WebSMS 5.0. User Guide. June 2011

Transcription

1 WebSMS 5.0 User Guide June 2011

2 Revision History Version Date Version History 3.0 Apr, Document Released 3.1 Jun, Updated some screen shots 4.0 Aug, Added the following features to system 1. Phone book 1.1 Enabled contact sharing in between parent account and child account 1.2 Enabled contact copy in between own contact groups 2. Allowed user to select contacts from contact groups for simple sms broadcast. 3. Enabled immediate campaign broadcast 4. Introduced birthday greeting to contacts in contact groups 5.0 Jun, Added the following features to system 1. Survey 2. Show filtered numbers in group send page, campaign page and survey page Confidential and Proprietary Page 2 / 80

3 Table of Contents Revision History... 2 Abbreviations... 4 Introduction... 5 Overview Login and Logout Registration Broadcast Send SMS Send SMS (Advance) View Scheduler SMS Template Campaign Campaign Broadcast Birthday Broadcast Inbox Survey Phone Book Manage Group Manage Contact Manage Blacklist Reporting Credit Flow Report Outbox Online Purchase History Delivery Report Survey Summary Report Survey Details Report Administration Manager User Manage Sender ID Manage Campaign keyword Profile Confidential and Proprietary Page 3 / 80

4 Abbreviations DCS DLR DN MO MT SMS URL Sender ID (Sender) Masking Data Coding Scheme Delivery Report/Delivery Receipt Delivery Notification (same as DLR) Mobile Originated SMS Mobile Terminated SMS Short Message Service Uniform Resource Locator Sender ID is the masking which is given to the sms. For Example is the Sender ID is set as Test, then the users would receive an sms coming from Test titled as Test. Same as Sender ID Confidential and Proprietary Page 4 / 80

5 Introduction WebSMS 5.0 User Guide This document is intended to be used by system s end users who will be using the web-based sms portal to send and receive SMS. Generally, there are three ways to send SMS : 1. Send SMS to one or more numbers 2. Send immediate SMS to a contact group 3. Send scheduled SMS to a contact group Overview This document covers overview of features and elements available in WebSMS portal and detail steps required to broadcast SMS via the portal. Confidential and Proprietary Page 5 / 80

6 1.0 Login and Logout To Login 1. Follow the following steps to login to websms portal a) Launch Internet Explorer and browse to the login URL for WebSMS b) Login using the given login name and password. Note : User is strongly recommended to use Microsoft Internet Explorer for Websms portal. Confidential and Proprietary Page 6 / 80

7 To Logout 1. User may click at the Logout link at the top right corner of the web page to logout. As an alternative, user may also click at the Logout link at the button of the left menu to logout from websms portal. Confidential and Proprietary Page 7 / 80

8 2.0 Registration Confidential and Proprietary Page 8 / 80

9 1. Click at the registration button from the login page. 2. Key in the particulars. (* required = username, password, confirm password, name, mobile number, , word verification). 3. Press Back button to go back to module management page. 4. Press Next button to proceed to the next step which is the confirmation page. 5. Users are required to check all the details listed before confirm the registration. 6. Tick the check box to agree the Term and Conditions. (* required) 7. Press Back button to go back to new user registration payment page. 8. Press Cancel to cancel the whole registration processes 9. Press Confirm button to confirm the registration process. (Store all the information that key in from these few registration page into system) 10. Upon confirmation; the following acknowledge screen will be shown on screen. Confidential and Proprietary Page 9 / 80

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11 3.0 Broadcast Send SMS To send SMS to one or more numbers 1. To send SMS to one or more numbers, access via the Broadcast Tab -> Send SMS link or the 1 st page after login. 2. Insert the mobile number. 3. Choose sender ID from list. 4. Select the language (English/Other language). 5. Insert the Message. 6. Press Send button to send out the message. 7. Press Reset button to reset mobile number, sender ID, language and message. Confidential and Proprietary Page 11 / 80

12 To select recipient numbers from existing contact groups WebSMS 5.0 User Guide 1. To send SMS to one or more recipient numbers from existing contact groups; click at < Select from contact groups > link beside the mobile number list box. The following contact selection pop-up page will be shown on screen. 2. Enter one of following details in order to search for the required contact(s) 1. The name of the contact group. 2. The name of the contact. 3. The complete or partial phone number of the contact. Confidential and Proprietary Page 12 / 80

13 The result of the search will be display below the search section 3. Tick to select the phone numbers to be added to the broadcast list. 4. Click at Save list to copy the number to the recipient list. 5. You may continue to search and add contacts into the recipient list. Once all the selection are done, click at Close to close this pop-up page. Confidential and Proprietary Page 13 / 80

