fastsms full user manual · import contacts. p37 … manage groups. ... with the best possible...

NetMessenger

N e t M e s s e n g e r

Send

FULL user manual

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MESSAGE NEW

MESSAGE

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© fastsms 2013

Tel:: 0800 954 5305

Email: [email protected]

Visit: www.fastsms.co.uk

Contents

1. Overview

p5 … Login

p6 … Navigating NetMessenger

p7 … Dashboard

2. My Account

p8 … Your Contact Information

p9 … Account Settings

p11 … Order History

3. Send SMS

p12 … Quick Send

p13 … Choosing Recipients

p15 … Sender Details

p16 … Composing Your Message

p17 … Templates

p18 … Scheduling

p19 … Delivery

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4. Message Folders

p20 … Outbox

p21 … Sent

p22 … Inbox

p24 … Tags

p24 … Recurring Messages

5. Inbound Numbers

p25 … Virtual Numbers

p26 … Settings

p28 … Keyword Processing

p29 … Add a Keyword

p30 … Actions Triggered

6. Contacts

p33 … Contacts

p35 … Add A Contact

p36 … Import Contacts

p37 … Manage Groups

p38 … Distribution Lists

p39 … Add a Distribution List

p41 … List Entries

p42 … Blacklisted Numbers

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7. Reports

p43 … Reports

8. Administration

p44 … Manage Users

p46 … Add A User

p48 … Manage News Items

p49 … Add News

p50 … Manage MSISDNs

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Login

Once you have opened an account you will receive an email with your username and

password details, enabling you to access your account and take full advantage of

NetMessenger.

1. Go to http://my.fastsms.co.uk

2. Enter your username and password

3. Click ‘Login now’

Overview

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http://my.fastsms.co.uk

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Navigating NetMessenger

While you are logged in to NetMessenger you will always have access to the top navi-

gation (below). This allows you to do the following...

1. 'Home': Return to the NetMessenger Dashboard

2. 'Send SMS': Compose a text message

3. 'Messages': View message folders

4. 'Contacts': Manage your contacts and groups

5. 'Reports': View message reports

6. Your Username: Clicking here takes you to your profile. This area also

displays your balance and allows you to top up.

7. 'My Account': Manage your account and settings

8. 'Administration': Manage your sub users

9. 'Help & Support': View help documentation and user guides

10. 'Logout': Sign out from NetMessenger

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Dashboard

When your first login to NetMessenger you will see the Dashboard by default (you

can change your default page in settings). This page is always accessible via the

'Home' button.

1. Account Summary: This is an extended view of your account status. It

displays your account balance as well as any inbound numbers you have

attached to your account. It also includes buttons to add more of either.

2. Account Setup: Here you can access various settings relating to your

account. It's a good idea to go through these to tailor the system to your

individual needs.

3. Support: Here you will find links to all our help sections including a link

to contact us directly if you require any assistance.

4. Below the Dashboard you will see any news items. Clicking 'Mark as

read' will remove the item from your homescreen.

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Your Contact Information

This is accessed via the 'My Account' button in the main navigation. Here you should

complete your contact information if you are the main user to allow us to provide you

with the best possible service. If someone else within your organisation should be

contacted regarding billing issues please include their information also.

My Account

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Account Settings

See page 10: Here you can customise various aspects of your account including...

1. 'Change Password': Click here to change your password

2. Low Credits Reminder: Here you can choose at what point you would

like to be notified that your balance is running low. You can also choose

who gets this notification.

user email: This is the email listed in your user contact information

invoice email: This is the email listed in your invoice contact infor-

mation

helpdesk: This will send the reminder to our customer service team

other emails: Choose to send this reminder to additional comma sep-

arated emails

3. Undelivered Message Alert: Here you can choose to be notified when a

message has failed to reach it's destination, this could signify a number

that is no longer in use. You can also choose who gets this notification.

user email: This is the email listed in your user contact information

invoice email: This is the email listed in your invoice contact infor-

mation

helpdesk: This will send the reminder to our customer service team

other emails: Choose to send this reminder to additional comma sep-

arated emails

4. Default Page: Here you can choose the default page you will see when

you login to NetMessenger. You can choose between 'Dashboard', 'Send

SMS' or 'Inbox'.

