User Module: Empowering End-Users
The User Module in iTextPro is designed to empower end-users with a comprehensive set of functionalities, allowing them to efficiently manage their SMS campaigns, contacts, traffic, reports, profile, and settings.
1. New Campaign Trigger:
Initiate a new SMS campaign seamlessly.
2. Contact Management:
Effectively manage and organize contacts for targeted communication.
3. Traffic Viewing:
View both Mobile Originated (MO) and Mobile Terminated (MT) traffic for enhanced monitoring.
4. Report Download:
Download detailed reports for in-depth analysis and insights.
5. Profile Management:
Easily manage and update user profiles.
6. Settings Management:
Configure and manage various settings to customize the user experience.
7. Dashboard: Proactive Monitoring and Insights
Upon logging in to the user account, users are greeted with the User Dashboard, providing valuable insights into SMS traffic patterns and campaign performance.
Insights Available on the User Dashboard:
SMS Sent Today:
Displays the total number of SMS messages sent by the user from different interfaces on the current day.
Highlights the total number of SMS messages successfully delivered to the destination numbers on the current day.
SMS Sent Yesterday:
Presents the total count of SMS messages sent by the user on the previous day.
Showcases the total number of SMS messages delivered to the destination numbers on the previous day.
Compose SMS: A2P SMS Campaigns:
In iTextPro, the Compose SMS feature within the SMS MT option provides users with a powerful tool to create and send A2P (Application-to-Person) SMS campaigns. Here's a detailed guide on how to use this feature:
Open Compose SMS Page:
Click on the SMS MT option to open the Compose SMS page.
a. Campaign Name:
Enter a friendly name for your campaign. By default, a name is automatically generated with the current date-time and the prefix "Camp_."
b. Sender ID:
Select an approved sender ID from the drop-down menu. If the Admin has disabled the Open Sender ID Option, users must choose from the provided list. If enabled, users can enter a dynamic sender ID in a text box. This ID will appear as the sender's address in the recipient's mobile.
Choose contacts from stored groups, upload local files, manually enter contacts, or copy-paste them into the text box. Ensure that mobile numbers are comma-separated, starting with the country code (without +). Optionally, check the box to automatically add the country code.
d. Enter Message:
Utilize the text box to enter the message. The system displays the last 5 messages for quick reference. A counter at the bottom indicates the message length and count.
e. Draft And Templates:
Select content from existing drafts or templates. Draft content can be edited, while templates only allow modifications to placeholders.
Uncheck or check the Flash box to control whether the message appears directly on the handset screen.
The application detects Unicode messages automatically and checks the Unicode box.
Save as a draft or schedule a future campaign. The system uses the time zone configured in the user's profile by default.
i. Send SMS:
Clicking on "Send SMS" provides a preview of costs and other details before finalizing the campaign.
Note on Counters:
Message and character counters are indicative tools due to browser compatibility and encoding issues. It is recommended to test content on a few numbers before large-scale campaigns.
Drafts and Templates:
Use saved drafts or templates for efficiency. Drafts can be edited, while templates allow modification of placeholders.
Flash and Unicode:
Utilize the Flash option for immediate visibility on the handset screen. Enable Unicode for messages in non-Latin scripts
Save drafts or schedule future campaigns. The system uses the user's profile time zone by default.
Clicking "Send SMS" provides a comprehensive preview of costs and details before the final campaign launch.
The Compose SMS feature in iTextPro empowers users to create personalized and efficient A2P SMS campaigns. From customizing sender IDs to scheduling campaigns, this tool provides flexibility and control over every aspect of SMS communication.
SMS From Excel: Triggering Campaigns with Excel Files
The SMS From Excel tab in iTextPro provides users with a streamlined approach to trigger campaigns using an Excel file containing various message content or variables. This feature is particularly useful for sending reminders, personalized promotional offers, and more.
Excel File Upload:
Users can trigger campaigns from an Excel file containing mobile numbers and additional details.
Sample File Download:
Click on the "View Sample" tab to download a sample Excel file, providing guidance on the required format.
Customize campaigns by including recipient names, payment amounts, or any other relevant information in the Excel file.
Top 5 Rows Display:
After uploading the Excel file, the application displays the top 5 rows for user convenience.
Proceed to select the column containing mobile numbers and enter the sender ID and message content.
Utilize the "Insert placeholder" option to replace placeholders with actual values from the Excel file in the message content.
Click the "Preview" button to view the top 5 personalized SMS messages along with character counts.
Users can schedule campaigns for a specific date. The system defaults to the time zone configured in the user's profile.
For Unicode message contents, users can enable the Unicode option.
Final Preview and Send:
After clicking the "Send" button, the application provides a preview screen with details such as country, total cost, etc. Confirming the message preview screen sends the campaigns.
Organize mobile numbers and additional details in the Excel file.
Choose the column containing mobile numbers and enter sender ID and message content.
Dynamically insert placeholders for personalized content.
Preview and Schedule:
View the top 5 messages, check character counts, and schedule campaigns if needed.
Enable Unicode for non-Latin script message contents.
Review details in the preview screen before confirming and sending the campaigns.
The SMS From Excel feature in iTextPro simplifies the process of launching campaigns with personalized content, making it efficient and user-friendly. Whether scheduling campaigns or utilizing Unicode support, this tool offers flexibility for diverse communication needs.
Manage Sender ID: Configure Source Addresses
iTextPro's Manage Sender ID feature empowers users to efficiently configure and oversee source addresses for their SMS campaigns. This section provides an overview of how users can manage sender IDs within the platform.
View and Approve Sender IDs:
Users can access a list displaying all sender IDs along with their respective approval statuses.
Note: If the account is enabled for Open Sender ID, users may choose to skip this configuration.
Creating a New Sender ID:
Users can initiate the creation of a new sender ID by clicking on the "Add Sender ID" tab. This action opens a popup box for configuration.
Steps to Add a Sender ID:
Click on "Add Sender ID" Tab:
Access the "Manage Sender ID" section and click on the "Add Sender ID" tab.
Popup Configuration Box:
A configuration box will appear, allowing users to set up the new sender ID.
Users can input the necessary details for the new sender ID, following the guidelines provided in the configuration box.
Save and Approval Process:
Save the configured sender ID details. Depending on the approval process configured by the admin, the sender ID may go through an approval stage.
List of Sender IDs:
Users can view the complete list of sender IDs, including their approval statuses, in the Manage Sender ID section.
Note on Open Sender ID:
If the account is enabled for Open Sender ID, users have the flexibility to skip the sender ID configuration process.
The Manage Sender ID feature in iTextPro streamlines the process of configuring and overseeing source addresses for SMS campaigns. Users can easily add new sender IDs, review their approval statuses, and ensure compliance with platform requirements.
Manage Template: Configure Static Message Contents
The Manage Template feature in iTextPro empowers users to efficiently configure static message contents for their SMS campaigns.
This section provides a comprehensive guide on how users can manage templates within the platform.
View and Approve Templates:
Users can access a list displaying all templates along with their respective approval statuses.
Note: If the account is enabled for Open Template, users may choose to skip this configuration.
Creating a New Template:
Users can initiate the creation of a new template by clicking on the "Add Template" tab. This action opens a popup box for configuration.
Steps to Add a Template:
Click on "Add Template" Tab:
Access the "Manage Template" section and click on the "Add Template" tab.
Popup Configuration Box:
A configuration box will appear, allowing users to set up the new template.
Users can input the necessary details for the new template, following the guidelines provided in the configuration box.
Users can insert placeholders by clicking on the “Insert Placeholder” button. Anything other than the placeholder will be treated as static content and cannot be edited while sending messages.
Save the configured template details. Depending on the approval process configured by the admin, the template may go through an approval stage.
List of Templates:
Users can view the complete list of templates, including their approval statuses, in the Manage Template section.
Note on Open Template:
If the account is enabled for Open Template, users have the flexibility to skip the template configuration process.
Once a template is approved, users can only edit the placeholder portion while sending messages. Users utilizing APIs need to exercise caution, as any discrepancies in spacing, commas, or missing full stops may result in an invalid template.
The Manage Template feature in iTextPro ensures efficient configuration of static message contents, providing users with flexibility and control over their SMS campaigns. Whether approving existing templates or creating new ones, this tool contributes to a seamless and personalized messaging experience.
This section consists of the following options:
Group Settings Management:
Users can access a range of group settings, including the ability to edit group names, bulk import contacts, empty groups, or delete groups.
Group Settings Options:
Edit Group Name:
Users have the option to edit the name of a specific group, ensuring relevance and clarity in contact organization.
Bulk Import Contacts:
The bulk import feature allows users to add multiple contacts to a group simultaneously, streamlining the process of populating contact groups.
Users can choose to empty a group, removing all contacts from that particular group while retaining the group structure for future use.
The delete group option provides users with the ability to remove an entire contact group when it is no longer needed.
Steps to Manage Group Settings:
Access Manage Group:
Navigate to the Manage Group section within the iTextPro platform.
Choose the specific group for which you want to manage settings.
Choose Group Action:
Depending on your requirements, select the appropriate group action:
Edit Group Name: Modify the name of the selected group.
Bulk Import Contacts: Add multiple contacts to the selected group.
Empty Group: Remove all contacts from the group.
Delete Group: Permanently delete the entire group.
Confirm and save any changes made to the group settings.
Import Contacts: Streamlined Contact Addition to Groups
The Import Contacts feature in iTextPro facilitates a straightforward process for users to add contacts to groups efficiently. This section outlines the simple three-step process for importing contacts, providing users with multiple options for streamlined contact management.
Three Methods for Importing Contacts:
Import From a File:
Bulk import contacts from a file (.xls/.csv/.txt). This method is suitable for adding a large number of contacts simultaneously.
Copy and Paste:
Copy and paste contacts directly from an Excel sheet. This method offers a quick and flexible way to input contacts.
Add contacts one by one manually. This method is suitable for situations where a small number of contacts need to be added.
Steps to Import Contacts:
Choose the specific group to which you want to add contacts from the dropdown menu.
Select Import Method:
Choose the preferred method for importing contacts:
Import From a File: Bulk import from a file.
Copy and Paste: Directly copy and paste contacts from Excel.
Manual Entry: Add contacts one by one.
Confirm and Complete:
Confirm the addition of contacts by clicking on the "Done" button.
Efficient Group Management:
Use the Import Contacts feature to efficiently manage contacts within specific groups.
For large datasets, opt for the "Import From a File" method for bulk contact import.
Quick Copy and Paste:
Copy and paste contacts directly for a quick addition to groups.
Manually add individual contacts when needed.
Ensure that the file format (.xls/.csv/.txt) is compatible with the Import From a File method.
iTextPro's Export Contacts feature provides users with a convenient way to retrieve contacts from specific groups and export them in various file formats (.xls/.csv/.txt). This section outlines the simple process for exporting contacts.
Steps to Export Contacts:
Choose the specific group from which you want to export contacts by clicking on the checkbox next to the group name.
Once the desired group is selected, click on the export option to initiate the export process.
Choose File Format:
Select the preferred file format for the exported contacts (.xls/.csv/.txt).
Confirm and Download:
Confirm the export selection and proceed to download the exported contacts file.
Reports: Comprehensive Analysis of MT Messages
The Reports tab in iTextPro offers users a comprehensive set of tools to analyze and track MT (Mobile Terminated) messages, including Campaign Reports, Schedule Campaigns, Message Counts, and Download Reports. Here's an overview of the Campaign Reports section:
Provides a consolidated list of campaigns executed by the user. Users can easily access information about campaigns, including their status, delivery rates, and other relevant details.
Offers a consolidated DLR (Delivery Receipt) report for executed campaigns. Users can review detailed information about the delivery status of each message within the campaign.
Users can view the status of a campaign by navigating to the "Show Campaign Status" option. This displays a message queue indicating the progress and completion of the campaign.
Stopping a Campaign:
If a user wishes to stop a campaign, they can click on the "Stop" button.
Provides message status counts for executed campaigns. Users can gain insights into the distribution of message statuses, including delivered, pending, failed, etc.
Enables users to download the campaign report in Excel format for further analysis or documentation.
Allows users to resend campaigns based on different message statuses. It's important to note that only campaigns that have been executed are eligible for the resend feature.
Campaigns in the queue or long messages that are still in progress are not eligible for the resend feature.
The My Schedule feature in iTextPro streamlines the tracking and management of scheduled campaigns. