sendQuick SMS Messaging User Manual Version 4.0

sendQuick SMS Messaging

User Manual

Version 4.0

TalariaX Pte Ltd

76 Playfair Road

#08-01 LHK2 Building

Singapore 367996

Tel : +65 6280 2881 Fax : +65 6280 6882

Email : info@talariax.com

www.TalariaX.com

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Copyright©2022 TalariaX Pte Ltd  2 
SendQuick SMS Messaging User Manual 4.0 
sendQuick SMS Messaging User Manual 
Table of Contents 
0 Introduction  3 
0 Accessing the Portal  3 
0 Main Menu Interface  4 
1 Exploring the Interface  4 
2 Changes to Profile  4 
3 Menu Items  5 
0 User Management  6 
1 Department Management  6 
2 Role Management  7 
3 User Management  9 
0 Address Book  13 
1 Address Book  13 
2 Address Group  14 
3 Global Address Book  14 
4 Global Address Group  15 
0 Send SMS Messages  16 
1 Send SMS via Web Interface  16 
2 Send SMS via File Upload  17 
0 Message Templates  20 
1 Personal Message Template  20 
2 Global Message Template  20 
0 Scheduled SMS  22 
0 Unsubscribe List  23 
0 Common Inbox  24 
0 Message Logs Management  25 
1 Personal Logs  25 
2 Global Logs  26 
0 System Configuration  28 
0 Quota Management  29 
0 Keyword Management  31 
0 Language Setup  34 
 

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SendQuick SMS Messaging User Manual 4.0

SENDQUICK SMS MESSAGING

USER MANUAL

1.0 Introduction

Welcome to sendQuick SMS Messaging User Manual. This document is prepared for the User

administrator and Users, as a guide for using sendQuick Messaging Interface for sending and

receiving SMS. This is a different interface from the sendQuick Server Administration, which is

provided in Server Administration manual.

Before using the sendQuick Messaging Interface, the Server Administrator will configure the

sendQuick Server for it to work in your company’s network. The Administrator will need to work

on the network configuration first, or to assign the Domain Name to the system. Once the IP

address (or domain name) had been configured, you can access sendQuick Messaging from any

workstations using a web browser.

2.0 Accessing the Portal

To access the sendQuick Messaging Interface, open your web browser and type the following for

the URL:

- http://<sendQuickIPorDomainName>/

- http://<sendQuickIPorDomainName>/webapp/

Note:

Please check with your Server Administrator for the IP address or domain

name they have configured for sendQuick.

The web interface presented is as shown in Figure 1 below.

Figure 1: User Interface Login Page

Please refer to your System Administrator for the login details.

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3.0 Main Menu Interface

3.1 Exploring the Interface

After logging in to the system, you will see the following main dashboard area. The home page is

set to be the same as “Send SMS” for quick access to that function.

Figure 2: sendQuick Main Dashboard

3.2 Changes to Profile

Your profile name is displayed at the top left-hand corner of the dashboard.

To change your password for this system, click on the name of your profile.

Figure 3: Change Personal Details

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3.3 Menu Items

On the left-hand side of the interface, you can find the following menu items. In the following

sections, we will go into more details for each function.

The available items in the Main Menu are:

Menu Items

Description

User Management

To create, edit and delete users. Assign role and managing user

departments

Address Book

Create, edit and delete users in Personal and Global Address Book with

Grouping function

Message Template

Create, edit and delete message template for future usage

Send SMS Message

Send SMS by manual composition or File Upload

Scheduled SMS

SMS messages scheduled and waiting to sent

Common Inbox

Incoming SMS that did not match any keywords

Logs Management

Review Inbox, Outbox and Queue messages

Unsubscribe List

Users who requested not to receive any SMS messages

Quota Management

Add, delete and top-up of SMS quota for every users

Keyword Management

Routing for incoming/received SMS message

System Configuration

Configuration for time control and image upload

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4.0 User Management

The User Management section is for the User Administrator (administrator) to create, edit and

delete user in the web system. In addition, there is also a department and role management

module in the system

The following describes the individual items in the User Management section.

