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SMS Web Portal User Guide

The SMS Web Portal User Guide provides detailed instructions on using the SMS Web Portal for sending bulk and web SMS, managing API integrations, and accessing various features such as reports, contacts, and billing. Users can create accounts, send messages, schedule campaigns, and manage contacts through a user-friendly interface. The guide also covers account settings, sender ID management, and the creation of SMS templates for efficient messaging.

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0% found this document useful (0 votes)
24 views26 pages

SMS Web Portal User Guide

The SMS Web Portal User Guide provides detailed instructions on using the SMS Web Portal for sending bulk and web SMS, managing API integrations, and accessing various features such as reports, contacts, and billing. Users can create accounts, send messages, schedule campaigns, and manage contacts through a user-friendly interface. The guide also covers account settings, sender ID management, and the creation of SMS templates for efficient messaging.

Uploaded by

AniQ
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 26

SMS Web Portal User Guide

User Guide

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SMS Web Portal User Guide

Table of Contents
SMS Web Portal Features ............................................................................................................................. 4
1- Bulk SMS............................................................................................................................................ 4
2- Web SMS ........................................................................................................................................... 4
Log In ............................................................................................................................................................. 5
Sign Up .......................................................................................................................................................... 5
Home Page .................................................................................................................................................... 7
1- Create API Integration....................................................................................................................... 7
a. Details ........................................................................................................................................... 7
b. Features ........................................................................................................................................ 8
c. Settings.......................................................................................................................................... 8
d. Save Integration ............................................................................................................................ 9
e. Test Integrations ........................................................................................................................... 9
f. Save Integration .......................................................................................................................... 10
g. Setup your account ..................................................................................................................... 10
2- Manage API Integration .................................................................................................................. 10
3- Send SMS......................................................................................................................................... 11
a- Schedule ...................................................................................................................................... 11
b- Send from File ............................................................................................................................. 12
4- Quick Access.................................................................................................................................... 13
Send SMS .................................................................................................................................................... 13
1- Send New SMS ................................................................................................................................ 13
2- Campaign Report ............................................................................................................................ 13
Reports ........................................................................................................................................................ 14
1- Summary Report ............................................................................................................................. 14
2- Traffic Report .................................................................................................................................. 15
Contacts ...................................................................................................................................................... 16
1- Add Person ...................................................................................................................................... 16
Groups ......................................................................................................................................................... 17
My Profile .................................................................................................................................................... 17
1- Account Detail ................................................................................................................................. 17

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SMS Web Portal User Guide

2- Settings............................................................................................................................................ 18
a- Manage Sender ID....................................................................................................................... 18
b- Manage SMS Template ............................................................................................................... 19
c- Sub Accounts ............................................................................................................................... 20
d- Change Password ........................................................................................................................ 21
Manage Roles.............................................................................................................................................. 22
Role Permissions ......................................................................................................................................... 23
Manage Users ............................................................................................................................................. 23
Billing........................................................................................................................................................... 24
1- Rates................................................................................................................................................ 24
2- Billing History .................................................................................................................................. 24
3- Balance History ............................................................................................................................... 25
4- Redeem Voucher............................................................................................................................. 25
5- Online Payment............................................................................................................................... 26
6- Logout ............................................................................................................................................. 26

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SMS Web Portal User Guide

SMS Web Portal User Guide

SMS Web Portal Features

This Web Portal allows end users to send messages as a bulk or Web SMS. This Portal won’t be needing
more than two parties, all you have to do is to create an account for free, sign in and you will have
access to the SMS web portal feature.

1- Bulk SMS

Bulk SMS MT (Message Terminator) is the heart of the SMS Web Portal messaging. The SMS
Web Portal acts as a channel between the client and the mobile operator world. SMS Web
Portal allows the user to send SMS through our system to any operator network worldwide in a
safe, dependable, fast, and cost efficient way. Sending SMS messages efficiently across the
world. Users can connect to SMS Web Portal platform conveniently by SMPP or HTTP Interface
(API).

