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Textlocal User Guide

The document provides a cheat sheet on sending SMS messages through Textlocal. It outlines 5 options for adding recipients, 4 SMS message composition options, and what types of files and links can be included in SMS messages. It also summarizes advanced sending options like scheduling deliveries and setting message validity. Finally, it discusses creating inboxes to receive SMS, managing contacts and groups, and the various reporting options available.

Uploaded by

Kartik Bhandari
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© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
101 views

Textlocal User Guide

The document provides a cheat sheet on sending SMS messages through Textlocal. It outlines 5 options for adding recipients, 4 SMS message composition options, and what types of files and links can be included in SMS messages. It also summarizes advanced sending options like scheduling deliveries and setting message validity. Finally, it discusses creating inboxes to receive SMS, managing contacts and groups, and the various reporting options available.

Uploaded by

Kartik Bhandari
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Cheat Sheet: Send SMS

Cheat Sheet: Send SMS

Add recipients in any of the following 5 options

Send to previously created contact groups Send to contacts in previously created inboxes i.e., Select one or more numbers from your contact list
contacts who have sent a text to you.

Search, select and send to one or more contacts Send to a new contact. You can even save it.
Cheat Sheet: Send SMS

SMS message compose options

1) Select pre-approved Sender IDs (for transactional accounts)


Note: Promotional users do not have this option

2 2) Select from previously saved message templates or recent history to quickly


compose

3 3) Send texts in English or any of the popular regional languages

4) Compose your message – you can even send long messages exceeding the
4 standard 160 characters.
Cheat Sheet: Send SMS

What can be included in an SMS? Share files, links and more!

Attachments. Upload any of file of upto 10MB and Textlocal will send it as a link in SMS messages. Files are
hosted securely on Textlocal servers. Supported formats include PDFs, Docs, PPTs, Excel files, JPEGs, GIFs...

Mobile web pages. Insert any webpage created using Textlocal’s simple mobile web page creator.

Shortlinks. Include any webpage as a call-to-action in SMS. Textlocal will send it as a shortlink, saving valuable
SMS space and getting detailed click reports.

Surveys and Forms. Insert any mobile-optimized surveys or data collection forms created using Textlocal tools.

Mobile tickets and vouchers. Insert any mobile tickets created on Textlocal platform.

Personalized SMS. Add any custom parameters of contacts easily via mail-merge.
Cheat Sheet: Send SMS

Advanced options: Schedule and stagger deliveries

1 1) Schedule messages to be sent at a specific date and time

2 2) Add Opt-out message for end users to unsubscribe from SMS campaigns

3 3) Stagger/split large campaigns into smaller segments sent over a time period

4 4) Set validity for SMS campaign i.e., no retries will happen after this time
Cheat Sheet: Create inbox

Create inbox cheat sheet


Cheat Sheet: Create inbox

5 ways to receive SMS from customers and prospects

1) Create inbox with business 2) Purchase a dedicated long code and


keyword on a shared longcode create multiple inboxes with as many
keywords as required

3) Purchase a dedicated 7/8/9 digit 4) Create inbox with business


short code and create multiple inboxes keyword on a shared shortcode
with as many keywords as required

5) To easily test receive SMS feature, setup an inbox with the free keyword (on our longcode
number 92205 92205) that comes with every Messenger account
Cheat Sheet: Create inbox

View received SMS messages in the corresponding inbox

All the inboxes are listed under “View


Inboxes” tab
Cheat Sheet: Manage inbox

1 2 3 4 5 6

1) View all SMS messages sent the inbox along with the sender’s mobile number

2) Add new sub keywords to the inbox

3) View or edit auto response settings and forward reply settings (more on this in following sections)

4) Send message to all the contacts who’ve sent an SMS to the inbox

5) Export all the data to a .csv file

6) QR code: Promote Inbox QR code directly to customers enabling them to easily send messages to that inbox
Cheat Sheet: Manage inbox

Set up auto responses in the following 3 ways

Set instant SMS auto responses i.e., this message


will be sent to anyone texting into the inbox
Send email auto responses if the incoming SMS
message has the sender’s email address

