How do I send an SMS on the customer portal ?

You can send a text message to one or multiple mobile numbers via the MultiChannel Sender. Follow these steps to send a text message.

 

   1. Log into the Customer Portal and click on "Sender" on the left navigation menu.

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   2. Select "SMS" as your channel and select your subaccount. After you sign up, a sub-account is created and pre-selected for you. You may change this if you have different sub-accounts, which can be created by submitting a request to us here.

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    3. There are 2 ways to enter a destination number:

      a. "Add a contact or choose existing" - to search for saved contacts, groups or to add new contact -            Select any groups by typing the name of the group in the field provided.

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 b.
Upload a file or "Drag & drop to upload - Use a .csv, .txt or .xlsx file to upload your contacts in our default format (you may refer to the sample file provided). *Recommended to use .csv format*

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Uploaded Contacts

After you have uploaded your contacts, you may manually amend the column labels. The default fields you can select from are the following: Mobile, FirstName, LastName and ClientmessageId . Alternatively, you may also add custom fields by typing it in, pressing enter, then selecting the respective field. You can also allow duplicate contacts - by toggling "Allow duplicates".

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To note: If uploaded contacts are in the local format then the system will prompt users to select a country code
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   4. Review Contacts and you can choose to amend or edit your uploaded file. You can also view your label selection, destinations, valid number or duplicates (if any). You can also choose to "include duplicates" if you wish for selected contacts to receive the same message more than once. 

 

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   5. Key in the Sender ID that you wish to use for this message. We always save your Sender ID automatically - the next time you want to use the same Sender ID, all you have to do is to search and select from the dropdown list.



Note: Some countries do not support alphanumeric Sender IDs. Should they are supported, pre-registration is sometimes also required. Additionally, we discourage the use of single spacing as this might affect the successful delivery of your messages. Single spacing may vary for different operators in different countries. Please contact our support team, for assistance with regards to your Sender IDs.

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   5. Enter your message content in the message field. *Do take note that it is possible to amend your custom fields by clicking on "Modify"*.

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Usage of Dynamic Fields in Message

By clicking on the options below "Insert Custom Field", you can input the custom fields that would appear with placeholders {{FirstName}} in your message box and preview box on the right.

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   6. You will need to name your campaign that is being sent. Do take note that we treat single and multiple messages as "campaign". The campaign name is a mandatory field.

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You may choose to enter a clientmessageid on the field provided. A clientmessageid is basically a way for you to label or tag your messages. These tags could be use for data analysis or reporting (identify certain group of messages to which client it belongs to). You are allowed to use a maximum of 50 alphanumeric characters including spaces.

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As an alternative and highly recommended way to use clientmessageid, when sending to a bunch  of numbers is to provide this column on your .csv or .xlxs file. By default we provided this field which you can select as a column.

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   7. Once you are done with your message input, select when you wish to send your message, either immediately or to schedule them at a later timing. By default “Send message now” is pre-selected to send your message immediately.

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   8. To schedule your message, just click “Schedule this message”. Select the date and time you wish to send your message and the correct timezone. Your timezone is by default set to where your current location is. You can schedule your message up to 30 Days in advance.

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 *Take note that messages can only be cancelled only up to 3 minutes before the scheduled time. Scheduled messages will not be cancelled if the threshold is not adhered to*

   9. Click “Submit” to process your message. Alternatively, you can choose to re-submit all the fields by clicking “Cancel”

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   11. A final confirmation of your message would be shown as "created successfully!" once you click submit. Typically your message or messages are treated as campaigns. You can choose to create a new campaign by selecting "Create another campaign" or "Go to campaigns" to view the analytics.

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   12. After clicking "Go to campaigns" to view the analytics, the application will redirect you to the campaigns page. You can view the list of your campaigns anytime, by selecting "Campaigns" on the left menu.

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