User Manual Corps Ms

29
Owner Department: Information Technology Area: User Manual [Corporate SMS ]

description

UserManualCorpSMS

Transcript of User Manual Corps Ms

Page 1: User Manual Corps Ms

Owner Department: Information Technology

Area: User Manual

[Corporate SMS]

Page 2: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 2 / 29

Table of Contents

1. General Information ...................................................................................... 4

1.1 Point of Contact .............................................................................................. 4

1.2 Project References ........................................................................................... 4

1.3 Authorized Use Permission .................................................................................. 4

1.3.1 User Roles .................................................................................................... 4

2. Introduction ................................................................................................ 4

3. Document & Version Control ........................................................................... 6

4. Supporting Documents ................................................................................... 6

5. Function Flows ............................................................................................. 7

5.1 Corporate SMS Flow Diagram ............................................................................... 7

5.2 Campaign Management ...................................................................................... 8

5.3 Members Management ....................................................................................... 8

5.4 Template Management ....................................................................................... 9

6. System Design ........................................................................................... 10

6.1 Using the System ........................................................................................... 10

6.1.1 Campaign Management .................................................................................... 12

Creation of New Campaign .......................................................................................... 12

Using Existing Campaign ............................................................................................ 13

Members Management ............................................................................................... 14

Send SMS in English .................................................................................................. 17

Send SMS in Urdu .................................................................................................... 19

Send SMS in Chinese ................................................................................................. 20

Rename/Delete Groups .............................................................................................. 20

6.1.2 Quick SMS ................................................................................................... 21

6.1.3 Template Management ..................................................................................... 23

Template Creation ................................................................................................... 23

Rename/Delete Existing Template .................................................................................. 24

Page 3: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 3 / 29

Selection of Template ................................................................................................ 25

6.1.4 Change Password .............................................................................................. 26

6.1.5 SMS History ................................................................................................. 27

6.1.5 Sign Out ..................................................................................................... 28

6.1.6 APPENDIX ................................................................................................... 28

6.1.6.1 APPENDIX-I-Project References........................................................................... 28

Page 4: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 4 / 29

1. General Information

1.1 Point of Contact i. For any charging/subscription please contact Mr. Kamran Khan

[email protected]

ii. For any technical query you can contact Mr. Kamran or directly to technical

team at [email protected]

1.2 Project References

Please find reference document in Appendix I

1.3 Authorized Use Permission

1.3.1 User Roles

This is the end user who will be using the interface to send SMS and some

other activities include group management, template management, child

transferring etc.

2. Introduction

Corporate SMS is an SMS broadcasting application that enables corporate users to

Send, Manage and schedule message broadcasts to multiple recipients on any mobile in

Pakistan. Corporate SMS is one such solution that corporate customers have always been

interested in

Zong introduces Corporate Hierarchy SMS, an instantaneous broadcast messaging system

that has been designed for business concerns that require a constant contact with

customers and staff via SMS. It is the simplest way to access your direct and indirect

associates without any restrictions on the number of intended recipients.

Page 5: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 5 / 29

Zong Corporate SMS Features:

i. Make new groups; allow inter-group messaging and message transfer

ii. Rename existing group, view all groups

iii. View all group members, and edit group’s members

iv. SMS language (English/Urdu/Chinese)

v. Create message templates

vi. Check group SMS account status

Page 6: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 6 / 29

3. Document & Version Control

SN Version Major Changes Author/s Created /

Reviewed Approval & Date

1. 1.0 Initial Document 31-Aug-12

2.

