Welcome to Mobile Text Alerts!
Here 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:
- Messages: Send a Message
- Messages: Scheduled Messages
- Messages: Message Templates
- Message Replies
- Subscribers: Manage Subscribers
- Subscribers: Import Subscribers
- Manage Groups
- Marketing Tools: Loyalty Rewards
- Marketing Tools: Digital Coupons
- Manage Administrators
When you first log in to your account, the first screen you see is the Dashboard Summary:
From this screen you can view your account at a glance. Towards the top of your screen, you can read about the different ways to get subscribers (for reference). In addition, you can view the number of messages sent this calendar month from your account, the number of messages sent this calendar year 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:
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.
Clicking “Send a Message” will take you to the Send a Message screen:
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:
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!
The “Insert Into Message” drop-down box allows you to insert the first and last names of your individual subscribers into your message to help personalize the message for each recipient. It also allows you to insert a link (this will shorten the link for you and allow you to track how many people have clicked the link under your Reports). Finally, it allows you to insert a link for any digital coupons you have created under your Marketing Tools tab.
Clicking “Post to Facebook” will allow you to post your message to any groups over which you’re an administrator (you must have your account connected to Facebook under your Settings).
Clicking on “Scheduled Messages” will take you to this screen:
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.
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.
This will take you to another screen in which you will give your template a name and 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.
The name of your message template can be used as a keyword to quickly send out the entire template by texting in from your phone.
If you send out a message and subscribers reply to your message, you can view these replies from an inbox on your Control Panel.
From this page you will be able to see a report of the replies you have received to your messages.
You can click on one of the replies to view a history of messages sent to and from that subscriber. You can export your replies report by clicking the button on the bottom right corner.
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.”
Click “Manage Subscribers” to add, edit, or remove subscribers. The “Manage Subscribers” screen will look like this:
- 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:
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.
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.
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.
Clicking on “Import Subscribers” will take you to this screen:
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.
Click on the “Manage Groups” tab on the left-side column to add, edit, or remove groups on your account.
This will take you to the “Manage Groups” screen:
“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.
From the “Keywords” tab you can manage and purchase shortcode keywords for your account. These keywords allow users to text in to a shorter 5 digit number to be added to your subscriber list.
From the Manage Keywords page you can view the shortcode keywords already associated with your account.
You can also switch the Target Group (if any) affiliated with each keyword. If a keyword is affiliated with a Target Group, then anyone who texts in that keyword to the shortcode number will be added directly to that group. You can also edit the auto-response message that people will receive when they text in the keyword. Be sure to click “Save” if you make any changes.
Click the green “Purchase a Keyword” button to purchase additional keywords.
From the Loyalty Rewards page you can keep track of how many purchases people have made, and they can be notified if they have earned a loyalty reward based on their number of purchases.
From your Settings you can select how many purchases someone must make before earning a reward, and you can also set whether or not the subscriber is notified after each purchase they make. You can add a purchase on the “Loyalty Rewards” page each time the subscriber makes one, and once the subscriber hits the designated number of purchases they will receive a text notifying them that they have earned a reward.
Simply select the subscriber who made a purchase, enter how many purchases they made toward the bottom, and click “Add Purchases.” The counter will keep track of how many you have added for each subscriber.
The Digital Coupons page allows you to create beautifully designed digital coupons.
Each digital coupon can be created with a header, an image, contact information, and instructions on how your customers can redeem your digital coupon.
Once your coupon is created, you will be able to insert a link for your coupon in any of the messages you send using the “insert into message” drop-down menu on the “Send a Message” page.
From the “Manage Administrators” tab, you can add, edit, or remove administrators from your account.
If you have multiple people handling your account, you may want to designate administrators. You can do that from this page:
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.
From the “Reports” tab, you can view several different reports you may find useful.
The “Subscriber Report” will show you helpful graphs detailing various patterns and aspects of your subscriber list.
The “Subscriber-Group List” simply shows a list of subscribers and any groups they are a part of.
The “Sent Messages Report” screen will look like this:
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.
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:
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 from the system. It will say “SUCCESS” if the system successfully sent the message, and it will say “FAILED” if the system detected an error when attempting to send.
Lastly, the “Link Tracking” report will show any links you have sent in your messages via the “Insert Link” function, and it will show you how many times each link has been clicked.
From this page you can see a list of upgrades you can add to your text alert services.
Clicking the “All Upgrades” link will give you a list of all upgrades available at a glance.
You can click on the link for each upgrade to get further explanation.
Click the “Settings” tab to manage your account settings.
The “Settings” page will look like this:
From “Account Settings” you can change the keyword for your account. This is the word people can text in to 662-200-4303 to be added to your subscriber list. You can also change your account’s password.
Click “Connect with Facebook” to link your account to your Facebook profile. This will allow you to post messages to any Facebook group or page of which you’re an administrator. You can post to Facebook under the “Messages->Send a Message” tab.
Click “Control Panel Settings” to see this screen:
From here, set the time zone for your area. This will help ensure the times listed on your control panel are correct, which is particularly important when scheduling messages for a specific time.
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. (It will still send to emails for subscribers who have no phone number listed.)
If you set “Include Opt-Out Instructions in Messages” to “on,” the system will automatically include additional text at the end of all your messages. You can designate your own custom text, or you can use the default opt-out instructions.
Clicking “Sign-up Settings” will take you to this screen:
From here you can edit your welcome message. This is the message people will automatically receive when they text in your keyword to 662-200-4303 or sign up on your sign-up page.
Under “Sign-up Page Settings” you have some options to customize your sign-up page. Changing the organization name will change what name is displayed when people go to your sign-up page. You can upload your own logo to be displayed on the page as well.
“Enable Email Addresses” will cause an email address field to be added on your sign-up page so that people can enter their email address when signing up. If “Make Name a required field” is selected, people will be required to enter a name when they subscribe using your sign-up page.
At the bottom of this section you will see HTML code. You can copy this code and paste it into your own site to embed your sign-up form on your own webpage.
Click “Message Replies Settings” to see this screen:
This allows you to set a phone number for replies to your messages to be forwarded to. If this is selected, the designated phone number will be forwarded a copy of each reply so that you can know whether you need to log in to your account and respond back.
The last section under “Settings” is “Loyalty Rewards Settings”:
From here you can modify options for the Loyalty Rewards feature (under the “Marketing Tools” tab). You can designate how many purchases must be added for a subscriber before they receive the text that says they have earned a reward. You can also select whether or not you want your subscribers to be notified each time you add a purchase for them.
On the column at the left side of your screen, click “Billing” to view and edit your payment information.
From here you can see your credit card information:
Click the green “Edit” button to change your card information. It will take you to this screen:
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.
The last tab from the menu on the left of your screen is the “Help” tab.
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.