Schedule SMS auto responses to be sent after a


certain time
Cheat Sheet: Manage inbox

Forward incoming SMS messages in the following 5 ways

Directly add all senders to any of the existing contact Forward all inbound messages to one or more email IDs Forward incoming messages to your application URL
groups. Note: By default a sender gets added to the
requested inbox group

Forward incoming messages to any mobile number Forward incoming messages to any contact saved in
existing contact groups
Cheat Sheet: Manage contacts

1 2 3 4

Contacts: 4 categories

1) Groups: Add new groups or edit the existing ones

2) Contacts: Import contacts from a spreadsheet or add them manually

3) Opt-outs: View contacts who have opted out from your SMS campaigns or service

4) myDND Contacts: View contacts who have explicitly opted in to hear from you
Cheat Sheet: Manage contacts

Groups

1 2 3 4 5 6 7

1) Add a group with new contacts

2) Edit an existing group

3) Delete an existing group

4) Merge two or more existing groups

5) Split a group into multiple groups

6) Send message to all contacts in the selected group

7) Change the settings of custom fields of the groups


Cheat Sheet: Manage contacts

Contacts

1 2 3 4

1) Add, paste and upload new contacts from a spreadsheet or directly from your phone via our mobile app.

2) Export the contacts to a .csv file

3) Search for a specific contact

4) Send message to all the contacts or just the selected ones


Cheat Sheet: Manage contacts

Opt outs

This shows the opted out numbers


from your campaign/service.

myDND Contacts
These myDND Contacts have explicitly
opted in to receive your messages. They
will receive uninterrupted messages even if
they are registered in DND.

myDND subscription expires in 6 months


for contacts unless they renew subscription
Cheat Sheet: Reports

1 2 3 1. View delivery reports of all scheduled messages


2. View detailed opt-out activity
3. View click activity report for all web links (sent as shortlinks) in
SMS messages. How many clicked, recipients who clicked, time of
4 5 6 7 the click, their device and browser characteristics.
4. SMS report history for a specific mobile number
5. SMS report for messages sent to groups
6. Report for Email to SMS campaigns
7. Report history for messages sent via API
8 9
8. History of payments and invoices
9. The complete credit usage history

10. The advanced report tab has detailed report of all invalid numbers,
10 email reporting, API tests and also by searching reports by group
IDs
Cheat Sheet: Reports

Sample Reports
Screen
Number FirstName Resolutions Mobile Devices Browser Date

918876123456 Pavan 800x600 google_chrome_4 Mozilla/5.0 (Windows NT 6.3; WOW64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/44.0.2403.107 Safa 7/27/2015 14:22

917799549372 Atri 800x600 google_chrome_4 Mozilla/5.0 (Windows NT 6.3; WOW64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/44.0.2403.107 Safa 7/27/2015 14:22
samsung_gt_i8262_ver1_sub
918008725353 Abishek 480x800 u3k8 Mozilla/5.0 (Linux; Android 4.1.2; GT-I8262 Build/JZO54K) AppleWebKit/537.36 (KHTML, like Gecko) Chr 7/28/2015 13:43

number status firstname lastname id Number date/time Message Origin Status Cost
917799549372 delivered atri ray 266013588 918008713232 test template
txtlcl D 1
918008713232 delivered srinivasu k 266013589 918008713232 your bike insurence
txtlcl 123456
D is going to expire
1 on 201.
918105072643 pending prasanth mlnp 266013590 918008713232 your bike insurence
txtlcl 123456
D is going to expire
1 on 2015-08-09.
918886141155 delivered ankit k
266013591 918008713232 your bike insurence
txtlcl 123456
D is going to expire
1 on 2015-08-09. Please renew by choosing yearl
918978878701 delivered abishek one
266013629 918008713232 test template
txtlcl D 1
919177899992 delivered pavan ch
919490352301 delivered divakar j
266013631 918008713232 test template
samard U 1
919573101649 delivered umakant s
919885681979 delivered abishek two
919985601422 delivered ram a

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