There are a few different methods that can be used to send messages in the Web Portal depending on your needs. Let's take a look...
- How to use the Quick Message function
- How to construct messages using the "New Message" function with the phone preview
- How to add personalised fields to your messages
- How to perform a bulk-send to a list of numbers (also known as a mail-merge)
- How to save draft messages
- How to forward sent messages to new recipients
- Important things to remember when sending messages
Just like sending a message from your own handset, Quick message is an easy way to send ad hoc messages fast!
You will find the Quick Message button in the header bar of every page so it's always one click away:
Click it to send a message in two simple steps:
- To - enter a mobile number, contact name, group name, or even a combination.
- Compose - type your message here, the character count and credits are calculated as you type.
Once you’re finished, hit Send now and your message will be processed. Simple!
- You can send to multiple contacts and/or groups with Quick Message.
- If you have any saved templates, you can select them from the drop down in the top left of this box to pre-populate your message.
- You can add an opt-out message using the "Add unsubscribe" option, which will appear in the top right of this box if you have Automatic Unsubscribe activated in your account settings.
- Check the bottom of the message box to see how many characters and messages are being utilised for your send.
"New Message" with Preview
Use this option if you want to send more complex personalised and bulk messages.
In the left-hand menu, click Messaging and then New Message:
Next, select your Sender ID, and then enter the recipient(s) name or number, or contact group(s) in the recipient field. You can also search through your contact list and contact groups to add recipients in bulk:
Now, compose your message in the Message Content field. You'll see that as you type, the message preview on the right will update in real-time:
When you are happy with your message, click the Send now button in the bottom right corner.
- You can send to multiple contacts and/or groups.
- You can copy a column of numbers from an Excel or CSV file and paste them straight into the recipient field.
- Similar to the Quick Message function, you can quickly add an opt-out message by clicking the dropdown on the "Add unsubscribe" button.
- If you are using personalisation, the preview will show you the content in line with the fields you are using (e.g. if you are sending to a saved contact who's first name is John and you type "Hi #Firstname# ..." the preview will show "Hi John").
- If you want to schedule your message or set it to be recurring, this article will walk you through how to do it.
Using Personalised Fields
When sending to saved contacts, you can personalise your messages by using any of the Custom Fields from the contact profile that have been populated with information. When writing your message, just click on the Personalisation tab and select which field(s) to drop into your message. The preview on the right will show you what your message will look like when the personalisation field pulls the data from the first recipient's contact information. Use the arrows below the message preview to scroll through the first five recipients to double check that the data is populating correctly:
Sending to a List of Numbers
To send the same message content to a large list of numbers, go to Messaging and then New Message.
Now, there are a few different ways you can add multiple numbers:
1. Paste Numbers
If you have a list of numbers in a spreadsheet, you can copy them directly from the spreadsheet and paste them into the To field:
2. Add Contacts / Groups
- Click on Browse Contacts or Browse Contact Groups next to the To field.
- Tick the box next to each contact or group you want to add.
- You can also search for specific contacts using the search box.
3. Import from file
- Click on Import from file above the To field.
- Either drag & drop your contact list into the upload box, or click browse to search for your file (Note – you'll need to ensure each contact number has the leading "Zero” at the start – you can do this by formatting the CSV column as “Text”).
The system will try to automatically detect the mobile number column from your imported data:
Like before, write your message in the message content field. You'll notice that the personalised fields are now mirroring the column headers in your imported data file:
- To see how the message will display on a recipient handset, you can click Send test. This allows you to send the composed message to yourself and/or a colleague without losing any of your data so you can continue with the send after vetting the message.
Once you are happy, simply click Send now.
It's possible to create a draft of a message that can be saved and reviewed before sending. The Save as draft button will appear as an action on the bottom right of the New Message screen.
To view all draft messages, click on Drafts in the Messaging menu:
In the Draft messages list, you'll have the ability to edit or delete draft messages by clicking on the three dots to the right of each message:
Forwarding Sent Messages
You can forward sent messages without having to copy the content and paste it into a new message.
This is done by going to Messages, then Sent, then clicking the three dots alongside the message you want to forward to a new recipient and clicking Forward:
This will then open a new message screen with the content field pre-populated with the message you want to forward.
Important Things to Remember
If your messages aren't sending correctly, check these important things to see if there are any errors with your broadcast:
- Ensure you have included the correct international code for your numbers. When sending to numbers local to your account location, you don't need to add the international code; however if you enter an international number without the correct prefix, the system wont recognise the number.
- If you are copying and pasting numbers into the recipient field, the Web Portal will automatically add the international prefix of whatever country you have set as your default location, providing this prefix is not already present in the number
- E.g. your location is set as Australia, and you are copying numbers from an Excel spreadsheet where the numbers are stored as "4xxxxxxxx" (i.e. the leading zero is missing due to the cell format), then the Web Portal will automatically paste these numbers into the recipient field as "+614xxxxxxxx"
- If your location is set as the UK, then these numbers would be automatically pasted with "+44" as the international prefix