4. Supporting Documents

Support Documents

Page 7: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 7 / 29

5. Function Flows

5.1 Corporate SMS Flow Diagram

Page 8: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 8 / 29

5.2 Campaign Management

5.3 Members Management

Page 9: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 9 / 29

5.4 Template Management

Page 10: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 10 / 29

6. System Design

6.1 Using the System

To login to Corporate SMS, you have to enter Mobile No and password supplied

by your authority in appropriate fields on Login page and clicks the Login

button as in image below

Enter Mobile Number

for login which must

be in the format

(92313XXXXXXX)

Enter the password

in the given field

area

When you entered your Mobile

Number and Password then click

on “Login” to login

If you forgot your

password then click on

“Forgot Password”

Page 11: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 11 / 29

Upon logging to Corporate SMS portal user can perform the following tasks by selecting it

from navigation menu

User Side

i. Campaign

ii. Quick SMS

iii. Template Management

iv. Change Password

v. SMS History

vi. Help

vii. Sign Out

Page 12: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 12 / 29

6.1.1 Campaign Management

You can click on tab “Campaign” from navigation menu for creating new

Campaign and for managing the earlier created Campaigns

Creation of New Campaign

You can create new Campaign in Campaign Management by entering campaign

name and clicking on create button as in image below

Click on “Campaign” for

new campaign creation &

for managing the earlier

created campaigns

Enter the Campaign

name in this field

To create this

Campaign click on

“Create”

Page 13: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 13 / 29

Using Existing Campaign

You can view and use existing campaign in Campaign Management with details

like Campaign name, total members, and recipient’s numbers, send message

in English/Urdu/Chinese, rename/update and delete option as in image below

Click on “Manage”

for member’s

management

For sending SMS

in English click on

“In English”

For sending SMS in

Urdu click on “In

Urdu”

For renaming

existing campaign

click on “Rename”

For deleting any

existing campaign

click on “Delete”

For sending SMS in

Chinese click on “In

Chinese”

Page 14: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 14 / 29

Members Management

You can delete members by clicking on delete button, move and copy members

from one campaign to other. Selection of campaign is done from dropdown list

as in image below

For deleting

members click

on “Delete”

For moving members

from one campaign to

other click on “Move To”

For copying members

click on “Copy To”

Select campaign

from dropdown

Page 15: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 15 / 29

You can create new members in existing campaigns by selecting the campaign

from dropdown list, entering mobile number of format 923141234567 and

member’s name and click’s on Create button as in image below

You can also edit/update any existing campaign as in image below

Select Existing Campaign

from dropdown

Enter Mobile

Number of format

923141234567 in

this field

Enter Member Name in

this field

To enter new member name in

existing campaign click on “Create”

Edit the campaign name

by clicking on “Edit”

Page 16: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 16 / 29

User can also add members from CSV file too and for this user can click on

browse button to search CSV file. After selection of CSV file, user clicks on ok

button

File should contain only two columns with Names in the first column and

Mobile Number in the second column. Mobile Number should be in the format

923141234567

Click on “Browse” for adding

members from CSV file

After adding file

Click on “OK”

Page 17: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 17 / 29

Send SMS in English

In Campaign Management portion, there is an option of Send SMS in English

where user has to select Campaign from dropdown and attach the list of

mobile numbers of format 923141234567 or 03141234567 or 3141234567 and

click’s on “Add” button as in image below

Select Campaign

from dropdown

Click on “Browse” to

attach mobile Numbers

Click on “Add” to add

mobile number list

Page 18: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 18 / 29

Mark the operator name and select the masking and template from dropdown and

write your message in field given in below image

Mark the radio button

for operator hunt

Select Masking from

dropdown

Select Template from

dropdown

Click on Send Message for

sending the message in English

Write Message in this

field

Page 19: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 19 / 29

Send SMS in Urdu

Mark the operator name and select the masking from dropdown and write your

message in field given in below image

Mark the radio button

for operator hunt

Select Masking from

dropdown

Click on Send Message for

sending the message in English

Write your message

in this area

Page 20: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 20 / 29

Send SMS in Chinese

You can send quick SMS in Chinese by selecting the language by marking the

radio button as in image below

Rename/Delete Groups

There is an option of renaming/deleting any group’s name. Group renaming/

deleting is done by clicking on rename link/delete link as in image below

For deleting any existing

group click on “Delete”

