Documente Academic
Documente Profesional
Documente Cultură
User Manual
This document is aimed at Grapevine Affiliate administrators and users who have been provisioned to use Outlook SMS. Version 2.0 Date 03 March 2010 Support For assistance, please contact Grapevine: +27 21 702-3333 or email info@vine.co.za. Feedback Was this document useful? What can we do to make this user guide more useful and informative? Please email info@vine.co.za with your comments and feedback.
www.vine.co.za
Table of Contents
Abbreviations ........................................................................................................................ 4 Definitions ............................................................................................................................ 4 1. Introduction .................................................................................................................. 5 1.1. What is the purpose of this manual? ....................................................................................... 5 1.2. What is Outlook SMS? .............................................................................................................. 5 1.3. How does it work?.................................................................................................................... 5 1.3.1. Sending an email message to SMS .............................................................................. 6 1.3.2. Sending an SMS message to an email client ............................................................... 6 1.4. Outlook SMS features .............................................................................................................. 7 1.5. What do you need to get started? ........................................................................................... 7 2. Getting started .............................................................................................................. 7 2.1. Installing Outlook SMS ............................................................................................................. 7 2.2. The Outlook SMS toolbar ......................................................................................................... 8 2.2.1. About the Outlook Send SMS dialog box .................................................................... 8 2.2.2. About SMS Options ..................................................................................................... 8 2.2.3. About SMS reports ...................................................................................................... 9 2.2.4. About Outlook SMS ................................................................................................... 10 3. Sending messages in Outlook SMS step-by-step ........................................................... 10 3.1. Create an email message ....................................................................................................... 10 3.2. Email receipt notification ....................................................................................................... 11 3.3. Email reply .............................................................................................................................. 12 4. Logging in to the Outlook SMS Home web page ............................................................ 12 4.1. Changing your personal details .............................................................................................. 13 4.2. Accessing Outlook SMS reporting functions .......................................................................... 14 5. Outlook SMS reports and analysis ................................................................................ 15 Searching for a broadcast ..................................................................................................................... 15 Comparative table of reports ............................................................................................................... 15 5.1. Sent Broadcasts / Sent Campaigns report.............................................................................. 16 5.2. Originator statistics report ..................................................................................................... 17 5.3. Messages report ..................................................................................................................... 17 5.4. Affiliate Message Query report .............................................................................................. 18 6. FAQs ........................................................................................................................... 20 6.1. How do I access the Outlook SMS reports page? .................................................................. 20 6.2. Which versions of Microsoft Outlook are supported by the Outlook SMS Plugin? ............... 20 6.3. Which versions of Microsoft Windows are supported?......................................................... 20 6.4. I sent a message to a friend and he replied, but I never received the reply - what happened? 21 6.5. What do I need in order to send SMS Messages? ................................................................. 21 6.6. My Outlook SMS toolbar has disappeared. How do I get it back? ......................................... 21 6.7. The Installer doesnt work on my computer .......................................................................... 21 6.8. Why do I have to type email addresses for my contacts when all I want to do is send SMS messages?............................................................................................................................................. 21 Page 2 of 24
