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Communications Flow 


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Accessing Campaign Manager 

To access the Campaign Manager application, first log into the platform.


Navigate to Campaign Manager via Applications in the side menu.


 


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Creating your First Campaign

Fantastic work, you’re already making good progress. Now we’re going to create a campaign.

Before you get started, you’ll need a few things to make this process easy:

  • A CSV file with list of your recipients. This can be as simple as one column with your list of mobile numbers (please note they must be formatted ‘+XX XXX XXXX’ starting with country code) OR up to six columns with parameters that can help form your message. For more information about parameters see here.
  • Your message. A standard SMS message is 160 characters. Should it be longer, you will be billed depending on the length of your message.

  1. From the Campaign Manager Dashboard, click the ‘Quick Campaign’ button.



  2. Under the “List” section, select “Browse” and navigate to your CSV list.
  3. Remember to select ‘Remove all customers who have opted out from previous campaigns’. This removes any unwanted customers from your list upload unless you have a good reason to include them.
  4. Give the list a descriptive name that you’ll remember easily, and add a ‘Batch Reference’ (if your list is a segment and you’d like the ability for easy searching).
  5. Leave the “Split File” box unticked. Or learn how to use that feature here.

  6. Under the Campaign section, schedule the date and time that you’d like your campaign to go out (bearing in mind that time slots for scheduling run in 10 minute intervals).



  7. Enter your message. If you have previously added a template and would ike to use it then chose the correct template from the dropdown and the relevant text will appear in the message box.
    1. If you have the SMS to email add-on you will be able to include and email address that responses can be forwarded to.
  8. If you’d like to add special parameters from your list, read about how to do that here.
Please note that if your message is longer than 160 characters you will see a notice explaining that you’ll be charged twice per message. You can find out more about Character Limits here .

Only one campaign can run at any given time. If campaigns are scheduled to overlap or run simultaneously, only one campaign will run and the other(s) will run following completion of the prior.


  

8. Review your “Response message/s” and hit the “Save” button. If you’d like to edit these, please read the instructions here.

 


Success! You’ve just created your first campaign. You’ll see it scheduled on your Campaign Manager Dashboard.

         

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Sending a new Campaign to an Existing List 

Now that you’ve set up at least one list, you can send campaigns by using the “Add New” button on the Campaign Manager Dashboard.

 


Create the message by completing the details as follows:

  • List - Select your existing list from the dropdown menu.
  • Schedule - Select the calendar icon to display the dynamic calendar where you can select a date and time. You also have the option to click "Now" which will set the campaign message to the current time. Click the "Done" button when you have finished the selection.
  • Timezone - Select the appropriate timezone you would like to send in.
  • Template - (If you have some set)
  • Message - Enter your campaign message here. Use the Character Count boxes to help you with the character count. Always ensure that characters do not exceed the limit of 160. If they do, you will be billed for additional messages and clicking the Save button at the end of the process confirms this. Lastly, ensure that the Encoding box displays GSM unless you require a different encoding i.e. for Arabic text.

Feature Notes:

  • In New Zealand, a "Mask" option is available for International Messaging only and is carrier dependentIf you cannot see the option to add a Source Mask ensure it has been added via your "Settings" page.
  • A list of international carriers along with source mask availability can be found here
  • For Optus customers, you can find more information on setting up your masks here
  • A "Templates" option will be available if this has been added via your "Settings" page.

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Managing your Lists

In this tab, you’ll be able to see your existing recipient lists, create a new recipient list, edit an existing recipient list, delete an existing recipient list, and download an existing recipient list.

 

Feature Note: If you have requested the additional email feature, you have the option to add an email address at the time you create your Recipient List. (this can be found in the settings tab)

This feature forwards any text responses (from your recipients) to the nominated email address.

If the feature is available, simply access the Settings tab and select your desired email address from the drop down menu.

Tip: This should be done before you create your member list.


If not, the Email field is not available when you create your member list.

