the search Any records containing the value in the Search field will appear in the results Exporting Once you have the results that you seek you can export the data to a comma separated value CSV text file You can easily export the listing by following these simple steps 1 Click the Export icon in the upper right corner of the page 2 When the window appears choose the location in which you want to save the CSV file 3 Click Save 171 Column Headings The figure below displays the first few column headings Underneath these headings you will see all of the messages Sender Receiver Database SMS Campaign Log Type Status 172 Batch Upload Report The Batch Upload reporting feature displays a listing of CSV batches that have been uploaded for your account You can filter by type OC Operating Company Agency or Client There is also an option to restrict the date range and you may also search for a specific word or number The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time Once you have the results that you seek you can export the data to a comma s
41. opt in This will allow the system to provide the appropriate message flow so records don t have to double opt in each time they text a keyword Note You can create an Auto Responder campaign as either as a Double Opt in or Single Opt in Campaign A subscriber that completes a Double Opt in will automatically be flagged as TCPA Compliant For Single Opt in you can instruct the system to flag the subscriber as TCPA Compliant as long as such action is complaint with the TCPA guidelines Message In this step you ll write the Auto Responder message and perhaps configure some options Think of it as a conversation template here you are configuring the interaction between the SMS recipient and your campaign Remember the maximum length of the message is 160 characters Have a look at the figures and read below to learn the steps 2 Double Opt In Auto Responder Message To TCPA compliant Thanks for joining Stay tuned for news deals and record Optional other exclusive offers sent right to your phone Reply 134 chars Qy STOP to end HELP for help 1 msg e Double Opt in Messages 1 Initial Double Opt in Message Welcome to BRAND mobile club in order to continue 300 chars receiving text messages from us plz reply YES 2 msg Replying YES is not required to make a purchase Texts may be sent using an automatic telephone system Reply STOP to cancel HELP for help Up to 2 eo msgs week Msg amp D
42. reached message field enter the message that will be sent to anyone who attempts to participate in the game after the contest is over 7 Finally you ll need to select the email address to which the winning numbers will be sent For Send Winner s to the email of select the email address from the Available listing by clicking the small arrow 8 Click Next to move on to the Destination Database step Destination Database In this step you ll choose the database in which you want to store your campaign data If no database exists you may create one by following these steps 1 Click Create New Database 2 Enter a Database Name 3 Check the box for Send Subscription Renewal Msg if you want to send a monthly renewal message to your database 4 Click Submit to commit your changes click Cancel to discard If at least one database already exists you ll see it in the Available listing see the figure below Follow the steps below to manage your databases 83 Destination Database _Create New Database No Destination Database Destination Database Select Available Selected WUZR Record existsin Any selected Database perform the following action to Records who s status is Opt in active gt Please select the action below Terminate this session and don t send a message Terminate this session and send the following message Message 0 160 chars To choose one or more existing datab
43. receive a text If the mobile user is outside the GeoFence no text will be sent to them You manage all of the settings from within this feature including ping intervals fence definitions and database relationships Access this feature simply by choosing Geo Fencing from the toolbar Geofence Passbook I Locaid Geofence Campaign Don t forget that you can access the SMS Campaigns and features by utilizing the quick link Tit iil Geofence f Geofence icon that is located under the toolbar on the Dashboard Se mgm mi PS Af pi PI A O x mMm Z2 ecaj BB SMS Reminder Keywords Email Widget QR Code Geofence Reports Short Media Clients Database Record Campaign URL File Manager A new page will appear like the figure below 137 Sy Geo Fencing Wizard edit s Di Gan Penning a a MaaPencna 3 Letebes Beta Laurdh amp Espira Settings Brka Eater Sipi Geo Campaign Hama fasion tereps Thies is the actual campaign tait wall tart 11 21 f r Live tent Geo Cam paagn hisia he Lin on poskia pinga Location Ping Limia ia Liew campaign positive locaton pings o 1 per 5 Dail Bul rot more Fan d par 1 Cimgaigaii Follow these steps to create a GeoFence 1 There are four tabs of information Setup GeoFences Location Database and Launch amp Registration 2 In the Setup tab enter a Geo Campaign Name and optionally a Geo Campaign Note 3 Choose one of the two options for Location Ping Limits You
44. selected the event thie weekend tyd ted o e tore thia 71 060 Chara 7a to Feia ifpoeeviewet All date fields default and ST custom will appear here Deyts Setore After Teeny Recurrence af pera An g Y Mj e Adun ta Record Tene Fone Follow these steps to create a reminder 1 2 3 Click the Client drop down list Enter a Name for the reminder Choose one or more databases from the Database listing Click the plus sign to move the database name to the Selected listing Enter the Reminder Message 5 Choose the Field in which you want to look for matching dates For Day s Before After enter the number of day s before or after the message is to be sent If you want to send the message prior to the matching date found in the Field column then select the minus sign To send a message after the date occurs use the plus sign By default the message will be sent once annually which is especially effective for anniversary dates Remove the check from Yearly Recurrence if you do not want the message to be sent every year Choose the Send At time This is the precise hour of the day at which the message will be sent If you want to conform to the time zone that is found in the database record then choose Yes in the dropdown for Adjust to Record Time Zone When you re happy with the entries click the Save button in the upper right corner of the page
45. the Status to Disabled Next you may enter the Company Details These are found in the panel on the upper right side of the page Company ki i Country Select Country Street Address City State zip P Browse 6 Enter the Company Phone and choose a Country 7 Enter a Street Address City State and Zip code 8 Optionally enter Web Address 9 Click the Browse button to choose a Logo image from your computer Next we ll look at the User Messaging panel Here you can enter the prefixes and suffixes for messages auto responders and reminders All of these entries are optional Default Message Default Message Prefix Suffix Auto Responder Auto Responder Prefix Suffix Reminder Prefix Reminder Suffix Double Opt in Double Opt in Required Text Keyword Opt Out Message Help Message 0 160 Chars 0 160 Chars 10 Enter a Default Message Prefix and Default Message Suffix 11 Enter a Auto Responder Prefix and Auto Responder Suffix 233 12 Enter a Double Opt In Prefix and Double Opt in Suffix 13 Enter an Opt Out Message Help Message and Subscription Reminder Message Optionally you choose from a number of social media options in the Social Networking panel lf you want to sand messages to Facebook account please provide a Facebook ID Facebook ID Facebook Password Facebook is one of many social media venues for which you can supply the access credentials such as the ID and Pa
46. the file Click this icon to disable the database A disabled campaign cannot be used again until it is enabled g Click this icon to delete the database A database is both disabled and invisible 258 Record Manager The Record Manager helps you manage all the phone records in your account From this manager you can execute all record management actions with ease To begin you may access this feature by selecting Data gt Record Manager from the toolbar Data Settings Help Database Manager Record Manager Batch Opt Out Don t forget that you can access the SMS Campaigns and tools by utilizing the quick link icons that are located under the toolbar on the Dashboard The following sections explain all the functions of the database manager that you can use to create your campaigns eOG ee e Fk WAER AUB SMS Reminder Keywords Email Widget QR Code Geofence Reports Short Media Clients Database Record Campaign URL File Manager Filters Search Status Select Status On the left side of the control panel you ll find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search field will appear in the results You ll also find a Status drop down list from which you can select a status filter You may also filter by Carrier Click the Go button to update the listi
47. the following Simple acl Mane uem an Send Message Run SMS Campaign DGI chars Dynamic Response if answer is then z i Send Message Run SMS Campaign O60 chars Agd Clear Otherwise send Message Run SMS Campaig 0 160 chars Current Txt 2 Vote Results No Response Aaa Le ba Sekected a Simple Response the simple response does not examine the value of the SMS reply You may choose one of two responses types either Send Message or Run SMS Campaign If you choose Send Message your message content has a 160 character limit If you choose Run SMS Campaign choose a predefined campaign from the drop down list 66 NOTE You ll need to create and save at least one predefined campaign before it will appear in the drop down listing b Dynamic Response this response examines the value of the SMS reply We recommend this choice only if you have high confidence that your recipient will type a reply that contains a precise value For example if you chose Zip from the Expected Answer see above you might expect a specific numeric response in the SMS reply If this is the case then do the following e Choose Dynamic Response e Enter a specific value in the If answer is field e You may choose one of two responses types either Send Message or Run SMS Campaign If you choose Send Message your message content has a 160 character limit If you choose Run SMS Campaign choose a predefined campaign from
48. the report control panel you find the Look Up Date section Lookup Date hal From 08 23 2014 HH 12 MM 00 AM y l J J To 0232014 HH 11 MM 59 PM Here you can choose a beginning From and ending To of date range that will restrict the records that appear in the results 1 Click the From calendar icon for example choose April 1 170 2 Then optionally choose the hour HH and minutes MM that will define the precise time for the start of the report date range Also choose AM or PM from the drop down You could enter 9 00 AM 3 Next click the To calendar icon you might choose April 30 4 Then optionally choose the hour HH and minutes MM that will define the precise time for the start of the report date range You could enter 5 00 PM 5 Click the Go button to update the listing Only the records that fall within the date range will appear in the results 6 Click the Reset button to revert back to the original filter settings Search Immediately above the column headings you ll find a Search field see the figure below Here you can enter a specific value such as Chicago or 15615551313 Click the Go button to initiate the search Any records containing the value in the Search field will appear in the results Other filters To the right of the Search field you ll find a number of other filters Select Carrier Select Shortcode Select Agency or Select Client You can choose values in
49. these steps to complete this section 1 In Included MTs enter the number of message terminations that you want to permit for each billing cycle 2 In Included MOs enter the number of message originations that you want to permit for each billing cycle 3 Do the same for Included NLs and Included Keywords 4 If you want to allow credits to accumulate and rollover into the next billing cycle then consider changing some or all of the remaining options By choosing Yes for each of the options decide if you want to permit MT Rollover MO Rollover and or NL Rollover 5 Also decide if you want to permit Retroactive Tiered Pricing You may choose to adopt progressive pricing structure If so then look to the last section Progressive Pricing Table dips bi Field Price Remove imessage amount measage amount 1 Select Remove Add Follow these simple steps to implement progressive pricing 203 1 You need to specify a range for each tier The first row represents the first pricing tier Enter values for From and To which represent the lower and upper limits of the message count for the first tier 2 In the Field drop down list choose the field containing the message count that you want to evaluate to see if it falls within the range you set in the previous step 3 Enter the Price for this tier 4 To enter another tier click the Add link When you are done configuring the operating company click the Save button
50. this below Check the location box This will display where in your email you want this link located The default setting is for the link to show in the top left of your email Hosted Version Link check this box to insert a link that your recipients may click to view the message in on a HTML page within a web browser Check the location box This will display where in your email you want this link located The default setting is for the link to show in the top left of your email Follow up on Social Media check this box to allow your email recipients to share this email on Facebook Twitter InstaGram Google Plus Pintrest and YouTube Click on the social media link you want to appear in your email and insert your personalized link You can choose as many links as you want You can also insert a prefix i e Follow Me that will appear before the selected social media link s Check the location box where in your email you want this these link s located It will default to show in the top left of your email 150 Subscribe check this box if you want a Subscribe link for simple instructions to appear in your email Users can use this link to sign up and receive your future emails Should a user click this option and submit their information the user will be added to your chosen database By default a standard message will appear but you can tailor the Subscribe verbiage up to 200 characters long Utilize the Link Text dro
51. to which the winning numbers will be sent For Send Winner s to the email of select the email address from the Available listing by clicking the small arrow 10 Click Next to move on to the Destination Database step In this database exists you may create one by following these steps i 2 Destination Database step you ll choose the database in which you want to store your campaign data If no Click Create New Database Enter a Database Name 3 Check the box for Send Subscription Renewal Msg if you want to send a monthly renewal message to your database 4 Click Submit to commit your changes click Cancel to discard If at least one database already exists you ll see it in the Available listing see the figure below Follow the steps below to manage your databases 50 Destination Database _Create New Database No Destination Database Destination Database Select Available Selected WUZR Record existsin Any selected Database perform the following action to Records who s status is Opt in active gt Please select the action below Terminate this session and don t send a message Terminate this session and send the following message Message 0 160 chars To choose one or more existing databases 1 Click the database name in the Available listing then click the right arrow to move the database name to the Selected listing 2 If you want to take action when
52. value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search field will appear in the results Status Select Status Reset Click the Go button to update the listing click the Reset button to revert back to the original filter settings Column Headings The figure below displays the first few column headings Underneath these headings you will find all of the email templates Tr Title Client Category short Description 159 Email Template Wizard To make it easier to create different types of email messages you can create one or more templates You may access this feature by choosing Email gt Email Manager gt Email Template Wizard from the toolbar Dashboard SMS Campaign Web Email OR Code Geofence Passbook Msg Box Cellforce D 09 23 2014 12 30 55 PM aad ean 7 Email Template Manager Email Template Wizard Email Manager Template Categories After choosing this menu item you will see a page much like the figure below top of the page Type Private Public Client Select Client Category Select Title Short Description ee Image Status Disabled Enabled Follow these steps to create an email template 1 Choose whether you want this to be a Private or Public template If you choose Public the template will be applicable to all clients and the Client drop down list
53. we recorded your B Day as 11 02 1980 4 ur special promo go2 wew cellforcegames com and enter code CFIVF 740 when u sign up 110 Web A Web Widget is a tool that you configure which allows users to opt in to a list on a website Once you configure the settings custom code is generated for an embedded or pop out widget In this chapter we explain how to create and manage widgets Learn about each in the following topics e Web Widget Manager e Widget Wizard You may access these tools from the Web menu in the Textboom toolbar or from the quick link Widget icon on the Dashboard 111 Web Widget Manager The Widget Manager displays a listing of all widgets for your account You can filter by OC Operating Company Agency Client or Status You can edit disable re enable and delete widgets You may also perform a search for a specific word or number The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time You may access this feature by choosing Web gt Widget Manager from the toolbar Web Email OR Code Widget Manager You can also access the SMS Campaigns by utilizing the quick link icons that are located under the toolbar on the Dashboard MOGQG e eeOe ek WAR RaAaUL SMS Reminder Keywords Email Widget QR Code Geofence Reports Short Media Clients Database Record Ca
54. will see a page much like the figure below 102 Client Hame Available selected DATABASE 1 DEMO DEMO FACETIME FACETIME 2 Database MESSAGE MASTER OPTINDATETIME DEMO lt REEBOK TEST WITH OPTINDAT SHC TEST Reminder Message 0 160 Chars Send At 01 iw AM iw AKDT ine Adjust to Record Time Zone Mo Follow these steps to create a reminder 1 Click the Client drop down list and then select the correct client name 2 Enter a Name for the reminder 3 To choose a Database click the database name in the Available listing then click the right arrow to move the database name to the Selected listing 4 Enter the Reminder Message 5 Optionally for Send At choose the precise time at which you want the reminder to be sent Choose No for Adjust Record to Time Zone if you don t want the reminder to account for the time zone in the recipient s record 6 When you re happy with the entries click the Save button in the upper right corner of the page Click Cancel to discard your entries 103 Message Tags What is a Personalized Text Message A personalized text message also known as a tagged message allows you to define a text message that can combine text that you type with tags that function as placeholders for information stored in the member record in the database or in another data source Textboom will automatically replace each tag with the particular data value for
55. winners and several other options It is easy to setup by following the instructions in this section You may access this feature by choosing SMS Campaign gt SMS Campaign Manager gt Txt 2 Quiz Every X Wins from the toolbar SMS Campaign Manager Reminder Keyword Manager TEPA Opt in Auto Responder Broadcast Data Collection Tat 2 Vote Txt 2 Win Every X Wins Tt 2 Win Random Win Txt 2 Quiz Every X Wins Txt 2 Quiz Random Win PSMS Subscription Auto Responder 3 PSM3 Pin Conditional Double Opt in Don t forget that you can access the SMS Campaigns by utilizing the quick link icons that are located under the toolbar on the Dashboard Dashboard H amp we SMS TCPA AutoResp Campaign Opt in Manager OG ty SMS Reminder Keywords Email Widget a gt a J N Ro N Vis tr DataColl T2Vote T2W Xth amp 6 B E U ei QR Code Geofence Reports Short Media Clients Database Record URL File Manager oe eo g a s g OS A 1B t e trk ee t t T2W Rand T2Q Xth T2Q Rand PSMS PSMS P After choosing this menu item you will see a page much like the figure below 55 Profile Summary To begin follow these steps 1 Click the Client drop down list and then select the correct client name 2 Also choose a Keyword from the drop down list if any are available 3 Enter a SMS Campaign Name 4 Optionally enter the SMS Campaign Note
56. 2 If you want to simply display a message within the widget click the option for Send confirmation message to the widget and enter the Confirmation Message 3 Instead if you want to redirect to another page to display the message click the option for Go to a confirmation page enter the URL and then optionally choose to display the target web page in a New Window Text message to recipient s phone 1 You might also want to send a confirmation text message to the phone number in the database record If so then check the box for Send Text Message to the Record s phone 2 Enter the Confirmation Message Activate a SMS Campaign 1 You can also initiate a campaign by checking the box for Activate a SMS Campaign 2 From the drop down listing choose the campaign you want to activate When you are done click Next to move on to the final step of the wizard Generate Code Generate Code This is the last step in which you generate the code for use in your campaign You have two options You can generate code for the widget to appear either in a popup window or a form Here is the view of the page 120 Generate The Widget Code Option 1 Widget Popup implement the Widget as a popup that is launched when the user clicks on widget icon Generate and Copy the HTML code to your website to show icon Select a Widget Icon p Option 2 Widget Form implement the Widget as a form that you add to your website Generate a
57. 4 9 characters long code N4 4 can generate 6782 9164 3 3 3 11 characters long code M3 3 3 can generate H32 3KS W9R 3 2 4 11 characters long code a3 2 4 can generate ndc gv wkma Code Generation To eliminate confusion on the part of people reading the code on a phone we do NOT use the following numbers and letter in the random Numbers O 1 Letters O I o lowercase L Examples e Congrats firstname 7 lastname 10 you joined us on created Plz go to www HelpHunger com and enter code random M3 3 3 To finalize ur application e Congrats firstname 8 for joining our Mobile VIP Club Plz call 800 123 4567 and enter code random N6 To finalize ur application Now Date Tag Now n H D W M Y Timezone Format You can include a date tag that will generate a date based on date time now A date will be automatically generated by the system based on Now the current date amp time You can include a delta hours days weeks months years from Now and decide if the date should consider the recipient time zone if available or a specified time zone The format of the Now tag defines the appearance of the date in the message and it takes the same formats like any other Date field that is stored in the database Let s use an example You have a campaign that responds to the keyword PROMO and you want the member to receive a special promo with a time limit of 3 days after th
58. Coll T2Vote T2W Xth T2W Rand Keywords ea o N a e T2Q Xth Email wW o oN ee T2Q Rand Widget O x PSMS iT iit Geofence ip PSMS P Reports Short URL After choosing this menu item you will see a page much like the figure below 80 Media File gy Clients ES Database Manager t4 Record Profile Summary To begin follow these steps 1 Click the Client drop down list and then select the correct client name 2 Also choose a Keyword from the drop down list if any are available 3 Enter a SMS Campaign Name 4 Optionally enter the SMS Campaign Notes 5 When you re happy with the entries click the Next button to continue on to the next step Message Client Messaging Media Client Enabled Keyword Select Keyword Shortcode Pricing Package 250 SMS Campaign Name SMS Campaign Notes Message In this step you ll specify the frequency of winning entries the maximum number of winners and configure a number of options Think of it as a conversation template here you are configuring the interaction between the SMS recipient and your campaign Remember the maximum length of the message and error message is 160 characters 81 Response After Participant Entry 0 160 chars Select when to stop accepting participants SMS Campaign Expiration Max number of participants SMS Campaign Manager request Max of Winners Max Entr
59. Copy Link to Msg 0 chars 0 msg Cancel Destination Database In this step you ll choose the database in which you want to store your campaign data If no database exists you may create one by following these steps 1 Click Create New Database 2 Enter a Database Name 3 Check the box for Send Subscription Renewal Msg if you want to send a monthly subscription reminder message to all of the contacts in your database 4 Click Submit to commit your changes click Cancel to discard If at least one database already exists you ll see it in the Available listing see the figure below Follow the steps below to manage your databases 27 Destination Database _Create New Database No Destination Database Destination Database Select Available Selected WUZR Record existsin Any selected Database perform the following action to Records who s status is Opt in active gt Please select the action below Terminate this session and don t send a message i Terminate this session and send the following message Message 0 160 chars To choose one or more existing databases 1 Click the database name in the Available listing then click the right arrow to move the database name to the Selected listing You can also double click on the database name that you want to Select 2 If you want to take action when a duplicate entry is found in a database check the If Record exists
60. ET 122 aR SKILDE ENEI orie a E E 123 AR CAI DAE 0 sncsicsernawannctsamessaesmeesesanecosucnnscuss somrcnenvanseaeheatacaea ua nemuctoeakenanianeaantas 127 SO FO INGUIN sae cep cascaccatnccaccsvanecstvewsceh T EAE 137 IVISS BOK siese nner E E E N S 142 aa i A A A E A E A 145 Em BrO CA E erea E E E A E E 146 Eola o Cl eatececiacinae cesses renting tocinteaesiacinancisgin areal ansoanieastiacinarceasa eoateenees 155 EMail Template Wander seccsststesc secsancce iysieceseelcee ace caas a T 158 Email Template VV IZarGieste esata cnsrta e te cceecetiacmaisdy aceasta ten eswaaeak centres 160 RE DOMES cicasicsecicctcnscaucarccasectves AS 162 WIGS SAS COS arron se echoes wae eames sacs A Sateen sede gus ecru ee een seas 163 EAU OS inoa ta act aceasta ce aetna E ones Sues maak coed vances 165 NECWOLK LOP aa cae aeicen a clat edie a eyaatsntaa uae wencaasanaaueamateniaebcoaaes 168 Bat gC se ors e MM RENO g Ga netem ety Merny SO a a nr itn eee nee were 171 INVOICE SUD DOLE RED OVE ornai a a eae eae ew ee ee 175 Jo el 10 go 0 8 el oeri tree errs er renee ee oe RT 177 SMS Campaign Performance Report cccsssccccssecccesececesceceeneceseecetseseeeeees 179 Utilization RODO oana a aaa a o 183 W GONS ahicccautiae anaa a E 186 SPOR UREM NIE Era aa aoa 185 Create d SHOR URL cinara n A a a 187 Medid Fle Manager sonigante OAE TNA 187 Add aiMedid FIE sc settiwedicnsratcg ube a E O a ation 190 BINDE conie E a 197 Agency Pricihe Mander erone e a
61. First Name 178 SMS Campaign Performance Report What is SMS Campaign Performance Report The SMS Campaign Performance Report gives the user the ability to track analyze and review campaign performances with this easy to use feature via detailed graphs and easy to read detailed data sheets How to access your report 2 s A Gz Se gt 9 4 Fi SMS Campaign Manager 6e DALO ae a Wot Ce mater wet Leet Updated G7It WOT O S3 PU EDT from Sterct Seed OF y Select Agency y Sweca het Ji SAA Saac SMS Cargagnh pe 7 gt am 1 Sacw Oewted 5105 Canseqs wms ea fof Campaign Agency Chert ype S2yword pey Datastisar a Launch tapua MTs States Acthow P om 96 Press the pie chat ion bo access he seport What data is available All campaigns other than Broadcast campaigns will show a report including tabs Keyword Time Geographic Carriers and Detailed info Note The SMS Campaign Report is updated hourly Please allow 1 hour for the most up to date results The Keyword tab displays the keyword and aliases defined in the campaign impressions or interactions from each one and the creation dates 179 m f1 MPAIGN MAM ES Je l i Launch Dwie OFA E aperatean Cede HTA DATE RANGE ova ONA _ Sutin Keyword Time Geg athi Carers Detailed info KEYWORD ALIAS PERFORMANCE the kepwords alases are arranged im alphabetical order Export to Excel Keyeraord IMPRESSIONS OF TOTA