 Short Message Peer-to-Peer Protocol (SMPP): is used to send and receive messages
efficiently with high performance protocol. It is TCP/IP based. Connecting with SMPP
allows a faster and higher volume of SMS messages to be sent, up to 200
messages/second, it is ideal if you want to send out a high volume messages each
month at lightning speed. Alpha numeric sender address can be assigned. With an
SMPP gateway, users are connected to our gateway continuously and the standard
protocol requires no programming if you have SMPP software installed.

 HTTP Interface (API): It is well tested, user friendly and easy to handle. Users can
integrate bulk SMS messaging services into his applications, websites, and software
and back-office custom application with our HTTP SMS API. SMS Web Portal
provides all users with free access to HTTP API. You can connect to SMS Web Portal
bulk SMS gateway using our HTTP API which allows application developers to send
text messages to all global mobile networks.

2- Web SMS

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SMS Web Portal User Guide

Users can send text messages to any number and anywhere even while traveling abroad. SMS
online system will work from any computer since it is browser based. All users need to have a
compatible web browser and internet access to use the browser web SMS. Web SMS is faster
since you can send messages from your computer rather from your phone with the convenient
manipulation on keyboard. Monitor with user friendly interface of web browser, and cost
effective way to send text messages to friends, family, co-workers and customers. As a user you
are free to send either single or bulk SMS to individuals or groups. Using a bulk SMS you can run
a mobile marketing campaign, you can pre-schedule or setup recurring text messages to make
SMS marketing campaigns convenient. With our global coverage, you can still keep in touch with
anyone and anywhere.

Log In

To start using the SMS Web Portal you will have to log in with your username and password then click
on submit to take action and redirect you to the dashboard page.

In case you do not have an account click on the sign up button to create an account or chat with us to
guide you.

Sign Up

After clicking on Sign Up you will be directed to the create account page shown below.

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SMS Web Portal User Guide

You will have to apply your information like:

 Title
 First Name
 Last Name
 UserName
 Password
 Confirm Password
 Country
 Address
 Telephone Number
 Mobile Number
 Email

Click on Sign up to confirm your information and to create an account. After clicking Sign up, you will
receive a code via SMS to your mobile number that you are required to enter and an email confirmation
will be sent to your email applied in the Sign up page. After verifying the SMS code and confirming the
email you will be able to access your SMS web portal.

After logging in you will be directed to the dashboard below.

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SMS Web Portal User Guide

Home Page

In the Home Page you will have a glance of some of the tasks you are able to access or a view of your
API, SMS Campaigns and Balance.

1- Create API Integration


You are able to create an API Integration for you to implement in your service. When you click
on Create API Integration, a pop up API Integration page will appear.

a. Details
You will have to insert an Integration Name (mandatory to proceed to Features),
Description and select which HTTP request type:

 HTTP Get
 HTTP Post – JSON
 HTTP Post - Soap

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SMS Web Portal User Guide

b. Features

Delivery type:

 Standard  Sends SMS traffic based on Queue.


 Time Critical  Prioritizes HTTP requests as the method of sending.

c. Settings

 Convert mobile number into international format: Specify the country that you
are sending messages to and we’ll automatically convert your number to the
correct international format before sending.
 Protect my account from fraud: Enable whitelist of IP addresses that may send
messages from your account.
 Enable delivery notifications: SMS delivery notifications will be passed from the
API to your website or server.

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SMS Web Portal User Guide

d. Save Integration

View a summary of your configuration and click Finish to create your Integration.

e. Test Integrations

This allows you to test the integration that you have created.

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SMS Web Portal User Guide

Select the integration you want to test. Input the Phone number and Sample Text
you want to send.

You can immediately test the integration through the interface or copy the
generated sample code in order to test inside your application.

f. Save Integration
You are able to view the results of the test.

g. Setup your account


You will be directed to the Billing  Online System.

2- Manage API Integration

You are able to view a list of your API’s and edit them. In addition to Create API Integration, Test
Integrations, and Setup your account.

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SMS Web Portal User Guide

3- Send SMS

You are able to send a new SMS, view campaign report and manage SMS campaigns.