Talk with your Account Manager if you are interested in this feature.

Adding a New List 

This will present a screen with a number of options. There are 2 TYPES options provided that will allow you to create your list of recipients.

At this point, you can decide whether to create a list by manually adding the recipients to the list or if you want to upload a file containing a list of numbers.

Step 1. First, give the list a “Name”.
Step 2. If you have the email feature enabled, add your nominated email address in the Email field.

Step 3. Add a batch name if necessary.

Step 4. Before you click Save, decide on either of the following steps:

  • 4.1 Click the Save button and follow the process to manually add each recipient or...
  • 4.2 Click the Browse button (in the Add List Members section) to follow the process of uploading a CSV file containing a list of recipients.

Select the option you want and follow the process for each...


If you have decided to manually add your users to the recipient list, follow this process:

Manually add members the recipient list

This option will allow you to type or copy and paste individual mobile numbers from any source (external to Omni). You will be presented with the fields to complete after you have clicked the Add New button.


The Add List Member page presents the fields to complete for adding a single member to the list. You can copy and paste your details into each relevant field or simply type in the data. The mobile number must be entered in international format i.e. +64xxxxxxxx. The Param fields can be used for additional information.

 Click the Save button once complete.

If you want to repeat this process and add another number manually, simply click the Add New button.

From this page you can also:

  • Edit the member list or select a member and edit those details only.
  • Delete this member list or select a member and delete that member only.
  • Send a message to this member list.
  • Maintain Message Responses for this member list.
  • Download this list as a CSV file.

If you have decided to add a CSV file, follow this process:

Adding members to the recipient list via CSV

Before you upload a file to the application, you'll either need to confirm your CSV file is in the correct format.

Follow this process to generate your CSV file.

Simply click the Choose File button, follow the selection process to add your chosen CSV file.

  1. Remember to select ‘Remove all customers who have opted out from previous campaigns’. This removes any unwanted customers from your list upload unless you have a good reason to include them.
  2. Click Save

You’ll then see the details of your list and be able to do things like search, add or delete new recipients, manage message responses or send messages directly from this screen.

 

Adding to an Existing List

Get started by navigating to the “Lists” tab on the Campaign Manager dashboard and clicking on the list that you’d like to add a new recipient to.

Under the “List Members” section, click “Add New”.

Enter the recipient's mobile number and any additional information in the “Param” fields (learn more about Parameters here), then click “Save”. You can also upload a new list of recipients into an existing list.

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Editing a Recipient Within an Existing List (edit, delete or opt-out)

You can edit, delete or opt-out individual recipients within an existing list. 

Note: There are two ways of opting out an individual from an existing list and they are both detailed below.

  • The List tab allows you to opt-out individuals that want to be removed from the list but haven't text back
  • The Inbox tab allows you to opt-out individuals that have text back  

To edit/delete/opt-out from the list tab, navigate to the list you’d like to edit by clicking the “Lists” tab on the Campaign Manager dashboard and then select the list’s name.

Once you have selected your list, you can add, edit or remove records from the recipient list you have selected. You can also view recipients that have opted out of this list, and manually 'unsubscribe' recipients from the list.

           

From this page you can also:

  • Delete the member list or select a member and delete that member only. In both instances, you will be required to confirm deletion. Simply click the OK button in the pop up and the member list or selected member will be deleted.
  • Send a message to the member list.
  • Maintain message responses for the member list.
  • Download this list as a CSV file.
  • Delete members from a list via CSV file

Opting out a Number from a list - Inbox Tab

  1. Click on the “Inbox” tab.
  2. Click on the “Opt-out” button on the same line as the recipient you wish to opt-out from receiving any further messages from you.
  3. Click “Ok” to confirm you want to opt-out the recipient.

 

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Downloading an Existing Recipient list

  1. Click on the “Lists” tab.
  2. Click the green button in the “DOWNLOAD LIST” column that is in the row of the list you want to download.