62. In this case you can check this check and the system will flag the W Set subscriber as TCPA Compliant after a successful Single opt in subscriber as TCPA Compliant Auto Responder Message Welcome to BRAND mobile club Stay tuned for awesome deals and news sent night to your phone Reply STOP to cancel HELP for help Up to 2 msgs week Msg amp Data rates may apply Follow up messaging after a successful single opt in Send Message OR Run SMS Campaign Here is your first deal Enjoy 50 off of your next 134 chars purchase when you show this text to the cashier Reply 1 msg Q STOP to end HELP for help C3 Immdeiately OR After Days Send Message OR Run SMS Campaign Fashion 12 12 Immdeiatey OR After 4 Days 0 Use this message to welcome your subscriber after a successful Opt in provide message frequency e 3msq wk and Opt Out information Add a follow up message or campaign to be launched after a successful opt in Define the time at which the follow up action s should be deployed Min Add Clear Adding a URL to the message 1 To add a short system generated hyperlink check the box for Add Short URL to this message 2 Click the Create Short URL button and then enter a Title and the URL The Title will be the display text for the link 3 In the Select Short URL drop down list choose the link you just made to display the URL in the Short URL field 4 Now
63. L DATE CREATED WIP 4 100 2012 07 23 00 1147 Total 4 100 The Time tab displays the time distribution of the campaign The Day of Week Average chart reflects the average campaign interaction for each day The Hour of Day Average chart shows the average campaign interaction per hour Note The results depict the avg values based on the total impressions in the Date Range CAMPAIGN NAMES Demo Launch Dates OF W012 Expiration Daie HAA x DATE RANGE oxen arer ehf _Subm Keyword Time Geoorapiuc Carers Detaled milo Export to Excel Day of Week Average Hour of Day Average 5 T 7 2 7 T T 7 7 z 7 2 0 PA a4 2 0 a4 Ls a La i 0 5 0 00 0 6 06 0 0 00000 oo oaoa oa 00 0 0 0 00 00 00 0 0 00 00 0 ooo 7 ST 7 4 G E in it te 1 1 1 00 01 22 A 180 The Geographic tab shows the location of records as they opt in MO based on their zip code CAMPAIGN NAMES Demo nth Daie OF CERIO Eunication Dates bith DATE RANGE onza2en raw Suma Reynard Titre Geographie Caneera Deedee nig Impress d The m a map of the dainbubon of meoreng messages M0 based on eutecibers fF code Broadcast Campaign Reports There are 2 tabs of information available Carriers and Detailed Info The Carriers tab gives a breakdown of delivery distribution based on carriers and the message status of your campaign Note The carrier and status distributions are based on ALL MT amp MO linked with the Campaign not just impressio
64. MOs STD Pre Paid NLs Decide if you want to charge initialization fees for Set up Pre paid MTs Pre Paid MOs and or Pre paid NLs In the Per Cycle section you may enter the recurring charges Included MTs STD Included MOs STD Included NLs Included Keywords Cycle Recurring Foe Cycle Minimum Spend MT Rollover Yes 4 No MO Rollover _ Yes No NL Rollover Yes No Retroactive Tiered Pricing Yes 4 No Follow these steps to complete this section 4 In Included MTs enter the number of message terminations that you want to permit for each billing cycle 5 In Included MOs enter the number of message originations that you want to permit for each billing cycle 6 Do the same for Included NLs and Included Keywords 7 If you want to allow credits to accumulate and rollover into the next billing cycle then consider changing some or all of the remaining options By choosing Yes for each of the options decide if you want to permit MT Rollover MO Rollover and or NL Rollover 8 Also decide if you want to permit Retroactive Tiered Pricing You may choose to adopt progressive pricing structure If so then look to the last section Progressive Pricing Table dips bi Field Price Remove imessage amount measage amount 1 Select Remove Add Follow these simple steps to implement progressive pricing 206 9 You need to specify a range for each tier The first row represents the first pricing tier Ente
65. Media Clients Database Record URL File Manager Campaign Last Updated 09 23 2014 04 04 PM EDT After choosing this menu item you ll see a page having the characteristics that we describe below Dashboard SMS Campaign Web Email QRCode Geofence Passbook Msg Box Reports Tools Clients Data Settings Help S LoriFarmer MyAccount Log Out Cellforce 09 23 2014 04 36 59 PM Sg oe fr d o t Dashboard QR Code Media New Enable Disable Delete File Short URL Manager Select Source Y Shot URL V QR Code Media File Search Select OC vy Select Agency v Select Client y Status Select Status y Go Reset C Short URL Title Client Short URL Long URL Go to URL Source Created Last Used Accessed Action Filters On the left side of the report control panel you ll find a group of filters below By default the listing displays all Short URLs QR Codes and Media Files links Uncheck one or more of the boxes to remove a category from the listing Select Source Wl ShotURL IQR Code Media File You may also choose from one or more of these drop down menus to filter by OC Operating Company Agency Client or Status Search Select Agency Messaging Media Client Enabled 187 Along with these filters you ll also find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right o
66. On the left side of the control panel you ll find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search field will appear in the results You ll also find a Status drop down list from which you can select a status filter Click the Go button to update the listing click the Reset button to revert back to the original filter settings Add Enable Disable or Delete Fields In the upper right corner of the page locate these icons wf gy is New Enable Disable Delete 265 Check the box next to any record and then click the icon that corresponds to the function you want to apply e New add a new record field e Enable enables a field that has been previously been disabled e Disable Click this icon to disable the field A disabled field cannot be used again until it is enabled e Delete click this icon to delete a field A deleted field is both disabled and invisible Column Headings The figure below displays the first few column headings Underneath these headings you will see a list of all your records i L_ Field Name Field Title Managing Record Fields At the extreme right end of each record in the listing you ll find a series of small icons Click this icon to edit the field you will exit the Record Fields Manager Click this icon to disabl
67. Random Win Txt 2 Quiz Every X Wins Txt 2 Quiz Random Win PSMS Subscription Auto Responder 3 PSMS Pin Conditional Double Opt in _ located under the toolbar on the Dashboard Dashboard KA SMS TCPA Campaign Opt in Manager 3 A A AutoResp LOGOO SMS Reminder Keywords Email QR Code Geofence ie gt w N N ee ee DataColl T2Vote T2W Xth ia N C e T2W Rand ea o a o mn AN nh N C ie C ie T2Q Xth T2Q Rand Widget lt A PSMS 3A PSMS P Reports Short URL Media File After choosing this menu item you will see a page much like the figure below 40 Clients Ep Database Manager i L Record Client Messaging Media Client Enabled b Keyword Select Keyword Shortcode Pricing Package 250 SMS Campaign Name SMS Campaign Notes Entering a Profile Summary To begin follow these steps 1 Click the Client drop down list and then select the correct client name 2 Enter a SMS Campaign Name 3 Optionally enter the SMS Campaign Notes 4 Also choose a Keyword from the drop down list if any are available 5 When you re happy with the entries click the Next button to continue on to the next step Message Message In this step you ll write the SMS message specify the response type and then configure the follow up response Think of it as a conversation template here you are configuring the interactio
68. Random Win PSMS Subscription Auto Responder 3 PSMS Pin Conditional Double Opt in Don t forget that you can access the SMS Campaigns by utilizing the quick link icons that are located under the toolbar on the Dashboard Dashboard ag G o oe H 2 E S B B SMS Reminder Keywords Email Widget QR Code Geofence Reports Short Media Clients Database Record URL File Manager ng Bm Bm ie E gt we ie mo wog Bm Bm t t Wt Via tH tH tH tH c t SMS TCPA AutoResp BCast DataColl T2Vote T2W Xth T2W Rand T2Q Xth T2Q Rand PSMS PSMS P Campaign Opt in Manager After choosing this menu item you will see a page much like the figure below s91 Client Shortcode 44622 Pricing Package 250 SMS Campaign Name SMS Campaign Notes Broadcast Profile Summary To begin follow these steps 1 Click the Client drop down list and then select the correct client name 2 Enter a SMS Campaign Name 3 Optionally enter the SMS Campaign Notes 4 When you re happy with the entries click the Next button to continue on to the next step Message Message In this step you ll write the message and perhaps configure some options Begin by entering the message You can enter a long message and the system will split it into two or more SMS messages but this may result in a higher count of MT being sent You will see in the preview on the right how the messages will be split Read below about the options that you can enable f
69. This image will appear at the top of the widget If you don t want a header image check the No Header Image box 5 Next enter the Header Title Text Using the small toolbar in this panel you may also change the font family font size and other formatting options You can also resize this panel and the others below by grabbing the lower right corner of the panel and dragging it outward 6 You can also enter the Footer Text As before you may change the formatting using the small toolbar in this panel steps continue below the next figure 116 Terms and Condition Title Font family 7 Font size HB 7 U B 2 F Terms and Condition Link Privacy Policy Title EPEE E E Font family Font size B J U 2 2 8 gt F Privacy Policy Link Submit Button Label Close Button Label Include Close Button 7 Optionally you can enter a Term and Condition Title and a Terms and Conditions link 8 If you like you may enter a Privacy Policy Title and a Privacy Policy link 9 If you want something different than the default then enter the text in the Submit Button Label field 10 If you want to place a button that can close the widget without submitting check the Include Close Button box Optionally enter the text for the label in the Close Button Label field 11 Click Next to move on to the Data Fields step of the wizard Data Fields In this step you ll add fields to the widget Here is the first view of the page
70. URL drop down list choose the link you just made to display the URL in the Short URL field 4 Now click the Copy Link to Msg button to insert the link into the reply message text Add a Short URL to this message Create Short URL Available Select URL This is a system generated link Select Short URL Add a Media File to this message Media Fie lea Available File Preview Select File This is a system generated link Select a file Adding a Media File to the message 1 To add a system generated hyperlink to a media file check the box for Add a Media File to this message 2 Click the Upload Media File button then enter a Title and then click the Browse button to upload the media file MM file The Title will be the display text for the media file link 3 In the Select a file drop down list choose the link you just made to display the URL in the File URL field 4 Now click the Copy Link to Msg button to insert the media file link into the reply message text 5 Click Next to move on to the Destination Database step 34 Destination Database If at least one database already exists you ll see it in the Available listing see the figure below Follow the steps below to manage your databases Destination Database Select Available Selected CAFE M WEB WIDGET 783 BROADWAY PIZZA 4 CAFE MURANO 1408 LEADS 3 LINDA_DAILY DEAL 3 LINDA VIP 3 SANDALS 0 TEST LIST 3
71. Winner Message 0 160 chars Non Winner Message 0 160 chars Too Many Entries Message 0 160 chars Max of participants reached message 0 160 chars Send Winner s to the email Available MMCLIENT support messac Selected Have a look at the figure and then read below to learn the steps 1 Begin by entering the Response After Participant Entry This is the resoonse message that will be sent to each participant when their entry message is received by the system 2 Next make a choice for Select when to stop accepting participants The default setting is at the SMS Campaign Expiration which is the date on which the campaign ends see the Launch amp Expiration section below You can also stop accepting participants upon reaching the Max number of participants or at any time upon the SMS Campaign Manager request 3 Place a limit on the number of winners by entering a value in the Max of Winners field 74 4 Limit the number of entries per SMS number by entering a value in the Max Entries Allowed By Same Participant field For example if you specify the value as 1 then only one entry per number is acceptable If a participant exceeds this maximum they will receive the message you write in the Too Many Entries Message field see below 5 If you want to permit the possibility of multiple wins for a single participant choose Yes for Can the same number win more than one time 6 Every winning participant wil
72. Y n TEETE 11 DRDO sacs os etree na cn ot saree E E E ene 12 TO OUD ale and ICONS sa E E NA 14 STOP HELP Updates Disable Messages amp Add Spanish Messages 15 SNIS ee E E E E E E E E TTE E E E E 17 SIVIS Campaign Vida e CF s cssasseesssadacsannsnavadevabasanaeahdonniceenceaneeysencavibaresadayareesedcars 18 AUTO CSO GION arenira enn E 21 Bro OC a r A A E E A N 31 Data GONE CUIOUN sacotatcassoassatanatviwacsecenetenes eaeaaeataneteaut AN 40 TIt Z OZ COU VV sien ot asec event eae egrets se ceeds 47 TZ QUIZ EVY AXA WINS ieia sway a canine omer NE 55 EZ NVO O a E E 63 Txt 2 Win Randoni VV carscostecn tees ceree se tedatacecanacenceusaces wcaqeseteeiecccees meenieeseesnecses 72 TXEZ Win SY VIS asec pno a EA OEE EE O 80 OVW OS araro E 88 Keyword Manager eccessccciescasavevasacesisdcasasdabavasabepssaedevacacsisboasastnesravadepavandeeneesesdeds 89 Crete T NEW ROI crisan css ccna esic ceased ete eeesaecnaensennnqsrcanerenaoeeecaeceeas 91 RVING pcg carne sc sna ne cusps ease sna veneinns esse dunes E 94 Reminder Manap CF oiiire iE E NE Ei 95 DERMA oae a E E 98 D tabase bY 00 1g 10 gt serne e E AORE 100 Pitna R MNAO ad a a a a seat oeecceesdes 102 Message TaS os access eocce ae cnc tas soaves EEE ONNEA ETE AEA NEAS aii 104 WOD iren EE ESEE EE E E ESO ENGS 111 Wep Widget MINIE ET aerma c aa or ar EAT A 112 Create a Web Widget sosssesmccxsacasacancuaesowcabeanesssenvasssacesseascnavaersueaiaccssermesrsenneaeesae 114 OR COGES suicune EE E E E
73. a Last name can be empty Middlename I middiename i A _ Middle name or initial can be empty eman O emani tmail candeempy Gender Ilgenderi 1a Gender can be empty SS 008 Ildobji 0 Date of Birth or Year of Birth canbe empty _ eirthday I1birhdayi 0 Only Month and date can be empty Address INaddressii A Address can be empty cry Heyl 1a Cty can be empty SS county Heountyi a County can be empty state listate a State can be empty SSS zp lao a zipcode canbeempy country Ioui a Country created Ilereatedi 0 Date the member record was created language MMianguageli A Language canbe emp Timezone IItimezone A 3 letters time zone code can be empty The A fields tags will include a max length optional parameter max If for example you write fieldname max this will specify that up to first max characters of fieldname in the message firstname 7 will include the first 7 characters of the member s first name The D field tags will include a date time format parameter e d1 mm dda yy Default Format e d2 dd mm yy D2 e d3 yy mm dd D3 105 e d4 mm dd Birthday amp DOB Fields e d5 dd mm Birthday amp DOB Fields e d6 Mon dd e g Mar 24 Birthday amp DOB Fields e t HH SS PM AM Examples e fieldname d1 display date field in d1 format e fieldname
74. a Search field see the figure below Here you can enter a specific value such as Chicago or 15615551313 Click the Go button to initiate the search Any records containing the value in the Search field will appear in the results Other filters To the right of the Search field you ll find a number of other filters Select Carrier Select Shortcode Select Agency or Select Client You can choose values in one or more of these drop down menus to further restrict the report listing Select Carrier lie Select Shortcode e Select Agency ie Messaging Media Client E i Click the Go button to initiate the search Any records containing the value in the Search field will appear in the results As you choose drop down menus other will appear that will continue to restrict the report As seen below when you select a Client from the drop down menu the Database and SMS Campaign filter will appear Messaging Media Chent Ei w Select Database y Select SMS Campi w 168 Exporting Once you have the results that you seek you can export the data to a comma separated value CSV text file You can easily export the listing by following these simple steps 1 Click the Export icon in the upper right corner of the page 2 When the window appears choose the location in which you want to save the CSV file 3 Click Save Column Headings The figure below displays the first few column headings Undern
75. a duplicate entry is found in a database check the If Record exists box 3 In the first drop down choose All if you want to this setting to apply only if a duplicate is found in all databases in the Selected listing Leave the default Any if you want this setting if at least one duplicate is found in any of the databases 4 In the second drop down the default option is Opt in Active If you leave this option the setting will only apply to duplicate records having an opt in value Instead you might choose Opted out Inactive or Any ie 5 Next decide what happens when a duplicate is found You can choose to Terminate this session and don t send a message or choose to send a message If you choose the second option then enter the Message 6 When you re happy with your changes click Next to continue to the last step Launch amp Expiration This is the last step in which you ll define the duration of the campaign by specifying the launch and expiration dates The default settings are such that the campaign will begin immediately and have no expiration date Follow these simple steps if you want to modify either or both Configure a Launch Date 1 If you want to specify a launch date click the Date radio button If not click Now 2 Click the calendar icon to select a date on which the campaign will begin 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Tim
76. abled Short URL cannot be used again until it is enabled b Click this icon to delete a Short URL A deleted Short URL is both disabled and invisible 189 Create a Short URL With this feature you may create a Short URL for use with your campaigns A short URL is a compact web address that is excellent when the target web address is lengthy or cryptic Read below to see how easy it is to create a short URL You may access this feature by choosing Tools gt Short URL Manager gt Short URL Wizard from the toolbar or click on New in the Short URL Manager After choosing this menu item you will see a page much like the figure below Short URL Wizard new eLO Save Apply Cancel Short URL Short URL Setup Client Select Cent y Title URL Content Long URL Random system generated amp Short URL Custom user generated o Follow these steps to create a Short URL 1 Click the Client drop down list and then select the correct client name 2 Enter a Title for the short URL 3 Enter the Long URL this is the full address of the target web page 4 Instead of accepting the default Random setting you might want to specify your own Custom URL To do so simply choose the Custom option enter the Custom Short URL and then click the Check Availability button short URL Setup Client Select Client Title URL Content Long URL Random system generated Lr Short URL custom user ge
77. age Help Message and Subscription Reminder Message for this operating company The next section is Agency Setup where you may enter web email and meta data information that pertains to this operating company Here is an image of the left side of this section Domain Setup Yes No Domain Forgot Password Email Forgot Password Subject User Login Title Contact Us Email Admin No Reply Email User Login Description Throughout the entire section enter the information that you want to apply to this operating company In the last section Rights amp Permissions you ll find that this operating company has permissions to access all of the various features of Textboom Examine the entire list and decide if you want to withhold any of these permissions This might be useful if you are setting up multiple operating companies When you are done configuring the operating company click the Save button to commit your changes and complete the wizard 224 Client A client uses the services of an Agency which is a division of an Operating Company An agency may contain one or more Clients In the topics below we explain how to create and manage clients e Client Dashboard e Client User Manager e New Client User e New Client To access agency tools choose the Clients gt Clients Manager gt Clients menu item in the Textboom toobar 225 Client Dashboard The Client Dashboard also known as Client Manager displa
78. agencies and clients for your entire account You access this feature by choosing Settings gt White Label gt White Label Settings from the toolbar After choosing this menu item you will see a page containing the features that we describe below The general procedure for configuring white label settings is to first select an entity type operating company agency client or personal Changes to a Personal type will affect individual users of the system You then choose the specific entity Finally you configure the Labels Icons and graphics Bar amp Line The settings that you make here will cause various changes throughout the Textboom environment depending on the entity that you choose NOTE Once you save the white label settings for this entity you will not be able to change the entity You will be able to edit the white label settings for this entity or delete the settings altogether and start a new one If you don t see the name of a company in the list it is probably because a white label setting already exits for it In this case you should find it in the listings of the White Label Manager Follow these steps to configure white label settings 1 Click the Client drop down and then select the type In the adjacent drop down choose the specific entity for which you want to add or change white label settings 2 On the Labels tab enter the replacement text for the Dashboard Clients SMS Campaign and so on 272
79. aigns if the user unsubscribe from your list This option does not prevent the user from clicking on the This is a spam option on their email client 151 Graphical Editor The graphical editor is visible when you first enter the Email Content step You enter text in the large white area Immediately above you can see a number of toolbars Here you will find many of the essential tools that are available in a typical word processor Explore these tools by hovering your mouse over each one for a brief moment to display a tooltip which describes the function of the tool You can find tools to cut cut paste test perform a spell check highlight text align text insert links and graphics and more 1 Setup 2 Email Content k 3 Preview 4 Destination Database Select Template Email Options Graphical Editor HTML Code Text Version Source Em oy eS eee Gao Aes AY xX x ot om JBM i B I ae zel Z 35S A P BEEOEB fm d d d HTML Code After you have written some of your message you can click the HTML Code tab to view the code which lies beneath You can highlight this code and copy it so that you might paste it into a web page elsewhere Text Version You can view a simple text version of your message by clicking this tab You can copy some or all of the text and then paste it into another text editor Quick Preview You can click the Quick Preview tab to view the email as it will appear to your recipients Click th
80. ail Broadcast from the toolbar Email QR Code Geofence Passbook Msg Box Email Manager Email Broadcast Email Template Manager Template Categories If you use the quick link Email icon located under the tool bar on the Dashboard it will take you to the Email Manager SMS Reminder Keywords Email Widget QR Code Geofence Reports Short Media Clients Database Record Campaign URL File Manager Click on the Email Broadcast icon in the top right corner to start a new Broadcast mail Email Manager Dashboard Email Broadcast After choosing this menu item you will see a page much like the figure below 146 Dashboard SMS Campaign Web Email QR Code Geofence Passbook Msg Box Reports Tools Cellforce 09 23 2014 11 16 56 AM Email Broadcast new 1 Setup 2 Email Content 3 Preview 4 Destination Database Settings Client Select Chent y Email Name Subject Domain Sender Name Email 9 Reply To Setup Clients Data Settings 5 Launch amp Expiration Help S Lori Farmer My Account Log Out Dashboard Email Manager There are a number of steps necessary for configuring the email campaign Start by editing the Setup page 1 Click the Client drop down list and then select the correct client name 2 Enter an Email Name such as Welcome Email that will uniquely identify this email profile 3 Enter a Subject which will appear in the header of each email message A
81. amp Expiration Launch Date C Now Date 0923 2014 i HH amp MM B0 PM iy Time Zone Eastern Time US amp Canada GMT O5 w Expiration Date None O Date E HH 00 MM 00 AM w Configure an Expiration Date 1 If you want to specify an expiration date click the Date radio button If you don t want the campaign to expire click None 2 Click the calendar icon to select a date on which the campaign will expire 29 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone 4 Launch amp Expiration Launch Date O Now Date 09 23 2014 Ic HH E MM 30 PM y Time Zone Eastern Time US amp Canada GMT 05 y Expiration Date C None Date 12 31 2014 cas HH 111 MM 59 PM y You may click the Previous button to return to prior steps If you re happy with all of the settings click Launch SMS Campaign to commit your changes and return to the main page 30 Broadcast The Broadcast feature is a tool for distributing SMS messages We provide you with many options and yet it s quite easy to setup You may access this feature by choosing SMS Campaign gt SMS Campaign Manager gt Broadcast from the toolbar SMS Campaign Manager TEPA Opt in Reminder Auto Responder Keyword Manager Broadcast Data Collection Txt 2 Vote Txt 2 Win Every X Wins Txt 2 Win Random Win Txt 2 Quiz Every X Wins Txt 2 Quiz
82. an choose values in one or more of these drop down menus to further restrict the report listing Click the Go button to update the listing click the Reset button to revert back to the original filter settings Restrict by Date Range On the right side of the report control panel you find the Date Range section Date Range tod From 09 01 2014 HH 12 MM O0 AM y To 02232014 cal HH 11 MM 59 PM Here you can choose a beginning From and ending To of date range that will restrict the records that appear in the results 1 Click the From calendar icon for example choose April 1 2 Then optionally choose the hour HH and minutes MM that will define the precise time for the start of the report date range Also choose AM or PM from the drop down You could enter 9 00 AM 3 Next click the To calendar icon you might choose April 30 4 Then optionally choose the hour HH and minutes MM that will define the precise time for the start of the report date range You could enter 5 00 PM 5 Click the Go button to update the listing Only the records that fall within the date range will appear in the results 6 Click the Reset button to revert back to the original filter settings 184 Exporting Once you have the results that you seek you can export the data to a comma separated value CSV text file You can easily export the listing by following these simple steps 1 Click the Export icon in the up