To create an SMS you must enter:

 Campaign name
 Recipient mobile number(s)/Group(s) - select a group which is created by the user
(containing various mobile numbers specified by you)
 Select the sender ID.
 Inside the message, you are able to add a Short URL, Field Variables or import a pre-
saved template or save the current message as a new template.
 Finally, you are able to schedule the SMS campaign or send it immediately and save as a
template.

a- Schedule
In order to schedule the time you want to send an SMS, choose a time zone
depending on the desired country you will send to and add a delivery date and time
as YYYY-MMMM-DDD HH:MM. Click on save to save your scheduled time.

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SMS Web Portal User Guide

Users are able to slice their campaign into parts. You will have to add an end to the
schedule date and specify the Batch Size, Time between batches (hour & minute), and
don’t send any messages before and after (HH:MM).

b- Send from File


You are able to upload a file from your computer with contacts to send the
campaign to but make sure the First Row has Headers button is ON in case the excel
was in that format. Select the Mobile Number Column and upload your file.

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SMS Web Portal User Guide

4- Quick Access
In the home page you will have quick access to:

 Request New Sender ID – what appears on people’s phone to show who the SMS is
from.

 Send SMS
 Generate Detailed Report? Summary Report

Send SMS
1- Send New SMS
In order to send a new SMS refer to: Send SMS

2- Campaign Report
In the Campaign Report page you will be able to:

 View all the campaigns you created.


 Export the list to an excel sheet.
 Create New SMS/campaign. Send SMS
 Refresh the table.
 Links Clicks - If you have added a Short link in your text, then you are able to view how
many of your SMS recipients have opened the sent short link. Statistics such as Browser,

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SMS Web Portal User Guide

Country, Device, OS and phone numbers are available once you access the short link of a
campaign. You can also export all the gathered data too.

 Start/Stop the campaigns.


 View additional details, like traffic history details.

Reports

1- Summary Report

In the summary report page you can check the summary of all the campaign reports according
to the filter you chose.

 Start Date YYYY-MM-DD


 End Date YYYY-MM-DD
 Column Grouping (Country, Operator, Status, Account & Sender.) You can choose
more than one
 Status (Received, Delivered, Undelivered, Unknown, Acknowledged, Buffered,
Accepted, Deleted, Pending, Failed, Rejected, Expired, Out of Credit, Rate Not
Available & Sent).
 Country

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SMS Web Portal User Guide

 Operators
 Account
 Campaign
 Sender ID
 Group by Date

You can also view details. After clicking on you will be directed to the page below which is
the Traffic Report.

2- Traffic Report

In the traffic report page you can view a traffic summary of every SMS sent in a selected
duration. Turning on Auto Refresh allows you to see live traffic as your campaign is progressing.
Note that the auto refresh refreshes every 10 seconds. You can also export the available data to
an excel sheet. As a user you can filter by:

 Start Date YYYY-MM-DD


 End Date YYYY-MM-DD
 Status (Unknown, Undelivered, Sent, Rejected, Received, Rate Not Available, Pending,
Out of Credit, Failed, Expired, Delivered, Deleted, Buffered, Acknowledged & Accepted).
 Country
 Operator
 Account
 Campaign
 Phone Number
 Sender ID

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SMS Web Portal User Guide

You can see additional details like Destination number, Message ID, Number of Parts, Text
Message and Delivery date.

Contacts

The SMS Web Portal allows users to add contacts, create groups, import contacts or export contacts to
an excel sheet.

1- Add Person

Allows you to add individual contacts.

2- Import People

Create an excel sheet with information such as contacts name and mobile number. Import
people allows you to browse and select the excel sheet you created to add the contacts to the
SMS Web Portal.

Export People: export the contacts to an excel sheet.

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SMS Web Portal User Guide

Groups

Allows you to create a group tag to associate with your contacts. You can create more than one group
with various contacts and edit or delete a group.

