Web Portal Upgrade FAQs
If you’re here, it means you may have some questions about the SMSBroadcast web portal upgrade, so have a read through below FAQs for important and useful information about the upgrade and how it affects you.
If you still have questions after reading through these FAQs, you can contact us at firstname.lastname@example.org
FAQ Categories (click to jump):
General questions about the upgrade
“Why are you doing this?”
Nobody likes poor service, and as our customers grow, so too does the need for improved and easily maintainable technology. The new platform will be built on more reliable, easily serviceable, and scalable architecture, which means we will be able to deliver a better experience to all of our users – just like you.
“What do you need from me?”
All you need to do is keep an eye out for upcoming emails from us containing important information about the upgrade. The upgrade itself will happen automatically – there is no manual activation required from you.
“What about all of my saved contacts, messages and templates?”
All of your saved contacts, messages, templates and settings will automatically be carried over to the new platform and will be there waiting for you in the new portal when you log in. Even your Username and Password will be the same.
- Your message history from the old portal will be available in the detailed reports section of the platform
- Your saved contacts will be consolidated in the new platform - i.e. duplicate contact records will be merged into a single contact record which will still be assigned to any groups you had set up in the old platform
- Read this article for more information on how contact management works in the new portal
Payment & Billing
"Is there a charge for inbound messages?"
No - inbound messages are not charged
"Do I have to have a credit card saved in the new platform?"
You will need to have a credit card saved on the new platform in order to be able to top up your account. If you don't wish to have your credit card details retained on the platform, you can contact support to have it removed; however you will need to re-add them the next time you wish to top-up.
"Will I be able to pay via PayPal in the new portal?"
Yes, you will! By early November 2020 this payment option will be available in the platform. If you were using PayPal in the previous portal, we won't upgrade your account until this option is ready in the new portal.
"Do my contact databases need to be in a specific order when importing? (e.g. mobile number in the first column, etc.)"
The new portal does not require your contact databases to be arranges in any specific order, and the system will look for the mobile number column automatically when importing contact data into either the message recipient field or your address book.
"How do Opt-outs work in the new portal?"
There are some key changes to the way that the opt-out function works in the new portal when compared to the previous portal. In essence, when a contact replies with an opt-out keyword, they are automatically unsubscribed (but not deleted) from receiving future messages until you manually re-subscribe them. Read this article for more information.
"How do I export my unsubscribed lists from the new portal?"
Go to Contacts, and then All Contacts. In the status filter at the top of the contact list, select "Unsubscribed". This will show you a list of only unsubscribed contacts. From there, click on Export contacts in the top right and the contact data will be prepared for download. Once ready, you will be presented with a link to download your exported data.
"How do I edit scheduled messages in the new portal?"
You can view your scheduled messages by going to Messaging and then Scheduled. If you click on the ellipsis on the right, you will be presented with an option to "Pause & Edit" your scheduled message. You can edit all the parameters of the message, including content, recipient details, scheduling details, and the message name. When you have made all the required changes, click Save & Resume in the bottom right of the screen.
"Are scheduled messages grouped by broadcast?"
Yes, they are. If you set up a series of scheduled broadcasts (e.g. one at 10am, another at 10:30am and another at 11am) and you need to cancel one of those broadcasts, go to Messaging and then Scheduled. You will see each broadcast listed a a separate item. Click on the ellipses (three dots) to the right of the required broadcast and select the action from the dropdown list (in this case, the action would be Delete).
"Do phone numbers need to be in a specific format?"
Numbers should ideally be entered in full international format (e.g. +61400000000); however if your account location matches the country of the numbers you are sending to, you can enter them in local format (e.g. 040000000 if your account location is set to Australia) and the platform will accept them.
"What are the character limits in the new portal?"
This article explains character limits in the new web portal, as well as the impact of unicode on your character counts in your messages. If you are setting up an Alpha Tag (business name) to use as your sender ID, the character limit is 11.
“What if I’m using an API? Will I have to reconfigure everything?”
We are adding further redundancy and improving the performance of our API. There should be no change to the usual API and Email alerts experience. We will, however, be retiring some lesser-used features, namely Email alerts, SMPP, and Zapier. Read more about these changes.
"Can we have multiple signatures in the new web portal?"
Signatures are created using the Templates feature, and you can create as many templates (and therefore signatures) as you like. Read this article for more information.
"Can I still export replies received?"
Yes, you can - although instead of downloading a CSV file from the system, you will be asked to enter an email address to which the export will be sent. Read this article for more information.