5. Default Label for SMS: Here you can choose a default text label to ap-

pear in the From field when sending a message. Particularly useful if you

always send from your company name.

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Order History

Here you can view all orders you have placed through NetMessenger. Clicking 'View

Order' will display the invoice for that order (you will also have the option to download

a PDF version for your records).

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Quick Send

How to send a message in five easy steps...

Send SMS

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1. Click the ‘Send SMS’ button to compose a new message.

2. Enter the mobile phone number of the intended recipient.

3. Add who the message is from.

4. Type your message.

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Choosing Recipients

There are a number of ways to add recipients to your message including...

1. Typing in a number manually

2. Choosing a Contact from your address book

3. Selecting a Group of contacts from your address book

4. Selecting a List of numbers

5. Upload a Campaign list for a one off broadcast

1 Typing in a number manually

Type in a 11 digit mobile phone

number. Be sure to include the cor-

rect country code if sending to any-

where outside the UK.

2 Choosing a Contact from your

address book

Select a contact from the drop

down. You can add new Contacts

from the 'Contacts' page.

3 Selecting a Group of contacts

from your address book

Groups can be created in the

'Contacts' page. A single Contact

can belong to several Groups.

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4 Selecting a List of numbers

Distribution Lists contain numbers

that are often sent the same mes-

sage.

5 Upload a Campaign list for a

one-off broadcast

A list of numbers, one per line. Or a

csv file with num-

ber,mm1,mm2,mm3,mm4 where

#mm1# in the message will display

the text in field mm1. All campaigns

are cleaned against the blacklist.

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Sender Details

This is who the message will appear to be from in the recipients' Inbox. There are two

ways to include the sender details in the 'From' field...

1. Type in a Text Label

2. Select from your Inbound Numbers

1 Type in a Text Label

A text label can be up to 11 charac-

ters long. Using your company

name or the indicating the subject

of the message is usually best

practice.

2 Select from your Inbound

Numbers

If you have Inbound Numbers at-

tached to your account you can se-

lect from one of these. This will en-

able your recipients to reply directly

to you.

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Composing Your Message

Each 160 character message costs 1 credit. Messages to landlines and international

numbers cost an additional credit.

Linked messages enable you to send a message up to 459 characters but will cost

additional credits. This is indicated below the message field.

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Templates

If you find yourself sending the same messages fairly often you may find you would

benefit from using templates. To insert a template...

1. Select 'insert a text from a template' just above the message field.

2. Choose a template from the drop down

3. OR select 'Manage templates' to create a new template. NB: this will

take you away from the 'Send SMS' page and open the Template Man-

ager

4. Give your new template a name so you can select it from the dropdown

[2] in future.

5. Insert your text into the message body.

6. Decide if you want this template to be available to all your sub-users.

7. Click 'Add' when finished.

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Scheduling

There are three main options concerning when to send your message...

1. Send 'immediately'

2. Send 'on a later date'

3. Send 'by schedule'

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1 This will send the message as soon

as you click 'Send message'. Deliv-

ery should be expected within a few

seconds.

2 Here you can se-

lect a date

(calendar) and time

(drop down) in the

future for when you

would like the mes-

sage to be sent.

3 Here you can set a

recurring message

to run through a

specific date range

based on a specific

interval.

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Delivery

When your message is sent you will see a series of live reports indicating the status

of the message. As a successful delivery can complete very fast you may not see all

of them...

Pending: the message is on its way to the receiving network

Sent: the receiving network is sending the message to the recipient’s handset

Delivered: the text has been received by the handset

Undeliverable: the handset could not be reached and the message has failed.

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Outbox

If you have scheduled a message in advance it will appear in your Outbox folder.

Here you have several options, including...

Message Folders

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1. View the details of the scheduled message. The message status will re-

main Pending until it is sent.

2. Perform bulk actions on selected messages (e.g. Delete)

3. Export messages to a csv file.

4. Empty Outbox: this will delete all messages and return the credits to

your account.

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Sent

You can view all of your sent messages in the Sent folder. Here you have several op-

tions, including...