Outlook SMS User Manual 6.9. When I try to send a message, I get a reply with the subject, "Outlook SMS Notification" that says that my message failed ......................................................................................................... 22 6.10. How can I tell whether I have the latest version of Outlook SMS?........................................ 22 6.11. Outlook SMS seems to cause my Outlook 2000 to exhibit strange behaviour ...................... 22 6.12. When I check the status of the Automatic download it says, "Failed to download File". What happened? ............................................................................................................................................ 22 6.13. I sent a message from Outlook SMS and it never arrived on the recipients mobile phone. What happened? .................................................................................................................................. 23 6.14. How do I un-install Outlook SMS?.......................................................................................... 23 6.15. The SMS button doesnt appear in my Outlook Toolbar. What do I do? ............................... 23 6.16. When I click the To button, I get an error message, "Either there is no default mail client set or the current mail client cannot fulfil the messaging request"..................................................... 23 Support ............................................................................................................................... 24
Page 3 of 24
Abbreviations
ASCII CSV SMS URL American Standard Code for Information Interchange Comma Separated Values Short Message Service Universal Resource Locator
Definitions
Affiliate Broadcast Company that is registered with Grapevine and has been provisioned to use one or more of its products or services In Outlook SMS, a broadcast is a collection of messages sent out by an Affiliate to mobile phone users and the responses received by an Affiliate from mobile phone users (term used interchangeably with campaign). In Outlook SMS, a campaign is a collection of messages sent out by an Affiliate to mobile phone users and the responses received by an Affiliate from mobile phone users (term used interchangeably with broadcast). An SMS Centre (SMSC) is responsible for handling the SMS operations of a wireless network. When an SMS message is sent from a mobile phone, it will reach an SMS centre first. The SMS centre then forwards the SMS message towards the destination. An SMS message may need to pass through more than one network entity (e.g. SMSC and SMS gateway) before reaching the destination. The main duty of an SMSC is to route SMS messages and regulate the process. If the recipient is unavailable (for example, when the mobile phone is switched off), the SMSC will store the SMS message. It will forward the SMS message when the recipient is available.
Campaign
SMSC
Page 4 of 24
1.
1.1.
Introduction
What is the purpose of this manual?
This manual shows you how to send SMS messages to your customers using Outlook SMS in your email client, receive SMS replies, and view online reports and statistics about the messages you have sent. After reading this manual you will know how to create and send SMS campaigns using your email client, and monitor the response to your campaign.
1.2.
Many people find it easier to compile an email than type an SMS message on a small mobile phone keyboard. Outlook SMS is designed to be an easy-to-use application that allows two-way messaging between email and SMS users. It allows you to compile an email and send it to multiple mobile phone users as multiple SMSs. It is quick and intuitive to use. All you need to do is download the Outlook SMS plugin. The plugin prompts you every step of the way in setting up and writing your email. The product is best used to create small, manageable campaigns. For example, SMS Outlook is ideal to send multiple recipients invitations, reminders and notices about upcoming events. Outlook SMS also: allows for replies to messages (in either direction) can be configured to forward SMS delivery receipts to the originating email address or any other two addresses you choose can be configured to limit SMSs to 160 characters or send up to 5 SMSs (700 characters) lets you know into how many SMSs your email will be split if your type more than 160 characters (you can type up to 700 characters) inserts your user name at the end of a message in order to identify yourself as the sender automatically keeps a copy of your sent messages in your Sent messages folder allows you to save a draft of your message allows you to save replies lets you delay the transmission of your message
Important: It is recommended that no more than 30 messages are sent at a time from your email client.
1.3.
Outlook SMS appears as a button on Microsoft Outlooks menu bar enabling instant SMS messaging. Clicking the button pops up the Outlook SMS Messaging Screen. Simply compose your SMS in this screen and insert your recipients in the To... field. Recipients may be selected directly from your Outlook Address Book.
Page 5 of 24
Page 6 of 24
1.4.
Address book integration - Uses Outlooks Address Book to send SMS messages. Message integration - Sent messages are stored in Outlooks sent folder and replies are sent to Outlooks Inbox. SMS alerts - SMS enables Outlooks appointment and task alerts. Message drafts - Saves draft messages in Outlooks drafts folder. Personalised bulk SMS - Integrates with Microsoft Excel for personalised bulk SMS messaging. SMS concatenation - Messages can be up to 700 characters long or 5 SMSs. All SA networks supported SMSs can be sent to and received from Vodacom, MTN and CellC subscribers Integrated email and SMS client - No need to install a separate SMS tool on your desktop. Version support - Supports all versions of Microsoft Outlook. Free software upgrades - Automatically downloads and installs latest software releases for free. Simple to use Easier than writing an email in Outlook.
