Quick Guide to get Started with
ShoutOUT 4.0
August 2014
by Square Mobile
Getting Started with ShoutOUT
Table of Content
1. Log-in to Dashboard
2. Create a Group
3. Create a Campaign
4. Check Reports
5. Quick Tips
1.1 You can access the dashboard of “ShoutOUT” using the URL provided below.
URL: http://107.23.116.145/shoutoutv4/index.php
1.2 Log in to the account by using the username and the password provided to the account.
1. Login to ShoutOUT Dashboard
Figure 1.1
Main Tabs in the Dashboard
Figure 1.2
1
2
3
4
To Create and Launch Campaigns by selecting type of message, Brand
Name, Message content and setting the time to launch the campaign.
To Create Groups according to your different customer segments and
add contacts (Number base) by Excel files or manually and Group
Management (Add, Remove, Edit).
To view each sent message content as received by each customer.
To Check Reports, Credit Summary, Campaign Status and Failed
Numbers of SMS sent.
2. Create a Group
2.1 Select “Group” tab.
2.2 Provide a “Group Name” (Eg: Loyal Customers) and a description (About this group).
You can create many groups according to your customer segments (On gender, age). This provides you the comfort to launch different campaigns for different customer segments.
2.3 There are two methods to “Add mobile
numbers”.2.3.1 From Excel File
2.3.2 Manually
Figure 1.3
Cont’d 2. Create a Group
2.3 Methods to Add Mobile Numbers
2.3.1 From Excel FileDirectly upload if your number base is in an Excel file.
(Add titles to each column. Eg: Name)
The title of the “Mobile Number” column should be
any of the followings ONLY.
★ Number
★ MSISDN
★ Mobile Number
“Name, Discount” columns can be used ONLY for
Customized SMS. You can add any other field as to
your requirement (Eg: Birthday).
Figure 1.4 Sample Excel File
Cont’d 2.3 Methods to Add Mobile Numbers
2.3.2 Manually
Mobile numbers can be added
manually, if number base is
unavailable in an Excel file.
“Name” can be used ONLY for
Customized SMS if it is required.
Figure 1.5
Cont’d 2. Create a Group
2.4 Group Tab - Available Groups
You can view all the groups you created in
“Available Groups”.
Click on the group previewed. You will get
a pop-up window showing the available
contacts. You can Add, Remove and Edit
contacts to each group separately.
If you need to check any existing number
or name, type it in the “Filter” field to view
the contact.
Reset if you need to discard changes you
made and Save if everything is correct.
Figure 1.6
3. Create a Campaign3.1 Select “Campaign” tab.
3.2 Select type of message to send. There are two types of SMS you can send.
3.2.1 Customized SMS 3.2.2 Bulk SMS
➔ Different messages or few different facts in the message content.Eg: Addressing customers by their name
(Personalization), Different discounts based on their loyalty.
➔ Same message to all customers. Eg: Not personalized, Same discount offer for both loyal customers and others.
Figure 1.7 Figure 1.8
Cont’d 3. Create a Campaign3.3 Message Settings
3.3.1 Display Name is the Sender ID (Brand Name) will be provided for you at the time of signing the agreement.
3.3.2 If you have selected “Customized Message”, you have two options to “Add Contacts”.
From Group - Select the group you created in Step 2.From Excel File - You can directly upload an Excel file (this is ONLY suited for “one-off campaigns”) even without creating a group (Step 2).
Note: Excel file you upload here will not be stored as a group to select later.
Figure 1.9
Cont’d 3. Create a Campaign
3.3.3 Type the message you need to
send in the “Message” box.
For Customized SMS
You can click on the “name” or any other
field at the position you need to insert
those to SMS (Fields will be provided
when you select the group in 3.3.2).
See the mobile phone “Preview” to see
a sample of how your customer receives
the SMS.
Figure 1.10
Cont’d 3. Create a Campaign
3.3.4 If you have selected “Bulk Message”, you
have only one option to “Add Contacts”.
Select the group you created in Step 2.
3.3.5 You can type the message in the content
box after selecting the group (in 3.3.4).
You will not be provided any customization fields
in Bulk SMS.
Figure 1.11
Cont’d 3. Create a Campaign
3.3.6 Set “Start Time” to launch the campaign
(Now or a Future Date & Time).
3.3.7 Provide a Campaign Name (Required) and
Description (optional) for your future reference
in “Campaign Settings”.
3.3.8 Click “Submit” after checking all the
details you provided to launch the campaign.
You can click “Reset” if you need to alter the
form.
Figure 1.12
Cont’d 3. Create a Campaign
3.3.9 Available Campaigns
You can view all the campaigns (with the status) which you created and launched in “Available
Campaigns” under below status fields.
All - All the campaigns remaining in different stages/ states.
Not Started - Campaigns which are scheduled to launch after 15 minutes.
Start Soon - Campaigns which are scheduled to launch within 15 minutes.
Running - Campaigns which are launched and running at the moment.
Finished - Campaigns which are launched and completed.
Figure 1.13
4. Check Reports
Figure 1.14
4.1 Select “Reports” tab.
4.2 View success rate of the
campaign, Credit summary,
Status and Failed Numbers.
Few Tips to Use ShoutOUT Effectively
Figure 1.15
1. View all your messages
sent in API Usage tab by
selecting the date of the
campaign launched.
Figure 1.16
2. Your account’s Credit
balance can be viewed in
the upper corner of
dashboard.
Figure 1.17
3. Click “Guide Me” for a
virtual tour in creating
campaigns.
Contact Square MobileFor Technical or Campaign Related Support
Email: [email protected]
Harshi Samarasekera
Marketing & Business Development
Tel: 011-4545720
Email: [email protected]