SMS Broadcast & IFax Broadcast

With Contact List management

The latest incarnation of our Fax broadcast service to cascade a fax message to many

contacts simultaneously is accessible via our new look web site.

The website has been redesigned to bring in compatibility with mobile and tablet devices,

some of which were unable to access the previous version due to its flash content.

Those wishing to access the systems can do so via our website at

http://www.intouchuk.com

Use the Customer Login button to access our range or products and services.

This screen details our

customer options.

Select the second

option to login to SMS

and IFax

You should have been issued with a Login for the IFax / SMS screens. If not please contact

support at ops@intouchuk.com to have an account opened for you. Assuming you do have a

login please enter the details here. They are case sensitive.

When you click Login you should see an initial greeting confirming who we expect on that

login. If for some reason this does not show your organisation please contact support

immediately, otherwise please continue on.

We hope we have designed a really intuitive interface here and would welcome feedback on

areas where you feel it could be improved.

To send an SMS Message:

The upper part of the screen is dedicated to SMS sending and SMS list management. To

send an SMS message simply type or paste the message you wish to send into the box then

use the drop down box to the right to select the list of contacts you wish to send the

message to. Then click send.

You will see a screen with either a failure warning or a series of status results for each

destination number. This status refers to the sending of your message to the recipients

mobile network, On most occasions this will result in an immediate delivery of you message

to the handset, but if it is out of signal or off the message will remain pending for up to

three days.

You will receive an emailed receipt for your job and this will include an active link enabling

you to view the actual delivery status of each message. Please note this status is as returned

from the various mobile operators.

To manage your mobile recipients please use the links below the ‘Send Text Message’

button.

The lower portion of this screen is dedicated to Fax sending and Fax List management. We

have sub-sectioned it for each action you must take to send a fax message like so:

Sending a Fax broadcast to stored lists:

Simply follow the steps as described below.

STEP1: select the document you wish to have faxed to your contacts by clicking the browse

button and pathing through to where your document is stored. Select it by double clicking

or single click and OK as normal. The browse screen should close and the above screen will

update to show the file you have selected to the right of the browse button.

STEP2: We now need to have the document uploaded to our messaging servers in order to

convert and process it as a fax image. To do this simply click the Red button labelled

“Upload Document Ready for Faxing”.

A new window will open and confirm the upload after a few seconds also you will notice the

file name to the right of the browse button will reset. When the new window confirms

upload of your document click the button to close and continue.

You will see the main screen above update to show your selected document as queued for

faxing and offering you a delete option in case this was selected in error. If it was an error

click delete and repeat steps 1 & 2 again for the correct document.

If your fax message consists of more than one electronic document simply repeat steps 1 &

2 until all documents are listed as queued.

STEP 3: Now you just need to tell the system which list(s) you wish to send the documents

to. Click the amber button and a new screen will open showing you all lists you have

available to you at present. Select one or more lists so the ones you wish to use are

highlighted and click the button to return to the fax submission.

You will see the main screen update to show the lists the fax is going to just above the green

button. If you make an error in selection simply go back and make the correct selection and

click to button to return and you will see the list selection update.

STEP 4: Just click the Green “Fax Documents to the above List(s)” button and it’s done.

You will see a new screen open which should confirm successful sending and give you a job

ref No. You will also receive an Email receipt to your designated address confirming receipt

and giving you a live link to the job status which you can view at any time.

Any problems with the fax submission will be flagged in this new window offering you

guidance on what should be corrected so you can try once more. Most common errors are

not uploading a document or not selecting a list.

Sending a Fax Message to a Single Destination or group of manually added

numbers:

To achieve either of the above scenarios you simply need to follow the instructions in the next section to ‘Add

anew contact list’ and then ‘Add new contact to a list manually’ to create a list of the number(s) you wish to

send the fax information to. This is very quick and simple.