14 3.0.2 Send SMS (Advance) Confidential and Proprietary Page 14 / 80

15 To send Immediate SMS to a contact group 1. To send immediate SMS to a contact group, access via the Broadcast Tab -> Send SMS (Advance) SMS link. 2. Select user group(s) from list. 3. Choose sender ID from list. 4. Select filter criterion for the selected contact group to further shortlist the broadcast for contacts within the contact group which matches the selected criterions. You may click at Show filtered numbers to get the matching mobile number after filtration. 5. Select the language (English/ Other Language). 6. Insert the Message. 7. You may also use personalize message; to do that simply select from personalized message list and press the insert button. 8. Select immediate (Default). 9. Press Reset button to reset user group, sender ID, language, broadcast type and message. 10. Press Send button to send out the message. 11. After press send, user will be directed to message outbox. From outbox, user will be able to know the status of the broadcast Confidential and Proprietary Page 15 / 80

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17 To send Scheduled SMS to a contact group 1. To send scheduled SMS to a contact group, access via the Broadcast Tab - > Send SMS (Advance) link. 2. Select user group(s) from list. 3. Choose sender ID from list. 4. Select filter criterion for the selected contact group to further shortlist the broadcast for contacts within the contact group which matches the selected criterions. 5. Select the language (English/ Other Language). 6. Insert the Message. 7. You may also use personalize message; to do that simply select from personalized message list and press the insert button. 8. Select schedule. 9. User will need to select the date/time and the time zone of the intended broadcast. 10.Press Reset button to reset user group, sender ID, language, broadcast type and message. 11.Press Send button to schedule the future message broadcast. 12.After press send, the details of the broadcast will be saved and it will be listed under View Scheduler link. To add a new contact group 1. User may follow the Add New Group link beside group selection box. Alternatively, user may access the same page via the Broadcast Tab -> Manage Sender ID link. To add a new sender ID 1. User may follow the Manage Sender ID link beside sender selection box. 2. Alternatively, user may access the same page via the Broadcast Tab -> Manage Sender ID link. Confidential and Proprietary Page 17 / 80

18 3.0.3 View Scheduler To view scheduled job details 1. Access the View Scheduler page via the Broadcast Tab -> View Scheduler link. 2. The details of the scheduler job that has been sent. 3. The details of the future scheduler job that will be send out. To update or delete scheduled job 1. Point to and press the row of Future Scheduler job that you want to update. 2. A pop up window as shown below will appear. Confidential and Proprietary Page 18 / 80

19 3. User may made the following changes to the scheduled broadcast a) Change user group from list. b) Change sender ID from list. c) Change filter criterion. d) Change the language (English/ Chinese). e) Change the Message. f) Re-choose desired broadcast date. g) Re-choose desired broadcast time. 4. Press Update to update the scheduler job. 5. Press Delete to delete the scheduler job. 6. Press Cancel to close the pop up window without making any changes. Confidential and Proprietary Page 19 / 80

20 3.0.4 SMS Template To Manage SMS template 1. To manage SMS Template, access the main SMS template page via Broadcast Tab -> SMS Template Link. 2. To search for a SMS Template that has been stored; enter the template title into the text box beside the Search button and click at the Search button. 3. To View or Update the SMS Template that has been stored; click at hexagon icon (under the action column). 4. To delete the existing SMS Template; click at the X icon (under the action column). 5. Click at the Add button to add a new SMS Template. 6. To send SMS to one or more numbers or to a contact group from a SMS Template that has been stored; choose the required send type under the send type column. Confidential and Proprietary Page 20 / 80

21 Add SMS template 1. After press the Add button, a new Add Template form will appear. 2. Select the language (English/ Chinese). 3. Give the new SMS Template a Title. 4. Insert the new SMS Template message. 5. Press Add to confirm the adding. 6. Press Reset to reset all the above fields. 7. Press Cancel to cancel the adding. Confidential and Proprietary Page 21 / 80

22 Update or View SMS template 1. After press the View/ Update icon, a View/ Update Template form will appear. 2. Change the language (English/Chinese). 3. Change SMS Template a Title. 4. Change SMS Template message. 5. Press Update to confirm the updating. 6. Press Reset to reset all the above fields. 7. Press Cancel to cancel the update. Confidential and Proprietary Page 22 / 80

23 4.0 Campaign Campaign Broadcast Campaign is a 2-way SMS implemented through keyword. User will organize a campaign by defining the date and time of the broadcast; keyword; possible responses for the campaign; target contact group and content for the campaign. Once campaign is configured; system will broadcast the campaign message to the target recipient group. Recipient will response to campaign and system will parse the response and produce the response statistics for the campaign owner. The statistics can be obtained from the campaign s main page by clicking at the figure under the response column. Below is a sample screen for the statistics page. Confidential and Proprietary Page 23 / 80

