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Sending SMS using SMS merge [VIDEO]

Last Updated: Aug 04, 2015 10:10AM AEST
Sending an SMS merge allows you to send a many SMS at once by uploading a file that contains all of your contact information. This has the additional benefit of allowing you to automatically personalise messages to each recipient, for example by including the recipient's name (or any other information you can think of!).

To send an SMS merge you will first need a file that contains the information for all of your contacts. SMSGlobal supports a number of formats:
  • A comma-separated values (CSV) file
  • An Excel (.xls) spreadsheet file
  • Any tab delimited text file

SMS merge file

As an example, say a University wanted to send a message to all students with the results of their subjects. This information will be displayed in a spreadsheet format, and might look like this:

The only two requirements are that information should be in columns, and that there needs to be a mobile number in each row (excluding the header row, which is optional). In this example file, there are five columns of information: the student's mobile numberfirst namelast namecourse, and the result for this subject. It would also be possible to send an SMS merge with even just one column containing the mobile number!

Once you have a file ready, it will be necessary to upload your file to SMSGlobal to begin composing your SMS merge.

Log in and click Send Message, then click Merge

Choose your Sender ID

The Sender ID changes the number or word that your SMS appears to come from. Choose to send from one of the SMSGlobal shared numbers, your registered mobile number, or a custom word.

Upload your SMS merge file

Click on Select file 

This will open a new window. Browse to where your file is saved, and select the file to upload.


Composing the Merge message

  1. Does the original file have headers in the first row?
    If the uploaded file has header information in the first row, leave the First row has headers box checked. Otherwise, if the first row of the file contains contact information, uncheck this box.
  2. Select which column contains the destination mobile number
    Select the column name or number from the drop down box. This will update the list to the right of this box to display the number of valid recipient(s). If this number is 0, the incorrect column may be selected, and no valid numbers can be found.
  3. Begin writing your message
    Write your message in the Message box. If you wish to personalise messages for each recipient, you can also include Merge Fields in your message. These fields are based on the columns in your Merge file. In this example file, there was a first namelast namecourse studied, and result; an example message using these fields is shown below:

    To insert a Merge Field, click the Insert Merge Field button and select the field you wish to use from the drop down list. This will create a piece of text in your message that looks like {*FieldName*}. This will be replaced with the appropriate information once you send the file.
  4. Check the message length
    Below the message box is a count of the number of characters in your message, and how many characters you have remaining before your SMS becomes a multi-part message. Once your message exceeds 160 character characters for a standard SMS, the total number of message parts will be displayed. Each message part sent and charged as a separate SMS.
    When sending an SMS merge with Merge Fields, please note that any long information in these fields may cause some messages to become multi-part messages. Please make sure there is enough leeway in your character count to allow for long names if you do not wish to send any multi-part messages.
  5. Send your message
    Once your message is complete, click Send to submit your SMS merge for sending. 

Video Guide to Merge send using formatted excel docs in MXT

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