1. Select which messages to view. Choose between:

Sent Messages

Delivered Messages

Undeliverable Messages

Failed Messages

2. View the details of the Sent message, including the message status.

3. Perform bulk actions on selected messages (e.g. Resend)

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Inbox

You can view all of your received messages in your Inbox. In order to receive mes-

sages you must have an Inbound Number attached to your account. Here you have

several options, including...

1. See how many new messages you have from anywhere in NetMessen-

ger

2. Filter which messages are displayed according to whether they are Un-

read, which Inbound Number they were sent to and any tags.

3. Manage your Virtual Inbound Numbers (more information below)

4. Manage your Tags (more information below)

5. Append custom fields from a Distribution List

6. View the message details. You can also perform actions for that mes-

sage (e.g. Mark as Read, Forward)

7. Apply bulk actions to all selected messages (e.g. Delete)

8. Export all received messages as a csv file.

9. Empty the contents of your Inbox.

...see next page.

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Tags

Tags allow you to filter messages as they come in based on the sender's number to

the message content. This is particularly useful if you have several people sharing an

Inbound Number - you could ask all senders to prefix their messages with the name

of the intended recipient.

Creating a tag is easy and can by clicking 'Manage Tags' in the Inbox. Just give your

tag a name and select the parameters before clicking 'Add New Tag'.

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Recurring Messages

If you have set up any Recurring Messages (achieved by using 'send by schedule' on

the 'Send SMS' page) you can view and edit them in the 'Recurring' message folder.

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Virtual Numbers

You can access your Inbound Numbers by clicking 'Manage Virtual Numbers' in

your Inbox. You can then choose to enter the Settings or Keyword Processing pag-

es.

Inbound Numbers

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Settings

Here you can manage the general settings of you Inbound Numbers, including...

1. Number Name: change the name of your number, this makes it easier to

keep track of if you have more than one.

2. Autoresponse: automatically reply to all incoming messages. This could

be as simple as a confirmation of receipt of a message or an out of office

reply. For more advanced options see Keywords.

3. Forwarding: automatically forward any incoming messages to other mo-

bile numbers, email addresses or via HTTP (speak to your developer

about this option).

4. Distribution List Triggering: this allows the triggering of a message to

a distribution list by a mobile phone. Enter into this field the mobile num-

bers permitted to use this feature separated by a comma.

Messages sent from the permitted handsets to trigger the distribution list must be

compiled in the correct format – the distribution list name (must be one word) followed

by a name (one word) to identify the sender, followed by the message. (e.g. ListName

SenderName this is the message to be sent). The individual who triggers the mes-

sage will receive a confirmation message in response to the successful trigger. For

more information on triggering a distribution list call us on 0800 954 5305.

...see next page

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Keyword Processing

Here you can manage and set up keywords to perform various actions. You can

choose to add keywords individually or import multiple keywords from a csv file. From

here you can also Edit, Delete or view a Report (view more information in the Re-

ports section) on each keyword.

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Add A Keyword

There are multiple options to go through when setting up a keyword, including...

1. Keyword: this is the word that will trigger the following actions when

texted to the number it is linked with.

2. Should be responded from: choose between one of your Inbound

Numbers or use a Text Label (Name).

3. Action triggered: choose what you would like to happen when the key-

word is texted in (more information below)

4. Status: select whether the keyword is active (on or off).

5. Forwarding: automatically forward any incoming messages with the key-

word to other mobile numbers, email addresses or via HTTP (speak to

your developer about this option).

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Action triggered

When setting up a Keyword each action presents a new set of options to be complet-

ed.

1 Respond with info message

When someone texts in with the keyword they will receive the contents of this message

field as an autoresponse.

...see next page

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2 Subscribe senders to list

With this option you much choose a distribution list to add the subscribers to when they

text in with the keyword. You can then add a subscription confirmation message, it is a

good idea to include unsubscribe instructions in this message.

...see next page

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3 Blacklist senders

This will add the sender to your blacklist, effectively unsubscribing them from all further

communication. You can choose to send them a confirmation message with instructions

for if they unsubscribed by mistake.

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Contacts

The Contacts section contains several ways for you to manage your address books,

including...