The User Management section will include:

Department Management

This section creates the departments where the users will be assigned

for their web access.

Role Management

Role assignment where each role has different access rights for the

users.

User Management

Create users and assign them to the different department with different

access rights

4.1 Department Management

The purpose of Department Management is to organise the users into different departments. The

user administrator can create and delete departments.

Figure 4: Department Management Summary

To create a new department, select Add New Record button and enter the name of the department

as shown in Figure 5 below. Once ready, click the Save button and the new department is created.

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Figure 5: Create New Department

4.2 Role Management

After creating department, the administrator should create the different roles that will be assigned

to different users in the organisation. The roles are defined as different access rights with respect

to using the sendQuick Messaging web interface. Hence, the different roles will have different

access rights to perform different functions.

To create a new role, select Add New Record and assign a User Role and select the different

access rights for the role.

In Figure 7, the roles can be assigned to All Departments or to specific department, by selecting

from the drop-down menu selection.

Figure 6: Role Management Summary

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Figure 7: Create New Role (Assign Rights)

There numerous access rights items that can be assigned/selected for different roles. The

different access rights grouping will differentiate the access rights for the different roles. These

can be seen in Figure 7 and 8.

The access rights that are not selectable (not provided) under the role will not be shown on the

Main Menu bar of the user. Hence, if the access rights are not assigned, user will not be able to

use the feature. This serves as an access control function.

Figure 8: Create New Role (Rights Description)

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Access Rights

Description

Department Administrator

Have the access rights to create and delete department information

User Management

Rights to create, edit, delete the user role, department management

and user accounts

Global Address Book

Rights to access, add, edit and delete global address book

Personal Address Book

Rights to access, add, edit and delete personal address book

Global Message Template

Rights to access, add, edit and delete global template

Personal Message Template

Rights to access, add, edit and delete personal template

Send SMS

Rights to send SMS

Change Personal Detail

Rights to change personal details

Unsubscribe List

Rights to access and manage unsubscribe list

Quota Management

Rights to assign, top-up, renew quota for individual users

System Configuration

Rights to configure the send SMS time control and other system

configuration features

4.3 User Management

The User management section is to create the users and assign roles and departments to

individual users.

Select Add New Record to create a new user. Insert the Username, Password and all other

information as required.

Figure 9: Summary of Users

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Figure 10: Create New User

You can assign individual access rights to the new user or select the pre-defined roles and the

roles will be automatically assigned. You can also have a mixture with additional rights by

selecting on the check relevant box.

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Figure 11: Access Rights Assignment

For downloading of users from LDAP, the administrator needs to define the following:

- LDAP Server

- Department

- User Role

Figure 12: Download Users from LDAP

The last item is the User Access Log. This is the access log of each user and the date, time, IP

address and browser type are documented.

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Figure 13: User Access Log

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5.0 Address Book

The Address Book section consists of Personal and Global Address Book. For both Personal and

Global, there is a contact management as well as group management. The address book data

can be used when sending SMS.

Personal Address Book is the contact list that is accessible by the user only. Global Address list

is access by all users, but only certain users have the access to add and edit the list, depending

on the access rights granted.

5.1 Address Book

The Personal Address Book is where all the contact list for the users are stored. Select Add New

Record to enter the name, mobile phone number and assigned group (s) to create new personal

contact.

Figure 14: Address Book List

Figure 15: Create New Personal Address Contact

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5.2 Address Group

The individual contact list can be assigned to different groups. Select Address Group in the sub-

menu and a list of groups are displayed. To create a new group, select Add New Record.

Enter the group name and select Save

Figure 16: Personal Address Group

Figure 17: Create Personal Address Group

5.3 Global Address Book

The Global Address Book function the same way as Personal Address Book but the access rights

is for all users to use the contact list but editing rights are limited. The Global Address consists

of inserting new records as well as creating the groups.