83. anager gt Txt 2 Quiz Random Win from the toolbar SMS Campaign Manager TCPA Opt in Reminder Auto Responder Keyword Manager Broadcast Data Collection Tat 2 Vote Txt 2 Win Every X Wins Tt 2 Win Random Win Txt 2 Quiz Every X Wins Txt 2 Quiz Random Win PSMS Subscription Auto Responder 3 PSMS Pin Conditional Double Opt in Don t forget that you can access the SMS Campaigns by utilizing the quick link icons that are located under the toolbar on the Dashboard OaGCe Qeki fF fF B B a iit A eS Dashboard gu 5 SMS Reminder Keywords Email Widget QR Code Geofence Reports Short Media Clients Database Record URL File Manager ng Bm CE ie amp gt o wog Bm CE we ie Le a bor Le SMS TCPA AutoResp BCast DataColl T2Vote T2W Xth T2W Rand T2Q Xth T2Q Rand PSMS PSMS P Campaign Opt in Manager After choosing this menu item you will see a page much like the figure below 47 Profile Summary To begin follow these steps 1 Click the Client drop down list and then select the correct client name 2 Also choose a Keyword from the drop down list if any are available 3 Enter a SMS Campaign Name 4 Optionally enter the SMS Campaign Notes 5 When you re happy with the entries click the Next button to continue on to the next step Message Client Messaging Media Client Enabled Keyword Select Keyword Shortcode Pricing Package 250 SMS Campai
84. and drag it out to the size you want 4 You may also change the inside and or outside colors of the QR code squares To customize it further consider uploading images into the center of each square in the QR code Keep in mind that it s no longer necessary for QR Codes to have a square shape You may add a border to a QR code in order to create a circle star triangle or other shapes Either select a template shape or upload your own The color and effect of the QR code can be applied to the template shape by selecting the Apply Color on Shape checkbox You may also superimpose any image to have it show through the color or black of the QR Code 125 DE eee i let gi TERE Jem Ge ee mina a Reger jey Wp ee Poh D ee a a NOTE The superimposed image will not show until you save the QR Code 126 QR Campaign The QR Campaign is designed to give users the ability to change the actions that occur when a consumer scans the QR code Why settle for a single QR function such as go to a web address or dial a phone number when you can now change the QR function as time progresses Consider this example A retailer launches a new product and initially sets up the QR Code to send the consumers to see a movie about the product At the time of product launch the same QR Code will send the consumers to the product web page However after some time passes the product may be discontinued and y
85. arada lt i Comen Actes J Vidso image Bruen A Eem D 132 Location Navigation directions or location can be added via the Location tab wew owt ee eee fers ee ee 1 wd Tene Tame Contre Tome 0 9 Coda 4 paee o Omm um me eeo ay Da age mes reg e naga wes ome a sago paent wa s CUSTOMIZE CAMPAIGN am Time Zone Eastern Time US amp Caneda Hooter Lege Social Network Select Profile Nama Create Lepecnn whl Loge alige vant URL Pre cere fey Le Ae pee ee op ee Fete deve ip ii E F paj A EE amp Preview 133 RSVP Create a beautiful mobile page for guests to respond to your invitation Ask your guests for their first name last name email guests etc Lses nme Qe oeserewr ge WELCOME TO CAMPAIGN TIMELINE RSVP CAMPAIGN CUSTOMIZE CAMPAIGN Meader Content Footer Privacy Page Terms Thank You Hr ve am gt Time Zone Eastern Time US amp Canada pree Some aie Loge max height Event Mame RD TMT Evert Description ZG Survey Use this action to create surveys feedback forms or voting polls You may have up to 10 options and ask users for different kinds of information Header Content Fester Privacy Page Terms Thank You Time Zor Casters Time US Canada ma eowse iar Loge mea gh BE ae Asi For ute brlormation Logo maa saji pa C Feet Nama O Lesi Mane Loge alignment Le O Bi
86. ases 1 Click the database name in the Available listing then click the right arrow to move the database name to the Selected listing 2 If you want to take action when a duplicate entry is found in a database check the If Record exists box 3 In the first drop down choose All if you want to this setting to apply only if a duplicate is found in all databases in the Selected listing Leave the default Any if you want this setting if at least one duplicate is found in any of the databases 4 In the second drop down the default option is Opt in Active If you leave this option the setting will only apply to duplicate records having an opt in value Instead you might choose Opted out Inactive or Any 84 5 Next decide what happens when a duplicate is found You can choose to Terminate this session and don t send a message or choose to send a message If you choose the second option then enter the Message 6 When you re happy with your changes click Next to continue to the last step Launch amp Expiration This is the last step in which you ll define the duration of the campaign by specifying the launch and expiration dates The default settings are such that the campaign will begin immediately and have no expiration date Follow these simple steps if you want to modify either or both Configure a Launch Date 1 If you want to specify a launch date click the Date radio button 2 Click the calendar icon to se
87. ata rates may apply 2 Select Double Opt in YES Keyword 3 Follow up Message after BRAND Thx for confirming We will continue sending successful Double opt in you texts in the future Up to 2 msgs wk Msg amp Data 0 chars Y Rates May Apply Reply STOP to stop HELP for help 0 msg a 4 Wrong Double Optin Keyword Oops it looks like you replied with the wrong keyword Message Optional to confirm your subscription Please reply back with 124 chars YES to confirm 1 msg io Follow up messaging after a successful double opt in Send Message OR Run SMS Campaign Wealcome new friend Lise this text tn net 50 off vour Image continued on next page 23 4 Wrong ee Oops it looks like you replied with the wrong keyword Message 4 to confirm your subscription Please reply back with 124 chars S YES to confirm 1 msg Gs Follow up messaging after a successful double opt in Send Message OR Run 5M5 Campaign Welcome new friend Use this text to get 50 off your 69 chars Q next purchase 1 msg ie Immdeiately OR After Days O Send Message OR Run 5M5 Campaign Fashion 12 12 J j Immdeiately OR After 4 Days 0 Hr 0 Min Add Clear 24 Single Opt In A Single Opt in campaign is by definition not TCPA Compliant You may still use this Single Double Opt In Single Opt in Opt in campaign as part of a multi part TOPA i Compliant process
88. ated under the toolbar on the Dashboard MOG eknh FTF ESF B B i m Iii pr t Dashboard Ly SMS Reminder Keywords Email Widget QRCode Geofence Reports Short Media Clients Database Record URL File Manager ne Gm Crm CH E Be SBE SBE Ss Ss Sm Sm t t tD we tH tH tH tH t t SMS TCPA AutoResp BCast DataColl T2Vote T2W Xth T2W Rand T2Q Xth T2Q Rand PSMS PSMS P Campaign Opt in Manager After choosing this menu item you will see a page much like the figure below 63 Client Messaging Media Client Enabled Keyword Select Keyword Shortcode Pricing Package 250 SMS Campaign Name SMS Campaign Notes Profile Summary To begin follow these steps 1 Click the Client drop down list and then select the correct client name 2 Also choose a Keyword from the drop down list if any are available 3 Enter a SMS Campaign Name 4 Optionally enter the SMS Campaign Notes 5 When you re happy with the entries click the Next button to continue on to the next step Message Message In this step you ll specify the voting answers write the primary message and the error message and configure a number of options Think of it as a conversation template here you are configuring the interaction between the SMS recipient and your campaign Remember the maximum length of the message and error message is 160 characters 64 Txt 2 Vote Answer Allowed Answers Message 04160 chars Error Message 0460
89. ation This is the last step in which you ll define the duration of the campaign by specifying the launch and expiration dates The default settings are such that the campaign will begin immediately and have no expiration date Follow these simple steps if you want to modify either or both Configure a Launch Date 1 If you want to specify a launch date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will begin 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Configure an Expiration Date 1 If you want to specify an expiration date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will expire 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Recurrence You may also launch stop and launch the broadcast repeatedly Follow the steps below to configure multiple launches 77 First Occurrence Launch Now Date ca HH 12 MM 00 PM l Time Zone Eastern Time US amp Canada GMT 05 Expiration Just before the 2nd occurrence launch 5 nts f HH 12 MM 00 AM l Time Zone Eastern Time US amp Canada GMT O5 Occurrence Recurrence Time Same as First Occurrence Launch Time O py E mM 00 PM el Time Zone Eastern Time US amp Canada GMT 05
90. ay and entering values for the gt data collection campaign as we describe above you ll notice on the right side of the page a graphic depiction of the campaign sequence This preview will show you the SMS P N messages and if necessary Run TOC Birthday Club 5MS Campaign where your message will be split over 160 characters We recommend that you think of it as a conversation template here you are configuring the interaction between the SMS recipient and your campaign Yee Jane Sent System Response If you haven t already click Next to move on to the Destination Database step Destination Database In this step you ll choose the database in which you want to store your campaign data If no database exists you may create one by following these steps 1 Click Create New Database 2 Enter a Database Name 3 Check the box for Send Subscription Renewal Msg if you want to send a monthly renewal message to your database 4 Click Submit to commit your changes click Cancel to discard 44 If at least one database already exists you ll see it in the Available listing see the figure below Follow the steps below to manage your databases Destination Database _Create New Database No Destination Database Destination Database Select Available Selected WUZR ifRecordexistsin Any Selected Database perform the following action to Records who s status is Opt in active Pl
91. bove you might expect a specific numeric response in the SMS reply If this is the case then do the following Choose Dynamic Response Enter a specific value in the If answer is field You may choose one of two response types either Send Message or Run SMS Campaign If you choose Send Message your message content has a 160 character limit If you choose Run SMS Campaign choose a predefined campaign from the drop down list Next you ll need to specify the response for an SMS reply that doesn t match what you entered in the If answer is field Simply choose either Send Message or Run SMS Campaign NOTE You ll need to create and save at least one predefined campaign before it will appear in the drop down listing Click Add to add another dynamic response item click Clear to remove a dynamic response item c No Response Choose this option if you do not want to generate any response 4 Click Next to move on to the Destination Database step 42 Message 0 160 chars i sim E Eosi Send Message L Run SMS Campaign 0 160 chars Dynamic Response If answer is then Send Message L Run SMS Campaign 0 160 chars cs Add Clear Otherwise Send Message C Run SMS Campaign 0160 chars 43 Preview 5M5 Campaign Preview Jane Sent Before we move onto the next step stop and have a look at this convenient feature If ii ees ic you ve been following along What is your birthd
92. ch Any records containing the value in the Search field will appear in the results Click the Go button to update the listing click the Reset button to revert back to the original filter settings Add Enable Disable or Delete Pricing Packages In the upper right corner of the page locate these icons o QW o _ New Enable Disable Delete Check the box next to any record and then click the icon that corresponds to the function you want to apply e New add anew Agency Pricing Package 198 e Enable enables a record that has been previously been disabled e Disable Click this icon to disable the package A disabled package cannot be used again until it is enabled e Delete click this icon to delete the package A deleted package is both disabled and invisible Column Headings The figure below displays the first few column headings Underneath these headings you will see a list of all your pricing packages Included Included Included O Jea a a MTs STD MOs STD NLs Managing Pricing Packages At the extreme right end of each record in the listing you ll find a series of small icons 4 Click this icon to edit the package you will exit the Pricing Manager wf Click this icon to enable the package Click this icon to disable the package A disabled package cannot be used again until it is enabled Click this icon to delete the user A deleted package is both disabled and invisible
93. chars Accept multiple entries Max Entries Allowed By Same Participant Too Many Entries Message 04160 chars Letters Numbers Text A B C D Separate answers with commans e g 1 2 3 4 or Blue Red White No duplicate answers are allowed Yes No Have a look at the figure and then read below to learn the steps 1 Begin by entering the Allowed Answers This can be a list of numbers or letters such as A B C D You can click the Check Duplicates button to ensure that each item in the list is unique 2 Enter a Message containing instructions on how to vote 3 Also enter an Error Message which will contain instructions for the recipient to correct their previous message 4 If you want to allow multiple choices in the response click Yes to Accept Multiple Entries 5 If you want to limit participant response specify the Maximum Entries Allowed By Same Participant and also enter the Too Many Entries Message 6 Next decide which Response you want to generate when the recipient sends the reply 65 Txt 2 Vote Answer Message 0 160 chars Error Message 0160 chars Accept multiple entries Max Entries Allowed By Same Participant Too Many Entries Message 0 160 chars Letters Numbers Text Separate answers with commans 9 1 2 3 4 or Blue Red While No duplicate answers are allowed Yea No MMCLIENT Gupporhairmnes sac You may choose from
94. cific number of occurrences or you can specify a date and time on which the distributions will end You may click the Previous button to return to prior steps If you re happy with all of the of the settings click Launch SMS Campaign to commit your changes and return to the main page 9 1s Txt 2 Win Random Win The Txt 2 Win Random Win feature is a tool for creating simple campaigns that solicit SMS responses to participate in a game in which the winning entries are chosen at random by the system Also you may specify the frequency of winning entries the maximum number of winners and several other options It is easy to setup by following the instructions in this section You may access this feature by choosing SMS Campaign gt SMS Campaign Manager gt Txt 2 Win Random Win from the toolbar SMS Campaign Manager Reminder Keyword Manager TEPA Opt in Auto Responder Broadcast Data Collection Txt 2 Vote Txt 2 Win Every X Wins Tt 2 Win Random Win Tat 2 Quiz Every X Wins Txt 2 Quiz Random Win PSMS Subscription Auto Responder 3 PSMS Pin Conditional Double Opt in Don t forget that you can access the SMS Campaigns by utilizing the quick link icons that are located under the toolbar on the Dashboard Dashboard H o amp SMS TCPA Campaign Opt in Manager AutoResp ZOaACe WF E H amp BB SMS Reminder Keywords Email Widget QR Code Geofence Reports Short M
95. con to delete a client A deleted client is both disabled and invisible 222 Client User Manager The Client User Manager displays a listing of all client users for the agency you choose You can filter by OC Agency Client or Status You can edit disable re enable and delete users You may also perform a search for a specific word or number The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time You may access this feature by choosing Clients gt Clients Manager gt Client gt User Manager from the toolbar After choosing this menu item you ll see a page having the characteristics which we describe below Column Headings The figure below displays the first few column headings Underneath these headings you will find all of the client users a Username Client Company Managing Users At the extreme right end of each record in the listing you ll find a series of small icons Click this icon to edit the user you will exit the User Manager wf Click this icon to enable the user Click this icon to disable the user A disabled user cannot be used again until it is enabled Click this icon to delete the user A deleted user is both disabled and invisible Filters On the left side of the report control panel you ll find a group of filters below Choose from one or
96. cy Oc Username Contact Name Managing Agencies At the extreme right end of each record in the listing you ll find a series of small icons Click this icon to view the agency details you will exit the Agency Manager a Click this icon to edit the Agency you will exit the Agency Manager wf Click this icon to enable the agency Click this icon to disable the agency A disabled agency cannot be used again until it is enabled Click this icon to delete an agency A deleted agency is both disabled and invisible 216 Agency User Manager The Agency User Manager displays a listing of all users for the agency that you choose You can filter by Agency or Status You can edit disable re enable and delete users You may also perform a search for a specific word or number The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time You may access this feature by choosing Clients gt Clients Manager gt Agency gt User Manager from the toolbar After choosing this menu item you ll see a page having the characteristics which we describe below Column Headings The figure below displays the first few column headings Underneath these headings you will find all of the agency users a Username Client Company Managing Users At the extreme right end of each record in the listing you
97. dio button and enter the time in hours HH and minutes MIM and choose AM or PM from the drop down list 3 Choose a Time Zone 4 If you would like a Recurrence Duration different from the default 1 Day select it from the drop down list 5 The default Recurrence Pattern is Daily Recur every 1 day If you like simply choose the options which match your preferences 6 You may also specify the Range of recurrence This can either end after a specific number of occurrences or you can specify a date and time on which the distributions will end You may click the Previous button to return to prior steps If you re happy with all of the of the settings click Launch SMS Campaign to commit your changes and return to the main page lt 6 Txt 2 Vote The Txt 2 Vote feature is a tool for creating simple campaigns that solicit voting responses through SMS text messages We provide you with many options and yet it s quite easy to setup You may access this feature by choosing SMS Campaign gt SMS Campaign Manager gt Txt 2 Vote from the toolbar SMS Campaign Manager TEPA Opt in Reminder Auto Responder Keyword Manager Broadcast Data Collection Txt 2 Win Every X Wins Txt 2 Win Random Win Tat 2 Quiz Every X Wins Txt 2 Quiz Random Win PSMS Subscription Auto Responder 3 PSM5 Pin Conditional Double Opt in Don t forget that you can access the SMS Campaigns by utilizing the quick link icons that are loc
98. e Destination Database Select e Available Selected WUZR Record existsin Any Selected Database perform the following action to Records who s statusis Opt in active gi Please select the action below Terminate this session and don t send a message l Terminate this session and send the following message Message 0 160 chars To choose one or more existing databases 1 Click the database name in the Available listing then click the right arrow to move the database name to the Selected listing 2 If you want to take action when a duplicate entry is found in a database check the If Record exists box 68 3 In the first drop down choose All if you want to this setting to apply only if a duplicate is found in all databases in the Selected listing Leave the default Any if you want this setting if at least one duplicate is found in any of the databases 4 In the second drop down the default option is Opt in Active If you leave this option the setting will only apply to duplicate records having an opt in value Instead you might choose Opted out Inactive or Any 5 Next decide what happens when a duplicate is found You can choose to Terminate this session and don t send a message or choose to send a message If you choose the second option then enter the Message 6 When you re happy with your changes click Next to continue to the last step Launch amp Expiration This is the
99. e Graphical Editor tab to return to the editor and make additional changes Click the Next button to move on to the Preview step 152 Preview In this page you can see the email message as it will appear to your recipients in its entirety Click the Previous button to return to the Email Content step and make any changes If you re happy with the email format and content click the Next button to move on to the Destination Database step Destination Database Here you can select one or more databases of recipients to which you will distribute your email message Add all O items selected Remove all BROADWAY PIZZA 0 CAFE M WEE WIDGET 0 CAFE MURANO 0 LEADS 0 LINDA DAILY DEAL 0 LINDA_VIP 0 SANDALS 0 TEST LIST 0 Sens Tesi Emal Follow these simple steps 1 For each database that you want to include click the plus sign for that database to move it to the right column Click Add All if you want to send the email to all of the recipients 2 If necessary you can remove any databases you add by clicking the minus sign for that database Click Remove All to remove all databases You can also mouse over the name of the database you want to select and when it is highlighted double click This will work to select a database or if necessary remove one 3 Click Send Test Email if you want to send a test message to a specific email address 4 Click Next to go on to the last step Launch
100. e Zone Configure an Expiration Date 1 If you want to specify an expiration date click the Date radio button If not click None 2 Click the calendar icon to select a date on which the campaign will expire 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Recurrence You may also launch stop and launch the broadcast repeatedly Follow the steps below to configure multiple launches my e First Occurrence O Date ca HH 12 MM 00 PM sl Time Zone Eastern Time US amp Canada GMT 05 Expiration Just before the 2nd occurrence launch Date 5 e HH 12 MM 00 AM Time Zone Eastern Time US amp Canada GMT 05 Occurrence Recurrence Time Same as First Occurrence Launch Time O HH B mM 00 PM l Time Zone Eastern Time US amp Canada GMT 05 Recurrence Duration l1Day HO Recurrence pattern Daily Recur every 1 day s O Weekly Every Weekday O Monthly Range of recurrence Endafter 5 occurrences O Endby S HH 12 MM 00 AM 4 E me Configure a Launch Date for the First Occurrence 1 If you want to specify a launch date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will begin 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Configure an Expiration Date
101. e by selecting Data gt Database Manager from the toolbar Data Settings Help Database Manager Record Manager Batch Opt Out Don t forget that you can access the SMS Campaigns and tools by utilizing the quick link icons that are located under the toolbar on the Dashboard MOGQ e esWEERaAU LB SMS Reminder Keywords Email Widget QR Code Geofence Reports Short Media Clients Database Record Campaign URL File Manager The following sections explain all the functions of the database manager that you can use to create your campaigns Filters Search Status Select Status gt On the left side of the control panel you ll find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search field will appear in the results You ll also find a Status drop down list from which you can select a status filter Click the Go button to update the listing click the Reset button to revert back to the original filter settings 256 Restrict by Date Range On the right side of the report control panel you ll find the From and To of date filters From 04 29 2012 ica To 04 29 2012 ei _Go Reset Follow these steps to limit the records in the listing to only those that fall within a date range 1 Click the From calendar icon for example enter 4 1 2012 2 Next click the To cale
102. e the field A disabled field cannot be used again until it is enabled Click this icon to delete a field A deleted field is both disabled and invisible 266 New Record Field The New Record Field feature is a tool for creating a new field in a record You may access this feature by choosing Data gt Record Manager gt Record Fields gt New Field from the toolbar Data Settings Help Database Manager Record Manager New Record Batch Opt Out Record Fields New Field After choosing this menu item you will see a page containing the fields that we display in the figures below ev Q _ s Record Field new Save Apply Cancel Field Details Attributes Client Select Chent y Field Name Field Title Required Type Select v Status Disabled Enabled Predefined Fields Editing the Field Notice that there are several panels on the page e Field Details e Attributes e Predefined Fields The first panel is Field Details and it contains these fields 267 Field Details Client Massaging Media Client Enabled Field Name Field Title Required Type Drop Down Status C Disabled Enabled To begin follow these steps 1 First choose the Client name 2 Next specify the Field Name This is the database name of the field 3 Enter the Field Title which is the display label for this field 3 If this field is to be mandatory then check the Required b
103. e toolbar SMS Campaign Web Er SiS Campaign Manager Reminder Keyword Manager Or by using the quick link icons that are located under the toolbar on the Dashboard Se Dashboard A C an pig z a lz gee i i EZ Reminder Keywords Email Widget QR Code Geofence Reports Short Media Clients Database Record Campaign URL File Manager The following sections explain all the functions of the campaign manager that you can use to create your campaigns Filters On the left side of the report control panel you ll find a group of filters below Choose from one or more of these drop down menus to filter by OC Operating Company Agency or Client Status or Campaign Type Search Select OF w Select Agency yw Select Chent w Status Select SMS Campaign Type w Select Status nf Along with these filters you ll also find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search field will appear in the results 18 On the right side of the control panel you can also filter by SMS Campaign Type You might for example choose to view only the AutoResponder campaigns Uncheck the box for Launch if you also want to see campaigns that have expired Check the Show Deleted SMS Campaign checkbox if you want to display campaigns that had been previously deleted From 08 22 2014 Launc
104. ease select the action below Terminate this session and don t send a message Terminate this session and send the following message Message 0 160 chars To choose one or more existing databases 1 Click the database name in the Available listing then click the right arrow to move the database name to the Selected listing You can also double click on the database name to move it to the Selected side 2 If you want to take action when a duplicate entry is found in a database check the If Record exists box 3 In the first drop down choose All if you want to this setting to apply only if a duplicate is found in all databases in the Selected listing Leave the default Any if you want this setting if at least one duplicate is found in any of the databases 4 In the second drop down the default option is Opt in Active If you leave this option the setting will only apply to duplicate records having an opt in value Instead you might choose Opted out Inactive or Any A5 5 Next decide what happens when a duplicate is found You can choose to Terminate this session and don t send a message or choose to send a message If you choose the second option then enter the Message 6 When you re happy with your changes click Next to continue to the last step Launch amp Expiration This is the last step in which you ll define the duration of the campaign by specifying the launch and expira