24 Example of campaign/poll Campaign details : a. Campaign name : Dining Poll b. Date and time of the broadcast : :00:00 c. Campaign end time: :00:00 d. Campaign keyword : Tenjin e. Possible response options for campaign : 1, 2, 3 f. Target contact group : UserGroup1 g. Sender ID : Tenjin h. Contact group filter criterion : (default all) i. SMS content and it s language : How would you rate your experience dining at Tenjin? i. Disappointed ii. Satisfactory iii. Excellent j. Standard reply message : Thank you for your feedback, we appreciate your feedback and we hope to see you again soon. k. Reply message for invalid response : Sorry, you response is invalid. Please response with one of the following response. 1. Disappointed 2. Satisfactory 3. Excellent l. Expired message. The campaign has expired; thank you for your message. Campaign result : Response Summary : Responded: 10(50%) Not responded:10(50%) Response Result : Option 1 : [0-0%] Option 2 : [5 50%] Option 3 : [5 50%] Confidential and Proprietary Page 24 / 80

25 To manage Campaign 1. To manage Campaign, access via Campaign & Birthday Tab -> Campaign Broadcast Link. 2. To search for a Campaign; enter the Campaign into the text box beside the Search button and click at the Search button. 3. To add a campaign; click at the Add Campaign button. 4. To View or Update the Campaign that has been stored; click at hexagon icon (under the action column). 5. To delete the existing Campaign; click at the X icon (under the action column). Confidential and Proprietary Page 25 / 80

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27 To create a immediate campaign 1. To create a immediate campaign, access via the Campaign & Birthday Tab -> Campaign Broadcast Link. 2. Enter Campaign name. 3. Select Immediate as the campaign time. 4. Choose the campaign s end date and end time. 5. Select the keyword to match for response. 6. Enter possible responses for the campaign. 7. Configure allow multiple response flag; set it to true to allow recipient to response more than once to the question. 8. Select user group(s) from list. 9. Choose sender ID from list. 10.Select filter criterion for the selected contact group to further shortlist the broadcast for contacts within the contact group which matches the selected criterions. You may click at Show filtered numbers to get the matching mobile number after filtration. 11.Select the language (English/ Other Language). 12.Insert the Message. 13.If want to use personalize message, select from list and press the insert button. 14.Configure reply text, expired text, invalid response and duplicate MO response. 15.Press Reset button to reset user group, sender ID, language, broadcast type and message. 16.Press Save button to schedule the campaign. 17.After press Save, the details of the broadcast will be saved and it will be listed in Campaign s main page. Confidential and Proprietary Page 27 / 80

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29 To schedule a campaign 1. To schedule a new campaign, access via the Broadcast Tab -> Campaign link. 2. Enter Campaign name. 3. User will need to select the date/time and the time zone of the intended broadcast time which is also campaign start date and time. 4. Set the campaign end date and end time. 5. Select the keyword to match for response. 6. Enter possible responses for the campaign. 7. Configure allow multiple response flag; set it to true to allow recipient to response more than once to the question. 8. Select user group(s) from list. 9. Choose sender ID from list. 10.Select filter criterion for the selected contact group to further shortlist the broadcast for contacts within the contact group which matches the selected criterions. You may click at Show filtered numbers to get the matching mobile number after filtration. 11.Select the language (English/ Other Language). 12.Insert the Message. 13.If want to use personalize message, select from list and press the insert button. 14.Configure reply text, expired text, invalid response and duplicate MO response. 15.Press Reset button to reset user group, sender ID, language, broadcast type and message. 16.Press Save button to schedule the campaign. 17.After press Save, the details of the broadcast will be saved and it will be listed in campaign s main page. Confidential and Proprietary Page 29 / 80

30 To update a campaign 1. Click at the Edit icon on the manage campaign main page. Confidential and Proprietary Page 30 / 80

31 2. User may made the following changes to the scheduled campaign a) Change the campaign name b) Change time zone c) Re-choose desired broadcast date / campaign start date. d) Re-choose desired broadcast time / campaign start time. e) Change campaign end date and time. f) Reconfigure allow multiple response flag; set it to true to allow recipient to response more than once to the question. g) Change user group from list. h) Change sender ID from list. i) Change filter criterion. j) Change the language (English/ Chinese). k) Change the Message. l) Change reply message, invalid response message, expired message and duplicate MO message. 3. Press Update to update the campaign. 4. Press Cancel to quit this page without making any changes. Confidential and Proprietary Page 31 / 80

32 4.0.2 Birthday Broadcast User will be able to configure customized birthday greeting for contact(s) in their contact group(s). Before they are able to send birthday greeting to any contacts; the birthday greeting feature must be activated for the contact and it s contact group. To view Inbox, go to Campaign & Birthday Tab -> Inbox Link. Confidential and Proprietary Page 32 / 80