1.5.
To get started with Outlook SMS, you must be provisioned by Grapevine Interactive as an Affiliate. Grapevine will send you an email with the following user registration information: The Outlook SMS application (SMSInstaller.msi) Your authentication code Your username and password for Outlook SMS online reporting The email domain for email to SMS messages The URL for Outlook SMS online reporting The service number to which to send SMS to email messages The location of this manual
You can log in to the Outlook SMS web site using the username and password provided in the email. Note: Click on the Forgotten your password? link to request a reminder of your login details. A reminder will be sent to the email account you used to register with Outlook SMS.
2.
2.1.
Getting started
Installing Outlook SMS
Before you can begin to broadcast your messages you will need to install the Outlook SMS plugin, SMSInstaller.msi. You will receive a copy of this plugin when you register with Grapevine as an Affiliate. To install Outlook SMS: 1. Shut down MS Outlook. 2. Run the installation program (SMSInstaller.msi) that you were sent when you registered with Grapevine. pmhh 3. Open MS Outlook. You will see a new Outlook SMS toolbar as shown below. Note that you can drag the toolbar and anchor it on the Outlook toolbar, or you can leave it floating. Page 7 of 24
SMS This button opens the SMS Options dialog box where you can set message defaults. If you have already set these up, clicking SMS will open the Outlook Send SMS dialog box. SMS Options ... Click this button to set up your email defaults, including SMS Format, Reminder Alerts, Signature and Default Country Code. SMS Reports Link to the online SMS Outlook web application to view reports and statistics about your campaigns. About SMS Identify the version of Outlook SMS you are running. SMS Help Get Outlook SMS help.
2.2.
Message Options Use to set up a delivery receipt and dont send before date if required
Subject: Enter a subject to identify your message in your sent messages folder after youve sent it Add Subject to SMS: The subject will be added to the beginning of the SMS
Page 8 of 24
Reminder Alerts You may send alerts to one or both of the mobile phone numbers (for instance your own) you specify in this section, if required. You must select the Enable check box to activate this feature. Signature Click the check box to send a personalised signature at the bottom of your message, e.g. Best regards, a web site address or landline number. SMS Format In this section you can limit your message to one SMS (up to 160 characters) or specify that Outlook SMS should split long SMSs into separate messages (up to 700 characters). General Enter your Authentication code in this section. This code will have been sent to you when you registered as an Affiliate with Grapevine. Enter the default Country code, which will prefix your recipient numbers. Automatic Send and Receive will trigger MS Outlook to automatically send your message and look for replies as long as there is a connection open. When it does this depends on how your MS Outlook is set up. Enable Excel SMS will enable you to send messages from Excel.
Page 9 of 24
Note: If you are having support issues, you should make a note of the version number before contacting Grapevine.
3.
3.1.
To send an email to one or more mobile phones as an SMS, follow the steps below: Step 1. On the Outlook SMS toolbar, click SMS .
If you have not sent an email before, the Message Options dialog box will be displayed. If you have sent a message before but you want to change your email defaults, click SMS Options first to change your message options. See 2.2.2 About SMS Options. Step 2. In the Outlook Send SMS dialog box, in the To field, type the recipient address in the following format: <mobile number>@<email domain> <mobile number> = the South African dialling code is set up in the SMS Options dialog box and will replace the zero in the recipients mobile phone numbers <email domain> = is the email domain that you received by email when you were provisioned by Grapevine as an Affiliate, e.g. sms.vine.co.za Example: 0821234567@sms.vine.co.za Important: You can enter multiple recipient addresses, separated by commas. Alternatively, click the To... button and select recipients from your Outlook Address Book. You can select multiple recipients by pressing ctrl and selecting individual recipients.
Page 10 of 24
Outlook SMS User Manual Step 3. Type your SMS message in the body of the email. Note: The message must be equal to or less than 160 characters in length to fit into a single SMS message. Click Message Options. In the Message Options dialog box, select a Do not deliver before date, if required. If you want to know when the recipient received your message, select the relevant check box.