Search Options

This feature has been added to the Lists page and allows the user to search members of a list based on specified criteria.

Select any member list from the Lists page and then expand the Show Search Option.

The following options are available:

  • Mobile - You can enter the full or partial mobile number but it must be in international format i.e. +61xxxxxx
  • Opt Out - Select "yes" or "no" or leave blank to display members in the list that have opted out of campaigns.
  • Deleted - Select "yes" or "no" or leave blank to display members deleted from this member list.

You may use the options in any combination.

Click the Search button to display the results.

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Removing a List Member via CSV

This functionality is used to remove members of a list via a CSV file - for example if the members have opted out via a website rather than replying STOP to the message.

Get started by navigating to the “Lists” tab on the Campaign Manager dashboard and clicking on the List that you’d like to remove users from.



Under the “LIST MEMBERS” section, click 'Delete Members'



Load the CSV, the file should only have mobile numbers in Column A and in the correct format +(country code)(mobile number)



Press the Delete button and a confirmation screen will appear. Once confirmed the numbers will be permanently removed.

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Deleting a list

Lists can be deleted entirely by navigating to the Lists tab, selecting the lists you would like to delete, and clicking Delete.

If there are keywords associated with a list, please ensure that you delete the associated keywords at the same time as deleting the list.


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Editing a Scheduled Campaign

To edit a campaign that has been scheduled, navigate to the “Campaigns” tab of the Campaign Manager Dashboard.

Under the “Schedule” column, click on the date of the campaign you’d like to edit.


 


Once you have navigated to the campaign you'd like to update, click the “Edit” button underneath the campaign details.

 

  

Edit your list, message and/or the scheduled date, and when you’re ready, click the “Save” button.

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Viewing/Downloading a Campaign Status Report

You can view or download a copy of a campaign status report for any campaign that has been sent. To do this, navigate to the “Reports” tab of the Campaign Manager Dashboard.

 

You are also able to toggle between campaigns in the reporting tab by using the Campaign drop-down box.

Clicking on the  will give a definition of each of the options.

By Clicking on the 'Download as CSV' next to the Campaign Status you can also download a CSV file containing the detail of the mobiles in that particular status for that campaign.

You are also able to view how many customers have Opted Out of the selected campaign (shown at the bottom of each report)

The Campaign monthly report option allows you to download a CSV of the campaigns for the account.

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Message Replies

Viewing your Message Replies

  1. Click on the “Inbox” tab.
  2. All your recipients message replies should be visible.

 

Details displayed are as follows:

  • Mobile - The mobile number displayed in international format.
  • Received - The timestamp of the message received in the Inbox
  • Content - The message content.
  • List - The list that particular mobile number is assigned to
  • Parameters - any parameters assigned to that mobile number in the recipient list.
  • Opt Out - This option allows you to manually opt out a selected number and therefore prevent further messages being sent to the mobile number.

Searching for a Message Reply

  1. Click the “Inbox” tab.

  2. Click the “Search” button, near the top of the page.



  3. Type in a mobile number into the “Mobile” box, message content you want to find in the “Content” box, and use the drop down menu on “Lists” to select a list you want to search in, “Batch” to select a batch of recipients you want to search in, and/or “Opt-out” to search for recipients who have or have not opted-out.



  4. Click the “Search” button.
  5. You should now be able to see replies from the recipient/s you searched for.

Feature Note: If you have requested the additional email feature and you added an email address to the member list, these same messages would have been emailed to the nominated email address assigned to each recipient list.

Talk to your Account Manager if you are interested in this feature.

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Response Messages 

Setting your Global Response Message for when Recipients reply to your Message

In this section you can configure the global response messages customers will receive when they reply to your messages.

Note: Any Response Messages configured on a selected recipient list would override any messages set here.

  1. Click on the “Settings” tab.
  2. In the “Response Messages” box, under the title “send this text in reply to incoming messages”, click “Edit”.



  3. Input what you want your response message to be in the “Content” box, keeping to the 160 character limit.



  4. Click the “Save” button.
  5. You can delete a message by clicking the “Delete” button next to “Edit”.

 

Setting your Global Response for when a Recipient Opts-out from Receiving your Messages

  1. Click on the “Settings” tab.
  2. In the “Response Messages” box, under the title ‘send this text when someone opts out’, click “Edit”.



  3. Input what you want your response message to be in the Content box, keeping to the 160 character limit.
  4. Click the Save button.



  5. You can delete a message by clicking the “Delete” button next to “Edit”.

  

Adding and Editing your List Level Response Messages

To add a message response for a member list:

  1. Click on the name of the recipient list you wish to maintain message responses for. (This can be done from the List or Campaign Tab)
  2. Click the button “Maintain Message Responses”.
  3. Click “add” to add in your message response for when recipients reply to your messages.

  1. Type your response message under the heading “content” (Remember: Don’t exceed the 160 character count limit show in the boxes to the right or it’ll cost you extra).
  2. Check the encoding displays GSM unless you need a different coding i.e. for Arabic text.
  3. Click on the “save” button.


To edit a message response for a member list:

  1. Click on the name of the recipient list you wish to edit a message response for. (This can be done from the List or Campaign Tab)
  2. Click the “Maintain Message Responses” button.
  3. Click on the “edit” button next to the message response you want to edit.
  4. Edit your message in the “content” box.
  5. Click “save”.

 

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Templates 

Creating a Message Template

  1. Click on the “Settings” tab.
  2. Scroll down to the “Template” box.
  3. Click on the “Add New” button.




  1. Choose a name for your template and type it into the “Name” box.
  2. Write the text you want to be included in the message in the “Text” box, make sure to stay within the 160 character limit.
  3. Click the “Save” button.

 

Editing a Message Template 

  1. Click on the “Settings” tab.
  2. Scroll down to the “Template” box.

Click on the “Edit” button in the same row as the template you wish to edit.



  1. Make the edits you want.
  2. Click the “Save” button to save your changes.

 

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Managing Opt-out Commands

  1. Click on the “Settings” tab.
  2. Scroll down to the “Opt-Out Commands” box.



To enable an opt-out command:

  1. Click the “enable” button next to the command you wish to enable (e.g. no).
  2. The button should change to “disable” and green text informing you that it has been saved should pop up.


To disable an opt-out command:

  1. Click the “disable” button next to the command you wish to disable (e.g. no).
  2. The button should change to “enable” and green text informing you that the command has been deleted should pop up.

 

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Callback Services

Campaign Manager's callback services forward reply messages and delivery receipts to your API, allowing you to receive and process them within your internal tools.

To configure these services, please contact our Support team who can assist you to set them up.

How the callback services work

The reply callback service monitors your Campaign Manager application for replies to campaigns you have sent out. When replies are received, it forwards them to your API end point so that they can be received and processed by your internal tools.

The delivery receipt callback service forwards delivery receipts to your API end point. Delivery receipts show the status of messages you have sent out; for example, whether they were successfully delivered to the recipient's handset or whether they failed or errored.

Both callback services support OAuth authentication using the Client Credentials Flow.

Configuring the callback services

To set up the callback services for the first time, or to amend your configuration, please contact our Support team.

You will need to do the following:

  • Provide us with the URL of the end point to which reply messages and/or delivery receipts should be forwarded. We recommend using https:// for your callback URL.
  • Ensure that the security certificate for your end point matches the domain name.
  • If you would like to authenticate using the OAuth Client Credentials Flow, provide the following:
    • The address of your OAuth Authorisation server.
    • Your ClientID and ClientSecret.
    • Your OAuth scopes.
    • If desired, fixed HTTP headers to send to your API (for example, your API key).