33 To configure birthday broadcast/greeting 1. To configure birthday broadcast/greeting, access via the Campaign & Birthday Tab -> Birthday Broadcast link. 2. Choose sender ID from list. 3. Select the language (English/Other language). 4. Insert the Message. 5. You may also use personalize message; to do that simply select from personalized message list and press the insert button. 6. Press Update button to save the message. 7. Press Reset button to reset sender ID, language and message. Confidential and Proprietary Page 33 / 80

34 4.0.3 Inbox Inbox consists of replies to campaign and any incoming MO from mobile subscriber to system s user. To view Inbox, go to Campaign & Birthday Tab -> Inbox Link. Confidential and Proprietary Page 34 / 80

35 To reply to Inbox 1. To reply to Inbox, click at hexagon icon (under the action column). The above page will be displayed on screen. 2. Choose sender ID from list. 3. Select the language (English/Other language). 4. Insert the Message. 5. Press Send button to reply to the message. Confidential and Proprietary Page 35 / 80

36 To view reply to inbox summary 1. To view the history of reply to Inbox, click at second icon (under the action column). The above page will be displayed on screen. 2. From this report, you will able to see the date and time of the reply, the replied message and the status of the reply. Confidential and Proprietary Page 36 / 80

37 4.0.4 Survey Survey module allows user to organize a multiple questions survey. User will be able to compile a list of questions for the survey with configurable reply text for each answer submitted back to the system via 2- way SMS. Same as the implementation of campaign, response from recipients are mapped to survey by matching keyword assigned for survey. User will organize a survey by defining the date and time of the broadcast; keyword; target contact group and all the questions for the survey (which can be configured according to user s response). Once survey is configured; system will broadcast the first survey message to the target recipient group. Recipients will response to survey and system will parse the response and produce the response statistics for the survey owner. The statistics can be obtained from the survey summary report page under Reporting section. Note : At any time, one keyword can only be assigned to a campaign or survey. e.g. : If user organized a survey with keyword travel from 1 st of June 2011 to 31 st of June 2011; then travel keyword cannot be use in other campaign or survey during the month of June Confidential and Proprietary Page 37 / 80

38 Example of Survey Survey details : m. Survey name : Online Purchase Survey n. Date and time of the broadcast : :00:00 o. Survey end time: :00:00 p. Survey keyword : online q. Target contact group : UserGroup1 r. Sender ID : online s. Contact group filter criterion : (default all) t. Survey s language and questions: 1. Do you shop online? Response with y or n. (main question) If recipient s answer is y then go to no. 2; if recipient s answer is y then go to no. 3; otherwise go to no How frequent do you shop online? a. Once a week b. Once a month c. Once a year d. others If recipient s answer is either a, b, or c go to no. 5; if recipient s answer d go to no. 6; Otherwise go to no Thank you for participating in online shopping survey. 4. Incorrect response. Please response with y or n? 5. How much do you spent for a typical transaction? a. 100 to 500 b. 500 to 1,000 c. 1,000 to 2,000 d. 2,000 to 5,000 e. more than 5,000 if recipient s responded; go to Thank you for participating in online shopping survey. 7. Invalid response. Please re-select your shopping frequency. a. Once a week b. Once a month c. Once every few months d. Once a year e. others 8. Thank you very much for participating in online shopping survey. Confidential and Proprietary Page 38 / 80

39 Below are the entries in Response History and Question corresponds to the survey. Response history is form by adding recipient s response to the question. e.g. online_y : this is the reply to recipient s response where they responded with y online_y_a : this is the reply to recipient s response where after responded with y followed by a Kindly take note that (keyword)_xcd is the general error message reply to recipient when no matching response history are find. No Response History Message 1 Online Do you shop online? Response with y or n. 2 online_y How frequent do you shop online? a. Once a week b. Once a month c. Once a year d. others 3 online_n Thank you for participating in online shopping survey. 4 online_err Incorrect response. Please response with Y or N? 5 Online_y_a How much do you spent for a typical transaction? a. 100 to 500 b. 500 to 1,000 c. 1,000 to 2,000 d. 2,000 to 5,000 e. more than 5,000 Online_y_b How much do you spent for a typical transaction? a. 100 to 500 b. 500 to 1,000 c. 1,000 to 2,000 d. 2,000 to 5,000 e. more than 5,000 Online_y_c Thank you for participating in online shopping survey. Online_y_d Thank you for participating in online shopping survey. Online_y_err Invalid response. Please re-select your shopping frequency. a. Once a week b. Once a month c. Once every few months d. Once a year e. others Online_y_a_err Thank you very much for participating in online shopping survey! Online_xcd Sorry, invalid response Confidential and Proprietary Page 39 / 80

