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Introduction

Advanced and Premier users can upload and store their sms contact databases on our server. Advanced users are limited to a single database.

Method1: Create a Database Manually

Blank databases can be created on our system using the 'Create Blank Database' function'

Complete the form by entering a Database name and defining database fields.

To add fields, simply click on the + button to add a new field definition. Complete the field definition by adding a field name and field type. Check the 'Search Field' checkbox if you wish the field to be displayed when viewing the database.

Continue to add your required fields before creating the database.

Note:

You will be able to Add, Edit,Delete and Export database records when viewing the new database.
You can at any time decide to import a Spreadsheet into your manually created database (export first to get existing records and field headings). See the section below for details.

Method2: Create a Database from a Spreadsheet

Contact Database can be created by uploading a spreadsheet containing your contact information. The spreadsheet is converted into a database and stored on our server.

Our server supports importing of Microsoft Excel, and Libre Office speadsheets. Supported formats are: CSV, .XLS, .XLSX, .ODS files.

An example of a simple spreadsheet is shown below. Note that the first row is the header row and has a column header for each row. One column must contain the recipient cell numbers. This column must be formated as text to prevent the leading zero from being dropped.

Inactive

To import to a contact database (Step 1), type in the name of the database and select the spreadsheet you wish to import. Once imported, the processing form will be displayed (Step 2).

Our processor will automatically attempt to determine the field (or column) types. Complete the process by correcting the types paying attention to the 'Mobile Number', 'Firstname' and 'Surname' field types. You can also tick any fields you wish to be displayed when viewing the database.

Once configured, click on the Process button to complete the database setup.

Please note that the system will automatically eliminate any duplicate contacts based on the mobile number field.

Step1:

Step2:

Contact Database Workgroups

Premier users have the capability to create Contact Database Workgroups.

Workgroups allow the owner of a Contact Database to share the database with other users linked to their Sms account. The linked users cannot however, modify the database structure or delete the database.

When creating a Workgroup, the database owner can specify the users in the workgroup and control whether the added users can Add, Edit or Delete contacts within the shared database.

The users that are added to the workgroup can then utilise the Contact Database and associated filters and templates to when generating Bulk Sms.

To create or edit the Workgroup, click on the icon shown on the top of the Contact Database displayed.

Click on the + button to add users to the workgroup. Click on the X button to remove users from the workgroup.

Note

In order for the recipient to be displayed when viewing sms's, you will have to specify at a minimum the following field types. FIRSTNAME or SURNAME and MOBILE NUMBER.