Step 4.
Step 5. Step 6.
To validate your recipient numbers, click Check Contacts . Click Save to save a draft of your message, or click Send to send it immediately (unless you have selected to delay it in the Message Options dialog box above).
3.2.
After sending your message you will receive an email receipt notification including the contents of the message you sent. You can also view the message you sent in the Sent messages folder in MS Outlook. It is recommended you create a new folder to store all the messages for a particular campaign.
Page 11 of 24
3.3.
Email reply
After receiving a message, the recipient can reply to your message which you will receive as an email in your Inbox. The reply message will include the message you originally sent to the recipient.
4.
Using the URL sent to you by Grapevine when you were provisioned on the system, log in to the Outlook SMS application. Below is a diagram of a demo Affiliates Home page.
Page 12 of 24
The Outlook SMS Home page is a portal. On the Home page you have the options to: under MY PROFILE, change your personal details under MY PRODUCTS, access the primary SMS mail functions under MY PRODUCTS, access the Outlook SMS reports
At the bottom of the Home page, you can see Grapevines contact details. Definition: A portal is a web site or web page that the owner positions as an entrance to other sites or pages on the internet.
4.1.
Tip: On your My Profile page you can change your password to something easier to remember than the password originally issued to you by Grapevine. To change your personal details: 1. On the Home page, click Change your details.
Page 13 of 24
2. Under My Profile, enter your personal details. 3. Click Update. A message will be displayed saying your changes have been updated. To exit this page, click the Back button in your browser. Tip: If you want to exit the page without saving your changes, hit the Back button in your browser instead of clicking Update.
4.2.
In Outlook SMS you can view reports and statistics for all your broadcasts over a period of time that you specify. In this way you are able to monitor the success and effectiveness of your broadcasts by checking how many messages were successfully delivered and how many replies you received. To access the Outlook SMS reports, see 6.1 How do I access the Outlook SMS reports page?
Page 14 of 24
There are four reports available in Outlook SMS: Statistics Originator Statistics Messages Affiliate Message Query
5.
Navigation: 6.1 How do I access the Outlook SMS reports page? Tips: You can use the search feature for each of the reports below to narrow your report results to a specific date period and time period. All reports can be exported to Excel where you can further filter, sort and analyse the data. You can view replies to your broadcast in your email client which is where they are routed
Step 1. Select a service type, either SMS to email or email to SMS Step 2. Select a period; either a default period, like today, or enter a custom period
Outlook SMS User Manual 1. Statistics Statistical details of the status of messages sent in specific broadcasts. Use this report to identify all failed or expired messages so that you can resend them and check if the numbers are still valid Total messages created Total unconfirmed messages (includes Pending messages) Total successful messages (Successful Unconfirmed Expired = Failed) Total failed messages Total expired messages Total broadcasts (for the specified time period) Originator Total created messages Total successful messages Total failed messages Total expired messages
2. Originator Statistics
Summary of messages sent for all broadcasts by a specific Affiliate user. Use this report to monitor your users and to check on your own sent messages Details of the content of the broadcast messages you have sent. You can use this report to check whether the correct message was compiled to be sent to a recipient and whether the message was sent successfully
3. Messages
Current status time (date and time message sent) Message ID Originator (user name) Recipient (mobile number) Channel (e.g. SMS, email) Status (e.g. Successful, Created, Expired, Failed, Pending) Content (message text) Reply count (number of replies. Replies will be sent to your email address) Current status time (date and time message sent) Message ID Originator (user name) Recipient (mobile number) Channel (e.g. SMS, email) Status (e.g. Successful, Created, Expired, Failed, Pending) Content (message text) Reply count (number of replies. Replies will be sent to your email address)
4. Affiliate Query
Message
Use this report to display all messages sent either to or from a specific email address or MSISDN
5.1.