40 To manage Survey 1. To manage Survey, access via Campaign & Birthday Tab -> Survey Link. 2. To search for a Survey; enter the Survey into the text box beside the Search button and click at the Search button. 3. To add a Survey; click at the Add Survey button. 4. To View or Update the Survey that has been stored; click at hexagon icon (under the action column). 5. To delete the existing Survey; click at the X icon (under the action column). 6. Please refer to Survey Summary Report under Reporting section for survey s statistic which includes the delivery statistics, response statistics and the breakdown of the response. 7. For details of recipient s response; please refer to Survey Details Report under Reporting section. This report shows the mobile number of the recipient who response to the survey, date and time of their response and their response history. Confidential and Proprietary Page 40 / 80

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42 To create a immediate survey 1. To create a immediate survey, access via the Campaign & Birthday Tab - > Survey Link 2. Enter Survey name. 3. Select Immediate as the survey time. 4. Select End Date and End Time for the survey. 5. Select the keyword to match for response. 6. Choose sender ID from list. 7. Configure expired message. 8. Select user group(s) from list. 9. Select filter criterion for the selected contact group to further shortlist the broadcast for contacts within the contact group which matches the selected criterions. You may click at Show filtered numbers to get the matching mobile number after filtration. 10.Configure the Response history and message. Below is an example of survey entry based on the survey example described in previous section. Response History Message Online Do you shop online? Response with y or n. online_y How frequent do you shop online? a. Once a week b. Once a month c. Once a year d. others online_n Thank you for participating in online shopping survey. online_err Incorrect response. Please response with Y or N? Online_y_a How much do you spent for a typical transaction? a. 100 to 500 b. 500 to 1,000 c. 1,000 to 2,000 d. 2,000 to 5,000 e. more than 5,000 Online_y_b How much do you spent for a typical transaction? a. 100 to 500 b. 500 to 1,000 c. 1,000 to 2,000 d. 2,000 to 5,000 e. more than 5,000 Online_y_c Thank you for participating in online shopping survey. Online_y_d Thank you for participating in online shopping survey. Online_y_err Invalid response. Please re-select your shopping frequency. a. Once a week b. Once a month c. Once every few months d. Once a year e. others Online_y_a_err Thank you very much for participating in online shopping survey! Online_xcd Sorry, invalid response Confidential and Proprietary Page 42 / 80

43 11.Press Reset button to reset the entries. 12.Press Save button to schedule the survey. 13.After press Save, the details of the survey will be saved and it will be listed in Survey s main page. Confidential and Proprietary Page 43 / 80

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45 To schedule a survey 1. To create a immediate survey, access via the Campaign & Birthday Tab - > Survey Link 2. Enter Survey name. 3. Select the start time of the survey. 4. Choose the desired time zone. 5. Select End Date and End Time for the survey. 6. Select the keyword to match for response. 7. Choose sender ID from list. 8. Configure expired message. 9. Select user group(s) from list. 10.Select filter criterion for the selected contact group to further shortlist the broadcast for contacts within the contact group which matches the selected criterions. You may click at Show filtered numbers to get the matching mobile number after filtration. 11.Configure the Response history and message. Below is an example of survey entry. Response History Message Online RM0.00 Please choose 1 or 2. online_1 RM0.00 Please choose 1 or b. online_2 RM0.00 Thank you for choosing 2. online_err RM0.00 Invalid response; choose 1 or 2. online_1_a RM0.00 Thank you for choosing a. online_1_b RM0.00 Thank you for choosing b. online_1_err RM0.00 Invalid response; choose a or b. online_xcd RM0.00 Sorry, invalid response. 12.Press Reset button to reset the entries. 13.Press Save button to schedule the survey. 14.After press Save, the details of the survey will be saved and it will be listed in Survey s main page. Confidential and Proprietary Page 45 / 80

46 To update a survey 1. Click at the Edit icon on the manage survey main page. Confidential and Proprietary Page 46 / 80

47 2. User may made the following changes to the scheduled survey a) Change the survey name b) Change time zone c) Re-choose desired broadcast date / survey start date. d) Re-choose desired broadcast time / survey start time. e) Change survey end date and end time. f) Change keyword. g) Change sender ID (choose from list). h) Reconfigure expired message. i) Change user group from list. j) Change filter criterion. k) Reconfigured Response history and message. 3. Press Update to update the survey. 4. Press Cancel to quit this page without making any changes. Confidential and Proprietary Page 47 / 80

48 5.0 Phone Book Manage Group To Manage Contact Group 1. To manage Contact Group, access via Phone Book Tab -> Manage Group Link. 2. To search for a Contact Group; enter the Contact Group into the text box beside the Search button and click at the Search button. 3. To Update the Contact Group; click at hexagon icon (under the action column). 4. To configure the contact sharing options for the Contact Group; click at hourly glass icon (under the action column). 5. To activate birthday greeting for a group; click at the hexagon icon under the birthday broadcast activation column. Confidential and Proprietary Page 48 / 80