105. eath these headings you will see all of the messages Sender Receiver From Name NEIL Database SUL Email Campaign 169 Network Log The Network Log reporting feature displays a listing of all Network Look Up that were preformed You can filter the report if need be There is also an option to restrict the date range You can also search for a specific term such as a number or a word Or you can choose from several value specific filters such Select Carrier Select Shortcode Select Agency or Select Client The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time Once you have the results that you seek you can export the data to a comma separated value CSV text file Read below to learn how to prepare your report You may access this feature by choosing Reports gt Network Log from the toolbar After choosing this menu item you will see a page having the characteristics which we describe below r lt Network Log Dashboard Export Search Select OC w Select Agency y Lookup Date pn Selan Chant v From 09 23 2014 HH A2 MM 00 AM ly 000 Select Camer v Select Aggregator y Go Reset To 09 23 2014 EJ HH ITT MM 59 PM y z Carrier Name Carrier Client Database Aggregator Cell Phone Result Lookup Date Error Code Supported Restrict by Date Range On the right side of
106. ected listing Enter the Reminder Message 5 In the Reminder In field enter the number of days that will elapse until the reminder message will be sent Optionally for Send At choose the precise time at which you want the reminder to be sent Choose No for Adjust Record to Time Zone if you don t want the reminder to account for the time zone in the recipient s record When you re happy with the entries click the Save button in the upper right corner of the page Click Cancel to discard your entries 101 Birthday Reminder The Birthday Reminder feature is a tool for distributing SMS birthday reminder messages Unlike the Database Reminder this reminder examines the Date of Birth birthday field in the recipient s record Read below to see how easy it is to setup You may access this feature by choosing SMS Campaign gt Reminder gt Birthday Reminder from the toolbar SMS Campaign Web Email QR Code Geofence SMS Campaign Manager Reminder Date Reminder Keyword Manager Database Reminder Birthday Reminder Don t forget that you can access the SMS Campaigns and features by utilizing the quick link icons that are located under the toolbar on the Dashboard MOC OFRWEER a UL SMS Reminder Keywords Email Widget QR Code Geofence Reports Short Media Clients Database Record URL File Manager i 4l H p jiji b 6 Reminder Date Database Birthday Reminder Reminder Reminder After choosing this menu item you
107. edia Clients Database Record URL File Manager A gt oe A Be g oe g 3A a We bee kee ee ee a DataColl T2Vote T2W Xth T2W Rand T2Q Xth T2Q Rand PSMS PSMS P After choosing this menu item you will see a page much like the figure below J2J Profile Summary To begin follow these steps 1 Click the Client drop down list and then select the correct client name 2 Also choose a Keyword from the drop down list if any are available 3 Enter a SMS Campaign Name 4 Optionally enter the SMS Campaign Notes 5 When you re happy with the entries click the Next button to continue on to the next step Message Client Messaging Media Client Enabled Keyword Select Keyword Shortcode Pricing Package 250 SMS Campaign Name SMS Campaign Notes Message In this step you ll specify the frequency of winning entries the maximum number of winners and configure a number of options Think of it as a conversation template here you are configuring the interaction between the SMS recipient and your campaign Remember the maximum length of the message and error message is 160 characters Joe Response After Participant Entry 0 160 chars Select when to stop accepting participants SMS Campaign Expiration Max number of participants SMS Campaign Manager request Max of Winners Max Entries Allowed By Same Participant Can the same number win Yes No more than one time
108. eek you can export the data to a comma separated value CSV text file You can easily export the listing by following these simple steps 1 Click the Export icon in the upper right corner of the page 2 When the window appears choose the location in which you want to save the CSV file 3 Click Save Column Headings The figure below displays the first few column headings Underneath these headings you will see all of the messages Sender Receiver Database SMS Campaign Log Type status 166 Email Log The Email Log reporting feature displays a listing of all Email messages that were sent You can filter for successful distributions unsuccessful attempts or exclude specific types and status indicators from the report There is also an option to restrict the date range You can also search for a specific term such as a number or a word Or you can choose from several value specific filters such Select Carrier Select Short code Select Agency or Select Client The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time Once you have the results that you seek you can export the data to a comma separated value CSV text file Read below to learn how to prepare your report You may access this feature by choosing Reports gt Email Log from the toolbar After choosing this
109. ent to the phone that sent STOP Also the system will not look for any default Opt Out Message in case the opt out message filed is ol Send Opt Out This confirms that you opt out from the service Message 48 160 Chars wih SMS All SMS functionality and features are accessed during an SMS Campaign except Keywords Throughout the Textboom application campaign describes the process of compiling a text message engagement If you want to create an Auto Responder Broadcast or a Txt 2 Vote please remember that Textboom identifies these as individual campaigns Note If a keyword is necessary you should create it before you prepare a campaign In this chapter we explain how to create these campaigns e SMS Campaign Manager e TCPA Opt in e Auto Responder e Broadcast e Data Collection Campaign e Txt 2 Vote e Txt 2 Win Every X Wins e Txt 2 Win Random e Txt 2 Quiz Every X Wins e Txt 2 Quiz Random You may access these tools from the SMS Campaign menu in the Textboom toolbar or the Sh quick link m icon on the Dashboard 17 SMS Campaign Manager The SMS Campaign Manager helps you manage all the aspects of your SMS campaigns From the manager you can execute all SMS campaign actions with ease Once you create a campaign it will be appear with all other active and inactive campaigns To begin you can access this feature by selecting SMS Campaign gt SMS Campaign Manager from th
110. eparated value CSV text file Read below to learn how to prepare your report You may access this feature by choosing Reports gt Batch Upload Report from the toolbar After choosing this menu item you will see a page having the characteristics which we describe below x aw lt Batch Upload Report Dashboard Select Date ood From 09 01 2014 HH 12 MM 00 AM y ood To 09 23 2014 t HH 11 MM 59 PM iy Search Select OC v Select Agency V Select Clent Go Reset Client Database File Name Uploaded Signed Person Processed ofprocessed ofcreated ofupdated Original File Result File Filters On the left side of the report control panel you ll find a group of filters below Choose from one or more of these drop down menus to filter by OC Operating Company Agency or Client Search Select Agency Messaging Media Clie i Gq Along with these filters you ll find a Search field Here you can enter a specific value such as Chicago or 15615551313 Click the Go button to initiate the search Any records containing the value in the Search field will appear in the results 173 Click the Go button to update the listing click the Reset button to revert back to the original filter settings Restrict by Date Range On the right side of the report control panel you may find the Select Date section Select Date Ay From 0901 2014 c HH 12 MM O0 AM w To 09232014 c HH 11 MM 59 PM He
111. er end after a specific number of occurrences or you can specify a date and time on which the distributions will end You may click the Previous button to return to prior steps If you re happy with all of the of the settings click Launch SMS Campaign to commit your changes and return to the main page 79 Txt 2 Win Every X Wins The Txt 2 Win feature is a tool for creating simple campaigns that solicit SMS responses to participate in a game in which winning entries occur at regular intervals Also you may specify the frequency of winning entries the maximum number of winners and several other options It is easy to setup by following the instructions in this section You may access this feature by choosing SMS Campaign gt SMS Campaign Manager gt Txt 2 Win Every X Wins from the toolbar SMS Campaign Manager Reminder Keyword Manager TEPA Opt in Auto Responder Broadcast Data Collection Tat 2 Vote Txt 2 Win Every X Wins Tt 2 Win Random Win Txt 2 Quiz Every X Wins Txt 2 Quiz Random Win PSMS Subscription Auto Responder 3 PSM3S Pin Conditional Double Opt in Don t forget that you can access the SMS Campaigns by utilizing the quick link icons that are located under the toolbar on the Dashboard Z OGOOGO QR Code Dashboard H Oe SMS TCPA AutoResp Campaign Opt in Manager BCast SMS Reminder w amp i at w gt w z mt N N N t Vis t e t ie Data
112. et the same QR code will send the consumers back to the retailer home page Here we see that a single QR code serves many purposes and is driven by a timeline that is setup by the retailer This is the feature that we offer here in QR Campaign When you setup your QR campaign you may add any of the available actions to the timeline A QR action will correspond to each segment on the timeline and it will be active between the time set and the start of the next timeline segment If no action is set to follow the QR will act as a Static Campaign You may access this feature by choosing QR Code gt QR Campaign Skin Designer from the toolbar OR Code Geofence Pz QR Campaign Manager QR Skin Manager QR Code Manager 2 0 OR Code Manager 1 0 Don t forget that you can access the SMS Campaigns and features by utilizing the quick link QR ofan m QR Code Code jii icon that is located under the toolbar on the Dashboard BUG eOe wWEEHR eUL SMS Reminder Keywords Email Widget QR Code Geofence Reports Short Media Clients Database Record Campaign URL File Manager J A OR i E m m QR QR Skin QR Code QR Code Campaign Manager Manager Manager Manager 2 0 1 0 oo 7 127 Begin setting up your campaign by selecting the client if applicable QR Skin Design Database to store records if you choose data collecting actions and giving a name to the campaign The right side of your screen shows the Mobile Page Defaults parameter
113. ete click this icon to delete the user A deleted user is both disabled and invisible 218 New Agency User The New Agency User feature is a tool for creating an agency user We provide you with many options and yet it s quite easy to setup You may access the Agency User feature by choosing Clients gt Clients Manager gt Agency gt User Manager gt New User from the toolbar After choosing this menu item you will see a page containing fields like the ones we display in the figures below Agency Select Agency ad Password Confirm Password Time Zone Select Language Select Language Status Disabled Enabled Configuring the User Account To create a user account you simply complete all the fields and then save the user profile To begin follow these steps 1 From the drop down list click the Agency to which you want to add the user 2 Enter the Username then click the Check Availability button 3 Enter the Password then enter the same value for Confirm Password 4 Choose the Time Zone and Language and if necessary choose Disabled for the Status The right side of the page contains the remain user properties see figure below Continue following the steps below to complete setup of the user account 219 First Last Name Name Company Email Phone Miss Country Select Country ad Street Address City State Zip Web Address 5 Enter the First Name Last Name Company E
114. ey received the promo message Since you don t know when members will text PROMO you need a dynamic way to generate the date here is how include the tag Now 3D PST D1 So if the member sent PROMO on 09 10 2011 then the system will generate the promo response message with the date 09 13 2011 Now Tag Parameters Now Delta options 1 aH No of hours to add subtract from Example 6H 12H 2 bD No of days to add subtract from Example 7D 5D 3 cW No of weeks to add subtract from Example 1W 2W 107 4 dM No of months to add subtract from Example 3M 3M 5 eY No of years to add subtract from Example 7Y 1Y Time Zone Options 1 PST PDT 2 MST MDT 3 CST CDT 4 EST EDT 5 GMT 1 23 e g GMT 2 Presentation Format options 1 d1 mm dd yy Default Format 2 D1 mm dd yyyy 3 d2 dd mm yy 4 D2 dd mm yyyy 5 d3 yy mm dd 6 D3 yyyy mm dd 7 t HH SS PM AM 8 T HH SS PM AM EST CST Examples e Congrats firstname 7 lastname 10 you are the winner of our big prize Plz arrive to our store on 123 main street until NOW 1W CST D1 to claim ur prize e Congrats firstname 8 for joining our Mobile VIP Club Ms Smith will call you on now 1W EST to introduce you to the specials of the VIP club Plz call 800 123 4567 if you need to reschedule Notes 1 Inthe second example the tag is using the default date format d1 so it doesn
115. eyword is available or an error message if it is not 3 If you want to enter more aliases check the boxes and enter keywords for 2 3 and so on 4 When you re happy with the entries click the Save button in the upper right corner of the page Click Cancel to discard your entries fx Keyword new e ds O save Apply Cancel Client Select Chent v Shortcode K Type eyword TYP O simple 0 9 PIZZA _ Progressive Minimum 2 characters e g MY which can create MYPIZZA MYCOKE Required Prefix Keyword Alias This option allows you to assign aliases to your new keyword so the system would recognize the original Keyword and the Alias keyword as the same when an MO Mobile Originate is sent 1 Check Availabilty 2 op Check Availability 3 Check Availability 4 Check Availability 5 Check Availability 8 Check Availability 93 Reminders In this chapter we explain how to use these tools e Database Reminder e Birthday Reminder e Reminder Manager You may access these tools from the SMS Campaign menu in the Textboom toolbar or from the quick link icon on the Dashboard 94 Reminder Manager The Reminder Manager displays a listing of all reminders for your account You can filter by Client Status or Type You can edit disable re enable and delete reminders There are also options to restrict the date range and pe
116. f the page to initiate the search Any records containing the value in the Search field will appear in the results Status Select Status _ Reset Click the Go button to update the listing click the Reset button to revert back to the original filter settings Add Enable Disable or Delete Short URLs In the upper right corner of the page locate these icons oO g eo Tno New Enable Disable Delete Check the box next to any record and then click the icon that corresponds to the function you want to apply e New add anew short URL e Enable enables a record that has been previously been disabled e Disable Click this icon to disable the Short URL A disabled Short URL cannot be used again until it is enabled e Delete click this icon to delete a Short URL A deleted short URL is both disabled and invisible Column Headings The figure below displays the first few column headings Underneath these headings you will see a list of all your short URLs OR Title OR Type Client OR Image OR Content 188 Managing Short URLs At the extreme right end of each record in the listing you ll find a series of small icons F Click this icon to view statistics Click this icon to view a popup showing the Short URLs message dialogue a Click this icon to edit the Short URL you will exit the Short URL Manager wf Click this icon to enable the Short URL Click this icon to disable the Short URL A dis
117. g these attributes will appear in the results Please find the definition of each below e MT Message Terminated Message sent from the platform to subscribers cell phones e MO Message Originated Messages sent from cell phones to the platform e WO Widget Originated Messages generated from the web widget As you can see there are many Status types These correspond to the values that are found in the Status column in the listing Unchecking a Status box will cause that status value to filter out of the listing For example unchecking all Status boxes except for Pending will change the listing to display on those records having a Status of Pending Click the Go button to update the listing click the Reset button to revert back to the original filter settings Restrict by Date Range On the right side of the report control panel you find the SMS Date section 164 SMS Date From 04 02 2012 5 HH 12 MM 00 AM ro pied To 04 02 2012 ca 11 MM 59 PM Here you can choose a beginning From and ending To of date range that will restrict the records that appear in the results 1 Click the From calendar icon for example choose April 1 2 Then optionally choose the hour HH and minutes MM that will define the precise time for the start of the report date range Also choose AM or PM from the drop down You could enter 9 00 AM 3 Next click the To calendar icon you might choose April 30 4 Then optional
118. gn Name SMS Campaign Notes Message In this step you ll specify the frequency of winning entries the maximum number of winners and configure a number of options Think of it as a conversation template here you are configuring the interaction between the SMS recipient and your campaign Remember the maximum length of the message and error message is 160 characters 48 Response After Participant Entry 0 160 chars Can Record reply HINT Yes No Expected Answer Select when to stop accepting participants SMS Campaign Expiration Max number of participants SMS Campaign Manager request Max of Winners Max Entries Allowed By Same Participant Correct Answer Message 0 160 chars incorrect Answer Message 0 160 chars Winner Message 0 160 chars Non Winner Message 0 160 chars Too Many Entries Message 0 160 chars Max of participants reached message 0 160 chars Send Winner s to the email Available Selected MMCLIENT support messac Have a look at the figure and then read below to learn the steps 1 Begin by entering the Response After Participant Entry This is the response message that will be sent to each participant when their entry message is received by the system 2 Next decide if you want to offer a hint If so choose Yes for Can Record reply HINT and then enter the Hit Message and the Expected Answer 3 Next make a choice for Select when to stop accepting
119. h To 09 22 2014 _ Show Deleted SMS Campaign Click the Go button to update the listing click the Reset button to revert back to the original filter settings Restrict by Date Range On the right side of the report control panel you may find the From and To of date filters see the figure above Follow these steps to limit the records in the listing to only those that fall within a date range 1 Click the From calendar icon for example enter 9 22 2014 2 Next click the To calendar icon you might enter 9 22 2014 3 Click the Go button to update the listing Only the records that fall within the date range will appear in the results 4 Click the Reset button to revert back to the original filter settings Enable Disable or Delete Campaigns In the upper right corner of the page you may find three icons wf L Enable Disable Delete Check the box next to any record and then click the icon that corresponds to the function you want to apply e Enable enables a record that has been previously been disabled e Disable Click this icon to disable the campaign A disabled campaign cannot be used again until it is enabled 19 e Delete click this icon to delete a campaign A deleted campaign is both disabled and invisible except when the Show Deleted SMS Campaign box has a check in it Column Headings The figure below displays the first few column headings Underneath these headings you will see a
120. h for a specific word or number The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time You may access this feature by choosing Email gt Email Manager from the toolbar Email OR Code Geotel Email Manager Email Template Manager Template Categories or quick link email icons located under the toolbar on the Dashboard MBOGQ ee twee aUEL SMS Reminder Keywords Email Widget QRCode Geofence Reports Short Media Clients Database Record Campaign URL File Manager After choosing this menu item you ll see a page having the characteristics which we describe below Dashboard SMSCampaign Web Email QRCode Geofence Passbook Msg Box Reports Tools Clients Data Settings Help S LoriFarmer MyAccount Log Out 09 25 2014 01 29 24 PM Email Manager Dashboard Email Broadcast From 09 25 2014 Select Select Select Ch Select Vv Search oc y Agency y Chent w Status Status w Launch To 09 25 2014 _Go Reset L Show Deleted Emails Name Agency Client Subject Database s Launch Email Sent Email Opened Email Bounced Unsubscribed Clicked Spam Status Action Display 50 y Total Records 0 155 The Email Manager will show you a tally of all the actions from each recipient of the email Email Email Email Sent Opened Bounced Unsubscribed Clicked Spam Status Email ac
121. he last step in which you ll define the duration of the campaign by specifying the launch and expiration dates The recurrence feature gives you the option of configuring multiple launches The default settings are such that the campaign will begin immediately and have no expiration date Launch Once Launch Date Now G Date ez HH 12 MM 00 PMi Time Zone Eastern Time US amp Canada GMT O5 Expiration Date None Date Ie HH 00 MM 00 AM _ Recurrence ie 36 Launch Once Follow the steps below to configure a single launch Configure a Launch Date 1 If you want the campaign to launch immediately click Now If you want to specify a launch date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will begin 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Configure an Expiration Date 1 If you want to specify an expiration date click the Date radio button If you don t want the campaign to expire click None 2 Click the calendar icon to select a date on which the campaign will expire 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone You may click the Previous button to return to prior steps If you re happy with all of the of the settings click Launch SMS Campaign to commit your changes and return t
122. here you may enter web email and meta data information that pertains to this operating company Here is an image of the left side of this section 240 Domain Setup ves No Domain Forgot Password Email Forgot Password Subject User Login Title Contact Us Email Admin No Reply Email User Login Description Throughout the entire section enter the information that you want to apply to this operating company In the last section Rights amp Permissions you ll find that this operating company has permissions to access all of the various features of Textboom Examine the entire list and decide if you want to withhold any of these permissions This might be useful if you are setting up multiple operating companies When you are done configuring the operating company click the Save button to commit your changes and complete the wizard 241 OC Dashboard The OC Dashboard also known as OC Manager displays a listing of all operating companies for your account You may access this feature by choosing Clients gt Clients Manager gt OC from the toolbar After choosing this menu item you ll see a page having the characteristics which we describe below Filters On the left side of the report control panel you ll find the Status filter Choose one of the items and watch for the results to change accordingly Search Status Select Status Go Reset Along with this filters you ll also find a Search field Here you ca
123. hoosing this menu item you will see a page containing fields like the ones we display in the figures below Client Select Client weername Check Availability Password Confirm Password Time Zone Select Language Select Language Status Disabled Enabled Configuring the User Account To create a user account you simply complete all the fields and then save the user profile To begin follow these steps 1 From the drop down list click the Client to which you want to add the user 2 Enter the Username then click the Check Availability button 3 Enter the Password then enter the same value for Confirm Password 4 Choose the Time Zone and Language and if necessary choose Disabled for the Status The right side of the page contains the remain user properties see figure below Continue following the steps below to complete setup of the user account 230 First Last Name Name Company Email Phone Miss Country Select Country ad Street Address City State Zip Web Address 5 Enter the First Name Last Name Company Email address Phone and Cell Phone for this the user 6 Choose the Country then enter all the address information 7 Finally enter the Web Address for this user 8 Click the Save button to commit your changes and complete the wizard 231 New Client The New Client feature is a tool for creating a client Here you define the username password business inf
124. ick this icon to edit the package you will exit the Pricing Manager wf Click this icon to enable the package Click this icon to disable the package A disabled package cannot be used again until it is enabled e Click this icon to delete the user A deleted package is both disabled and invisible 212 Pricing Package Manager The Pricing Package Manager displays a listing of all pricing packages including OC pricing packages Agency pricing packages and Client pricing packages You can filter by Status and edit disable re enable and delete packages You may also perform a search for a specific word or number The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time You may access this feature by choosing Clients gt Billing from the toolbar After choosing this menu item you ll see a page having the characteristics which we describe below Filters On the left side of the report control panel you ll find a group of filters below Choose from the drop down menu to filter by Status Status Select Status gt _ Go _ Reset Along with these filters you ll also find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search
125. ies Allowed By Same Can the same number win Participant Yes N more than one time eS Winner Message 0 160 chars Non Winner Message 0 160 chars Too Many Entries Message 0 160 chars Max of participants reached Send Winner s to the email message 0 160 chars Available Selected MMCLIENT support messac Have a look at the figure and then read below to learn the steps 1 Begin by entering the Every X Wins This is the win frequency If for example you enter 50 then 1 out of every 50 replies will be a winner Place a limit on the number of winners by entering a value in the Max of Winners field Limit the number of entries per SMS number by entering a value in the Max Entries Allowed By Same Participant field For example if you specify the value as 1 then only one entry per number is acceptable If a participant exceeds this maximum they will receive the message you write in the Too Many Entries Message field see below Every winning participant will receive the message you write into Winner Message All others will receive the message you place into the Non Winner Message field In the field Too Many Entries Message enter the message that will be sent to those participants who attempt to exceed the Max Entries Allowed by the Same Participant see above 82 6 The contest is over when the Max of Winners has been reached see above In the Max of Winners
126. if you don t want to match any existing records Uncheck the Perform Network Lookup box system if you have a Carrier field in the upload file The system will perform a network lookup for phone numbers that are missing the carrier code or if the carrier code is wrong NOTE If you upload a file and the system identifies a record that is already in the database it will update the record in the database with the information from the file It will replace existing data with file data or add data to fields that were empty before Note that the maximum number of records that you may upload in any single database file is 115 000 Check the Send welcome message box if you want to send a message to each record in the database that you are uploading Then enter the Welcome Message Optionally 249 check the box to Send a welcome message to existing Record if you also want to send a welcome message to all existing records 9 Finally enter your first name and last name to signify that you agree to the terms and conditions Click the link to review the terms If you simply want to create an empty database find the Create a New Database panel in the upper right Create a new EMPTY Database just provide a name New Database Create Name It easy to create an empty database 1 Enter the New Database Name 2 After a moment the Database Manager page will appear 3 Your new database is likely to be found near the bo