Callback format

Reply callback service

The endpoint will receive a POST HTTP query with a JSON payload of the following form:

{

"message-id":1241581207, // ID of reply message

"source":"+64220297056", // mobile number from which reply message was sent

"destination":"3774",    // short code to which reply message was sent

"content":"TEST"         // reply message content

}

if the MO message is a reply to an MT message, the fields reply-to and campaign-id are also present:

{

"id":1241581207,

"source":"+64220297056",

"destination":"3774",

"content":"TEST REPLY",

"reply-to":525124309,   // ID of original message to which this message is a reply 

"campaign-id":142329    // ID of campaign within which original message was sent

}

Delivery receipt callback service

The endpoint will receive a POST HTTP query with a JSON payload of the following form:

{

"CampaignID":142329,                       // ID of original message

"MessageId":1241581207,                    // ID of original message

"Status":"received",                       // Message delivery receipt status

"StatusDate":"2020-07-30T01:07:47.481Z",   // Date on which delivery receipt status was received

"Mobile":"+64220297056",                   // Mobile number to which original message was sent

"SentDate":"2020-07-30T01:07:47.481Z"      // Date on which original message was sent

}

Retry process

If a callback fails due to a server error (such as an HTTP 500 error), the callback will be retried with exponential backoff during the retry window of 5 days. 

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Time of Day Restrictions

Restrict the time of day Messages are sent

Note: This only applies to quick campaigns and messages sent via the API.

  1. Click on the “Settings” tab.
  2. Scroll down to the “Sending Hours Restriction” box.
  3. Tick the box next to the text saying “enable sending time restrictions”.



  4. Select the time restrictions you want in the “Hour From” and “Hour To” boxes.
    Note: the timeframe between the From/To are when the messages will be sent e.g. in the below examples message will be sent between 8am and 11am Monday - Thursday only
  5. Tick the boxes on the days you want messages to be sent.
  6. Click the “Save” button to save your changes.



  7. Green confirmation text will appear at the top of your screen saying “Sending Hours Restriction updated”. This means your changes have been saved.

Allow Messages to be sent at any time (No Time Restrictions)

  1. Click on the “Settings” tab.
  2. Scrolls down to the “Sending Hours Restriction” box.
  3. Untick the box next to the text saying “Enable sending time restrictions”.
  4. Click the “Save” button.



  5. Green confirmation text will appear at the top of your screen saying “Sending Hours Restriction updated”. This means your changes have been saved.

 

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Viewing your Message Creation, Edit, and Scheduling History 

  1. Click on the “Logs” tab.
  2. Your history should be displayed.

 


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User Volume Tab 

This is an overview summary of campaigns (broadcasts) sent detailing who the user was that sent it, the company, the campaign (broadcast name), the number of people who received the broadcast message, and when the message was sent.


To make your search more specific you can:

  1. Search for a specific month and year that corresponds to the campaign you’re searching for.
  2. Search for a specific application the campaign was sent through.
  3. Display a certain number of results per page.

 


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Keywords for Opt In


This functionality is available for customers with dedicated shortcodes/mobile numbers only, please talk to your Account Manager to see if a dedicated number best fits your use case

This functionality provides the ability for end users to message in a Keyword to join a particular list.

The lists should be set up before setting up your Keywords, this needs be done even if the list has zero members to start off with.

  1. Click on the “Keywords” tab.
  2. This will open up the below page that will show:

    • Keyword - the keyword the end user needs to MO in to Opt In
    • List  - the list that the Keyword is associated with
    • Response Content - this will be the confirmation response that goes out to people that opt in.
    • Date Created - when this Keyword was set up
    • Status - Whether the Keyword is active or not

To Add a New Keyword

  1. Click 'Add New Keyword'
  2. Complete the below fields:
    • Keyword - the keyword the end user needs to message in to Opt In 
    • List  - drop down to the appropriate list
    • Active - A tick box on whether the keyword is active or not
    • Response Content - this will be the confirmation response that goes out to people that opt in for this specific keyword.