49 6. To delete the existing Contact Group; click at the X icon (under the action column). 7. To download the existing Contact Group; click at the download icon (under the action column). 8. Click at the Add Group button to add a new Contact Group. To add a empty contact group 1. Click at the Add Group button; the above page will be displayed on screen. 2. Click at Create Group Name link. 3. Enter the group name and click at the Add button. 4. New contact group will be created and user will be directed to the main contact group page. Confidential and Proprietary Page 49 / 80

50 To import a contact group 1. Click at the Add Group button; the above page will be displayed on screen. 2. Click at Import File link. 3. Select the file to be inserted. 4. New contact group will be created and the contacts will be inserted. User will be directed to the main contact group page after that. Confidential and Proprietary Page 50 / 80

51 Contact sharing 1. Parent will be able to share their contacts with their sub users so that their sub user will also be able to broadcast to their contact group. 2. There are 2 types of contact sharing a. Share the contact with your direct sub user or child account only. b. Share the contact with all levels of sub users (which include your child account s sub accounts) 3. The owner of the contacts of the parent will be able to set a limit for the maximum of message to be broadcast to the shared contacts. There are 4 types of sending limit of contact sharing a. Daily (e.g. 3 times in a day) b. Weekly (e.g. 5 times in a week) c. Monthly (eg : 10 times in a month) d. No limit 4. As an incentive for the parent for sharing the contacts, parent will be able to set a charging multiplier for the shared contacts. The sms credit charged to the sub user will be the normal credit times the charging multiplier. e.g : The cost of sending a message which is shorter than 160 characters to a Singapore is 1 SMS credit. If we send it to a Singapore number which exists in our own contact list then we ll be charged 1 SMS credit for the message. If we send it to a Singapore number which is under our parent s shared list and the charging multiplier is 2; then we ll be charged at 2 SMS credit for the message. Confidential and Proprietary Page 51 / 80

52 To configure share options for a contact group 1. Click at the share button (hourly glass) from phone book s main page; the above page will be displayed on screen. 2. Select from the available share options. a. Do not share b. Share with direct sub users only c. Share with all sub users 3. Select share limit from the share limit drop down list a. No Limit. b. Daily c. Weekly d. Monthly 4. Enter the share frequency. 5. Enter the multiplier for charging. 6. Click at Submit to save the settings. Confidential and Proprietary Page 52 / 80

53 5.0.2 Manage Contact To search contact for a contact group 1. To search contact in a group, access via Phone Book Tab -> Manage Contact Link. 2. Select a user group name. 3. Key in the phone number (* optional). 4. Key in the name (* optional). 5. Select a status (* optional). 6. Press Search button to perform the searching. 7. Press Reset to clean all the above fields. 8. The result of the searching will appear. Confidential and Proprietary Page 53 / 80

54 To manage contact for a contact group 1. To manage Contact, access via Phone Book Tab -> Manage Contact Link. 2. To search for a Contact; enter the Contact into the text box beside the Search button and click at the Search button. 3. To activate birthday greeting for a contact; click at the hexagon icon under the birthday broadcast activation. 4. To Update the Contact; click at hexagon icon (under the action column). 5. To delete the existing Contact; click at the X icon (under the action column). 6. Click at the Add Contact button to add a new Contact. Confidential and Proprietary Page 54 / 80

55 To add a new contact 1. Click at the Add Contact button; the above page will be displayed on screen. 2. Select the group for the new contact and click at the Add button 3. Enter the phone number and other relevant details for the new contact and click at the Add button. 4. New contact will be created and user will be directed to the main contact page. Confidential and Proprietary Page 55 / 80

56 To update a contact 1. Click at the Update Contact icon from contact main page; the above page will be displayed on screen. 2. Update the phone number and other relevant details for the selected contact and click at the Update button. 3. Contact details will be updated and user will be directed to the main contact page. 4. To delete the contact; click at the Delete button at the bottom of the page. 5. Click at Cancel button to exit the page without making any changes. Confidential and Proprietary Page 56 / 80

57 To copy contact(s) from other contact groups 1. Click at the Copy Contact icon from contact main page; the above page will be displayed on screen. 2. Choose the destination contact group (the selected contact will be inserted into this group). 3. Search for the required contact by entering the following fields under the search section. a. Source contact group b. Name of contact c. Phone number of the contact Confidential and Proprietary Page 57 / 80

58 When search returns a list of matching contacts; the matching contacts will be display below the search section. Below is a sample screen for the search result. 4. Tick to select the phone numbers to be added to the destination contact group. 5. Click at Add to list to copy the number to the destination contact group. 6. After the Add to list button is clicked; the new contact will be added into the destination contact group. 7. You may continue to search and add contacts into the destination contact group. Once all the selections are done, click at Close to close this popup page. Confidential and Proprietary Page 58 / 80