Figure 18: Global Address Book

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The creation of new global contact is similar to that of contact creation under personal address

list. Select the Add New Record and create the new record as shown

Figure 19: Create New Global Address Contact

5.4 Global Address Group

The global group management is similar to how personal group is managed. Select Add New

Record and enter the relevant group name and select Save.

Figure 20: Global Address Group

Figure 21: Create New Global Address Group

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6.0 Send SMS Messages

Send SMS using sendQuick Messaging interface is the primary reason for the existence of

sendQuick. Therefore, this section will explain how a user can send SMS using sendQuick system.

There are two ways of sending SMS using sendQuick:

1. Send via web interface

2. Send using file upload.

6.1 Send SMS via Web Interface

This is the default interface for all users when they log-in to sendQuick.

The first section is to select the Send Mode. Next, insert the mobile number. The mobile number

can be manually inserted in the text box with one number for each line. If there are a few numbers

to send to, insert a few lines. The user can also insert the numbers from the address book

(personal and global) by selecting the Select From Address Book button. Once selected, the

contact list will appear in the mobile number text box.

Then, select Character Set, Priority and Schedule (if required to schedule the message on a later

date and time)

Compose the SMS (text) message in the text box provided. Similarly, the users can select pre-

defined messages from the templates by selecting the Select From Message Template button

and select the relevant template. The character count and number of SMS messages are shown

below the message box. before selecting the Send button to send the SMS message.

If the messages are sent immediately, these messages will be reflected in the SMS Queue Log

and Sent Log. If the messages are scheduled for a sending on a later date and time, the messages

will be stored in the Scheduled SMS.

Figure 22: Send SMS via Web Interface

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6.2 Send SMS via File Upload

Another sending method is using file upload. This means creating the data file (in Excel,

OpenOffice or database) and save the file a Comma Separated Value (csv) or Tab Delimited file

(text) and us them to send bulk SMS to the recipients. This method does not require the contact

list to be saved in sendQuick server.

Figure 23: Send SMS via File Upload

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After selecting the Send SMS By File Upload button, the interface for sending will appear. The

table below explains the various items in File Upload feature.

Item

Description

File Format

Select the file format type that is being used. Select between Comma

Separated Value or Tab Delimited format

Character Selection

Select either ASCII or UTF-8 (if sending chinese)

Contents of Uploaded File

The type of files to be uploaded:

• Mobile Number only

◦ The file will consist of mobile numbers only, with one number for

each line: eg, 91234567 (one number one line)

• Mobile Number and Data

◦ The file consists of mobile number and single/multiple data fields

used for mailmerge into the message content when sending

SMS. Each data set is one line: eg,

91234567,john,2:00pm (where John is the first data <data1> and

2:00pm is <data2>. The phone number is not a data set)

• Mobile Number and Message

◦ This is the format where the SMS message is in the file. When this

option is selected the SMS text box will disappear. The format

(one record one line) is as follow: eg, 91234567,this is a reminder

message for John

Specify the File

Browse and select the required file

Schedule SMS

Select (check) if the messages need to be scheduled. Select the desired

Date and Time to send the SMS

Priority

Select the desired priority setting

Message Text Box

If the text box appears, Type the message or insert the message from the

templates.

Select From Template

Select the relevant messages from any templates that had been created

before (see Section 7.0 on Message Templates)

Message Counter

This indicate the number of characters in the SMS message (each SMS is

160 characters) and how many SMS to be sent for the message (multi-part)

After the file and message has been selected, the messages are pre-processed and a preview (of

the messages) are presented. If there is any error, it will be indicated. Similarly, if the format is

correct in accordance with the selection, then the status will be indicated in the preview.

Once the preview data is satisfactory, select the Upload button and the messages will be sent. Do

understand that the preview and sending SMS process may take some time if the number of

records in the file (upload) is large, example more than 5000 records.

