Talar.io Quickstart Guide For SMS & MMS

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1 Talar.io Quickstart Guide For SMS & MMS How to: Upload Your List to the CRM Advanced Contact and Group Management Send Your First SMS/MMS Campaign Set Up Your Auto-Replies Set Up Your Auto-Communicators Inbox Settings How to: Log In Log in with suppplied UN:PW Or Sign Up at: Pressing Log In will take you to the Channels: SMS/MMS Campaign Builder page The Left Navigation Bar wil quickly take you to where you need to go. Click and expand for more information on Channels, CRM & Settings facebook.com/talariomessaging twitter.com/talar_io youtube: goo.gl/cctpql

2 List view of all Groups How to: Upload Contacts Click on CRM and then Contacts Click "Add Group" button Give new group a name and click "Create" Click into group Next: Contact View in Groups Click "Import List" By default, the contacts will go into the group you're in. Next:

3 Import Contacts Pop Up The Import Contacts Dialog Box will appear Note: Add additional groups by clicking in the "Groups" field and selecting one or more additional groups in the dropdown Check/Uncheck Do not import records with empty phone number if you do not want contacts with no phone number to be imported Check/Uncheck Do not import contacts with empty address if you do not want conacts with addresses to be imported Check/Uncheck Import as Opt In if you're contacts have opted in to your campaigns and you have verifiable proof of opt-in (IP Address, Date, Time) Click "Select File" Next: Locate Contact List Popup Select your list and then click "Open" CSV, TXT & XLS files are supported Next: Import Mapping Popup for Variable Data Map custom fields to existing fields, new fields or do not import data into Talar.io Click "Continue" Note: The Variable Data Field Mapping works best if the Import list has headers (first name, last name, phone, , address, city, state, zip)

4 A Note About Variable Data Note:Talar.io supports importing custom data from your business applications. Use variable data fields to personalize messaging and get higher response rates with your campaigns. The screenshot (right) shows a variety of variable data that you can import into Talar.io to use in campaigns, auto replies, and auto communicators. The Variable Data Field Mapping works best if the Import list has headers (first name, last name, phone, , address, city, state, zip) Headers are the descripters at the top of your spreadsheet that defines the data in the columns. Next: List Upload Confirmation Talar.io confirms how many contacts, new and duplicate, have been uploaded. Click OK to proceed

5 Additional Features in Group View Click on "Manual Add Contact" button to add one name to the group Click "Edit Contact" to edit an existing contact. Make sure to have one contact selected. Click "Find" to toggle the search fields on and off. Input your search string in the appropriate field Click "Variable Data" to edit or delete existing variable data fields Click "Delete" to delete an existing contact. Make sure to have one contact selected. Note: Grab field headers and move to your desired location in the contact grid Click on "Save State" to remember field order Additional Features in Detailed Contact View Click on "Last Name" in the Contact view to drill down into the contact Note: Here you can edit contacts, send them individual texts, s, postcards and make notes about the contact.

6 Additional Features in Group View Click on "Edit Group Name" button to rename an existing group. Make sure to have one group selected. Click "Find Group" to toggle the search fields on and off. Input your search string in the appropriate field. Click "Delete Group" to delete an existing group. You have the option to Delete Group and Contacts Click "Merge Group" to take 2 groups and turn into 1 group Select two origin groups and the destination group Option to delete origin group is on by default Click on "Move Groups" to Select one origin group and the destination group Note: Here you can edit contacts, send them individual texts, s, postcards and make notes about the contact.

7 Send a Text Message Click on "Channels" in the left nav bar Note: Clicking channels takes you to the SMS/ MMS Channel by default To Select a Virtual Number, click on "Please select a phone number" select "Please select a virtual number" from the dropdown. Input your desired area code for your virtual number Note: Not all area codes are available. Traditional area codes in major metros often have no numbers available Select a phone number, scroll to the bottom of the list and click "Ok" Note: Select multiple virtual numbers if you'd like to use the phone rotator option The Phone Rotator feature sends messages to your contacts with two or more virtual numbers Click in the "Add Groups" field and select a group to send to from the drop-down "Send to Individual" field allows you to input individual phone numbers instead of sending to a group "Message" field is the message that goes to your contacts "Campaign Name" allows you to save campaigns for re-use later.

8 The A B multi-message allows you to test variations of your message feature for highest delivery rates Note: Write up to 4 different messages Use this feature to slightly adjust your message to test which messages work better than others Click "Add Media" to attach an image, a picture or PDF file, click "Add Media" Note: Attach up to 5 MB's Send a message with an image/picture at the same time Click the "Variable Data" button to add customized data to the message Note: This button will toggle a Variable Data field list that you can click on to add to the message. Place your cursor at the desired location in the message box, click Variable Data and click on the custom field in the pop up box to place it in the message. Send Now or Send Later Click "Send Now" to send the campaign immediately Click "Send Later" to send your message at least 15 minutes into the future Templates Type your message in the "Message" box, upload media, select contact group... Click "Save" to save the campaign to your templates Click the "Templates" button to seelect an existing template Select the template you want to send