59 5.0.3 Manage Blacklist Users may be able to manage their own blacklist in WebSMS system. Basically, there are 2 types of blacklist in the system. 1. Account level blacklist 2. Keyword based blacklist For any number which has been blacklisted under account level; user will not be able to send to this number from send sms pages, campaign pages and reply to sms page. For numbers which has been blacklisted as keyword based blacklist numbers; user will not be able to send to this number from campaign broadcast if the keyword for the broadcast matches the blacklisted keyword and the phone number is in the recipient list. To create a account level blacklist number; simply enter the phone number and leave the keyword as select a keyword (do not select any keyword). To create a keyword based blacklist number; enter the phone number and select the required keyword. Note : User will be able to review the blacklisted numbers from the Blacklisted column in outbox report after a broadcast. Confidential and Proprietary Page 59 / 80

60 To Manage Blacklist 1. To manage your personal blacklist, access the main blacklist page via Tab Phone book -> Manage Blacklist Link. 2. To search for a combination of phone number and keyword that has been blacklisted; enter the phone number into the text box and select the keyword to search for beside the Search button then click at the Search button. 3. To View or Update the blacklisted number or keyword that has been stored; click at hexagon icon (under the action column). 4. To delete the existing blacklisted number or keyword; click at the X icon (under the action column). 5. Click at the Add button to add a new blacklisted number or keyword. Confidential and Proprietary Page 60 / 80

61 Add Blacklist 1. After press the Add button, a new Add Template form will appear. 2. Enter the phone number to be blacklisted. 3. Select the keyword (optional) for the blacklisted number. 4. Press Insert to confirm the adding. Confidential and Proprietary Page 61 / 80

62 Update or View Blacklist 1. After press the View/ Update icon, a View/ Update Template form will appear. 2. Update the phone number to be blacklisted. 3. Update the keyword (optional) for the blacklisted number. 4. Press Update to confirm the updating. Confidential and Proprietary Page 62 / 80

63 6.0 Reporting Credit Flow Report Credit Flow Report shows the credit flow or changes for each broadcast and transferred made through the system. 1. To view Credit Flow Report, access via Reporting Tab -> Credit Flow Report Link. 2. Select a User ID. 3. Select the Date From. 4. Select the Date To. 5. Press Submit button to generate the report. 6. Credit Flow Report will appear after generated. Confidential and Proprietary Page 63 / 80

64 6.0.2 Outbox Outbox Report shows the broadcast statistics and status of each broadcast made from the system. 1. To view Outbox, access via Reporting Tab -> Outbox Link. Confidential and Proprietary Page 64 / 80

65 2. Select a User ID. 3. Select the Date From. 4. Select the Date To. 5. Press Submit button to generate the report. 6. Outbox Report will appear after generated. Confidential and Proprietary Page 65 / 80

66 To view outbox details 1. To view outbox details that shown the phone number, press the pending/ Failed/ Success hyperlink. 2. A new pop up window will appear, this is the phone number list of particular status (pending/ failed/ success) of particular group of sending. 3. Can change the status to view the phone number list of other status (pending/ failed/ success). 4. Press Close button to close the pop up window. Confidential and Proprietary Page 66 / 80

67 6.0.3 Online Purchase History Online Purchase History shows the online payment transaction performed by the user. 1. To view Online Purchase History, access via Reporting Tab -> Online Purchase History Link. 2. Select a report mode (by Date or by month). 3. If date report mode is selected; select the Date From and Date To. 4. If month report mode is selected; select the required month 5. Press Submit button to generate the report. 6. The Purchase report will appear after generated. Confidential and Proprietary Page 67 / 80

68 6.0.4 Delivery Report Delivery Report shows the delivery status of each MT broadcasted from the system. 1. To view Broadcast Report, access via Reporting Tab -> Delivery Report Link. 2. Select a User ID. 3. Select a User Group 4. Select the Date From. 5. Select the Date To. 6. Press Submit button to generate the report. 7. Delivery Report will appear after generated. Confidential and Proprietary Page 68 / 80

69 6.0.5 Survey Summary Report Survey Summary Report shows the delivery statistic, response statistic and response breakdown for a survey. 1. To view Survey Summary Report, access via Reporting Tab -> Survey Summary Report Link. 2. Select a Survey Name. 3. Press Submit button to generate the report. 4. Survey Summary Report will appear after generated. 5. Description of fields in report 1. Survey name is the name of the survey. 2. Group is the contact group that we have broadcasted to. 3. Response history is an id link to a response level and it is form by adding recipient s response to the question. e.g. online_y : this is the reply to recipient s response where they responded with y online_y_a : this is the reply to recipient s response where after responded with y followed by a Confidential and Proprietary Page 69 / 80