Notes:

  • A Keyword should be a single word or words without a space e.g. Test2 or Test_2
  • The Active box should be ticked for the keyword to be active
  • The response message is what will be sent if the mobile is added to that list
  • If the Keyword is incorrect or unrecognised then the incoming response message on the Settings page will be sent.
  • You cannot have the same keyword allocated to multiple lists

Once you save you will be taken back to the main Keywords page and it will look as below:

Editing/Activating/Deactivating a a Keyword

Deleting keywords

If you delete a keyword, that keyword cannot be added back to the list or used for any other lists in your application. 

  1. To edit or deactivate a keyword click the hyperlinked keyword on the main page (Test in this case)
  2. Make the required changes and save.

General/Default Response Message

There is a Default Response message in the Settings page that will provide a general response to an Opt in if a keyword specific response and a list specific response has not been set

List Specific Response

This functionality will be sent if there isn't a Keyword specific response set up.

  1. Click on the 'Lists' tab
  2. Go into the relevant List via the hyperlink e.g. List Created 09 May 2018


  3. Click 'Maintain Message Responses'

  4. Add or edit the List Response Message


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Appendix

Split File 

  1. Complete steps one to five in the “Completing Your First Campaign” section of this user guide.
  2. Tick the “Split File (Advanced)” box.



  3. Set your # (number) of records per list, which will let you split your primary list into multiple smaller lists.
  4. set time between sending files – with the newly split lists, you can now stagger the send by specifying a time delay between each send.  This is especially useful for communications that may require the recipient to respond, or take action.  e.g. – a staggered send may avoid a call centre being inundated with calls all at once…. or a website won’t get ‘hit’ with everyone clicking a link etc.
  5. Once Saved, the uploaded file will be split into separate lists and campaigns, based on the selected settings.
  6. The (split) Lists will still appear in the List tab.  
  7. The campaigns (by incremented start time) will still appear in the Campaigns tab. 


After this is saved your CSV file will be set in separate lists and campaigns based on the settings you have just chosen. The (split) lists will appear in the “Lists” tab. The campaigns will still appear in the “Campaigns” tab.

Setting Parameters in your Message 

Campaign Manager has a parameters function, which allows external data to be ‘merged’ with a text message being sent to a group of recipients. Setting parameters can be done manually when adding or editing your recipients or in conjunction with the “Upload a file” option, provided the parameters are set as part of the file.

Manually Setting Parameters

  1. Fill in the “Param” field/s when adding or editing your recipients  (don’t forget you will need to account for them in your character limit when sending a message).
  2. Click the “Save” button.
  3. You should now be able to see your parameters when looking at your list members.

 


  1. To reference your parameters in a message use the following:
    1. For Param 1 use: %%1%%
    2. For Param 2 use: %%2%%
    3. For Param 3 use: %%3%%
    4. And so on.

Note: Parameters can only be a maximum of 50 characters long 

Example of a message with parameters:

Hi %%1%%, your next payment is due on the %%3%% for %%4%%. Please call %%5%% to supply your account number.

 Example of file format created as csv for upload would look similar to this:

This message would allow the following message to be sent:

Hi Joe, your next payment is due on the 12 Nov for $159.62. Please call 0800123456 to supply your account number.

Automatically Setting Parameters (Only for if you are Uploading your Recipients as a CSV file)

  1. Include your parameters in your CSV file (don’t forget you will need to account for them in your character limit when sending a message).
  2. Use up to 6 parameters only for ‘merging’.
  3. Ensure your parameters fields are set after the mobile numbers on each row. 
  4. To reference your parameters in a message use the following:
    1. For Param 1 use: %%1%%
    2. For Param 2 use: %%2%%
    3. For Param 3 use: %%3%%
    4. And so on.

Note: Parameters can only be a maximum of 50 characters long

Example of a message with parameters:

Hi %%1%%, your next payment is due on the %%3%% for %%4%%. Please call %%5%% to supply your account#.