127. il templates for your account You may access this feature by choosing Email gt Email Template Manager from the toolbar Dashboard SMS Campaign Web Email QR Code Geofence Email Manager z Email Template Manager Email Manager Template Categories You can filter by OC Operating Company Agency Client Status You can edit disable re enable and delete templates You can also perform a search for a specific word or number The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time After choosing this menu item you ll see a page having the characteristics which we describe below Managing Templates At the extreme right end of each record in the listing you ll find a series of small icons Click this icon to edit the template you will exit the Template Manager Click this icon to enable a template that was previously disabled Click this icon to delete the template A deleted template is both disabled and invisible Filters On the left side of the report control panel you ll find a group of filters below Choose from one or more of these drop down menus to filter by OC Operating Company Agency or Client or Status Search Select OC Select Agency Select Client 158 Along with these filters you ll also find a Search field Here you can enter a specific
128. in which you will want to place the agency 2 In Agency Name enter the name of the operating company 3 Describe the company in Brief Detail and then enter the Street Address 4 Choose a Country from the drop down list and then enter the City State and Zip code 5 Enter a Phone Fax number Web Address and if necessary set the Status to Disabled Next you may enter the Contact Details for the primary contact of the operating company These are found in the panel on the upper right side of the page First Name Last Name Tithe esemmame Check Availability Email Password Confirm Password Cell Phone Time Zone Select Language Select Language Logo Browse Powered By Logo Browse 6 Enter the First Name and Last Name and Title 7 Enter the Username and then click the Check Availability button 8 Enter an Email address 9 Enter the Password then enter the same value for Confirm Password 10 Enter the Cell Phone number and then choose the Time Zone and Language 11 Click the Browse button to choose a Logo image from your computer Do the same for Powered By Logo Next we ll look at the Billing panel 222 Pricing Package Select Package Billing Start Dato 04 22 2012 Em Billing Typo Stop Loss Overdraft 12 Choose the Pricing Package that you want to apply to this operating company 13 Choose the Billing Start Date 14 Decide if you wou
129. ings Help SB LoriFarmer My Account Log Out Cellforce D 09 23 2014 08 44 33 PM a m gt O te ar Media File Manager 4 Lo T Dashboard QR Code Short New Enable Disable Delete URL Search Select OC V Select Agency V Select Chent y Status Select Status w Go Reset MM Title MM Type Client Short URL Accessed Last Used Created Action Filters On the left side of the report control panel you ll find a group of filters below Choose from one or more of these drop down menus to filter by OC Operating Company Agency Client or Status Search Select Agency Messaging Media Client Enabled Along with these filters you ll also find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search field will appear in the results 192 Status Select Status gt _ Go _ Reset Click the Go button to update the listing click the Reset button to revert back to the original filter settings Add Enable Disable or Delete Media Files In the upper right corner of the page locate these icons oO g e _ New Enable Disable Delete Check the box next to any record and then click the icon that corresponds to the function you want to apply e New add anew media file e Enable enables a record that has been previously been disabled e
130. ion the setting will only apply to duplicate records having an opt in value Instead you might choose Opted out Inactive or Any 59 5 Next decide what happens when a duplicate is found You can choose to Terminate this session and don t send a message or choose to send a message If you choose the second option then enter the Message 6 When you re happy with your changes click Next to continue to the last step Launch amp Expiration This is the last step in which you ll define the duration of the campaign by specifying the launch and expiration dates The default settings are such that the campaign will begin immediately and have no expiration date Follow these simple steps if you want to modify either or both Configure a Launch Date 1 If you want to specify a launch date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will begin 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Configure an Expiration Date 1 If you want to specify an expiration date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will expire 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Recurrence You may also launch stop and launch the broadcast repeatedly Follow the steps below to configure
131. ion Ping Database stores the records that will be pinged for their location Using the icons choose the databases that you want to include in your Location Pings Database 14 Optionally choose which Location Database s you want to include The Location Database stores the records that are positively pinged during the campaign When the location pings database is pinged for locations all positive within fence records during that ping will be stored there 15 Click the Next button to move to the fourth tab Launch amp Expiration 140 2 Gee erecta 5 L n Gata bawe 4 Lawech amp Expiration Launch Cimi MEDA a De AA Expiration Cirie E Migr Gate hi Rat Pu i F rauen WHE Frequency 1 HH it fab pU At zi jl pl i Suireling Facotiasy Tuteday kaipi ofp il Thursday ml Friday j Saiecay Adel HAH 1 MRA i Ak k l a Ei ESN Fide Tumerbay tt if Truvsdlay i Friii iat Fay Frequency 3 H wz Wh OO Fil a a Ej Eurip Fiiwtiay Tutidiy Kaiet orp afl Truely Friiiry Each 16 If you want to set an Expiration Date for the GeoFence campaign choose the option for Date and then enter a value for the day and time HH MM and AM PM 17 You may setup one or more distribution frequencies for your GeoFence campaign When you set a specific time for the frequency at that time the system will query the Location Ping Database for the location and then execute an instance of the campaign For each frequency cho
132. isible you can click on a client to view more statistical details MTs Rolling 30 Rolling 7 Client Name MTs Cycle Yesterday Change Change In the listing you can click on these small icons to perform tasks specific to an entity Click this icon to view details for the entity It is the same as clicking on the entity name OC agency or client Click this icon to edit the edit the entity you will exit the Dashboard Click this icon to disable the entity A disabled entity cannot be used again until it is enabled e Click this icon to delete an entity A deleted entity is both disabled and invisible a 2 Returning to the Operating Company or Agency As you go from Operating Company down to Agency and down to Client you will see a small breadcrumb sequence appear just below the toolbar You may click on these links to return to the agency or the operating company Enterprise Account gt Operating Company gt Agency Account gt Client Account Summary At the bottom of the page you can view utilization statistics Utilization Month MT 105 Month MOQ 66 Pre Paid MTs STD 0 0 Pre Paid MOs STD 0 0 See the topic toolbar and icons to learn more about navigation to other parts of the Textboom application sile Toolbar and Icons At the top of any page you will find a toolbar consisting of a single horizontal menu Dashboard SM5 Campaign Web Email OR Code Geofence Passbook Msg Box Reports Tools
133. l receive the message you write into Winner Message All others will receive the message you place into the Non Winner Message field 7 In the field Too Many Entries Message enter the message that will be sent to those participants who attempt to exceed the Max Entries Allowed by the Same Participant see above 8 The contest is over when the Max of Winners has been reached see above In the Max of Winners reached message field enter the message that will be sent to anyone who attempts to participate in the game after the contest is over 9 Finally you ll need to select the email address to which the winning numbers will be sent For Send Winner s to the email of select the email address from the Available listing by clicking the small arrow 10 Click Next to move on to the Destination Database step Destination Database In this step you ll choose the database in which you want to store your campaign data If no database exists you may create one by following these steps 1 Click Create New Database 2 Enter a Database Name 3 Check the box for Send Subscription Renewal Msg if you want to send a monthly renewal message to your database 4 Click Submit to commit your changes click Cancel to discard If at least one database already exists you ll see it in the Available listing see the figure below Follow the steps below to manage your databases _75 Destination Database _Create New Database No Des
134. ld rather set the Billing Type to Overdraft NOTE Stop Loss is a billing type that uses the data taken from the billing package An account will disable when all available credits are used Overdraft billing type uses the data taken from the billing package but will not disable the account when all available credits have been used Optionally you may choose Shortcodes Notice the listing of codes on the left side of this panel Follow the steps below to setup the shortcodes Add all O items selected Remove all 235536723 57711 74455 2355 83500 44622 P9999 66233 15 For each of the codes you want to apply click the plus sign The code will appear on the right side 16 If you change your mind click the minus sign to remove any codes that you previously added You might want to specify the default User Messaging This section begins with the Opt Out Message field on the left side Opt Out Message 0 160 Chars 22232 NOTE The User Messaging options are used for Opt Out Help and Subscription Reminders Messages which may be sent to all records under that specific account When any record engages with or responds to a campaign these pre defined User Messages will be used depending on the account We recommend completing these to maintain white label settings If these are left blank a generic Textboom message will be used to respond to a record 17 In the User Messaging section enter the Opt Out Mess
135. lect a date on which the campaign will begin 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Configure an Expiration Date 1 If you want to specify an expiration date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will expire 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Recurrence You may also launch stop and launch the broadcast repeatedly Follow the steps below to configure multiple launches 85 First Occurrence Launch Now Date ca HH 12 MM 00 PM l Time Zone Eastern Time US amp Canada GMT 05 Expiration Just before the 2nd occurrence launch 5 nts f HH 12 MM 00 AM l Time Zone Eastern Time US amp Canada GMT O5 Occurrence Recurrence Time Same as First Occurrence Launch Time O py E mM 00 PM el Time Zone Eastern Time US amp Canada GMT 05 Recurrence Duration lDay Recurrence pattern Daily Recur every 1 day s O Weekly O Every Weekday O Monthly Range of recurrence Endafter 5 occurrences End by HH 12 MM 00 AM amp 86 Configure a Launch Date for the First Occurrence 1 If you want to specify a launch date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will begi
136. lient name Enter a Name for the keyword To choose a Shortcode click the database name in the Available listing then click the right arrow to move the database name to the Selected listing Next decide if you want a Simple or Progressive type of keyword Keyword Type 5 If you want a Simple keyword type the keyword into the field for Required Keyword and then click the Check Availability button You ll receive a confirmation message if the keyword is available or an error message if it is not If you want a Progressive keyword first type the prefix word into the field for Required Prefix This will prepend the prefix to the Required Keyword field Next enter the keyword into the field for Required Keyword Then click the Check Availability button You ll receive a confirmation message if the keyword is available or an error message if it is not When you re happy with the entries click the Save button in the upper right corner of the page Click Cancel to discard your entries 92 Keyword Alias Optionally you can specify one or more aliases that will serve as substitute for the keyword in campaigns where it is put into use An example may be Follow these steps to create a keyword alias 1 At the bottom of the page click the plus sign for Keyword Alias to expand that section 2 Check the box for 1 then enter the alias keyword and click Check Availability You ll receive a confirmation message if the k
137. ll find a series of small icons 4 Click this icon to edit the user you will exit the User Manager wf Click this icon to enable the user Click this icon to disable the user A disabled user cannot be used again until it is enabled Click this icon to delete the user A deleted user is both disabled and invisible Filters On the left side of the report control panel you ll find a group of filters below Choose from one or more of these drop down menus to filter by Agency or Status Search Select Agency x Along with these filters you ll also find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search field will appear in the results 217 Status Select Status _ Go _ Reset Click the Go button to update the listing click the Reset button to revert back to the original filter settings Add Enable Disable or Delete Users In the upper right corner of the page locate these icons oO g eo _ New Enable Disable Delete Check the box next to any record and then click the icon that corresponds to the function you want to apply e New add anew Agency User e Enable enables a record that has been previously been disabled e Disable Click this icon to disable the user A disabled user cannot be used again until it is enabled e Del
138. ll icons Click this icon to edit the reminder you will exit the Reminder Manager wf Click this icon to enable the reminder Click this icon to disable the reminder A disabled reminder cannot be used again until it is enabled Click this icon to delete a reminder A deleted reminder is both disabled and invisible 97 Date Reminder The Date Reminder feature allows a user to send a text message on a specific date that matches a date value found in a database record This date can be in any date field in the entire record Optionally you can send the message at a custom interval that is either before or after the date Access this feature by choosing SMS Campaign gt Reminder gt Date Reminder from the toolbar SMS Campaign Web Email QR Code Geofence SMS Campaign Manager Reminder Date Reminder Keyword Manager Database Reminder Birthday Reminder Don t forget that you can access the SMS Campaigns and features by utilizing the quick link icons that are located under the toolbar on the Dashboard OG e eOeF HFT ER amp UB SMS Reminder Keywords Email Widget QRCode Geofence Reports Short Media Clients Database Record URL File Manager Be g Oo Eo So Reminder Date Database Birthday Reminder Reminder Reminder After choosing this menu item you will see a page much like the figure below 98 HE Date Reminder 2 G e v Ciia Messaging Heda Nereo Age evi meet Bereeeter Add a 1 thems
139. ly choose the hour HH and minutes MM that will define the precise time for the start of the report date range You could enter 5 00 PM 5 Click the Go button to update the listing Only the records that fall within the date range will appear in the results 6 Click the Reset button to revert back to the original filter settings Search Immediately above the column headings you ll find a Search field see the figure below Here you can enter a specific value such as Chicago or 15615551313 Click the Go button to initiate the search Any records containing the value in the Search field will appear in the results Other filters To the right of the Search field you ll find a number of other filters Select Carrier Select Shortcode Select Agency or Select Client You can choose values in one or more of these drop down menus to further restrict the report listing Select Carrier lie Select Shortcode e Select Agency ie Messaging Media Client E i Click the Go button to initiate the search Any records containing the value in the Search field will appear in the results 165 As you choose drop down menus other will appear that will continue to restrict the report As seen below when you select a Client from the drop down menu the Database and SMS Campaign filter will appear Messaging Media Chent Ei w Select Database y Select SMS Campi w Exporting Once you have the results that you s
140. mail address Phone and Cell Phone for this the user 6 Choose the Country then enter all the address information 7 Finally enter the Web Address for this user 8 Click the Save button to commit your changes and complete the wizard 220 New Agency The New Agency feature is a tool for creating a new agency Here you define the username password business information rights and permissions billing package and so on After saving an agency profile you may then return to edit most of its settings You may access this feature by choosing Clients gt Clients Manager gt Agency gt New Agency from the toolbar After choosing this menu item you will see a page containing the fields that we display in the figures below Configuring the Agency Notice that there are several panels on the page e Select OC e Shortcode e Agency Detail e User Messaging e Contact Details e Agency Setup e Billing e Rights amp Permissions Page down to see all of the details Then come back to the top of the page The first panel is Select OC The second panel is Agency Detail and it contains these fields Agency Name Brief Detail Street Address Country Select Country City state Zip Phone Fax Web Address Status Disabled Enabled 221 Most items are self explanatory but we guide you through the entire setup here in this topic To begin follow these steps 1 First choose the OC operating company
141. may either have no limits or set upper and lower limits for the number of pings per period 4 Click the Next button to move to the second tab GeoFences Markers 00 Cireles 0 _ Rectangles 0 Polygons 1 Easton Mat 5 Set the map to contain the area in which you want to contain your GeoFence 138 6 To draw a circular GeoFence click the circular fence icon in the map toolbar then stretch the circle to the dimensions you need then let go of the mouse button 7 To draw an irregular GeoFence click the irregular fence icon in the map toolbar then click the location on the map that will be the start of your fence then draw a line to the first corner of your fence and continue until you have drawn a complete enclosure 8 To draw a square or rectangular GeoFence click the rectangular fence icon m in the map toolbar then stretch the rectangle to the dimensions you need then let go of the mouse button 9 To add a marker click the marker icon on the map toolbar 10 After you complete your fence a callout balloon will appear that lists all the properties of your GeoFence tT ee re it y f O peonshre lt F North Vioo ve Bet Rank West Minerva Mns 4 Pak Pe 4 i Pal m i i Forest Park East ark J Wh i Moree Ciommng More ie Wawe Morse do i 2 J Location Ostahece Aam Leet Seat 7 5 T i Dot O Bl aim 4____ 4
142. mber and that it is different than the one that is uploaded in the CSV file the system will perform a network lookup 2 To update existing list members without performing a network lookup and without providing the carrier_id field in the CSV file simply check the boxes for Update Existing Records and Perform Network Lookup Note The system will perform a network lookup if it finds that the carrier_id value has not been updated in the last 90 days See the topic Creating a Database 254 List Batch Upload OaM When uploading a file the system is examines it and classifies each record in the file according to one of the following cases Case 1 The record in the file has an Email address and the Cellphone number is empty If a member record having the same email address already exists in the database the system will choose the Cellphone number from the existing member and will add the member to the list Otherwise the system will generate a new pseudo Cellphone number create a new member with the email and pseudo Cellphone number and also add this member to the list Note The system will update existing member record data fields if they are provided in the batch file Case 2 The record in the file has a Cellphone number and the Email address is empty If a member record with this Cellphone number exists then the system will add the member to the list Otherwise the system will create a new member record and add it t
143. me you may leave the default setting Same as First Occurrence Launch Time 2 Otherwise check the second radio button and enter the time in hours HH and minutes MIM and choose AM or PM from the drop down list 3 Choose a Time Zone 4 If you would like a Recurrence Duration different from the default 1 Day select it from the drop down list 5 The default Recurrence Pattern is Daily Recur every 1 day If you like simply choose the options which match your preferences 6 You may also specify the Range of recurrence This can either end after a specific number of occurrences or you can specify a date and time on which the distributions will end You may click the Previous button to return to prior steps If you re happy with all of settings click the Launch SMS Campaign to commit your changes and return to the main page 39 Data Collection The SMS Data Collection feature is a tool for creating campaigns that solicit responses through SMS text messages We provide you with many options and yet it s quite easy to setup You may access the Data Collection feature by choosing SMS Campaign gt SMS Campaign Manager gt Data Collection from the toolbar SMS Campaign Manager Reminder Keyword Manager Don t forget that you can access the SMS Campaigns by utilizing the quick link icons that are TEPA Opt in Auto Responder Broadcast Data Collection Txt 2 Wote Txt 2 Win Every X Wins Txt 2 Win
144. more of these drop down menus to filter by OC Agency Client or Status Search Select OC Select Agency Select Client gt Along with these filters you ll also find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search field will appear in the results 228 Status Select Status _ Go _ Reset Click the Go button to update the listing click the Reset button to revert back to the original filter settings Add Enable Disable or Delete Users In the upper right corner of the page locate these icons oO g eo Tno New Enable Disable Delete Check the box next to any record and then click the icon that corresponds to the function you want to apply e New add anew Client User e Enable enables a record that has been previously been disabled e Disable Click this icon to disable the user A disabled user cannot be used again until it is enabled e Delete click this icon to delete the user A deleted user is both disabled and invisible 229 New Client User The Client User feature is a tool for creating a client user We provide you with many options and yet it s quite easy to setup You may access the OC User feature by choosing Clients gt Clients Manager gt Client gt User Manager gt New User from the toolbar After c
145. mpaign URL File Manager After choosing this menu item you ll see a page having the characteristics which we describe below 6 Widget Manager 2 4 O Dashboard New Enable Disable Delete Filters On the left side of the report control panel you ll find a group of filters below Choose from one or more of these drop down menus to filter by OC Operating Company Agency Client or Status Search Select Agency lie Messaging Media Clie i Along with these filters you ll also find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search field will appear in the results 112 Status Select Status gt _ Go _ Reset Click the Go button to update the listing click the Reset button to revert back to the original filter settings Add Enable Disable or Delete Widgets In the upper right corner of the page locate these icons oO g e _ New Enable Disable Delete Check the box next to any record and then click the icon that corresponds to the function you want to apply e New add anew widget e Enable enables a record that has been previously been disabled e Disable Click this icon to disable the widget A disabled widget cannot be used again until it is enabled e Delete click this icon to delete the widget A deleted widget is bo
146. multiple launches 60 First Occurrence O Date ca HH 12 MM 00 PM sl Time Zone Eastern Time US amp Canada GMT 05 Expiration Just before the 2nd occurrence launch Date 5 e HH 12 MM 00 AM Time Zone Eastern Time US amp Canada GMT 05 Occurrence Recurrence Time Same as First Occurrence Launch Time O HH B mM 00 PM l Time Zone Eastern Time US amp Canada GMT 05 Recurrence Duration l1Day HO Recurrence pattern Daily Recur every 1 day s O Weekly Every Weekday O Monthly Range of recurrence Endafter 5 occurrences O Endby S HH 12 MM 00 AM 4 61 2 Configure a Launch Date for the First Occurrence 1 If you want to specify a launch date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will begin 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Configure an Expiration Date for the First Occurrence 1 If you want to specify an expiration date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will expire 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Occurrence 1 For Recurrence Time you may leave the default setting Same as First Occurrence Launch Time 2 Otherwise check the second ra
147. n 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Configure an Expiration Date for the First Occurrence 1 If you want to specify an expiration date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will expire 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Occurrence 1 For Recurrence Time you may leave the default setting Same as First Occurrence Launch Time 2 Otherwise check the second radio button and enter the time in hours HH and minutes MIM and choose AM or PM from the drop down list 3 Choose a Time Zone 4 If you would like a Recurrence Duration different from the default 1 Day select it from the drop down list 5 The default Recurrence Pattern is Daily Recur every 1 day If you like simply choose the options which match your preferences 6 You may also specify the Range of recurrence This can either end after a specific number of occurrences or you can specify a date and time on which the distributions will end You may click the Previous button to return to prior steps If you re happy with all of the of the settings click Launch SMS Campaign to commit your changes and return to the main page 27 Keywords Keywords are simple unique identifying words that through text messages make your text mes
148. n 160 characters For example use firstname 7 instead of firstname to ensure that only the first 7 characters of the first name will be included e For some fields you can also select the format for presenting the data This is especially important for date fields For example use created D1 to display the date as mm dd yyyy 10 characters or created d3 to display the date as yy mm dd 8 characters with the year shown first 104 Supported Database Field Tags When crafting a message you can use the data that the system stores in its database about members The system has predefined fields that you can populate as well as custom fields that you can define for your specific needs The rule is very simple the name of the field is also the name of the tag For example the field City can be used as the tag city or if you define a custom field Tutor the tag is tutor Now since fields hold different type of information at different lengths and text messages are limited in length the system allows you to control the format the presentation of the data and restrict the length of the data List of predefined fields that you can use as tags Field Tag Type Description cetiphone INeeliphonel N Cellphone number SSS carrier Iearrierl A Mobile Carrer serving this cellphone Firstname Ifirstnamel A First name can be empty Lastname Ilastname
