Send in Bulk

This page is for sending sms or emails in bulk.

1. asterCC Customer Table (customers in Customers → Individuals）

2. Import data to mass target customers

Call Center → Import, upload the file, and choose mass target customer ( See the picture)

The data in the file contains three parts, the first we call it target, and it is a must, that is the telephone number or email address of the customer. The second part is the variable data (e.g., the customer name, remaining balance, order number etc.). If the template does not employ any variable, you do not need to put such data in the file. The third part is what we call a tag, and it is a must, too, for marking the customers we uploaded. You can take it as a category. The bulk-sent messages are delivered by the tags.

According to the settings of the template you are going to use, match the customer information with the variables accordingly. See the picture,

param0、param1…param9

Generally, the first line of the file is the title, not the actual data, so we need to remove the first line. At the meantime, we need to set the execution time of importing, that the system will import the data at that time. When the time is before the present time, it means import immediately.

Click Import and appears the following notice,

Remembe this plan number, and go to Call Center → Import to check the progress with this number.

Messages → Bulk Send

Step 1, choose sms or email and the customer source.(See the picture)

Step 2, Choose a label and find the target customers in the source.

1.If mass cusomters list is being used, you will see,

The first 12 data are default shown under the label for you to check whether the corresponding relation is correct. ( The relation between the variables and data is determined when imported.)

2.If individual customers list is being used, you will see,

These tabs from Customer → Individual Tags. Only when customers have chosen this labels can we find them through the labels.

Like 1, 12 data are shown here; but you have to choose corresponding relation between data and variables.

You must choose target and tell the system which line is the target number ( telephone number field) or email ( email address field). The system will send the sms or email to the target.

Secondly choose which data match which parameters.

We can also see the following information in step 2,

We have XXXX customers, which means how many customers are there in this list.

A series of numbers is behind each label, the names of the labels ( 1/2 )

1 means the number of people who have emails or phone numbers (due to your way of sending), that is the number of people that are to be send the message to actually.

2 means the total number of the people who have this label.

Step 3, choose a template and set sending time.

Double click a template, and let its content shown on the content area.

Step 4, preview. See the picture,

The system will replace the parameters with information of the first customer, and you can check whether it is correct.

Step 5, send.

You have to confirm the way of send, customers, the number of messages, setting time, the name of the template.

If you are to send emails, you have to choose the email server, that is, which emails address you are using to send customer emails.

Click Send. Seeing the notice of sending successfully means the data are in the sending queue.

You can check the messages which are failed to be sent or unsent in Messages → Archive. After the messages are sent successfully, they will be moved to 群发Message → Batchcontact Sents.