 Example of file format created as csv for upload would look similar to this:

Mobile#

 %%1%%

 %%2%%

 %%3%%

 %%4%%

 %%5%%

+64211234567AmyScott12 Nov$159.620800123456
+6427123456SarahEvans14 Nov$321.45080012345
+642912345MichaelBrown22 Nov$295.2204 1234567


The above example would allow the following set of customised messages to be sent:
Example:
Hi Amy, Your next payment is due on the 12 Nov for $159.62. Plse call 0800123456 to supply account#. 
Hi Sarah, Your next payment is due on the 14 Nov for $321.45. Plse call 080012345 to supply account#. 
Hi Michael, Your next payment is due on the 22 Nov for $295.22. Plse call 04 1234567 to supply account#.              

Remember that the message is limited to 160 characters. If you decide to use the Parameters option, take into account the number of characters each selected parameter will use. For example: a very long name will use more characters in the actual message (even though the system only displays 5 characters i.e. %%1%%) making the actual message longer. Therefore it will send 2 or more messages to the handset.

Prefix Maps

You may also set up a prefix map, which will convert any prefixes that have not been formatted correctly (in your CSV upload file). Add the prefixes you want to convert in the "Prefixes" section. eg: add 021 prefix to be replaced with 6421. The result is 021555666 would be automatically converted to +6421555666 if the prefix map is in place.

  1. Click on the “Settings” tab.
  2. Scroll down to the “Prefix Maps” box.
  3. Click the “Add New” button.



  4. Automatically internationalise the numbers in your list by inputting the current mobile number prefix (e.g. 021) and then inputting the international prefix format that you’d like to replace it with (e.g. 6421).



  5. Click the “Save” button to save your changes.
  6. You can edit or delete any of the Prefix Maps by using the buttons to the right of the “Replacement” column.

Your Guide to CSV File Formatting

Before you upload a file to the application, you’ll need to confirm your CSV file is in the correct format. Follow this process to generate your CSV file.                                                                    

  1. Delete any header rows you have (if there are any).
  2. Ensure your mobile numbers are in the first column and your parameters (if required, max. 6) are in the following columns.
    Note: Parameters can only be a maximum of 50 characters long
  3. Format the first column (with the mobile numbers) with decimal places set to zero.

Note: when formatting your CSV make sure you use a comma as a delineator as using semi colons or other delineators will cause the number to run together e.g. +123456789;1234 will become +1234567891234.

 


Mac users: After your have generated your CSV file saved it as a Windows Comma Separated (.csv)

You’ve now created a CSV file. For instructions on how to upload your list click here.

CSV Format Tips

The validation process of your CSV file upload
This process looks at the first column containing the mobile numbers and does the following check and clean up:

  • mobile numbers must start with a +
  • first number must be between 1-9
  • rest of the numbers have to be between 0-9
  • number has to be between 7-14 characters

Next it will apply any required fixes to each number:

  • removes any characters that are NOT numeric
  • applies prefix mapping i.e. a number listed as 021xxxxxx is formatted to 6421xxxxxx
  • + prefix is applied to the number if required

Once your file has passed the validation process, the file will be uploaded and your member list made available.

Failed CSV File Upload 

If your list does not upload successfully, it usually means there is a problem with your file so your document may have some formatting errors. See the screenshot below for import errors:

                                                                       

                                   

 You will also receive an email with the same details (as long as the email address assigned to your user ID is valid).

You can check your file and correct any problems there might be (usually these are invalid numbers i.e. +6421000000 or similar).   

Blacklists

Numbers enter the Blacklist when an Opt out cannot be associated with a specific list e.g. Messages to opt out that come in after the Campaign has closed, Masked MSISDN etc

  • if a mobile number is in the blacklist, it will not be visible as an opt-out in the app in the 'normal' way via the Inbox but instead will be visible in the Blacklists tab.
  • Numbers should be loaded into the blacklist as a single column csv file and in correct format i.e. +(international prefix)(Mobile Number) +614xxxxxxxx or +6421xxxxxxx

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