Posted by Nick James on 13 May 2021 04:15 PM
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...
(There are some important things to remember at the bottom of this article)
Just like sending a message from your own handset, Quick Message is an easy way to send ad hoc messages fast!
It contains two simple fields:
Once you’re finished, simply hit Send now and your message will be processed! Simple!
"New Message" with preview
In the left-hand menu, click "Messaging" and then "New Message":
Next, select your sender ID, and then enter the recipient number(s), contact name(s) or group name(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 will see that as you type, the message preview on the right will update in real-time. Similar to the Quick Message function, you quickly can add an opt-out message using the "Add Unsubscribe" feature:
When you are happy with your message, click "Send"
Using Personalised fields
When sending to saved contacts, you can personalise your messages by using any of the personalised fields from the contact profile that have been populated with information. When writing your message, simply click on the Personalisation tab to reveal the list of fields and then select the desired field to drop into your message. The preview on the right will update with the data from your first contact in your selected list, and you can scroll through the first five contacts (using the arrows beneath the preview) to ensure the data is populated correctly:
Sending to a List of Numbers
To send the same message content to a large list of numbers, go to Messaging > New Message:
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
3. Import from file
The system will try to automatically detect the mobile number column from your imported data:
As previously, write your message in the message content field. You will notice that the personalised fields are now mirroring the column headers in your imported data file:
It is 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 "New Message" screen. To view all draft messages, click on "Drafts" in the Messaging menu:
In the Draft Messages list, you will 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 wish 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 being forwarded.
Sending Bulk Messages (Video)
Important things to remember
If your messages are not sending correctly, check these important things to see if there are any errors with your broadcast: