May 22, 2015

Welcome to Your Control Panel!

Welcome to Mobile Text Alerts!

Hre is a walk-through of your Control Panel and all its features.

Below is the table of contents for this tutorial, so that you can scroll down or click the link to a specific section as needed:

  1. Dashboard
  2. Messages: Send a Message
  3. Messages: Scheduled Messages
  4. Messages: Message Templates
  5. Message Replies
  6. Subscribers: Manage Subscribers
  7. Subscribers: Import Subscribers
  8. Manage Groups
  9. Manage Administrators
  10. Reports
  11. Upgrades
  12. Settings
  13. Billing
  14. Help

1. Dashboard

When you first log in to your account, the first screen you see is the Dashboard Summary:

Dashboard summary1

 

From this screen you can view your account at a glance.  Towards the top of your screen, you can see the number of messages you have sent this month, the number of total messages sent from your account, the number of subscribers you have added this month, and your total number of subscribers.  The middle of your screen displays recent posts from the Mobile Text Alerts blog, as well as tutorials that you may find helpful in trying to figure out how the system works.

If you scroll down, then you can see your recently sent messages and any upcoming messages that you have scheduled to go out at a particular date/time:

Dashboard2

 

2. Messages: Send a Message

If you click on the “Messages” tab on the left column of your screen, a drop-down menu will appear with two options.  You can either click “Send a Message” to send out a message, “Scheduled Messages” to manage your scheduled messages, or “Message Templates” to create and manage message templates.

Messages navigation bar

 

Clicking “Send a Message” will take you to the Send a Message screen:

Send a message

 

From here you can select to either send a message now or to schedule a message to be sent at a later date or time.  If you want your message to be sent out to all of your subscribers, you can check the box in the middle of the screen.  If you want your message to be sent out just to specific groups that you have created, you can enter the group’s name in the box that says “Select Group(s).”  (More on groups later.)

If you want to send your message to individual numbers, you can scroll down to manually select subscribers by checking the “Send Message” box of the members that you would like to send the message to:

send a message3

After you have selected your intended recipients, scroll down to the bottom of the screen to the “Message Content” box.  There you can type your message, click “Send Message” (or “Schedule Message,” if you are scheduling a message to be sent out later), and your message will be sent!

send a message4

 

3. Messages: Scheduled Messages

Clicking on “Scheduled Messages” will take you to this screen:

scheduled messages

On this page you can manage all of your scheduled messages.  You can see information about your messages, including the text of the message, the number of recipients, the scheduled date/time, and how often the message is set to repeat.

If you need to edit any of the information, click on the pencil and paper icon under the “Edit” column.  If you want to delete a scheduled message, click on the trash can icon under the “Delete” column.

To add a new scheduled message, click on the purple “Schedule a New Message” button at the bottom of the screen.

 

4. Messages: Message Templates

Clicking “Message Templates” will take you a screen that allows you to save templates of messages so that you can use the same wording in future messages without having to type it all out every time.

To create a message template, click the green “Create a Message Template” button.

message templates- 5

This will take you to another screen in which you will type out the content of your message template into the text box.  Click “Save Template” and your message template will be created. Your message template will now show up on the “Message Templates” page.

Clicking the “Send Template” icon will take you to the “Send a Message” page, from which you can select the recipients of the message.

 

5. Message Replies

If you send out a message and subscribers reply to your message, you can view these replies from an inbox on your Control Panel.

Message Replies

From this page you will be able to see a detailed report of the replies you have received to your messages.

message replies- inbox

 

6. Subscribers: Manage Subscribers

To manage, add, edit, remove, or import subscribers, click the “Subscribers” tab on the left-hand column of your screen.  A drop-down menu will appear with the options “Manage Subscribers” or “Import Subscribers.”

subscribers

Click “Manage Subscribers” to add, edit, or remove subscribers.  The “Manage Subscribers” screen will look like this:

manage subscribers

  • To add a subscriber – click the green “Add a Subscriber” button and a new row will be added to the list of subscribers. Type in the new subscriber’s first name, last name, phone number, and email, and then click “Save” on the right side of the row to save the information.
  • To remove a subscriber – click the row of a subscriber to highlight that row. In the below example, I want to remove “Sam Smith,” so I clicked on the row with that name:

remove subscriber(NOTE: Do not click on the actual name of the subscriber, because the system will think that you are trying to edit the subscriber.  Click on the empty space on the subscriber’s row.)

After you have highlighted the subscriber that you want to remove, click the red “Remove Subscribers” button toward the top of the screen and the subscriber will be removed from your account.  Hold shift when highlighting subscribers to select multiple subscribers to remove at once.

  • To add to or remove from groups – click on the row of a subscriber (or hold shift and click on the rows of multiple subscribers).  Then click “Add Subscribers to Group” or “Remove Subscribers from Group” as desired. A drop-down menu will appear with a list of your groups.  From this menu, select the group that you want to add your subscriber(s) to or remove your subscriber(s) from.
  • To edit a subscriber’s information – click the pencil and paper icon underneath the “Edit” column on the row of the subscriber that you would like to edit.

manage subscribers3

You can then edit the subscriber’s first name, last name, phone number, and email address.  Be sure to click “Save” when you are done to save your changes.  Click “Cancel” if you want to cancel any changes that you made.

 

7. Subscribers: Import Subscribers

If you click on the “Subscribers” tab of the menu on the left of the screen, another option that you have is “Import Subscribers.”  This allows you to import members from a spreadsheet.

import subscribers

Clicking on “Import Subscribers” will take you to this screen:

import subscribers2

As the page explains, you can drag and drop a spreadsheet from your computer onto the large box that says “Drop files to upload.”  Or you can click on the box to upload a file from your computer.  Your spreadsheet must be in XLS, XLSX, ODS, or CSV format; you can click on the “template spreadsheet” link to download a template that will be in the correct format.

 

8. Manage Groups

Click on the “Manage Groups” tab on the left-side column to add, edit, or remove groups on your account.

manage groups

This will take you to the “Manage Groups” screen:

manage groups2

“Groups” allow you to organize your subscribers into different segments (groups) so that you can send messages.  Instead of selecting members individually and sending messages that way, you can send to different groups as needed.

Adding, removing, and editing groups is similar to adding, removing, and editing members (see the previous instructions in the “Manage Subscribers” section).  Click “Add a Group” to create a new group.  You can add members to your groups from the “Manage Subscribers” tab.  If you want to remove a group, highlight which group(s) you want to delete and click “Remove Groups,” or click the “Delete” trash can icon on the group’s row.

When editing a group, you can switch “Hide Group” on or off.  If “Hide Group” is turned on, then that group will not show up on your sign-up page.  You can also designate a “Group Keyword” and type in a “Welcome Message” for your group members to see when they join your group.  Again, make sure to click “Save” when you are done editing the group to save your changes.

You can add/remove members from your groups from the “Manage Subscribers” tab, as explained in the section above.

Click the “View Members” link on the group’s row to see which (if any) of your subscribers belong to that group.

 

9. Manage Administrators

From the “Manage Administrators” tab, you can add, edit, or remove administrators from your account.

manage administrators

If you have multiple people handling your account, you may want to designate administrators.  You can do that from this page:

manage administrators2

You can add, remove, and edit administrators in that same way as subscribers and groups.  Click “Add an Administrator” to create a new administrator and click “Remove Administrators” to delete highlighted administrators (for more detailed explanations, see the “Manage Subscribers” section of this tutorial).  To edit an administrator, click the pencil and paper icon on the row of the administrator you would like to edit.

When editing, you can designate a username, password, phone number, and email for the administrator.  You can also select specific groups to attach to that administrator under “Administered Groups.”  The administrator will only have access to the specified group(s) and will not have access to anything else on the control panel except sending messages to the group(s).

If you want the administrator to have full access to the entire control panel, you can designate them as a “Super Administrator” by toggling the “Super Administrator” switch from off to on when editing.

Be sure to click “Save” when you are done editing, or else all of your changes will be lost.

 

10. Reports

From the “Reports” tab, click on “Sent Messages Report” to see a list of your sent messages.

reports

The “Sent Messages Report” screen will look like this:

reports2

From here you can see a list of all your sent messages.  You can see the text of the message under the “Message” column.  The “Recipients” column shows you how many members received the message.  You can also see the date that the message was sent and whom the message was sent by.

You can use the search box to search through your sent messages.  Click “Copy to Clipboard” to copy all of the information from the table; you can then paste it into another document.  Click “Export” to export the information from your report as a CSV, Excel, or PDF document, or to print the information.

Clicking the arrow under the “Send Message Again” column from the row of any of your sent messages will take you to the “Send a Message” screen and will automatically copy the text into the message box so that you can easily send the message again.

Clicking the links under the “Recipients” column will bring you to this screen:

reports3

This screen shows you the first name, last name, phone number, and email address of the recipients of your message.  The “Status” column will tell you whether or not the message was successfully sent to that member.  It will say “SUCCESS” if the message was successful, and it will say “FAILED” if the message was not successful.

 

11. Upgrades

From this page you can see a list of upgrades you can add to your text alert services.

upgrades navigation bar

Clicking the “All Upgrades” link will give you a list of all upgrades available at a glance.

all upgrades

You can click on the link for each upgrade to get further explanation.

 

12. Settings

Click the “Settings” tab to manage your account settings.

Settings

The “Settings” page will look like this:

settings2

From “Account Settings” you can change the keyword for your account.  Type it in the textbox and click “Save.”  You can also change your account’s password.

Click “Control Panel Settings” to see this screen:

settings3

You can set “Send Messages to Emails and Phones” to “on” or “off.”  If you set this to “on,” then your messages will be sent to subscribers’ emails in addition to their phones (if you have an email address listed for them).  If you set this to “off,” then messages will only be sent to subscribers’ phones.  Be sure to click “Save” if you make any changes.

Clicking “Sign-up Settings” will take you to this screen:

settings4

From here you can edit your welcome message for when your subscribers sign up, and you can edit your organization name.  You can also switch “Enable Email Addresses” between “on” or “off.”  Turning this on will enable subscribers to enter their email addresses on your sign-up page.

Again, don’t forget to click “Save” when you are done editing!

Finally, click on “Message Settings” to see this screen:

settings5

You can edit your “Reply-to Email Address.”  If any of your subscribers reply to your texts, those replies will be sent to the email address that you designate here.  Click “Save” to lock in your changes.

 

13. Billing

On the column at the left side of your screen, click “Billing” to view and edit your payment information.

billing

From here you can see your credit card information:

billing2

Click the green “Edit” button to change your card information.  It will take you to this screen:

billing3

Enter your card number, the full name on the card, the expiration date (in the format MM/YY), and the security code on the back of your card.  Click “Submit,” and your info will be updated.

 

14. Help

The last tab from the menu on the left of your screen is the “Help” tab.

help

For further explanations on Mobile Text Alerts features, click “Tutorials.”  Click “Blog Articles” to see our blog, which also has some helpful and interesting information.

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