Contacts

1. Add A Contact: create a new contact (more information below)

2. Import Contacts: upload multiple contacts from a csv file

3. Search Contacts: find a specific contact by name

4. Filter contacts by group

5. Manage Groups: create and edit contact groups (more information be-

low)

6. Control sub-users access to your contacts

7. View contact details including any groups they belong to

8. Apply bulk action to selected contacts

9. Export Contacts: download your contacts as a csv file

...see next page

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Add A Contact

Adding a contact is quick and easy, just click 'Add A Contact' on the Contacts screen

and you will see the following, where you can then input the individuals contact de-

tails. Click 'Save' when you are done.

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Import Contacts

If you have a lot of contacts you would like to add to NetMessenger, it might be an

idea to use the Import Contacts feature. As long as your data is formatted properly it

is quick and easy to do so by following the on screen instructions. You also have

some options for how duplicate entries are dealt with. This can be accessed from the

Contacts page.

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Manage Groups

Groups can be accessed from the 'Manage Groups' link on the Contacts screen.

Groups work very simply, just give a group a name click 'Add group' and you will be

able to add you contacts to it. For more advanced options see Distribution Lists.

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Distribution Lists

Distribution lists give you more options for sets of numbers that you regularly send to.

From this screen you can do the following...

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1. Add A List: create a new distribution list (more information below)

2. Manage Blacklisted Numbers: blacklisted numbers are numbers which

you no longer wish to be able to send to (more information below)

3. View list entries (more information below)

4. Clean, Edit or Delete a list. When you clean a list if removes any black-

listed numbers

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Add A Distribution List

You can create a distribution list by clicking 'Add A List' on the Distribution Lists

screen. This gives you several options, including...

1. List name: give your new distribution list a name

2. List option: choose whether to (a) allow duplicate numbers in your list

(b) share this list with your sub-users.

3. Custom fields: here you can add up to five custom fields that can be

used for personalisation.

Custom field names should not contain any spaces (e.g. #PolicyNum# or

#Policy_Num#)

These fields can later be mapped to your data upon import

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4. Scheduled sends: you can send a custom message to each recipient

on a specific day every year. For this you must allocate one of the cus-

tom fields as a date field. This is useful for things such as Birthdays or

Renewal Reminders. For help with scheduled sends to distribution lists

call us on 0800 95450305

5. Throttling: this allows you to control the rate at which messages are

sent. This is useful if your campaign is designed to provoke a response

(such as an incoming phone call or call back request). You can adjust

this over time as you learn to gauge your response rates.

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List Entries

When you click on the name of a list on the Distribution Lists screen you will see all

the numbers in that list. You then have the following options...

1. Add new entry: add another number manually

2. Edit list: change the settings you chose when creating your list

3. Import entries: upload multiple list entries in a csv file

4. Clean list: remove any entries that appear on your blacklist

5. View entry details, you can send them an individual message, edit or de-

lete them.

6. Apply bulk actions to selected entries (e.g. Send message, Delete)

7. Export entries: download list entries as a csv file

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Blacklisted Numbers

Contacts on a distribution list may request that you send them no further messages.

Blacklisting is a quick and easy way to prevent those contacts’ numbers being includ-

ed in any imported distribution lists and removes them from existing distribution lists.

Numbers can be added manually to the blacklist or imported from a csv file. This

screen has a few options, including...

1. Import Numbers: upload a list of blacklisted numbers as a csv file

2. Search numbers: find a number that you would like to remove from the

blacklist

3. Choose which blacklisted numbers you would like displayed on this page

4. Choose whether your blacklisted numbers should take effect with your

sub-users

5. Blacklist Number: add a new number to the blacklist

6. View an individual entry, you can also delete it from the list

7. Apply bulk actions to selected entries (e.g. Delete)

8. Export Entries: download your blacklisted numbers as a csv file

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Reports

The Reports section allows you to generate reports based on your account usage.

Just select the type of report you would like to generate and decide whether you

would like to view it online or download it as a csv file before selecting a date range.

For usage reports on individual sub-users see the Administration section.

Reports

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Manage Users

As an admin (or 'parent') user you are able to create and manage sub-users (or 'child'

accounts). The Manage Users screen gives you several options, including...

