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SMS From Excel: Triggering Campaigns with Excel Files

The SMS From Excel tab in iTextPro provides users with a streamlined approach to trigger campaigns using an Excel file containing various message content or variables. This feature is particularly useful for sending reminders, personalized promotional offers, and more.

SMS From Excel

Key Features

Excel File Upload

Users can trigger campaigns from an Excel file containing mobile numbers and additional details.

Excel File Upload

Sample File Download

Click on the "View Sample" tab to download a sample Excel file, providing guidance on the required format.

Customized Campaigns

Customize campaigns by including recipient names, payment amounts, or any other relevant information in the Excel file.

Top 5 Rows Display

After uploading the Excel file, the application displays the top 5 rows for user convenience.

Column Selection

Proceed to select the column containing mobile numbers and enter the sender ID and message content.

Insert Placeholders

Utilize the "Insert placeholder" option to replace placeholders with actual values from the Excel file in the message content.

Insert Placeholders

Preview

Click the "Preview" button to view the top 5 personalized SMS messages along with character counts.

Preview

Scheduling

Users can schedule campaigns for a specific date. The system defaults to the time zone configured in the user's profile.

Unicode Support

For Unicode message contents, users can enable the Unicode option.

Final Preview and Send

After clicking the "Send" button, the application provides a preview screen with details such as country, total cost, etc. Confirming the message preview screen sends the campaigns.

Final Preview


Usage Guidelines

  • Excel Content: Organize mobile numbers and additional details in the Excel file.
  • Column Selection: Choose the column containing mobile numbers and enter sender ID and message content.
  • Insert Placeholders: Dynamically insert placeholders for personalized content.
  • Preview and Schedule: View the top 5 messages, check character counts, and schedule campaigns if needed.
  • Unicode Option: Enable Unicode for non-Latin script message contents.
  • Final Confirmation: Review details in the preview screen before confirming and sending the campaigns.

Usage Guidelines


The SMS From Excel feature in iTextPro simplifies the process of launching campaigns with personalized content, making it efficient and user-friendly. Whether scheduling campaigns or utilizing Unicode support, this tool offers flexibility for diverse communication needs.