Statistical details of the status of messages sent in specific broadcasts. Tip: Use this report to identify all failed or expired messages so that you can resend them and check if the numbers are still valid. To view the Statistics report: Page 16 of 24
1. Click the Statistics tab. 2. Enter your search criteria. 3. Click Run Report. 4. To export your results to Excel, click .
5.2.
Summary of messages sent for all broadcasts by a specific Affiliate user. Tip: Use this report to monitor the messages your users have sent and to check on your own sent messages To view originator statistics: 1. Click the Originator Statistics tab. 2. Enter your search criteria. 3. Click Run Report. 4. To export your results to Excel, click .
5.3.
Messages report
Details of the content of the broadcast messages you have sent. Tip: You can use this report to check whether the correct message was compiled to be sent to a recipient and whether the message was sent successfully. To view broadcast messages: 1. Click the Messages tab. 2. Enter your search criteria. 3. Click Run Report. Page 17 of 24
To view the content of messages you have sent: Click the blue, underlined link.
5.4.
Use this report to display all messages sent either to or from a specific email address or MSISDN. Tip: Use this report to monitor an email address or an MSISDN. To view the Affiliate Message Query report:
Page 18 of 24
Outlook SMS User Manual 1. Click the Affiliate Message Query tab. 2. Enter your search criteria.
Step 1. Select a FROM address or a TO address Step 2. Enter an email address or mobile phone number, depending on the criteria your selected above Step 3. Enter a date range for when you sent the broadcast(s) you want to report on
To view the content of messages you have sent: Click the blue, underlined link.
Page 19 of 24
Note: When you view the content of messages you have sent, you will be able to view the replies as well.
6.
6.1.
FAQs
How do I access the Outlook SMS reports page?
On the Home page, in the MY PRODUCTS tab, click Outlook SMS.
6.2.
Which versions of Microsoft Outlook are supported by the Outlook SMS Plugin?
All versions from Outlook 2000 SP-1 onwards. Note: Outlook 2000 ver. 9.0.0.2711 has bugs that make it incompatible with plug-ins and users of this specific version must update to Outlook 2000 SP-1 by installing the Service Pack 1 available from the Microsoft website at no charge.
6.3.
Page 20 of 24
6.4.
I sent a message to a friend and he replied, but I never received the reply - what happened?
Replies are sent to you by email and the sender address is set to <cellnumber>@domain e.g. 27821234567@os.vine.co.za. Because the sender address looks abnormal, some spam software suppresses the message. If you are not receiving your messages, check with your network administrator that such messages will be allowed by your network anti-spam software.
6.5.
You have to have an account, which is linked to your email address. When you apply for access to Outlook SMS youll be given the following information: Authentication code - click SMS Options on the SMS Outlook toolbar to check this. Username and Password - these are used when you access your reports on the Internet.
6.6.
Outlook sometimes disables plug-ins and their toolbars in the case of a program conflict, for example. To restore your toolbar, perform the following checks: 1. Open Outlook. 2. Click View and then Toolbars. You should see Outlook SMS listed. Make sure it is selected. If it isnt: 1. Click Help and then About. 2. Click Disabled Items. 3. If Outlook SMS is listed, click on it and click Enable. 4. Close Outlook. Open Outlook. The toolbar should have regenerated.
6.7.
Note that the installation program (SMSInstaller.msi) requires the MicrosoftWindows Installer to be present on your computer. If it is not, or if the installation on your computer is out of date, then you may have to update it. To see more information, and to obtain the update, browse to the following URL: http://support.microsoft.com/default.aspx?scid=kb;en-us;292539. Alternatively, the updates are available from the URL where you obtained your Outlook SMS Installer. If in doubt contact Grapevine support.
6.8.
Why do I have to type email addresses for my contacts when all I want to do is send SMS messages?