9 Auto Replies Click on "Auto Replies" in the left nav bar Create a new Auto Reply by clicking the "Add New Reply" button Edit an existing Auto Reply by clicking the "Edit" button To delete an Auto Reply, select the Auto Reply (one or multiple auto replies), and click the red X. Next: When you click "Edit" Input keyword(s) to trigger the Auto Reply in the "Keywords to respond to" Field Select the type of Auto Responder (Text, & Facebook Messenger) "Linked Groups" flows the trigger phone number to this group "Notification Alerts" for Text and allow you to forward triggers to your cell phone, personal assistant or call center. Click activate to enable auto reply notifications. "Forwarded Message" allows you to customize the alert to your notification alert message. Use Case: You can send a message to your cell phone that indicates what number triggered the auto reply and the contents of the inbound message. This autoreply has the message: #from_phone# wrote #incoming_message#. The forwarded response in this auto reply would be wrote Demo.

10 Auto Communicators Click on "Auto Communicators" in the left nav bar Create a new Auto Comm by clicking the "Add New Communicator" button Edit an existing Auto Comm by clicking the "Edit" button To delete an Auto Comm, select the Auto Reply (one or multiple auto replies), and click the red X. Next: When you click "Edit" Click in "Add Group" Field Select the a group for this Auto Comm from the drop down list Select "Condition" to select the trigger behavior and the trigger date. Input the "Time" after the trigger to send the message. "Then" drop down then gives the behavior after the condition has been met and the Auto Comm has been triggered. Add or remove a tag (add or remove contact from a group), or send an or a text. Click "Update" to save your Auto Comm Notes: Auto Comms are marketing funnels and act like drip campaigns. Stack Auto Comms to deliver multiple days of follow up. Add new users to a group and those new users will drop into a marketing funnel.

11 Inbox Notes: The "Inbox" is the hub of Talar.io. All outbound and inbound messages appear here. There are two views in the Inbox; a list of all inbound and outbound messages to all users, and a detailed thread view which focuses on inbound and outbound messags to one user. Click on "Refresh" to view new inbound messages. Talar.io does not refresh automatically. Clicking on "Search" will toggle a search box. Click on Search again will hide the search box. Search for phone numbers, names and anything text string inside any inbound or outbound messages. Click on "Delete" to delete specific threads. You'll see checkboxes come up. Tick the checkboxes to select the thread and then click the "Delete" button again. To select all, tick the box that appears immediately below the "Refresh" button. The "Export" button allows you to export specific channels to CSV format. Select a virtual number or other channel. Click export and a pop up box will allow you to select the time frame of data you'd like to export. inbox.csv will begin downloading after the data has been prepared for export. The "Filter" button brings up a downdown menu to drill down into specific areas. Make sure that you have a single virtual number selected. You can view: Read Unread Error Sent Received Starred To remove the filter, click the X next to the blue filter that appears at the top of the inbox. Note: By clicking on the down pointing triangle at the far right of the inbox, you can select additional options for that particular message including "Add to Opt Outs" and "Add Phone Number to Group".

12 Detail View Inbox Notes: The "Detailed Inbox" is the center of communication with your prospects and customers. Click on "X" to close out the thread and return to the Inbox view. Click "Close" to also close the thread and return to the Inbox view. Clicking on "Clear" will remove any text from the compose message window. Click on "Add Media" to add images, pictures, coupons or QR codes to add to the message. The "Send" button will send a message to the selected user.

13 Settings Click on "Settings" in the left nav bar Notes: The "Settings" allows you to do multiple actions... Update your contact info, add and delete virtual numbers, create and edit the phone number that virtual numbers forward to on voice calls and allow you to edit the time zone so that inbound and outbound messages in the inbox show at the date/time you're in. Click on "Get a Virtual Number" and then input the area code you'd like to get a virtual number for. Click on "Delete Virtual Number", select the virtual number that you'd like to remove and then click "Delete" in the pop up dialog box. Click on "Add / Edit Forward Phone Call". A pop up box will appear and that will allow you to input any US phone number to recieve voice calls from users who dial your virtual number. Note: The "Forward Phone Call" can be updated as frequently as you'd like. Forward voice calls to a call center, virtual assistant or your cell phone. This feature creates a seamless integration with your business. Click on "Deactivate" to remove the connection between your virtual number and the phone numbers you input for forwarding. Click on "Timezone" dropdown to edit the timezone for the inbound and outbound date and time settings in the inbox and log. UTC -7 = Pacific Time Zone US UTC -6 = Mountain Time Zone US UTC -5 = Central Time Zone US UTC -4 = Eastern Time Zone US

14 Settings Continued Note: To update your password, click on "Settings, then Change Password". Input your old password and your desired password and click Update. You can view individual inbound and outbound message transaction information by clicking on the "Log" in the left nav bar underneath Settings. The log will also indicate errors, failures and highlight any other potential issues. "Billing" is where you can purchase credits, review previous transactions and get an update on total messages sent. To order credits for the first time, input your credit card information in the Payment Info section at the bottom of the screen. Click update. Tick the box next to the channel that you'd like to purchase credits for. Input the number of credits you'd like to purchase. Tick the box next to "Auto Recharge" if you'd like campaigns to continue sending if they run out of credits mid-send. Click Buy Now after you've input the number of credits you'd like to purchase.

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