My Profile

1- Account Detail

In the Account Detail page you can view your basic information and edit such as:

 Title
 First Name
 Last Name
 Email

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SMS Web Portal User Guide

 Telephone Number
 Mobile Number
 Time Zone
 Address

2- Settings

a- Manage Sender ID

Sender ID is the alphanumeric name or number that appears on the mobile phone as the
sender of an SMS (It is used to identify who is sending the message to the recipient). Sender
ID can be a numeric number (i.e. a Mobile Phone Number) or an alphanumeric number such
as the name of your company. In order to request a new Sender ID:

 Click on request new Sender ID. Quick Access.

- In case the Sender ID is alphanumeric, the request is sent by e-mail to Monty


Mobile SMS administrator including the status of the sender ID.

- In case the Sender ID is a phone number, an SMS is sent to the mentioned


number in order to verify its validity.

To verify the number validity:

1. Enter the verification code received.

2. Click verify.

3. In case the verification is successful, the sender ID is accepted and the status
is active.

All created sender IDs are seen within their status

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SMS Web Portal User Guide

 Upload New Sender IDs


You can import Sender IDs by uploading a saved file.

b- Manage SMS Template

A predefined message as a template (saved message). Templates avoid spelling mistakes or


typos or repetition. A template will be a standard message and you can use it multiple
times.

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SMS Web Portal User Guide

 To create a new SMS Template:


o Click on Add New Template
o Enter the Template Name
o Insert the message content

 If you want to send parameterized SMS:


o Check Is Dynamic
o Choose the file that contains the variables.
o Select the Contact column or any other variable
o Select Variables from the drop down list that already uploaded from the file.
o Click Create
o You can also Edit/Delete templates.
o You can filter the page’s content by specifying the status and Sender ID and
then clicking search.

c- Sub Accounts

In the sub accounts page you can add new sub accounts and share credits from the main
account. You can control each action from the main account and give your co-workers
access to create their own campaigns, template, monitor the traffic and review reports. You
can also export all the available information to an excel sheet.

When you click on Add New Sub-Account a pop up Add New Sub-Account page will
appear.

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SMS Web Portal User Guide

You will have to fill the following:

 Title
 First Name
 Last Name
 Username
 Password
 Retype Password
 Email
 Address
 Country
 Phone Number
 Mobile Number
 Role
 Admin - Checkbox

Click on Save to add the new sub-account or Cancel to disregard.

d- Change Password

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SMS Web Portal User Guide

You can change your password you will have to insert:

 Old password
 New Password
 Retype Password

Click on save to successfully change your password.

Manage Roles

In the manage roles page you can view your own roles and sub-accounts roles. You can also add new
roles, edit, and delete.

When you click on Add New Role, you can name the new role then save it.

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SMS Web Portal User Guide

Role Permissions

In this page you can select a role for you or the sub-account and decide if you want to grant permission
or not.

Manage Users

In this page you can create new users or edit existing users.

To edit an account you must click on . You will be able to edit:

 UserName
 Password
 Active – Checkbox

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SMS Web Portal User Guide

 Admin Access - Checkbox

To add a new user you must click on the Add New User button and a pop up page will appear.

You will have to fill all the required information and add user to role in case the new user is not
an admin.

Billing
1- Rates
In this page you will be able to view all the rates depending on the Country Name, Operator
Name, and Country Code.

2- Billing History

In this page you will see the different transactions done by your users. In addition, filter by:

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SMS Web Portal User Guide

 Account ID
 Payment Type
 Payment Status
 Information (City)
 Start Date (YYYY-MM-DD)
 End Date (DD/MM/YYYY)

You can export all the available data or filtered data to an excel sheet.

3- Balance History

In this page you will be able to view all the history of the balances. It will provide you with the
below information.

4- Redeem Voucher

In this page you can redeem prepaid vouchers. All you have to do is include the code then click
on verify to activate.

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SMS Web Portal User Guide

5- Online Payment
In this page you are able to begin paying online but before you must send an activation request
by sending the following files:

● Passport or National ID Photo

● Credit Card of the client holding his/her name or the company’s name.

● Proof of Address

Click on Send Activate Request in order to send all the documents you uploaded and to request
an activation.

6- Logout

You will be logged out of your account.

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