There's a bunch of ways to send messages in the Web Portal, so to keep things simple, let's just look at the most common two:
- Quick Message
- New Message with the phone preview - also used for sending bulk messages
Just like sending a message from your own handset, Quick Message is an easy way to send ad hoc messages fast!
You'll 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.
Sending SMS Campaigns
Use this option if you want to send more complex, personalised and bulk messages.
In the left-hand menu, click Campaigns and then New Campaign:
Next, if you have a specific sender ID you want to use, select it from the Sender ID dropdown:
To add recipients, you've got a few options:
1. Enter each one manually using their mobile number or contact name (provided you've saved them as a contact already). You can also copy numbers in bulk from a spreadsheet and paste them into the recipient field directly.
2. Select individual contacts from your master contact list by clicking "Search contacts" and ticking the ones you want to send to. Note that you can select "all contacts" from this option too.
3. If you've already got contact groups saved, you can select them by clicking "Search contact groups." Note that you can also select and exclude individual contacts from within each group via this option.
4. If your contact lists are saved on a separate database (such as an Excel spreadsheet or csv file), you can click this option to import it.
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:
In the example above, we've imported a contact database that includes special information (first name, invoice number and amount). As a result, you can add this information to your message using the "File columns"option.
You'll also notice the "Match columns" section which appears when you import data. This is where you tell the hub which column in your spreadsheet contains the mobile numbers of your contacts.
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 therecipient 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").