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User Guide

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Contacts 5

Import or create contacts and setup groups to send targeted SMS campaigns in seconds.

  1. Importing Contacts using .CSV Files
  2. Creating Contacts Manually
  3. Create Contact Groups
  4. Contact & Campaign Settings
  5. Adding Contacts to a Group

Credits 3

  1. Viewing Invoices
  2. Purchasing Credits
  3. Enabling Automatic top-up

Email to SMS 5

Send SMS directly from your email! Add multiple email address to your account for Email SMS functionality.

  1. Understanding your Sender ID options
  2. Sending Email to SMS via SMTP
  3. Sending Email to SMS
  4. Registering an Email to SMS addresses
  5. Enabling Email to SMS

Inbound SMS 5

Receive SMS directly from touchSMS using a shared reply number or your own Virtual Number.

  1. Two Way SMS Notifications – SMS Chat
  2. Two Way SMS Notifications – Email
  3. Two Way SMS – Enabling Replies
  4. SMS Chat
  5. Inbound SMS to your Virtual Number

Integrations 11

touchSMS offers a number of direct integrations to allow users to send SMS from popular applications.

  1. Zapier
  2. Slack
  3. RX Works
  4. Microsoft Teams
  5. Microsoft Outlook – Get Add-Ins not appearing or greyed out
  6. Microsoft Outlook
  7. Microsoft Excel
  8. Maropost Commerce Cloud (Neto)
  9. JobAdder
  10. Hubspot: How to install the touchSMS app for HubSpot
  11. Generating a QR Code

Legislation 2

  1. Mobile Marketing Legislation – New Zealand
  2. Mobile Marketing Legislation – Australia

Opt Outs 8

Opt outs are automatically managed ensuring you are 100% compliant. Simply include an opt out in your marketing campaigns.

  1. Reply to Opt Out
  2. Opt Outs
  3. Opt Out Link
  4. Opt Out Link
  5. Managing Opt Outs
  6. Importing Opt Out Numbers
  7. Enabling Opt Out by Reply
  8. Call to Opt Out

Purchases 4

  1. Viewing Invoices
  2. Purchasing Credits
  3. Purchasing a Virtual Number
  4. Enabling Automatic top-up

Reports 9

View real time reporting of all outbound and Inbound SMS including delivery confirmation.

  1. What information is visible in Reports?
  2. Understanding Delivery Status of an SMS
  3. Reports – Detailed View
  4. Reports – Campaign View
  5. Reports – Messages Sent from your Virtual Number
  6. Periodic Reports – Yearly Report
  7. Periodic Reports – Monthly Report
  8. Periodic Reports – Daily Report
  9. Exporting or Downloading Reports

Sending SMS 17

Send SMS directly from touchSMS using a shared reply number or your own Virtual Number.

  1. Unicode
  2. Understanding your Sender ID options
  3. Understanding Delivery Status of an SMS
  4. Templates
  5. SMS Length and Message Parts
  6. SMS Chat
  7. Sending SMS from your Virtual Number
  8. Send SMS to a mobile number
  9. Send SMS to a Group
  10. Send SMS to a Contact
  11. Scheduling Messages
  12. Opt Outs
  13. Merge SMS – Import a File with Recipients
  14. Managing Opt Outs
  15. Importing Opt Out Numbers
  16. Enabling Opt Out by Reply
  17. Copy and Paste Recipient Mobile Numbers

Settings 9

  1. Registering an Email to SMS addresses
  2. Low Balance Reminders
  3. Enabling Email to SMS
  4. Delivery Activity Email
  5. Default SMS Settings
  6. Contact & Campaign Settings
  7. API Keys
  8. Allowed Sender IDs
  9. Adjusting your Timezone for Scheduled SMS & Reports

Virtual Numbers 8

Purchasing a Virtual Number will allow sending and receiving of messages from one unique number.

  1. What is a Virtual Number Number?
  2. Virtual Number Settings
  3. Understanding your Sender ID options
  4. Setting Up Keywords
  5. Sending SMS from your Virtual Number
  6. Reports – Messages Sent from your Virtual Number
  7. Purchasing a Virtual Number
  8. Inbound SMS to your Virtual Number
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