Quick Guide to get Started with

ShoutOUT 4.0

August 2014

by Square Mobile

Getting Started with ShoutOUT

Table of Content

1. Log-in to Dashboard

2. Create a Group

3. Create a Campaign

4. Check Reports

5. Quick Tips

1.1 You can access the dashboard of “ShoutOUT” using the URL provided below.

URL: http://107.23.116.145/shoutoutv4/index.php

1.2 Log in to the account by using the username and the password provided to the account.

1. Login to ShoutOUT Dashboard

Figure 1.1

Main Tabs in the Dashboard

Figure 1.2

1

2

3

4

To Create and Launch Campaigns by selecting type of message, Brand

Name, Message content and setting the time to launch the campaign.

To Create Groups according to your different customer segments and

add contacts (Number base) by Excel files or manually and Group

Management (Add, Remove, Edit).

To view each sent message content as received by each customer.

To Check Reports, Credit Summary, Campaign Status and Failed

Numbers of SMS sent.

2. Create a Group

2.1 Select “Group” tab.

2.2 Provide a “Group Name” (Eg: Loyal Customers) and a description (About this group).

You can create many groups according to your customer segments (On gender, age). This provides you the comfort to launch different campaigns for different customer segments.

2.3 There are two methods to “Add mobile

numbers”.2.3.1 From Excel File

2.3.2 Manually

Figure 1.3

Cont’d 2. Create a Group

2.3 Methods to Add Mobile Numbers

2.3.1 From Excel FileDirectly upload if your number base is in an Excel file.

(Add titles to each column. Eg: Name)

The title of the “Mobile Number” column should be

any of the followings ONLY.

★ Number

★ MSISDN

★ Mobile Number

“Name, Discount” columns can be used ONLY for

Customized SMS. You can add any other field as to

your requirement (Eg: Birthday).

Figure 1.4 Sample Excel File

Cont’d 2.3 Methods to Add Mobile Numbers

2.3.2 Manually

Mobile numbers can be added

manually, if number base is

unavailable in an Excel file.

“Name” can be used ONLY for

Customized SMS if it is required.

Figure 1.5

Cont’d 2. Create a Group

2.4 Group Tab - Available Groups

You can view all the groups you created in

“Available Groups”.

Click on the group previewed. You will get

a pop-up window showing the available

contacts. You can Add, Remove and Edit

contacts to each group separately.

If you need to check any existing number

or name, type it in the “Filter” field to view

the contact.

Reset if you need to discard changes you

made and Save if everything is correct.

Figure 1.6

3. Create a Campaign3.1 Select “Campaign” tab.

3.2 Select type of message to send. There are two types of SMS you can send.

3.2.1 Customized SMS 3.2.2 Bulk SMS

➔ Different messages or few different facts in the message content.Eg: Addressing customers by their name

(Personalization), Different discounts based on their loyalty.

➔ Same message to all customers. Eg: Not personalized, Same discount offer for both loyal customers and others.

Figure 1.7 Figure 1.8

Cont’d 3. Create a Campaign3.3 Message Settings

3.3.1 Display Name is the Sender ID (Brand Name) will be provided for you at the time of signing the agreement.

3.3.2 If you have selected “Customized Message”, you have two options to “Add Contacts”.

From Group - Select the group you created in Step 2.From Excel File - You can directly upload an Excel file (this is ONLY suited for “one-off campaigns”) even without creating a group (Step 2).

Note: Excel file you upload here will not be stored as a group to select later.

Figure 1.9

Cont’d 3. Create a Campaign

3.3.3 Type the message you need to

send in the “Message” box.

For Customized SMS

You can click on the “name” or any other

field at the position you need to insert

those to SMS (Fields will be provided

when you select the group in 3.3.2).

See the mobile phone “Preview” to see

a sample of how your customer receives

the SMS.

Figure 1.10

Cont’d 3. Create a Campaign

3.3.4 If you have selected “Bulk Message”, you

have only one option to “Add Contacts”.

Select the group you created in Step 2.

3.3.5 You can type the message in the content

box after selecting the group (in 3.3.4).

You will not be provided any customization fields

in Bulk SMS.

Figure 1.11

Cont’d 3. Create a Campaign

3.3.6 Set “Start Time” to launch the campaign

(Now or a Future Date & Time).

3.3.7 Provide a Campaign Name (Required) and

Description (optional) for your future reference

in “Campaign Settings”.

3.3.8 Click “Submit” after checking all the

details you provided to launch the campaign.

You can click “Reset” if you need to alter the

form.

Figure 1.12

Cont’d 3. Create a Campaign

3.3.9 Available Campaigns

You can view all the campaigns (with the status) which you created and launched in “Available

Campaigns” under below status fields.

All - All the campaigns remaining in different stages/ states.

Not Started - Campaigns which are scheduled to launch after 15 minutes.

Start Soon - Campaigns which are scheduled to launch within 15 minutes.

Running - Campaigns which are launched and running at the moment.

Finished - Campaigns which are launched and completed.

Figure 1.13

4. Check Reports

Figure 1.14

4.1 Select “Reports” tab.

4.2 View success rate of the

campaign, Credit summary,

Status and Failed Numbers.

Few Tips to Use ShoutOUT Effectively

Figure 1.15

1. View all your messages

sent in API Usage tab by

selecting the date of the

campaign launched.

Figure 1.16

2. Your account’s Credit

balance can be viewed in

the upper corner of

dashboard.

Figure 1.17

3. Click “Guide Me” for a

virtual tour in creating

campaigns.

Contact Square MobileFor Technical or Campaign Related Support

Email: support@sqrmobile.com

Harshi Samarasekera

Marketing & Business Development

Tel: 011-4545720

Email: harshi@sqrmobile.com