July 7, 2015

Adding, Editing, and Removing Groups on the Control Panel

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The ability to organize your subscribers into groups is a useful feature of Mobile Text Alerts, enabling you to send out messages to different groups (such as “choir,” “staff,” or other relevant groups) rather than having to individually select recipients every time you want to send a message.  Getting started with “groups” is easy.

Table of contents:

I. Adding Groups

II. Adding Subscribers to Groups

III. Removing Subscribers from Groups

IV. Editing and Deleting Groups

V. Other Things to Know

 

I. Adding Groups

Step 1: Go to the “Manage Groups” page

To add a group, first log in to your account at https://mobile-text-alerts.com/login.  Then click on “Manage Groups” on the left side of your screen:

manage groups

You will then see this page:

manage groups2

Step 2: Click “Add a Group”

To add a group, click the green “Add a Group” button towards the top of your screen.  A new row will be added to the table:

add a group

Step 3: Edit group information

Information you can edit after clicking “Add a Group” includes the following:

  • Name – type in the group’s name. (This is the only information that is necessary to enter; the rest is optional.)
  • Hide Group – check this box if you don’t want your group to show up on your sign-in page.
  • Group Keyword – if you pay for extra keywords, you can type in a keyword for your group here. Then, when subscribers text in to be added to your text alerts system, they can use this keyword to be automatically added to this specific group.  Each extra keyword is $3/month.
  • Welcome Message – type in a welcome message for your subscribers. This message will be texted to anyone who is added to your group.

Step 4: Click “Save”

After you are finished editing information for your group, click “Save” to save your changes.  Click “Cancel” to erase your changes.

 

II. Adding Subscribers to Groups

Option 1: Add subscribers manually

You can add subscribers to your group manually from the Control Panel.

subscribers

  • Step 2: Click on the row of a subscriber (or hold shift and click on the rows of multiple subscribers) that you want to add to your group.

remove subscriber

  • Step 3: Click “Add Subscribers to Group” towards the middle of your screen and then select from the drop-down menu which group you want to add your subscriber(s) to.

add subscribers

Option 2: Have subscribers sign up for groups on your sign-up page

Your subscribers will have the option to sign up for your various groups from your sign-up page (unless you opted to “hide group” when you added or edited your group information).

Groups sign up page

Your subscribers can simply check which groups they want to be added to, click “Sign Up Now,” and they will be automatically added to those groups.  (More information about the sign-up page can be found here.)

Option 3: Have subscribers text in to a group

If you have numbers subscribed to your account but not attached to a group, your subscribers can text the words “join <groupname>” to 662-200-4303 (or to your custom number/shortcode, if you pay for those features) to be automatically added to your group. Note: they should not put in the quotes in their text, and “<groupname>” should be replaced with your group’s actual name.  So the format should look like this—

join staff

This will add your subscriber to the “staff” group on your account. (Note: this method will only work if the group name is one word.)

 

III. Removing Subscribers from Groups

Option 1: Remove subscribers from groups on the “Manage Subscribers” page

subscribers

  • Step 2: Click on the row of a subscriber (or hold shift and click on the rows of multiple subscribers) that you want to remove from your group.

remove subscriber

  • Step 3: Click “Remove Subscribers from Group” towards the middle of your screen and then select from the drop-down menu which group you want to remove your subscriber(s) from.

remove subscriber menu

Option 2: Remove subscribers from groups on the “Manage Groups” page

manage groups

  • Step 2: Click “View Members” on the row of the group that you would like to remove subscribers from. Another box will show up on your screen showing you a list of all the members in that group.

view members

  • Step 3: Click the “Remove from Group” arrow on the row of the subscriber that you want to remove from that group.

remove from group

 

IV. Editing and Deleting Groups

Go to the “Manage Groups” page to edit or remove your groups.

manage groups

Editing

To edit a group, click on the pencil-and-paper icon under the “Edit” column of the group that you would like to edit:

editing groups

You can then enter in new information regarding your group:

add a group

(For an explanation of what these edit fields mean, see Step 2 of “Adding Groups” above.)  Don’t forget to click “Save” when you are done editing!

Deleting

To delete a group from your account, click the trash can icon on the group you would like to remove.  Or select the group(s) that you would like to remove and click the red “Remove Groups” button:

removing groups

Note: this will not delete any of the subscribers in that group.

 

V. Other Things to Know

There are a few other features on the “Manage Groups” page that you might find helpful.

Search

Type a query into the search box on your keyboard to quickly find a specific group on your account.  This is especially useful if you have a large number of groups on your account.

Search

Copy to Clipboard

Clicking the “Copy to Clipboard” button next to the search bar will copy a list of your groups to your clipboard.  You can then paste the list into a different document on your computer or device.

copy to clipboard

Export

Click “Export” to transfer your list of groups onto a spreadsheet that you can download onto your computer or device.  You can export your list as a CSV, Excel, or PDF document, or you can select “Print” to see a printer-friendly version of the page that you can print from your browser.

export

View Members

You can see a list of all the subscribers that belong to a specific group by clicking “View Members” on that group’s row.

view members-2

Clicking “View Members” will cause this screen to come up, showing a report of all the members’ names, phone numbers, and email addresses:

view members-3

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