149. n between the SMS recipient and your campaign Remember at 160 characters the system will split your message You can see preview the SMS messages to the right of the screen in SMS Preview Have a look at the figure below and then follow these simple steps 1 Enter the SMS Message 2 From the Expected Answer drop down list choose the response type that you expect from the recipient Naturally the choice here must match the content of the Message For example if you choose DOB date of birth from the Expected Answer drop down then you will likely write something like What is your birthday in the Message 3 Next decide which Response you want to generate when the recipient sends the reply You may choose from the following a Simple Response the simple response does not examine the value of the SMS reply You may choose one of two response types either Send Message or Run SMS Campaign If you choose Send Message your message content has a 41 160 character limit If you choose Run SMS Campaign choose a predefined campaign from the drop down list NOTE You ll need to create and save at least one predefined campaign before it will appear in the drop down listing b Dynamic Response this response examines the value of the SMS reply We recommend this choice only if you have high confidence that your recipient will type a reply that contains a precise value For example if you chose Zip from the Expected Answer see a
150. n click the icon that corresponds to the function you want to apply e New add anew OC User e Enable enables a record that has been previously been disabled e Disable Click this icon to disable the user A disabled user cannot be used again until it is enabled e Delete click this icon to delete the user A deleted user is both disabled and invisible Column Headings The figure below displays the first few column headings Underneath these headings you will find all of the operating company users it Username Client Company 245 Data This chapter covers database management and records management In the topics below we explain how to create and manage databases e Creating a Database e Database Manager e Avoiding Network Look Up in Batch Upload Report e Record Manager e New Record e Record Fields Manager e New Record Field To access agency tools choose the Data menu in the Textboom toolbar 246 Creating a Database With the Create Database feature you can create a new messaging database You may access this feature by choosing Data gt Database Manager gt Create Database from the toolbar Data Settings Help Database Manager Create Database Record Manager Batch Opt Out Or by clicking on New in the Database Manager fJ Database Manager eS ooo pg Dashboard New Enable Disable Delete Export After choosing this menu item you will see a page containing the features that we
151. n enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search field will appear in the results Click the Go button to update the listing click the Reset button to revert back to the original filter settings Column Headings The figure below displays the first few column headings Underneath these headings you will find all of the email campaigns Oca Enterprise Username Contact Name Managing OCs At the extreme right end of each record in the listing you ll find a series of small icons Click this icon to view the OC details you will exit the OC Manager a Click this icon to edit the OC you will exit the OC Manager wf Click this icon to enable the OC Click this icon to disable the OC A disabled OC cannot be used again until it is enabled Click this icon to delete a OC A deleted OC is both disabled and invisible 242 243 OC User Manager The OC User Manager displays a listing of all users for the operating company that you choose You can filter by OC or Status You can edit disable re enable and delete users You may also perform a search for a specific word or number The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time
152. n example might be Welcome to the club 4 Optionally enter the Name that will appear in the email header 5 You may also enter an Email address This address will appear in the From field of the email header in each message 6 The Reply To address will be the same as the Email address but you may change it to a different address This address will appear in the Reply To field of the email header 147 Settings Client 21st Century Marketing Enabled Email Name subject Sender Name A Email Reply To 7 When you re happy with the setup click Next to move on to the Email Content step Email Content In this step you ll write the email message body and perhaps configure some options First have a look at the various features on this page 1 Setup 2 Email Content 3 Preview 4 Destination Database 5 Launch amp Expiration Select Template Y Email Options Y Graphical Editor HTML Code Text Version Quick Preview ob i Ary Be xX x Do ts ae PIBBEQEBR E E Source ag iS 7299 i B Z U ae 2S E I il hhl Il 4 4 4 e At the top of the page you ll find the Select Template and Email Options drop down menus Just below these you ll also notice several tabs for the Graphical Editor HTML Code Text Version and Quick Preview on the far right We explain each of these below Select an Email Template At the top of the page click the Select Template
153. n how to prepare your report You may access this feature by choosing Reports gt Utilization Report from the toolbar After choosing this menu item you will see a page having the characteristics which we describe below Se lt Utilization Report Dashboard Export Date Range aod Search Entity Type Select Type y Entity Name Select y Go Reset From 09 01 2014 C HH 12 MM 00 AM y AN To 09 22 2014 HH 11 MM 59 PM iy Resource Utilization Report Between 09 01 2014 12 00 00 AM 09 22 2014 11 59 00 PM Name Type Association 5 soBeu soapi soipny sol a spiomAay P1039 aj uBiedwes SHIS syaBpiy JOPUILU ay apog YO pessassy WO Tan Hous pessassy umioys aj SIP ayy aseds eip ap pessassy S H eIp a Column Headings The figure below displays the first few column headings Underneath these headings you will see all of the statistics Name Type Association ZLIN ON 183 Filters On the left side of the report control panel you ll find a group of filters Search Select Type Entity Name CellForceUSA Enabled hd Immediately above the column headings you ll find a Search field Here you can enter a specific value such as Chicago or 15615551313 Click the Go button to initiate the search Any records containing the value in the Search field will appear in the results To the right of the Search field you ll find two other filters for Type and Entity Name You c
154. n the number of winners by entering a value in the Max of Winners field 5 Limit the number of entries per SMS number by entering a value in the Max Entries Allowed By Same Participant field For example if you specify the value as 1 then only one entry per number is acceptable If a participant exceeds this maximum they will receive the message you write in the Too Many Entries Message field see below _57 6 Every winning participant will receive the message you write into Winner Message All others will receive the message you place into the Non Winner Message field 7 In the field Too Many Entries Message enter the message that will be sent to those participants who attempt to exceed the Max Entries Allowed by the Same Participant see above 8 The contest is over when the Max of Winners has been reached see above In the Max of Winners reached message field enter the message that will be sent to anyone who attempts to participate in the game after the contest is over 9 Finally you ll need to select the email address to which the winning numbers will be sent For Send Winner s to the email of select the email address from the Available listing by clicking the small arrow 10 Click Next to move on to the Destination Database step Destination Database In this step you ll choose the database in which you want to store your campaign data If no database exists you may create one by following these steps
155. nation Database radio button If you do want to associate an existing database with this widget then look to see that at least one database already exists in the Available listing Follow the steps below to manage your databases 118 Select Destination Database s Database Create New Database Database No Destination 7 Database Destination e Database Select Available Selected JV Ve WUZR n C if the Record already exists in Any Selected Database _ All Selected Database Then please send the double registration message and do NOT linktoa SMS Campaign Double Registration Message 0 160 Chars To choose one or more existing databases 1 Click the database name in the Available listing then click the right arrow to move the database name to the Selected listing 2 If you want to take action when a duplicate entry is found in a database check the If Record already exists in box Then decide if you want to check all databases by clicking the All Selected Databases radio button 3 In the Double Registration Message field enter the text that you want to send if a duplicate record is found Submit Actions At the bottom of the Database page you can choose to perform one of several actions after the user clicks the Submit button in the widget Simply follow these steps 119 Confirmation Message 1 To display a confirmation message first check the box for Confirmation Message
156. nd Copy the HTML code to your website where you want to present the form Widget Popup 1 If you want the widget to appear as a popup click the Generate Popup Code button 2 Click the Copy button and then paste the code into a text editor of HTML editor Widget Form 1 If you want to embed the widget into a form click the Generate Form Code button 2 Click the Copy button and then paste the code into a text editor of HTML editor Click the Save button to commit your changes and complete the wizard 121 QR Codes You can create QR codes Quick Response for use with your campaigns You have a choice of four types of codes Short URL Text Web Address Phone Number or SMS message In the topics below we explain how to create and manage QR Codes e Create a QR Code e QR Code Manager Why did we update our QR Code functionality As part of our ongoing commitment to position Textboom as the leading consumer engagement platform we now present our redesign of entire QR code section Our users will now enjoy advanced design features that take the look and feel of the QR code into new realms They will also enjoy the enhanced QR campaign functionality that expands QR code usability and introduces new opportunities and utilization options You may access these tools from the QR Code menu in the Textboom toolbar or by the quick let E QR Code link QR Code icon 122 QR Skin Designer The QR Skin Designer is a tool fo
157. ndar icon you might enter 4 30 2012 3 Click the Go button to update the listing Only the records that fall within the date range will appear in the results 4 Click the Reset button to revert back to the original filter settings Enable Disable or Delete Databases In the upper right corner of the page locate these icons OO amp iis E New Enable Disable Delete Export Check the box next to any record and then click the icon that corresponds to the function you want to apply e New add a new database e Enable enables a database that has been previously been disabled e Disable Click this icon to disable the database A disabled database cannot be used again until it is enabled e Delete click this icon to delete the database A deleted database is both disabled and invisible e Export Click this button to export the database and then choose a location to save the file Column Headings The figure below displays the first few column headings Underneath these headings you will see a list of all your databases 257 Database Name Total Record Active Record Managing Databases At the extreme right end of each record in the listing you ll find a series of small icons 4 Click this icon to view the database you will exit the Database Manager a Click this icon to edit the database you will exit the Database Manager Click this icon to export the database and then choose a location to save
158. nder 3 PSMS Pin Conditional Double Opt in Don t forget that you can access the SMS Campaigns by utilizing the quick link icons that are located under the toolbar on the Dashboard Z OGOOGO SMS Reminder Dashboard mM amp SMS TCPA Campaign Opt in Manager a AutoResp ie E eT ie gt N We wis BCast DataColl T2Vote ie N t ke T2W Xth ia N D he T2W Rand Keywords w o N Loe T2Q Xth Email ea o N Ro Ie T2Q Rand Widget wi iit QR Code Geofence Cs VWA PSMS PSMS P Reports Short URL After choosing this menu item you will see a page much like the figure below 21 Media File gy Clients eS Database Manager t4 Record Client Select Client Keyword Shortcode Pricing Package SMS Campaign Name SMS Campaign Notes Auto Responder Profile Summary To begin follow these steps 1 Click the Client drop down list and then select the correct client name 2 Also choose a Keyword from the drop down list if any are available 3 Enter a SMS Campaign Name 4 Optionally enter the SMS Campaign Notes 5 When you re happy with the entries click the Next button to continue on to the next step Message Overview of Campaign Auto Responder is designed to make your campaigns more exciting while remaining compliant with all the regulations This gives users the ability to check each record for a previous double
159. nerated amp 190 5 When you re happy with the entries click the Save button in the upper right corner of the page Click Cancel to discard your entries 191 Media File Manager The Media File Manager displays a listing of all the media files for your account You can filter by OC Operating Company Agency Client or Status You can edit disable re enable and delete media files You may also perform a search for a specific word or number The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time You may access this feature by choosing Tools gt Media File Manager from the toolbar or from the quick access icon under the toolbar on the Dashboard Dashboard SMSCampaign Web Email QRCode Geofence Passbook Msg Box Reports Tools Clients Data Settings Help S LoriFarmer MyAccount Log Out Cellforce 09 23 2014 04 33 25 PM Short URL Manager aw Das h boa rd PA Fx Media File Manager a Ep b e i L Database Record Manager SMS Reminder Keywords E Simulator Reports Short Campaign URL Media File Last Updated 09 23 2014 04 04 PM EDT After choosing this menu item you ll see a page having the characteristics which we describe below Dashboard SMS Campaign Web Email QRCode Geofence Passbook Msg Box Reports Tools Clients Data Sett
160. ng click the Reset button to revert back to the original filter settings 259 Restrict by Date Range On the right side of the report control panel you ll find the From and To of date filters M1 From 05 03 2012 cal 12 MM 00 AM Go Reset bade To 05 03 2012 HH 11 MM 59 PM EJ Here you can choose a beginning From and ending To of date range that will restrict the records that appear in the results 1 Click the From calendar icon for example choose April 1 2 Then optionally choose the hour HH and minutes MM that will define the precise time for the start of the report date range Also choose AM or PM from the drop down You could enter 9 00 AM 3 Next click the To calendar icon you might choose April 30 4 Then optionally choose the hour HH and minutes MM that will define the precise time for the start of the report date range You could enter 5 00 PM 5 Click the Go button to update the listing Only the records that fall within the date range will appear in the results 6 Click the Reset button to revert back to the original filter settings Enable Disable or Delete Records In the upper right corner of the page locate these icons 2 OQ Q New Network Lookup Opt Out Opt out and Send SMS Check the box next to any record and then click the icon that corresponds to the function you want to apply e New add anew database e Network Lookup performs a mobile network lo
161. ning the fields that we display in the figures below Configuring the Package Notice that there are several panels on the page e Select Agency e Per Cycle e Package Details e Progressive Pricing Table e One Time The first panel is Select Agency Choose the agency that contains the client for which you want to configure a new pricing package The second panel is Package Details Package Name Check Availability Package Description Billing Cycle Monthly t Quarterly _ Half Yearly _ Yearly Status Disabled Enabled Most items are self explanatory but we guide you through the entire setup here in this topic To begin follow these steps 1 First enter a Package Name and click the Check Availability button to ensure that the name is available Also enter a Package Description 2 Choose a Billing Cycle 3 If necessary set the Status to Disabled 202 In the next section you may optionally specify the One Time charges Set up Feo Pre Paid MTs STD Pre Paid MOs STD Pre Paid NLs Decide if you want to charge initialization fees for Set up Pre paid MTs Pre Paid MOs and or Pre paid NLs In the Per Cycle section you may enter the recurring charges Included MTs STD Included MOs STD Included NLs Included Keywords Cycle Recurring Foe Cycle Minimum Spend MT Rollover Yes 4 No MO Rollover _ Yes No NL Rollover Yes No Retroactive Tiered Pricing Yes 4 No Follow
162. ns CAMPAIGN NAMES Tuesday SEPT EN DATE RANGE 7r02012 on2a2012 Seen Cammers Oetabed mio Carrier distribution Message status Venzon Wereless amp delrvered 62 32 41 22 amp US Cefnfor 26 ta oy Sprint PCS 26 i4 be rejected 4 2 ES treneferred 17 6 E other 27 14 x ATAT Wireless TS 4 The Detailed Info tab offers an hourly table of message delivery results per carrier This is the detailed information behind the Carrier tab 181 CAMPAIGN NAMES Demo Lauech Date OFF Expiration Date WA EF DATERANGE mami jean j 07 23 2012 ATAT 1 1200 PH 200 i oO 1 D Li o iD Oo 1 ber Wireless 07 23 7012 Verizon 2 1 00PH 2 00 Yo a 1 a o o a i PH Wireless 07 23 2012 3 O 200aM oa 00 verion g 2 a o a o a 2 l 182 Utilization Report The Utilization reporting feature displays a listing of all statistics for each entity in the system You can filter by Type OC Operating Company Agency or Client or Entity Name There is also an option to restrict the date range You can also search for a specific word or number The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time Once you have the results that you seek you can export the data to a comma separated value CSV text file Read below to lear
163. nt e Account Types e Glossary e Dashboard Overview e Toolbar and Icons My Account You can manage your Textboom account settings by clicking the My Account link in the upper right corner of any page oR Support Training My Account Log Out e lt v O Dashboard Save Apply Cancel This page contains two tabs Change Password and Account Information Change Password Account Information Old Password New Password eo Confirm Password For better security please use a special character in your new password Example ASHA Changing Your Password To change your password do the following 1 Click on the Change Password tab 2 Enter your current password into the Old Password field 3 Enter your new password into New Password field 4 Re enter your new password into the Confirm Password field 5 Click the Save button in the upper right corner of the page NOTE We recommend that you use a special character in your password such as S or amp General Account Information To modify your other account information do the following 1 Click on the Account Information tab 2 If you want to change your default language click the Language drop down and make your selection 3 If you like enter your First Name and Last Name 4 Optionally enter your E mail address and or Cell Phone number 5 Choose your Time Zone from the drop down 6 Click the Save button in the upper right corner
164. o the list Case 3 The record in the file has both an Email address and a Cellphone number There are few possibilities 1 If amember record having the same email address already exists in the database and it has a pseudo carrier then the system will update the member record with the Cellphone number and also update the Carrier field 2 If a member record having the same email address already exists in the database yet has a different Cellphone number real number and real carrier then the system will reject the record in the batch file and will write a comment in the batch output file 3 If the email address does not exist in the system not found for existing members then the system will compare the Cellphone number In case the member record with this Cellphone number exists in the database then the system will add the member to the list and update the Email address field Otherwise the system will create a new member record with the Cellphone number and email address and add it to the list 4 If the email address and Cellphone number match an existing member record then the system will update the other fields and add the member to the list 255 Database Manager The Database Manager helps you manage all the databases in your account From the manager you can execute all database management actions with ease Once you create a campaign it will be appear with all other databases To begin you can access this featur
165. o the main page Recurrence You may also launch stop and launch the broadcast repeatedly Follow the steps below to configure multiple launches a7 First Occurrence Launch Now Date ca HH 12 MM 90 PM Time Zone Eastern Time US amp Canada GMT 05 Expiration Just before the 2nd occurrence launch 1 O Date m e HH 17 MM 00 AM 3 Time Zone Eastern Time US amp Canada GMT 05 Occurrence Recurrence Time Same as First Occurrence Launch Time HH 12 mw D0 PM Time Zone Eastern Time US amp Canada GMT 05 Recurrence Duration 1 Day gt G Recurrence pattern Daily Recurevery 1 day s 2 Weekly O Every Weekday Range of recurrence End after 5 occurrences End by HH 12 MM 00 AM Configure a Launch Date for the First Occurrence 1 If you want to specify a launch date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will begin 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone 38 Configure an Expiration Date for the First Occurrence 1 If you want to specify an expiration date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will expire 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Occurrence 1 For Recurrence Ti
166. oe a lM Nane Easton Val Polygon Pathe 40 05069749936099 42 92291645235352 40 OSTTOPIE9IGRSZ 82 90TIPSI2I7OSOTR Seed Message OF fun SMS campege Rastom Gweepe While at Easton today stop by brand Use your Gara card for a chance to win the 5000 apres Msg tete Retos May Appiy inedeietyy OR Ate Seea vj Aad Chow Serd Message OR Aun SMS campaigr Data Callechon fut Quesbor xj medeately OR Ator 24 Hours j Aj Remova 4 Lawnch amp Expirpbhian pig Hickory Pom i ates Veest Alpary ou Sy ree Alap Gate G2013 Googe Derma gi ibs Mapert s map eror tw Map Satelite TS Sere ae Ente Markers 0 Circies 0 fectargios Polygons 1 Essor Mot 11 To delete a GeoFence click the hand icon in the map toolbar and then click the Delete Shape button 12 Click the Next button to move to the third tab Location Database 139 1 Setup Laat Frage Osoba Laion Datta Opina J Location Database JUSTOPN 4 LOCPROIECTOS a Loe TEST CE DCAS LEADS 2 PSM LIST oy MMSPiNi jo PAM GOS SIP_PIR 4 SALES LEADS 10 BATCHEMAILDE 16 5 ERIAN LEADS 10 CAR_ LEADS 0 CUTERPIN 7 LAS TONTS TSR Oy EMAILLISTOP1E 5 EMALONLT H Gs Pin 4 4 Launch A Expiration Add ali J iteens selected E LOCATIONOPTINTEST 0 Add ali j ibems selected E LOCPROJECTOS M 13 The Locat
167. of the page Account Types Operating Company An Operating Company OC is an account type that provides access for managing multiple Agency and Client accounts At the Operating Company account level you can create edit disable and delete all aspects of agency and client accounts Agency An Agency is an account type that provides access to manage multiple Clients Agency users can create edit and delete client accounts The rights and permissions of Agency users is given by the parent Operating Company Client A Client is defined is the account type with the lowest level of account access Client users may only manage only one account at a time The parent Agency user assigns the rights and permissions of clients 10 Glossary Here we define key terms that are found throughout the user guide Database Storage for all records and their respective fields of data Keywords Words or combinations of words without spaces sent from cell phones to short codes that initiate a campaign remove the record from the list or request help Mobile Terminated MT Messages sent from the platform to cell phones Mobile Originated MO Messages sent from cell phones to the platform Network Look Up NL A service provided to obtain the carrier supplying service to that particular phone number QR Code QR is an abbreviation for quick response These 2 dimensional squares store encoded data that can be launched
168. okup to confirm the validity of the phone number e Opt out Click this icon to set the Opt out value for this record No message will be sent e Opt out and Send SMS Click this icon to set the Opt out value for this record An alert message will be sent 260 Column Headings The figure below displays the first few column headings Underneath these headings you will see a list of all your records a L_ Cell Phone Carrier First Name Last Name Managing Records At the extreme right end of each record in the listing you ll find a series of small icons Click this icon to send an SMS message Click this icon to edit the record you will exit the Record Manager Click this icon to perform a mobile network lookup to confirm the validity of the phone number g Click this icon to set the Opt out value for this record No message will be sent amp Click this icon to set the Opt out value for this record An alert message will be sent Click this icon to delete the database A database is both disabled and invisible 261 New Record The New Record feature is a tool for creating a new record You may access this feature by choosing Data gt Record Manager gt New Record from the toolbar Data Settings Help Database Manager Record Manager New Record Batch Opt Out Record Fields Or by click in on New in the Record Manager F em 2 6 E t4 Record Manager oN E Dashboard New Network Lookup Opt Ou
169. on lDay Recurrence pattern Daily Recur every 1 day s O Weekly O Every Weekday O Monthly Range of recurrence Endafter 5 occurrences End by HH 12 MM 00 AM amp 70 Configure a Launch Date for the First Occurrence 1 If you want to specify a launch date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will begin 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Configure an Expiration Date for the First Occurrence 1 If you want to specify an expiration date click the Date radio button 2 Click the calendar icon to select a date on which the campaign will expire 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Occurrence 1 For Recurrence Time you may leave the default setting Same as First Occurrence Launch Time 2 Otherwise check the second radio button and enter the time in hours HH and minutes MIM and choose AM or PM from the drop down list 3 Choose a Time Zone 4 If you would like a Recurrence Duration different from the default 1 Day select it from the drop down list 5 The default Recurrence Pattern is Daily Recur every 1 day If you like simply choose the options which match your preferences 6 You may also specify the Range of recurrence This can either end after a spe
170. or the broadcast 92 You enter a long message and the system will split it into multiple 5M5 messages if needed This may result in a higher count of MTs sent If you add a URL to this message Please make sure that it is contained in full in one 5M5 message Check the preview on the right side Message 0 chars 0 msg a Note Message send to Twitter can not be more than 140 characters long Send to Social Networks S Send the message to Social Networks 1 To send the message to Facebook Twitter or both and check the box for Send to Social Networks 2 You may now click the Yes button for Facebook Twitter or both 3 Click the pencil icon if you don t see a default account then enter the account details Send to Social Networks __ Allow field tags when sending to Social Networks __ Automatically truncate the message send to Twitter to 140 characters Select the Facebook page s to which your message will be posted 2 f Signin with Facebook Select the Twitter page s to which your message will be posted LE Sign in with Twitter __ Add a Short URL to this message 9 T Add a Media File to this message 33 Adding a URL to the message 1 To add a system generated hyperlink check the box for Add Short URL to this message 2 Click the Create Short URL button then enter a Title and the URL The Title will be the display text for the link 3 In the Select Short