70 4. Question is the reply text for a particular response history level. 5. Delivery statistic shows the total number MT delivered for a particular response history level. 6. Response statistic shows the response statistic in the following format Total response from recipients vs total recipient who never response vs Total message sent 7. Response breakdown break down the response from the recipients according to the possible response expected from recipients. e.g. 1(2/4), 2(1/4), err (2/4) Indicated that there is 2 recipients response with 1, 1 recipient response with 2 and 2 recipient response with invalid response. Confidential and Proprietary Page 70 / 80

71 6.0.5 Survey Details Report Survey Details Report shows the incoming response for a survey. 1. To view Survey Details Report, access via Reporting Tab -> Survey details Report Link. 2. Select a Survey Name. 3. Press Submit button to generate the report. 4. Survey Summary Report will appear after generated. 5. Description of fields in report 1. Survey name is the name of the survey. 2. Date/time is date and time of the response 3. Mobile number is the mobile number of the recipient who response to the survey 4. Response history is an id link to a response level and it is form by adding recipient s response to the question. e.g. online_y : this is the reply to recipient s response where they responded with y online_y_a : this is the reply to recipient s response where after responded with y followed by a Confidential and Proprietary Page 71 / 80

72 7.0 Administration Manager User To manage (sub) user 1. To manage user, access via Administration Tab -> Manage User Link. 2. To search for a user; enter the contact into the text box beside the Search button and click at the Search button. 3. To Update the user; click at hexagon icon (under the action column). 4. To view the profile of an existing user; click at the magnifier icon (under the action column). 5. To delete the existing user; click at the X icon (under the action column). 6. Click at the Add button to add a new user. Confidential and Proprietary Page 72 / 80

73 To add user 1. Click at the Add button on the manage user main page; the above page will be displayed on screen. 2. Enter the details of the new user (* indicated compulsory field) 3. Click at the Back button to quit without making any changes. 4. Click at the Reset button to reset all the information entered. 5. Click at the Next button to proceed to next step. The credit assignment and sender id assignment page will be displayed on screen. Confidential and Proprietary Page 73 / 80

74 6. Enter the credit to be allocated to the new user and check the sender ID to be assigned to the user. 7. Click at the Next button to proceed to next step. Module assignment page will be displayed on screen. 8. Click at Save button to save the setting of the new user. Click at OK at the pop up window to complete the setup. Confidential and Proprietary Page 74 / 80

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76 To update user s details 1. Click at the Update icon on the manage user main page; the above page will be displayed on screen. 2. To reset the password for the sub user; enter the new password and click at the Reset button to update his/her password. 3. To change the total number of sub user allowed for the sub user; change the figure to the required number and click at the Update button beside the item. 4. To change the status of the sub user; select the required status and click at Update button beside the item. 5. To transfer credit from main user s account to the sub user s account; enter the amount to be transferred and click at the Transfer button beside the item. 6. To change the total number of sender ID allowed; change the figure to the required number and click at the Update button beside the item. 7. Check/uncheck the sender id to set the sender id to be assigned for the sub user. 8. To save the sender ID setting; click at the sender ID to save the setting. 9. User will be redirected to the manage user main page. Confidential and Proprietary Page 76 / 80

77 To view sub user s profile 1. Click at the magnifier icon on the manage user main page; the above page will be displayed on screen. 2. Click at the cancel button to go back to the manage user main page. Confidential and Proprietary Page 77 / 80

78 7.0.2 Manage Sender ID To manage Sender ID 1. To manage Sender ID, access via Administration Tab -> Manage Sender ID Link. 2. To search for a Sender ID; enter the Sender ID into the text box beside the Search button and click at the Search button. 3. To Update the Sender ID; click at hexagon icon (under the action column). 4. To delete the existing Sender ID; click at the X icon (under the action column). 5. Click at the Add button to add a new Sender ID. Confidential and Proprietary Page 78 / 80

79 7.0.3 Manage Campaign keyword To manage Campaign Keyword 8. To manage Campaign Keyword, access via Administration Tab -> Campaign Keyword Link. 9. To search for a Campaign Keyword; enter the Campaign Keyword into the text box beside the Search button and click at the Search button. 10.To request for a Campaign Keyword; enter the Campaign Keyword into the text box beside the Request button and click at the Request button. Confidential and Proprietary Page 79 / 80

80 8.0 Profile To update profile 1. Press the Profile Tab. 2. Insert/ Change the Company Name. 3. Insert/ Change the Company Address. 4. Insert/ Change the City. 5. Insert/ Change the State. 6. Insert/ Change the Postcode. 7. Insert/ Change the Country by select from the list. 8. Insert/ Change the Office phone number. 9. Insert/ Change the Fax number. 10.Insert/ Change the Name. (Required) 11.Insert/ Change the Mobile phone number. (Required) 12.Insert/ Change the Address. (Required) 13.Insert/ Change the Position. 14.Insert/ Change the business type by select from the list. 15.Press Cancel button to cancel the profile updating without any changes. 16.Press Update to confirm the profile updating. Confidential and Proprietary Page 80 / 80