Then simply follow the guidelines above for sending a fax to a stored list. You can easily delete the list

afterward or keep it as a ‘Scratch List’ which you re populate whenever you need to send to a group that is not

established as a list of contacts already.

E-List Contact Management Suite

As with our previous service offerings, the IFax platform supports a full feature customer list

management service allowing clients total control over who receives their important

messages.

List changes are done live so there is no waiting around for an update confirmation. When

you click the button to add, delete, or amend, it’s done right there and then by you.

As with the sending functions we believe we have made the list management as intuitive as

possible and so this is a quick guide to usage although we suspect most customers will just

dive right in and get on with it.

List Management Functions:

1) View available lists

2) Add a new contact list

3) Delete a contact list

Contact Management Functions:

1) View contacts in a list

2) Add a new contact to a list manually

3) Add new contacts to a list by importing from a file

4) Delete a contact from a list

5) Amend an existing contacts details

Search Functions:

1) Search for a contact by field.

The list management functions are accessed via the darl red button near the foot of the

SMS & Fax message submission page.

List Management Functions:

Clicking this button opens a new window and the List view page is displayed. This shows all

the lists you have available and offers you various functions.

To create a new empty list simply type a list name into the blank box and click ‘Create New

List’. Please note no spaces are permitted in list names just alpha, numeric, Dashes &

underscore.

After confirming you will return to this view and see the list shown at the foot of the list

showing zero contacts as in our example above.

To delete a list simply click the ‘Delete List’ button next to the appropriate list. You will be

asked to confirm this action on a new screen. Lists do not have to be empty to be deleted

and all contents are deleted if a populated list is deleted.

Contact Management Functions:

To operate on individual contacts within a record click the ‘View & Edit Contacts’ button

next to the appropriate list to open up the screen as shown on the next page.

The new screen will display all the contacts in the list selected.

Simply scroll down the list to see all contacts. If you are looking for a specific contact we

suggest you use the search function as this list display cannot be ordered to suit.

To Add a new contact

manually, use the blank

boxes to type in the details

of the contact.

You must at least add a fax

number but other fields

are optional.

Please use the

international dial format

for fax numbers. See our

example showing UK

numbers starting + 44

where 44 is the UK country

code, followed by the fax

number without the

leading zero.

Click ‘Create New Contact

Record’ when done and

your new record will be

added to this list.

To amend a record shown in this view click the ‘Edit Details’ button next to the record you

wish to amend. This will open a new screen as shown below:

Simply ‘over type’ the details you wish to amend and click the ‘Update record with above

changes’ button

To Delete a contact simply click the ‘Delete’ button next to the relevant contact listing. You

will be asked to confirm your action.

To import contacts into a list,

this could be populating a

newly created list or adding

more to an established list,

simply click the ‘Import

Contacts’ button next to the

appropriate list on the List

View Screen.

This opens a new screen as

shown below which allows

you to browse for the data file

you wish to use as the source

of import data.

The file must be in CSV format with each record made up of Fax Number, Company, Contact

where at least the fax number field is present and in international dial format. ( +441234…..)

Follow step 1 and

step 2 to browse for

your csv file and then

upload it.

If successful you can

return to the list view

above and see your

new list populated.

Search Funtions:

The search screen is accessed from the Main list view screen as shown at the top of this

page. Clicking the ‘search’ button opens up a new screen as shown on the next page. You

can search on any of the individual fields and the system will return exact matches if any are

found and also near matches which helps you in the event you do not have all the details

you need.

Simply type in as much detail as

you have. If you only know that

the fax number starts with

+44121, i.e a Birmingham

number, then just typo this in

and the system will bring back all

records where the fax number

begins with +44121.

Likewise if you only have a first

or surname just type in what you

have and the system will find

near matches helping to narrow

down your search.

The results will be displayed in a new windows showing you each matching record.

The found items will be listed showing details of which contact list each is in and there will

be buttons allowing you to edit or delete your found items as described earlier in this

section.