Outlook SMS has to connect to Microsoft Outlook in order to list the contacts. MS Outlook cannot list contacts without email addresses (unless you are viewing the contacts folder directly). Unfortunately thats just the way that MS Outlook was designed, and there is no other efficient method to list the contacts. Page 21 of 24
6.9.
When I try to send a message, I get a reply with the subject, "Outlook SMS Notification" that says that my message failed
This usually means that either a) the authentication code that you configured in the options dialog is incorrect, or b) youve been provisioned with a different email address to the one that you are using in your Microsoft Outlook. To fix the problem: 1. Check that the authentication code is correct in the Options dialog box. 2. Check that the email address quoted in the notification email is the same as the one in Outlook (i.e. the email address set when you send someone an email). If this is incorrect, then you need to contact Grapevine support (see the cover page of this document) to ask them to change the email address in your account.
6.10. How can I tell whether I have the latest version of Outlook SMS?
1. Click on the About button. 2. Click on the Check for Latest Version link. Your browser will open and a page will display that tells you if your Outlook SMS is up to date. If it is not, a link is displayed where you can download the latest version.
6.11. Outlook SMS seems to cause my Outlook 2000 to exhibit strange behaviour
Some users have reported that their Outlook behaves strangely after Outlook SMS has been installed. Such behaviour includes: The body of some forwarded emails is lost i.e. when forwarded, the body of the email is blank. Outlook persists in asking whether an email just opened should be saved (although no changes have been made).
Outlook 2000, specifically version 9.0.0.2711 is known to have bugs that cause problems when plug-ins are installed. The solution is to apply the service packs available for Office 2000 from the Microsoft web site http://www.microsoft.com/downloads
6.12. When I check the status of the Automatic download it says, "Failed to download File". What happened?
Company networks are often configured to disallow the download of files from the Internet. If so, you will see an error message that looks like the text below: 2004/03/05 07:01:42 AM: Failed to download File http://www.gvi.bms.vine.co.za:8080/outlooksmsversioncheck/Downloads.ini Context: The error occured while processing the remote file. Error Message: The server, while acting as a gateway or proxy, received an invalid response from the upstream server it accessed in attempting to fulfill the Page 22 of 24
Outlook SMS User Manual request. You may need to ask your network administrator to allow the files to be downloaded.
6.13. I sent a message from Outlook SMS and it never arrived on the recipients mobile phone. What happened?
1. Click Reports and then log in using your username and password. Search for the message. 2. If you find the message, check its status. If the status is "failed", it means that the mobile network was unable to deliver the message, perhaps because the phone was switched off, out of range, its inbox was full or the mobile number was invalid. 3. If you dont find the message, then check that a copy of the message is in your Outlook "Sent Items" folder. If it is, then you should call Grapevine support. If it is not, try sending the message again.
6.15. The SMS button doesnt appear in my Outlook Toolbar. What do I do?
1. 2. 3. 4. 5. 6. 7. Open Outlook. Click Tools, Options. Click the Other tab Click the Advanced Options button. Click the COM Add-ins button. If there is a check box named "Grapevine SMS Plugin", check it (i.e. click on) it. If there is not, click Add and navigate to the installation directory (usually c:\Program Files\Grapevine\Outlook SMS) and select smsplugin.dll. 8. Click OK (three times) and the button should appear.
6.16. When I click the To button, I get an error message, "Either there is no default mail client set or the current mail client cannot fulfil the messaging request"
You must make Microsoft Outlook the default email client for your computer. 1. 2. 3. 4. 5. 6. Open Microsoft Internet Explorer. Click Tools. Click Internet Options. Click the Programs tab. Choose Microsoft Outlook as the E-mail program. Click OK. Page 23 of 24
Support
If you need assistance, please ensure you have all the details of what you were doing in Outlook SMS so that a support consultant can help you. It is important you know the date on which you made the broadcast. For assistance, please contact Grapevine: phone +27 21 702-3333 or email support@vine.co.za
Page 24 of 24