We do advise users to note the following practices when sending SMS using File Upload:

• Do use a smaller file (say 20 records) with some test records to test the file format and

the uploading process. You do not need to send the messages. Just reach the preview

stage to determine whether the file if processed correctly. Such practice session is highly

recommended to avoid accidently sending mass messages that errorneous.

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• When it is ready to send, it is advisable to send multiple batches if you are planning to

send a large number of records. This will help to reduce error which may happen when

sending large files with large number of records

• When the sending process (after preview), please do not close the browser as the browser

technology is used to send the messages. Close the browser only when the Messages

Sent message appear.

Please refer to the Messages Log to review the message sent status as explained in Section 11.0

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7.0 Message Templates

Message Templates are messages that are pre-defined for future use. Having message

templates allow the user to easily retrieve the messages, perform some simple edit (or no editing)

and use them to send SMS. Message template can be quickly retrieved in the Send SMS page

There are 2 Message Templates:

- Personal Template

- Global Template

7.1 Personal Message Template

When the Message Template link is selected, the Personal Message Template Listing is shown

Figure 24: Message Template Listing

Select Add New Record to add a template

Figure 25: Create New Message Template

7.2 Global Message Template

When the Global Message Template link is selected, the Global Message Template Listing is

shown

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Figure 26: Global Message Template Listing

For global template, select Add New Record button or the Edit link and perform the addition and

changes

Figure 27: Create New Global Message Template

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8.0 Scheduled SMS

The Scheduled SMS menu shows the list of SMS messages that has been scheduled to be sent

on a later date and time. Once the messages are sent, they will be shown in the Sent Log. The

messages in the scheduled list can be deleted by selecting and deleting the messages as long

as it has not been sent.

Figure 28: Scheduled SMS List

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9.0 Unsubscribe List

The Unsubscribe List is a mobile phone list where the sender has requested not to receive any

messages from the sendQuick system. The mobile phone numbers can be inserted by sending a

SMS to the system with the unsubscribe keyword in the message. Keyword is defined as the first

word in the SMS message, followed by a space. E.g., unsub<space>john where “unsub” is the

keyword and “john” is the name of subscriber (optional).

If the number is removed from the unsubscribe list, it will receive SMS from sendQuick. Otherwise,

these phone numbers are filtered before messages are sent. This filter list applies to all users in

the system.

Figure 29: Unsubscribed Mobile Number List

Figure 30: Unsubscribed Keyword List

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10.0 Common Inbox

In sendQuick, each user is automatically assigned a keyword. Keyword is defined as the first word

in the incoming SMS message. The login username is automatically a keyword in the system.

Other keywords can be defined in the Keyword Management section.

Figure 31: Common Inbox Management

If an incoming SMS match the keyword list, the SMS will be deposited in the respective user Inbox

and only the user can read the message. The incoming SMS that does not have a keyword will

be deposited in the Common Inbox and can be read by all users.

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11.0 Message Logs Management

Message Logs has all the records of the SMS messages sent and received by sendQuick. There

are two types of messages recorded in sendQuick:

- Personal Logs

- Global Logs

In each category, there are four sets of logs:

Types of Logs

Description

Inbox

Inbox is for all incoming SMS. These are SMS received by the sendQuick

Sent

Outbox are for SMS messages sent by sendQuick.

Queue

Messages that are awaiting to send sent out or are in process

Unsent

Messages that failed to send

11.1 Personal Logs

Figure 32: Inbox Log

Figure 33: Sent Log

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Figure 34: Queue Log

Figure 35: Unsent Log

11.2 Global Logs

Global Logs are logs for all the users in the sendQuick system. Global Logs may not be available

to all users, depending on the access rights to the users.

The search fields for Global Logs more extensive, including keyword, user name, department,

mobile number and date range

Figure 36: Global Inbox

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Figure 37: Global Sent Log

Figure 38: Global Queue Log

Figure 39: Global Unsent Log

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12.0 System Configuration

System Configuration allows the administrator to configure the global setting for sending SMS as

well as some of the configuration of the system.