For renaming you can

update any campaign

Select the language to

send SMS in Chinese

Click on Send Message for

sending the message in English

Page 21: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 21 / 29

6.1.2 Quick SMS

You can click on “Quick SMS” from navigation menu for sending quick SMS in

English and Urdu

For quick SMS you have to select masking and template from dropdown, enter mobile

number of format 923141234567, mark the radio button for schedule message by

selecting the current date and time and write message in given field. For language

selection (English or Urdu) mark the radio buttons as in image below

Click on “Quick SMS” for

sending quick sms in

English and Urdu

Page 22: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 22 / 29

Select Masking from

dropdown

Select Template

from dropdown

Enter Mobile number

in this field

For Schedule

Message mark

the radio

button and set

the time and

date

Write message

in this field

Click on Send Message for

sending the message

Page 23: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 23 / 29

6.1.3 Template Management

For template management you Template Management from navigation menu as

in image below

In template you can create new template or use the existing template, write

message in text area

Template Creation

You can write name of new template in its field and text message in text area.

For creation of new template user can click on create button as in image below

Click on “Template” for

creating new template or

using existing ones

Page 24: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 24 / 29

Rename/Delete Existing Template

You can use existing template or can rename the previous existing template

or can edit the template text as in image below

Write template name

in this area

Write message in

text area

For template creation

click on “Create”

Page 25: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 25 / 29

Selection of Template

Selection of template is done by clicking on dropdown list and after selecting template

message is sent by clicking on Send button as in image below

For renaming existing

template you have to

click on “Rename”

For deleting any

existing template you

can click on “Delete”

Select template name

from dropdown

Click on “Send” button

for sending this message

Page 26: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 26 / 29

6.1.4 Change Password

To change the password user clicks on Change Password option in navigation

menu and gives old password, new password twice for confirmation purpose

and clicks on submit button as in image below

Enter the old password

in this area

Enter the new

password in this area

Enter the new

password in this area

again for confirmation

Click on “Submit” for

changing the password

Page 27: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 27 / 29

6.1.5 SMS History

To view SMS history user selects date from calendar and click’s on Submit or

Export to Excel as in image below

Click on “Submit” for

viewing the SMS

History

Select Campaign Date

from Calendar

Click on “Export to

Excel” to get

History in Excel file

Page 28: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 28 / 29

6.1.5 Sign Out

Sign out is made by clicking on sign out option in navigation menu as in image

below

6.1.6 APPENDIX

6.1.6.1 APPENDIX-I-Project References

The following are project references provided by the user

i. Independent interface/ dedicated line

ii. User information with Name Address/ Expiry Date /Limit & Counter status

iii. Multiple Masking on dropdown box

iv. Add new Group/Edit/Delete

v. Add contact view contact with import CSV file

vi. Add SMS templates / View / Edit /Delete

vii. Schedule SMS broadcast & view Schedule broadcast

viii. Add users view user

ix. View log history, delete history

x. All symbol & special character link with portal

xi. Change password

xii. Instant message in English / Urdu

xiii. SMS remaining balance information on main page

Click on “Sign Out”

Page 29: User Manual Corps Ms

Corporate SMS User Manual

Effective Amendment/New Owner Confidentiality Reference

30-Aug-12 New IT Restricted IT/1.0/2012

CMPak Ltd | 29 / 29

xiv. Upload company logo on animation file in gif 200 * 125 pixel Or 1.73 * 2.77

inches pixel

xv. User information with Name Address/ Expiry Date /Limit & Counter status

xvi. Multiple Masking on dropdown box

xvii. Add new Group/Edit/Delete

xviii. Add contact view contact with import CSV file or MS Excel file.

xix. Add SMS templates / View / Edit /Delete

xx. Schedule broadcast

xxi. Schedule SMS broadcast & view Schedule broadcast

xxii. Mobile base service same as Group SMS solution send 383 code or other

code

xxiii. View log history, delete history

xxiv. All symbol & special character link with portal

xxv. Change password

xxvi. Instant message in English / Urdu

xxvii. Unlimited SMS wording instead of 160 characters

xxviii. SMS remaining balance information on main page

xxix. If all SMS consumed before billing date then Master Sim required

xxx. On message send page members list should not be displayed, only group

name should be there

xxxi. On message send page the sequence of options should be as:

Select Masking

Select Group

Select Template

Type message

Send Message

xxxii. Remaining credit should be carry forwarded, it should not be expired