171. ormation rights and permissions billing package and so on After saving a client profile you may then return to edit most of its settings You may access this feature by choosing Clients gt Clients Manager gt Client gt New Client from the toolbar After choosing this menu item you will see a page containing the fields that we display in the figures below Configuring the Client Notice that there are several panels on the page e Select Agency e User Messaging e Client Information e Social Networking e Company Details e Billing Page down to see all of the details Then come back to the top of the page The first panel is Client Information and it contains these fields anager VS0MAMO Check Availability Password Confirm Password First Name Last Name Email Coll Phone Time Zone Select Language Select Status _ Disabled Enabled Most items are self explanatory but we guide you through the entire setup here in this topic To begin follow these steps 232 1 First choose the Agency in which you want to group this client Then In Manager User Name enter the user name of the manager that you want to assign to this client then click the Check Availability button 2 Enter the Password then enter the same value for Confirm Password 3 Enter the First Name and Last Name and Email address 4 Enter the Cell Phone number and then choose the Time Zone and Language 5 If necessary set
172. ose the time and the day s of the week on which you want to execute this campaign Here s an example You want to ping the records location at 1pm on Monday Wednesday and Friday Also want to ping them at 2 00 PM not 1 00 PM on Tuesday and Thursday So in the Frequency section you configure 2 frequencies set Frequency 1 to 1 00 PM on Monday Wednesday and Friday set Frequency 2 to 2 00 PM on Tuesday and Thursday 18 Click the Update button to save your changes and initiate the campaign 141 Msg Box This especially useful new feature gives you the ability for to maintain one or more chat sessions between the system and a mobile phone user s You can respond immediately by starting a chat conversation after a user sends an MO for maximum interactions or customer support It s easy to access this feature simply choose Msg Box from the toolbar and a new page will appear like the figure below The large section on the right side may already contain a listing of messages You ll see four columns From To Message Date and Action On the left side you can select the Client and choose the filters you want to apply to the message listing In the bottom left corner you ll find the Active Chats section Messages Inbox Cimi Leroi LLL Eri nbox Sani Chat bubble ro Follow these steps to engage in a chat session 1 Locate the message in the listing and then click the small blue chat bubble in the Action column
173. ou ll find a Search field Here you can enter a specific value such as Chicago or 5551313 Click the Go button to initiate the search Any records containing the value in the Search field will appear in the results On the far right of the control panel you may also change the Month and Year 175 Month April 2012 Click the Go button to update the listing click the Reset button to revert back to the original filter settings Exporting Once you have the results that you seek you can export the data to a comma separated value CSV text file You can easily export the listing by following these simple steps 1 Click the Export icon in the upper left corner of the page 4 Export 2 When the window appears choose the location in which you want to save the CSV file 3 Click Save Column Headings The figure below displays the first few column headings Underneath these headings you will see all of the billable elements Name Type Association z SON STIN SOM 176 Opt Out Report The Opt Out reporting feature displays a listing of all opt out events You can filter by type OC Operating Company Agency Client or Short Code There is also an option to restrict the date range You can also search for a specific word or number The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter yo
174. ox 4 Choose a Type The choice here determines not only the display of this field on a form but also the supporting data structure When you change the value of Type say to a Drop Down you ll see the elements in the Attributes panel change accordingly see below Edit these elements to match your requirements 5 If necessary you may initially set the Status to disabled Attributes Number of options 2 First Option Do you like ice meam Default Value 1 Error Message one response Please try again lf Required Option 1 Tithe Yes Value 1 Option 2 Tithe No Value 0 268 White Label Textboom offers white label features that offer maximum flexibility in brand your operating companies agencies and clients 269 White Label Manager The White Label Manager displays a listing of all white labels for your account You may access this feature by choosing Settings gt White Label from the toolbar After choosing this menu item you will see a page containing the features that we describe below Filters On the left side of the control panel you may choose from one or more drop down menus to filter by Type or Status Search Type Status Select Status Go Reset Along with these filters you ll also find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the
175. p down menu and change the working Check the location box This will display where in your email you want this link located The default setting is for the link to show in the bottom left of your email Unsubscribe check this box if you want an Unsubscribe to appear in your email Users can use this link to stop receiving your future emails Should a user click this option and submit their information they will be opt ed out of your chosen database By default a standard messages will appear but you can tailor the Unsubscribe verbiage up to 200 characters long Utilize the Link Text drop down menu and change the working of the link Check the location box This will display where in your email you want this link located The default setting is for the link to show in the bottom left of your email Company Details If this button is enabled company details will show in your email You can edit the Company Name Address and other location information Choose the location of the link and how you want the company information to appear When you are happy with the changes click Done If you are not happy with the preview click on Change Add an Unsubscribe Spam button to this email When you click on this option a quick link button will appear for users to unsubscribe to your emails The user that clicks on this button will be directed to the Unsubscribe option on this system It is better for the deliverability of your future camp
176. pany which may or may not correspond to an actual business An agency may contain one or more clients In the topics below we explain how to create and manage agencies e Agency Dashboard e Agency User Manager e New Agency User e New Agency To access agency tools choose the Clients gt Clients Manager gt Agency menu item in the Textboom toobar 215 Agency Dashboard The Agency Dashboard also known as Agency Manager displays a listing of all agencies for your account You may access this feature by choosing Clients gt Clients Manager gt Agency from the toolbar After choosing this menu item you ll see a page having the characteristics which we describe below Filters On the left side of the report control panel you ll find the Status filter Choose one of the items and watch for the results to change accordingly Search Status Select Status v Go Reset Along with this filters you ll also find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search field will appear in the results Click the Go button to update the listing click the Reset button to revert back to the original filter settings Column Headings The figure below displays the first few column headings Underneath these headings you will find all of the email campaigns Agen
177. participants The default setting is at the SMS Campaign Expiration which is the date on which the campaign ends see the Launch amp Expiration section below You can also stop accepting participants upon 49 reaching the Max number of participants or at any time upon the SMS Campaign Manager request Place a limit on the number of winners by entering a value in the Max of Winners field 5 Limit the number of entries per SMS number by entering a value in the Max Entries Allowed By Same Participant field For example if you specify the value as 1 then only one entry per number is acceptable If a participant exceeds this maximum they will receive the message you write in the Too Many Entries Message field see below Enter both a Correct Answer Message and an Incorrect Answer Message 7 Each winning participant will receive the message you write into Winner Message All WO others will receive the message you place into the Non Winner Message field In the field Too Many Entries Message enter the message that will be sent to those participants who attempt to exceed the Max Entries Allowed by the Same Participant see above The contest is over when the Max of Winners has been reached see above In the Max of Winners reached message field enter the message that will be sent to anyone who attempts to participate in the game after the contest is over Finally you ll need to select the email address
178. per left corner of the page 2 When the window appears choose the location in which you want to save the CSV file 3 Click Save 185 Tools In this chapter we explain how to use these tools e Short URL Manager e Create a URL Short URL Wizard e Media File Manager e Create a Media File Media File Wizard You may access these tools from the Tools menu in the Textboom toolbar or by the quick access links under the toolbar on the Dashboard 186 Short URL Manager The Short URL Manager displays a listing of all the Short URLs for your account You can filter by OC Operating Company Agency Client or Status You can edit disable re enable and delete Short URL You may also perform a search for a specific word or number The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time You may access this feature by choosing Tools gt Short URL Manager from the toolbar or access it via the quick access links under the toolbar on the Dashboard Msg Box Tools Clients Data Settings Help SB LoriFarmer My Account Log Out Dashboard SMS Campaign Web Email QR Code Geofence Passbook ports Cellforce 09 23 2014 04 33 25 PM Short URL Manager ne Media File Manager g a i E i 4 r es E Dashboard gt eS SMS Reminder Keywords Email Simulator Reports Short
179. pt In Date and specify the Original Record ID Next you may enter the Record Custom Information 263 Car Type Select Shirt Size None Marital Status Married l Single CONIA Number of children Select Pets Bog Gat _ Fish Frat House soccer Team Select Cook Level Select F Church Position Donation Food Rating Service Rating These fields are optional Simply enter values that you want to apply to this record The last panel is Select Database panel Avallable Selected Z010PRESIDENT ALLIANCE LEADS APACHE DEMO CAMPAIGN DATA CFVOTE CHECK SUBSCRIPTION _RENEWAL CKR_DEMO CRAJOBS DENIS LEADS EMAILLISTO310 EPSILON LEADS Pret tt eh YEr Using the arrow key choose the databases in which you want this record to go You can also double click on the database to move it to Selected 264 Record Fields Manager The Record Fields Manager helps you manage fields within records To begin you may access this feature by selecting Data gt Record Manager gt Record Fields from the toolbar Data Settings Help Database Manager Record Manager New Record Batch Opt Out Record Fields After choosing this menu item you will see a page containing the fields that we display in the figures below Record Fields Manager e o 3 Dashboard New Enable Disable Delete The following sections explain all the functions of this manager Filters Search Status Select Status Go
180. r editing your QR skins You may access this feature by choosing QR Code gt QR Skin Designer from the toolbar QR Code Geofence Pa QR Campaign Manager QR Skin Manager OR Code Manager 2 0 QR Code Manager 1 0 Don t forget that you can access the SMS Campaigns and features by utilizing the quick link QR ofan m QR Cod Code ia icon that is located under the toolbar on the Dashboard O GOOMASS B B SMS Reminder Keywords Email Widget QR Code Geofence Reports Short Media Clients Database Record Campaign U File Manager jaap ogm ogm ap BS aR QR QR Skin QR Code QR Code Campaign Manager Manager Manager Manager 2 0 1 0 To design a QR skin follow the steps below 1 Begin the design process by defining the QR Code size ECC error correcting code level and frame 123 2 Coloring your QR code can be as simple as choosing a foreground background color Or if you want to reach for a more impressive look apply linear or radial gradient effects and then preview it in real time NOTE At anytime you may verify if a scanning app will recognize the visual changes applied on the QR Simply click the Test button underneath the QR Code image 3 You can now upload your logo on to the QR Code ee ega ee ff el Oo a i ce a ee ee alee ae Tig eee 124 NOTE After you upload a logo you may move and manipulate it anywhere on the canvas To change the logo size grab the right or bottom edges
181. r values for From and To which represent the lower and upper limits of the message count for the first tier 10 In the Field drop down list choose the field containing the message count that you want to evaluate to see if it falls within the range you set in the previous step 11 Enter the Price for this tier 12 To enter another tier click the Add link When you are done configuring the operating company click the Save button to commit your changes and complete the pricing package 207 New OC Pricing Package With the New OC Pricing Package feature you can create a new operating company OC pricing package You may access this feature by choosing Clients gt Billing gt OC Pricing Manager gt New OC PP from the toolbar After choosing this menu item you will see a page containing the fields that we display in the figures below Configuring the Package Notice that there are several panels on the page e Package Details e Per Cycle e One Time e Progressive Pricing Table The first panel is Package Details Package Name Check Availability Package Description Billing Cycle Monthly _ Quarterly _ Half Yearly _ Yearly Status Disabled Enabled Most items are self explanatory but we guide you through the entire setup here in this topic To begin follow these steps 1 First enter a Package Name and click the Check Availability button to ensure that the name is available Also enter
182. re you can choose a beginning From and ending To of date range that will restrict the records that appear in the results 1 Click the From calendar icon for example choose April 1 2 Then optionally choose the hour HH and minutes MM that will define the precise time for the start of the report date range Also choose AM or PM from the drop down You could enter 9 00 AM 3 Next click the To calendar icon you might choose April 30 4 Then optionally choose the hour HH and minutes MM that will define the precise time for the start of the report date range You could enter 5 00 PM 5 Click the Go button to update the listing Only the records that fall within the date range will appear in the results 6 Click the Reset button to revert back to the original filter settings Column Headings The figure below displays the first few column headings Underneath these headings you will see all of the batches Client Database File Name Here you can also see the original file and result file of the batch upload Both of these files can be downloaded to your computer simply click on the box green arrow and follow the prompts Original File Result File amp 174 Invoicing Support Report The Invoicing Support reporting feature displays a listing of potentially billable elements to assist you in with invoicing You can filter by type OC Operating Company Agency or Client or Entity Name You
183. ren Addresa Diky L ances Ag Promotional ehi Confirmation Bon Br yaj A EEI 134 Dial Users will dial a phone number with a click of a button an zj Time Zone Eastern Time US amp Canada j 1 a aw 135 hasce contre Foster Prwmcy Page Terma Thank You _ pr Logo max wiat p Lege stgnment Let j L r a e e ro a QR Code Manager Statistics Each campaign except SMS will have a statistics report that highlights the most important aspects of the campaign including time type of device used to view the content the QR scan location and any other data collected through the campaign ex Survey RSVP etc QR Wizard 2 0 The QR Wizard 2 0 is similar to the original QR Wizard with the addition of new skin designer options Your basic QR functions remain available including Short URL Text Web Address Dial and SMS GF Bila pegng TR mej OF Setup Tile ssp Cik Lia CH Saui ti 2 nigi Supe liiki Buper El rrp A piaj a baga Mal mii es Bae ee biak od yee Gee drove That lcci oe Se a eh 136 Geo Fencing Geo Location is an advanced SMS campaign feature that targets mobile users by geographic location We recommend promoting this as a special campaign which notifies users that their location will be pinged or checked before a message is sent to them If a particular mobile user is within a fence that you define known as a GeoFence they will
184. rform a search for a specific word or number The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time You may access this feature by choosing SMS Campaign gt Reminder from the toolbar SMS Campaign Web E SMS Campaign Manager Reminder Keyword Manager Don t forget that you can access the SMS Campaigns and features by utilizing the quick link icons that are located under the toolbar on the Dashboard 7 G afi tal s i iii i 1 ts zi Si mander Keywords Emai widget IR Code seofence Reports short Wesa ients Jatsbase Record JRL File Manager After choosing this menu item you ll see a page having the characteristics which we describe below Filters On the left side of the report control panel you ll find a group of filters below Choose from one or more of these drop down menus to filter by Client Status or Type Search Messaging Med mma Status Select Status mm 95 Along with these filters you ll also find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search field will appear in the results From 04 05 2012 To 04 05 2012 Go Reset Click the Go button to update the listing click the Reset button to re
185. right side of the report control panel you may find the From and To of date filters see the figure above Follow these steps to limit the records in the listing to only those that fall within a date range 156 1 Click the From calendar icon for example enter 9 22 2014 2 Next click the To calendar icon you might enter 9 23 2014 3 Click the Go button to update the listing Only the records that fall within the date range will appear in the results 4 Click the Reset button to revert back to the original filter settings Column Headings The figure below displays the first few column headings Underneath these headings you will find all of the email campaigns Name Agency Client Subject Database s Launch Managing Campaigns At the extreme right end of each record in the listing you ll find a series of small icons Click this icon to view a popup showing the email message dialogue a Click this icon to edit the email you will exit the Email Manager Click this icon to cause the email to expire immediately An email that you expire will no longer send messages Click this icon to disable the campaign A disabled email cannot be used again until it is enabled Click this icon to delete a campaign A deleted email is both disabled and invisible except when the Show Deleted SMS Email box has a check in it 157 Email Template Manager The Email Template Manager displays a listing of all ema
186. s 5 When you re happy with the entries click the Next button to continue on to the next step Message Client Messaging Media Client Enabled Keyword Select Keyword Shortcode Pricing Package 250 SMS Campaign Name SMS Campaign Notes Message In this step you ll specify the frequency of winning entries the maximum number of winners and configure a number of options Think of it as a conversation template here you are configuring the interaction between the SMS recipient and your campaign Remember the maximum length of the message and error message is 160 characters 56 Quiz Question 0 160 chars Can Record reply HINT Yes No Every Wins Max of Winners Max Entries Allowed By Same Participant Winner Message 0 160 chars Hon Winner Message 0 160 chars Too Many Entries Message 0 160 chars Max of Winners reached message 0 160 chars Send Winner s totheemall sventebie Selected MMCLENT supportdimessac Have a look at the figure and then read below to learn the steps 1 Begin by entering the Quiz Question This is the initial question that is sent to each participant 2 Next decide if you want to offer a hint If so choose Yes for Can Record reply HINT and then enter the Hit Message and the Expected Answer 3 Enter a value for Every X Wins This is the win frequency If for example you enter 50 then 1 out of every 50 replies will be a winner 4 Place a limit o
187. s In the topics below we explain how to create and manage billing packages for each of these e Pricing Package Manager e OC Pricing Manager e New OC Pricing Package e Agency Pricing Manager e New Agency Pricing Package e Client Pricing Manager e Client Pricing Package To access agency tools choose the Clients gt Billing menu item in the Textboom toobar 197 Agency Pricing Manager The Agency Pricing Manager displays a listing of all agency pricing packages for the OC you choose You can filter by Status and edit disable reenable and delete packages You may also perform a search for a specific word or number The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time You may access this feature by choosing Clients gt Billing gt Agency Pricing Manager from the toolbar After choosing this menu item you ll see a page having the characteristics which we describe below Filters On the left side of the report control panel you ll find a group of filters below Choose from the drop down menu to filter by Status Search Select OC Status Select Status Go Reset Along with these filters you ll also find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the sear
188. s database only If you choose this radio button the record will NOT be uploaded if the record is Opt out in the database you upload to Not Applicable for new database 252 Allow to upload TCPA compliance field If checked system will accept the tcpacompliant field in the CSV file and will update its value for the record If unchecked the system will ignore this field in the CSV file if exist Note If you don t have the proper permission you will not be able to change the value of this checkbox Perform Network Lookups If checked system will look for the carrier servicing EACH phone number in the file If unchecked system will expect that you provide the carrier field in the upload file System will perform a network lookup for phone numbers that are missing the carrier code or if the carrier code is wrong Send Welcome Message If Checked system will send a text message to Record uploaded to the Database 253 Avoiding Network Look Up in a Batch Upload Report To avoid encountering a network lookup during a batch upload we recommend that you take these two precautions 1 If there is no check in the Perform Network Lookup box then the system requires that the user include a carrier_id field in the CSV file That means that the user already has the carrier_id value and it is already in the CSV file Note If the system finds that there is already a carrier_id value in the database for this cell phone nu
189. s to be set by the user These are settings applied to the mobile web page that display your QR action s content Settings can be applied to the Header Content area Footer Privacy Page Terms and Thank You page Please note these are default settings for the entire campaign However you may assign different settings for each web page Header Content Footer Privacy Page Terms Thank You cst i eo e lt s l QR Campaign new Dashboard QR save Apply Cancel Campaign Manager Setup Timeline Campaign Setup Mobile Page Defaults Client Select Client v i Header Content Footer Privacy Page Terms Thank You QR Design v Header Logo Create New Template Browse No file selected Clear Database Select y E l E L Logo max height px Create New Database Logo max width pr QR Campaign Name Logo alignment Center v QR Campaign Notes A BiB vue Ol 2 we Header text amp ti Header background color O NOTE You may at any time preview your work by selecting Preview below the defaults window See an example preview image below 128 Content background color Footer background color with text 129 QR Campaign Each QR Timeline Action page will have two sections for you to complete The left section defines the date time action content and so on The right section offers options for creating a unique web page settings for that specific action The settings defined in the right section will ONLY sho
190. sage campaign as effective as possible When someone texts your keyword it triggers your campaign that you created to launch on the users device Often a simple keyword is the most effective as it is easy to remember and text In the topics below we explain how to create and manage keywords e Keyword Manager e Create a New Keyword You may access these tools from the SMS Campaign menu in the Textboom toolbar or from the E Keywords quick link icon on the Dashboard 88 Keyword Manager The Keyword Manager displays a listing of all keyword records for your account You can filter by OC Operating Company Agency Client Status or Short Code You can edit disable re enable and delete campaigns You may also perform a search for a specific word or number The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any time You may access this feature by choosing SMS Campaign gt Keyword Manager from the toolbar SMS Campaign Web E SMS Campaign Manager Reminder Keyword Manager After choosing this menu item you ll see a page having the characteristics which we describe below zy Q lt Dashboard SMS Reminder New Enable Disable Delete Campaign C Keyword Manager Filters On the left side of the report control panel you ll find a group of filters below Choose from one or more
191. sensuacheeeansuuceeseeunescuncunees 269 White Label Vian dS er wceavseleecsiniesaetsce gal eee ear N a 270 Waite La Del Seting miran ea a semmecnaeaneananess 272 Overview of Textboom Textboom by MobiConcepts is a proprietary global consumer engagement technology platform that allows companies of all sizes to manage every aspect of customer communication and interaction The platform offers the most robust set of features to facilitate engagement via cell phone or the web Whether you want to launch a broadcast campaign to your subscribers as well as to social networking sites or engage your clients with text2vote text2win or text2quiz collect data or develop a dynamically scripted conversation with your target audience Textboom allows you to launch such campaigns with ease while using our intuitive user interface No technological expertise is necessary Textboom offers a one of a kind white label feature set with 4 levels of account hierarchy custom billing and rights amp permissions MobiConcepts is an ever growing software provider that has allowed hundreds of major brand and companies to take their consumer engagement to the next level With new updates and features rolling out every quarter we are always ready to grow with you Environment The Textboom environment has an extensive number of features and options to help you manage your entities and campaigns In this chapter we explain how to create these campaigns e My Accou
192. ssword You can also setup the Billing options Pricing Package Select Package ha Billing Start Dato 04 22 2012 Em Billing Typo Stop Loss Overdraft 14 Choose the Pricing Package that you want to apply to this operating company 15 Choose the Billing Start Date 16 Decide if you would rather set the Billing Type to Overdraft 234 Operating Company An operating company is an entity for grouping Agencies An agency may contain one or more Clients In the topics below we explain how to create and manage operating companies e New OC User e New Operating Company e OC Dashboard e OC User Manager To access agency tools choose the Clients gt Clients Manager gt OC menu item in the Textboom toolbar 235 New OC User The OC User feature is a tool for creating an Operation Company OC user We provide you with many options and yet it s quite easy to setup You may access the OC User feature by choosing Clients gt Clients Manager gt OC gt User Manager gt New User from the toolbar After choosing this menu item you will see a page containing fields like the ones we display in the figures below Oc Select OC sername Check Availability Password Confirm Password Time Zone Select Language Select Language Status Disabled Enabled Configuring the User Account To create a user account you simply complete all the fields and then save the user profile To begin