Administration

1. Add a User: create a new sub-user (more information below)

2. Import Users: upload details for multiple sub-users as a csv file

3. Search Users: find a specific sub-user by name

4. Select which types of sub-user to view based on their status

5. Advanced Search: find a specific sub-user by criteria other than name

6. View sub-user details, this also allows you to:

Manage: take control of this sub-user. Click 'Logout' to return to the ad-

min level

Report: view reports based on this sub-users activity (more information

below)

Edit: change the settings selected when creating the sub-user

Suspend: temporarily revoke this sub-users access

Archive: deactivate but do not delete a sub-user

Delete: permanently remove a sub-user

7. Apply bulk actions to the selected sub-users (e.g. suspend, delete, ar-

chive)

...see next page

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Add A User When creating a new sub-user you should first add all of their contact details, this is

done in the same format as your own details. When you click 'Continue' you will go to

the 'Settings' screen. These include much of the same settings you have on your ad-

min account as well as some designed to control sub-user usage, including...

1. Username: choose an identifiable username for your new sub-user that

they can use to Login

2. Password: assign a password for your new sub-user to Login. Click

'Generate' to assign a random alphanumeric password

3. Access Level: choose what type of permissions this sub-user will have,

Admins will have the ability to create sub-users of their own

4. Credits, Use: choose whether this sub-user will use their own credits or

have access to the credits pool at your admin level

5. Credits: assign this sub-user an amount of credits to start with

6. Low Credits Reminder: Here you can choose at what point you would

like notifications to be sent indicating that your sub-users balance is run-

ning low. You can also choose who gets this notification.

7. Undelivered Message Alert: Here you can choose to be notified when a

message has failed to reach it's destination, this could signify a number

that is no longer in use. You can also choose who gets this notification.

8. Default Page: Here you can choose the default page you will see when

you login to NetMessenger. You can choose between 'Dashboard', 'Send

SMS' or 'Inbox'.

9. Default Label for SMS: Here you can choose a default text label to ap-

pear in the From field when sending a message. Particularly useful if you

always send from your company name.

10. Maximum Sends: control how many times this sub-user can send a

message to any one number in a day

11. Restrict this sub-user to only being able to send messages using tem-

plates. Be sure that any custom templates you have created are set to

be shared with child users.

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Manage News Items News items allow you to communicate with all your sub-users. They are displayed

both on the 'Home' screen and in the 'Service News' section under 'Help & Support'.

From the Manage News Items screen you can do the following...

1. Add News: create a new news item (more information below)

2. View details of each news item. You can also Edit or Delete previous

news items

3. Apply bulk actions to selected news items (e.g. Delete)

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Add News News items are designed to be a quick and easy way to distribute information to your

sub-users. Therefore publishing a news item is fairly simple...

1. Title: this is the subject of your news item

2. Targeted to: decide if this information should be sent just to your direct

sub-users or their sub-users as well

3. News text: this is the information you wish to share

4. You can also choose whether to send a copy of this news to the sub-

users via email

5. Save news: this will publish your news item

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Manage MSISDNs This is where you manage your various Inbound Numbers. Options include the follow-

ing...

1. Numbers list: manage virtual numbers

2. Shortcode keywords: manage shortcodes

3. Filter numbers on display by various statuses

4. Sort list of numbers by various criteria (e.g. username, expiry date)

5. User assignment: assign a number to a specific sub-user including an

expiry date for access

6. Usage report: generate a report on the use of this number over a cho-

sen date range

7. Apply bulk actions to selected numbers (e.g. Unassign numbers)

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(A Division Of NetSecrets Ltd) Ayrton House Buntsford Park Road Bromsgrove Worcestershire B60 3DX United Kingdom Tel: 0800 954 5305 Email: [email protected] Visit: www.fastsms.co.uk

© fastsms 2013

FASTSMS was established in 2002 as a subsidiary of NetSecrets LTD. Since launch the Company has earned an enviable reputation in the text messag-ing market as the reliable hub that enables indi-viduals, businesses and organisations to rapidly send large numbers of SMS text messages from PC’s and web browsers.

For more information visit: http://www.fastsms.co.uk

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