The following figure shows the SMS Time Configuration. The settings here allows the company

to define the time range for each day when SMS message can be sent from the sendQuick

Messaging Interface. If messages are unsent by the expiry of the time range, the messages will

be 'held' and sent on the next available time period.

Figure 40: SMS Time Configuration

The following feature in Figure 41 is Web Interface Logo. It is to allow the administrator to upload

an image (eg, company's logo) that will be inserted before the sendQuick logo at the header

banner. Just browse, select and Upload the file.

Figure 41: Web Interface Logo

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13.0 Quota Management

Quotas are credits where each user is allocated a certain number of messages which can be used

to send SMS. Quota does not apply to incoming (received) SMS. A user can only send the number

of SMS, limited by the quota value. A summary of users and quota is shown

Figure 42: Quota Setting for Users

When a new user a created, the quota is created at the same time. However, if it is not created,

the administrator can select Add New Record and select the UserID (username), SMS Quota, Auto

Quota Refresh and Auto Quota Refresh Value and select Save

Figure 43: Add New Quota Profile

The administrator can Edit and Top-Up the credit manually

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Figure 44: Edit Quota Profile

Figure 45 shows the email address that will receive a notification when the credit value is low and

reached a triggering point, which is configurable.

Figure 45: Configure Quota Alert Email

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14.0 Keyword Management

Keyword is defined is the first word in the incoming (received) SMS message. The keyword

management is used to configure the routing and functions of the incoming SMS message. This

is useful to convert and direct the incoming SMS to different supported formats (eg, email, HTTP

Post) to integrate to different backend applications. This is useful for data collation into backend

applications automatically.

Figure 46: Keyword Management Summary

This documents all the keywords assigned in the system. Keywords are unique and consists of

alphanumeric characters, up to 15 characters. There are no space or special characters in the

keyword.

Figure 47: Keyword Management Configuration (1)

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Figure 48: Keyword Management Configuration (2)

The explanation for each function in a keyword as below:

Item

Description

Keyword

The assigned keyword (first word in SMS text message)

Keyword Description

The description for the keyword

Insert email address in the text box (one line, one email). The incoming SMS

will be converted to emails, and sent to these email addresses listed in the

text box

Redirect Mobile Number

Insert mobile number to receive SMS. The incoming SMS will be redirected

to these mobile numbers

URL

Insert the receiving URL: for HTTP :Post. The incoming SMS will be converted

to HTTP Post and sent to the URL listed. Refer to sendQuick API for HTTP

Post specifications.

XML URL

Insert the receiving URL: for XML receipt. The incoming SMS will be

converted to XML and sent to the URL listed. Refer to sendQuick API for

HTTP Post specifications.

SOAP URL

Insert the receiving URL: for SOAP request The incoming SMS will be

converted to SOAP request and sent a request to the URL listed. Refer to

sendQuick API for HTTP Post specifications.

JSON URL

Insert the receiving URL: for JSON request. The incoming SMS will be

converted to JSON string and send a request URL listed. Refer to sendQuick

API for HTTP Post specifications.

Auto Reply Message

Select (check) to activate an auto-reply. This will send a reponse SMS to the

sender

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Standard (Autoreply)

Message (Static)

The message that will be sent in the auto-reply message

Email Brochure

Select (check) to trigger an automated email if there is an email address in

the SMS message

Reply Email Address

The originating email address for the email

Email Subject

The subject for the email

Email Content

The actual email content to be sent

File Upload

If the email comes with an attachment, the file is uploaded here

Sender Mobile Checklist

This is to restrict the incoming SMS to designated mobile number only. Only

mobile number listed in the text box is allowed to trigger the various

functions (eg, email, XML, HTTP Post, JSON)

Once the Keyword is set, select Save and it will be saved and shown in the Keyword Management

Summary.

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15.0 Language Setup

SendQuick support multi-lingual web interface. To change the language, just click the language

at the top left corner of the dashboard.

Figure 49: Language Setup

The default language is English. User can select between Traditional or Simplified Chinese. Once

selected, the interface will change to the desired language.