193. t Opt out and Send SMS Delete After choosing this menu item you will see a page containing the fields that we display in the figures below e Y Q ti Record new Save Apply Cancel Record General Information Client Select Cent y Country Select y Cell Phone Find Carier Street Carrier Address First Name City County Middle Name State Zip Last Name ep Opt In IP Priis mai i Original Gender Select ps e Record DOB ca ID Birth Day ica Language Select y Time Zone Select y Select Database Available Selected Notice that there are several panels on the page e Record General Information e Record Custom Information e Select Database 262 The first panel is Record General Information and the left side contains these fields Carrier First Name Middle Name Last Name Email Gonder Select DOB Birth Day Language Select Time Zone Select Most items are self explanatory but we guide you through the entire setup here in this topic To begin follow these steps 1 First specify the Cell Phone Carrier You may also click the Find Carrier button and select a carrier from the listing 2 Enter the First Name Middle Name Last Name and Email address 3 Choose a Gender DOB or optionally a Birthday Also choose the Time Zone and optionally a Language 4 Choose a Country then enter the Address City State and Zip code 5 Specify an Opt In IP address and an Opt In Source 6 Choose and O
194. t message sent to records after the system receives a STOP message This feature can be located at the Database Set Up Screen edit an existing database or create a new one to access this functionality the New Edit Account screen on the Client Agency Operating Company and Enterprise levels and from the My Account link If a user is subscribed to multiple campaigns on the same short code and sends STOP the user will be opted out of all the campaigns on that short code How the system determines to send an Opt Out There are two cases to consider 1 If a record is joined to a single database the system will first query the database for an opt out message e f no opt out message is to be sent the record will NOT receive the message e If an opt out message is to be sent the system will look to the database opt out message e If an opt out message is to be sent but the database opt out message is empty then the system will search all parent accounts for opt out messages starting with the direct parent account 2 If a record is opted into multiple databases then the system will decide to send or not send the opt out message as indicated at the level above the account where the databases reside Spanish STOP amp HELP This is a new feature a Spanish opt out and help message can be sent when AYUDA Help and PARAR Stop is sent by a record Be Send Opt Out Message m If you select No an Opt Out message will not be s
195. t need to be included 2 The simplest way to use this tag is now This will show today s date based on EST time zone with the format mm dd yy Text 2 Win Counter Tag T2WCOUNTER X n This is a specialty tag for Text 2 Win campaign where many members text a keyword and the system keeps count of how many texted in Each message that was received is assigned a number based on the order in which it was received like in a queue and this number can be used as a tag in the response message 108 The optional parameter X of this tag allows you to select if the system should present the actual counter number or the remainder of diving the counter by X This way the number the system will generate for this code will always be between 1 and X 1 The optional parameter n can be replaced by any number between 1 and 9 to set how many digit will be used to show the counter value E g t2wcounter 3 will show 001 Here s an example You have a T2W X where every 50th member wins Since 49 out of each 50 are not winning you want to let them know their number out of 50 so that they feel it was a fair game So you can include the T2WCOUNTER tag in your Non Winner response message T2WCOUNTER X2 In this example the tag will return the numbers 01 to 49 Other examples e Sorry you didn t win You were number t2wcounter x out of 50 e Your message arrived in number t2wcounter 3 today and only e
196. th disabled and invisible Column Headings The figure below displays the first few column headings Underneath these headings you will see a list of all your widgets T SMS F Widget Hame Client Database peg Campaign Status Managing Widgets At the extreme right end of each record in the listing you ll find a series of small icons Click this icon to preview the widget in a popup window a Click this icon to edit the widget you will exit the Widget Manager Click this icon to disable the widget A disabled widget cannot be used again until it is enabled Click this icon to delete the widget A deleted widget is both disabled and invisible 113 Create a Web Widget The Widget feature is a tool for creating an HTML widget that you can insert into a forms or display as a popup We provide you with many options and yet it s quite easy to setup You may access the Widget feature by choosing Web gt Widget Wizard from the toolbar Web Email OR Code Geofence Passbook i Widget Manager Widget Wizard Or by clicking on New in the Widget Manager E Widget Manager o g3 Dashboard New Enable Disable Delete After choosing this menu item you will see a page much like the figure below Configuring the Widget Notice the Widget Look amp Feel section on the left side of the page To begin follow these steps 114 1 The default size for the widget is 300 pixels wide by 400 ize G00 M pixels high
197. the drop down list e Next you ll need to specify the response for an SMS reply that doesn t match what you entered in the If answer is field Simply choose either Send MessageRun SMS Campaign or NOTE You ll need to create and save at least one predefined campaign before it will appear in the drop down listing e Click Add to add another dynamic response item click Clear to remove a dynamic response item b Current Txt 2 Vote Results this option will generate a simple reply containing the vote results d No Response Choose this option if you do not want to generate any response 4 You can also send all responses to an email address of your choosing Simply select one or more email addresses in the Send Result to Email listing 5 Click Next to move on to the Destination Database step Destination Database In this step you ll choose the database in which you want to store your campaign data If no database exists you may create one by following these steps 1 Click Create New Database 2 Enter a Database Name 67 3 Check the box for Send Subscription Renewal Msg if you want to send a monthly renewal message to your database 4 Click Submit to commit your changes click Cancel to discard If at least one database already exists you ll see it in the Available listing see the figure below Follow the steps below to manage your databases Destination Database _Create New Database No Destination Databas
198. the upper right corner of the page After you successfully save a new template you may then find it in the Email Template Manager listing 161 Reports Textboom offers you several types of reports e Message Log e Email Log e Network Log e Batch Upload Report e Invoicing Support Report e Opt Out Report e SMS Campaign Performance Report e Utilization Report e Log You may access these tools from the Reports menu in the Textboom toolbar Dashboard 5M5 Campaign Web Email OR Code Geofence Passbook Msg Box Reports Tools Clients Data Settings Help Message Log Email Log Network Log Billing Log Billing Notification Log Utilization Report Opt Out Report Export Report Biling Status Update Batch Upload Report Invoicing Support Report Activity Log 162 Message Log The Message Log reporting feature displays a listing of all SMS messages You can filter for successful distributions unsuccessful attempts or exclude specific log types and status indicators from the report There is also an option to restrict the date range You can also search for a specific term such as a number or a word Or you can choose from several value specific filters such Select Carrier Select Shortcode Select Agency or Select Client The listing will change to match any filters that you apply and you can combine several filters to make your report very specific To clear away any filter you can perform a reset at any
199. time Once you have the results that you seek you can export the data to a comma separated value CSV text file Read below to learn how to prepare your report You may access this feature by choosing Reports gt Message Log from the toolbar ax 4 Dashboard Export Message Log Log Type Status Y Select Un Select All SMS Date AN V mT F Queue Delivered F Acknowledged M1 Failed From 09 23 2014 Ue HH 12 MM 00 AM y v mo V Rejected IV Buffered V Undelivered IV Expired To 09 23 2014 c HH 11 MM 59 PM y lvl wo Transferred Y Delivered amp Billed Y Received V Pseudo Pending VI invalid v Waiting V Unknown View Reminder Only E View PSMS Messages Only Show Notes Search Select Camer Y Select Shortcodel y Select Aggregator y Select Agency y Select Clent m Go Reset After choosing this menu item you will see a page having the characteristics which we describe below 163 Filters On the left side of the report control panel you ll find a group of filters Log Type Status M Select Un Select Al MT Queue Delvered Acknowledged Failed MO Rejected Buffered Undelivered Expired wo Transferred Delivered amp Billed Y Received Pseudo Pending Invalid Waiting Unknown Initially all of these options have a checkmark which means that all records havin
200. tination Database Destination Database Select e Available Selected WUZR Record existsin Any selected Database perform the following action to Records who s status is Opt in active gt Please select the action below Terminate this session and don t send a message Terminate this session and send the following message Message 0 160 chars To choose one or more existing databases 1 Click the database name in the Available listing and then click the right arrow to move the database name to the Selected listing 2 If you want to take action when a duplicate entry is found in a database check the If Record exists box 3 In the first drop down choose All if you want to this setting to apply only if a duplicate is found in all databases in the Selected listing Leave the default Any if you want this setting if at least one duplicate is found in any of the databases 4 In the second drop down the default option is Opt in Active If you leave this option the setting will only apply to duplicate records having an opt in value Instead you might choose Opted out Inactive or Any Jee 5 Next decide what happens when a duplicate is found You can choose to Terminate this session and don t send a message or choose to send a message If you choose the second option then enter the Message 6 When you re happy with your changes click Next to continue to the last step Launch amp Expir
201. tion dates The default settings are such that the campaign will begin immediately and have no expiration date Follow these simple steps if you want to modify either or both Configure a Launch Date 1 If you want to specify a launch date click the Date radio button If not click Now 2 Click the calendar icon to select a date on which the campaign will begin 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone Configure an Expiration Date 1 If you want to specify an expiration date click the Date radio button If not click None 2 Click the calendar icon to select a date on which the campaign will expire 3 Enter the time in hours HH and minutes MM and choose AM or PM from the drop down list 4 Choose a Time Zone You may click the Previous button to return to prior steps If you re happy with all of the settings click Launch SMS Campaign to commit your changes and return to the main page 46 Txt 2 Quiz Random Win The Txt 2 Quiz Random Win feature is a tool for creating simple campaigns that solicit SMS responses to a quizzing game in which the winning entries are chosen at random by the system You specify the frequency of winning entries the maximum number of winners and several other options It is easy to setup by following the instructions in this section You may access this feature by choosing SMS Campaign gt SMS Campaign M
202. tions are Email Sent Email Opened Email Bounced Unsubscribed Clicked Spam and Status The email action results will change as the recipients read the email forward click on the links or any action is preformed that is embedded within the email Email Email Email Sent eai Bounced Unsubscribed Clicked Spam Status P a Z ai i rn nno zai 07 l E ETO 070 00 O 0 00 BEET 0 00 Sent 3 tnt cr Filters On the left side of the report control panel you ll find a group of filters below Choose from one or more of these drop down menus to filter by OC Operating Company Agency or Client Status or Campaign Type Search Select OC Select Agency Select Client Along with these filters you ll also find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search field will appear in the results On the right side of the control panel you may uncheck the box for Launch if you also want to see campaigns that have expired Check the Show Deleted Emails checkbox if you want to display campaigns that had been previously deleted From C 2A 2014 taf Laune Launch oon _Go Reset _ Show Deleted Emails Click the Go button to update the listing click the Reset button to revert back to the original filter settings Restrict by Date Range On the
203. to commit your changes and complete the pricing package 204 New Agency Pricing Package With the New Agency Pricing Package feature you can create an Agency new pricing package which is quite similar to creating a new OC pricing package You may access this feature by choosing Clients gt Billing gt Agency Pricing Manager gt New Agency PP from the toolbar After choosing this menu item you will see a page containing the fields that we display in the figures below Configuring the Package Notice that there are several panels on the page e Select OC e Per Cycle e Package Details e Progressive Pricing Table e One Time The first panel is Select OC Choose the operating company that contains the agency for which you want to configure a new pricing package The second panel is Package Details Package Name Check Availability Package Description Billing Cycle Monthly t Quarterly _ Half Yearly _ Yearly Status Disabled Enabled Most items are self explanatory but we guide you through the entire setup here in this topic To begin follow these steps 1 First enter a Package Name and click the Check Availability button to ensure that the name is available Also enter a Package Description 2 Choose a Billing Cycle 3 If necessary set the Status to Disabled 205 In the next section you may optionally specify the One Time charges Set up Feo Pre Paid MTs STD Pre Paid
204. ttom of the listing Perhaps you want to edit a simple database containing a set of phone numbers You can accomplish this in the panel on the right side of the page Create a New Database amp Manual Upload New Database Name Phone Number s You can enter upto 100 separated phone No space or dash Include Country and Ares Code E g 120133944233 152373532211 To create this type of database do the following 250 1 Enter the New Database Name 2 Enter the Phone Numbers The maximum number is 100 and you must separate each number by a comma 3 When you re done click the Upload button 4 After a moment the Database Manager page will appear 5 Your new database is likely to be found near the bottom of the listing Complete these optional steps 1 In the Database Messaging section enter the Opt Out Message Help Message and Subscription Reminder Message for this database 2 In the Database Notification section check one or more of the boxes to send a notification when a new existing or opt out record change takes place in the database A new record is a complete new entry in the database and an existing record already resides in the database The opt out value for a record may change as a result of user response or administrative action 3 Finally enter a Follow up Message and choose a Follow up interval Click the Save button at the top of the page to commit your changes and exit to the Database
205. u can perform a reset at any time Once you have the results that you seek you can export the data to a comma separated value CSV text file Read below to learn how to prepare your report You may access this feature by choosing Reports gt Opt Out Report from the toolbar After choosing this menu item you will see a page having the characteristics which we describe below amp lt Opt Out Report Dashboard Export Opt Out Date h elect elect Select elect Shortcod ood OE v Select Agency x v Select Shontcode v Go From 09 23 2014 HH 12 MM 00 AM y A To 09 23 2014 t HH 11 MM 59 PM Cell Phone Client First Name Last Name Shortcode Opt Out Date Filters On the left side of the report control panel you ll find a group of filters below Choose from one or more of these drop down menus to filter by OC Operating Company Agency Client or Short Code Search Select OC Select Agency Select Client Select Shortcode Go Reset Along with these filters you ll find a Search field Here you can enter a specific value such as Chicago or 5551313 Click the Go button to initiate the search Any records containing the value in the Search field will appear in the results Click the Go button to update the listing click the Reset button to revert back to the original filter settings 177 Restrict by Date Range On the right side of the report control panel you may find the Opt
206. up of filters below Choose from the drop down menu to filter by Status Status Select Status _ Go _ Reset Along with these filters you ll also find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search field will appear in the results Click the Go button to update the listing click the Reset button to revert back to the original filter settings Add Enable Disable or Delete Pricing Packages In the upper right corner of the page locate these icons g eo _ New Enable Disable Delete Check the box next to any record and then click the icon that corresponds to the function you want to apply 211 e New add anew Pricing Package e Enable enables a record that has been previously been disabled e Disable Click this icon to disable the package A disabled package cannot be used again until it is enabled e Delete click this icon to delete the package A deleted package is both disabled and invisible Column Headings The figure below displays the first few column headings Underneath these headings you will see a list of all your packages Included Included Included D ee MTs STD MOs STD NLs Managing Pricing Packages At the extreme right end of each record in the listing you ll find a series of small icons 4 Cl
207. value in the Search field will appear in the results Click the Go button to update the listing click the Reset button to revert back to the original filter settings Add Enable Disable or Delete White Labels In the upper right corner of the page locate these icons o g eo a New Enable Disable Delete Check the box next to any record and then click the icon that corresponds to the function you want to apply e New add anew white label e Enable enables a white label that has been previously been disabled e Disable Click this icon to disable the white label A disabled white label cannot be used again until it is enabled e Delete click this icon to delete a white label A deleted white label is both disabled and invisible 270 Column Headings The figure below displays the first few column headings Underneath these headings you will see a list of all your short URLs QR Title QR Type Client OR Image OR Content Managing White Labels At the extreme right end of each record in the listing you ll find a series of small icons a Click this icon to edit the Short URL you will exit the Short URL Manager Click this icon to disable the Short URL A disabled Short URL cannot be used again until it is enabled e Click this icon to delete a Short URL A deleted Short URL is both disabled and invisible 271 White Label Settings You can configure White Label Settings for operating companies
208. vert back to the original filter settings Restrict by Date Range On the right side of the report control panel you may find the From and To of date filters see the figure above Follow these steps to limit the records in the listing to only those that fall within a date range 1 Click the From calendar icon for example enter 4 1 2012 2 Next click the To calendar icon you might enter 4 30 2012 3 Click the Go button to update the listing Only the records that fall within the date range will appear in the results 4 Click the Reset button to revert back to the original filter settings Enable Disable or Delete Reminders In the upper right corner of the page you may find three icons A p Enable Disable Delete Check the box next to any record and then click the icon that corresponds to the function you want to apply e Enable enables a record that has been previously been disabled e Disable Click this icon to disable the campaign A disabled reminder cannot be used again until it is enabled e Delete click this icon to delete a reminder A deleted reminder is both disabled and invisible 96 Column Headings The figure below displays the first few column headings Underneath these headings you will see a list of all your reminders Fl Name Agency Client To Reminder Type Remind In Managing Campaigns At the extreme right end of each record in the listing you ll find a series of sma
209. very 50 wins You can try your luck again tomorrow after 6PM Preview Window With tags it is a little more complex to compose a text message without making mistakes The preview window should assist you to ensure that the outcome represent the indented message Textboom holds a Preview Member that has all member fields populated This Preview Member is used to show you what a real message would look like when the tags are replaced with actual data stored in the database Preview Member Fields Cellphone 19999999999 Carrier AT amp T Wireless Firstname Jane Lastname Richards Email jrichards mail com DOB 11 02 1980 City Mobile State Alabama Zip 36617 Country United States Optinsource www website com Created 12 15 2009 So when the user enters tags they will be showing the respective values of the Preview Member record fields from above 109 Example P eiew Campaign Congrats Jane Rechards na recorded pour B Day as 11 02 1980 4 ur r spacial Message Congrats LZALDAmA iLastname 10 we recorded fs get ee Tad er mph sien TELGI chars your B Day as Iidobl 4 wr special promo go up f WN cellfcsceeganeas com and enter code GF random H3 3 when u sign up Here s a closer Look Congrats firatnamel lastname aa as Liani l 4 ur ace promo goz I james com and enter code CF pct Sy M3 3 1 when u sign up Congrats Jane Richards
210. w for that action If you do not wish to change these settings the Mobile Page Defaults under the SETUP tab will be used QR Actions Content The Content Action is designed to display text for viewing purposes only Links phone numbers and email addresses will be hyperlinked for click through and click to call actions Setup Titre ae Oerfoneeew as Damen WELCOME TO CAMPAIGN TIMELINE fe a ee Wid karn cial SURVEY CAMPAIGN CUSTOMIZE CAMPAIGN Dike each Content Es Priwaery Payji Terms Thank You HH Mild AM header Laga Tima Zone Eastern Time US amp Cansada iroeve Clear Loge max Maigi pr Hareg Asi For usw information t Logo mar width ne Firat Marne Last hama Loge algrmant Left Sire Address City Dirie Pines in Eip Posin Code Gee ncker Aue Header Beak Promote Code amp Confirmaten Bea Bs Ua A EE Header background cone 6 Sorvey Bruponasa Lehart Numba Fires Textbox Fol optiona 0 a Preview NOTE Once your settings are saved your QR Code will appear on the Timeline See below The timeline displays your skin date and time of action title a portion of the content and the ability to Edit View QR and Preview the content or action 130 j Z ig J Ceetect e 10 re eo 131 amp _ Web The web action will direct traffic to your specified web address TAT CENG ITE teaser background color 5 Time Zera Eastern Time US amp C
211. when scanned with a smart phone application Record a collection of data elements stored in the database Short Code 5 or 6 digit numbers to send and receive SMS messages Short Codes are used because carriers allow a higher volume of messaging Web Widget a web widget is a feature that allows users to opt in to a list on a website Once you configure the settings custom code is generated for an embedded or pop out widget ae ee Dashboard The Dashboard is a summary page in which you can view Statistical information at the one of several levels Operating Company Agency or Client At a glance you may view the amount of MTs messages terminated MOs messages originated or NLs network lookups for each entity You can easily navigate to find more detail You can always get back to the Dashboard by using the button in the tool bar at the top of the page Dashboard 5M5 Campaign Web Email OR Code Geofence Passbook Msg Box Reports Tools Clients Data Settings Help Column Headings The figure below displays the first few column headings Underneath these headings you will see the listing If OC names are visible you can click on an OC name to view its agencies MTs i Rolling 30 Rolling T7 oe sol i i Yostorday Change Change If agency names are visible you can click on an agency to see a listing of its clients MTs Rolling 30 Rolling T Agency Name MTs Cycle Yesterday Change Change If client names are v
212. will become unavailable 2 If you are creating a Private template then you may choose a Client from the drop down listing 160 4 From the Category drop down listing choose the type of template such as Restaurant or Retail Give the template a Title and Description which will appear in the template listing in the Email Template Manager If you want the template to be initially unavailable then set the Status to Disabled You can enable it later in the Email Template Manager Using the graphical editor edit the Email Template See the Email Broadcast topic to learn more about the Graphical Editor HTML Code Text Version and Preview tabs By default the text in the Unsubscribe info field contains instructions for a simple cancellation of the subscription You can choose different instructions by selecting one of the options from the Link Text drop down menu To insert the text in the Unsubscribe info field into the bottom of your email message click the Done link You can also edit the Company Name Address and other location information When you are happy with the changes click the Done link to insert these elements into the bottom of the email message You can click the Quick Preview tab to view the email as it will appear to your recipients Click the Graphical Editor tab to return to the editor and make additional changes 10 When you re happy with the template settings click Save in
213. ys a listing of all clients for your account You may access this feature by choosing Clients gt Clients Manager gt Client from the toolbar After choosing this menu item you ll see a page having the characteristics which we describe below Filters On the left side of the report control panel you ll find the Status filter Choose one of the items and watch for the results to change accordingly P Status Sled Siatig Go Rese Along with this filters you ll also find a Search field Here you can enter a specific value such as GOSSIP or 57111 Click the Go button found at the extreme right of the page to initiate the search Any records containing the value in the Search field will appear in the results Click the Go button to update the listing click the Reset button to revert back to the original filter settings Column Headings The figure below displays the first few column headings Underneath these headings you will find all of the email campaigns Client Agency MTs MOs NLs Managing Clients At the extreme right end of each record in the listing you ll find a series of small icons Click this icon to view the Client details you will exit the Client Manager a Click this icon to edit the Client you will exit the Client Manager wf Click this icon to enable the client Click this icon to disable the client A disabled client cannot be used again until it is 226 enabled e Click this i

Textboom.com User Manual 2014

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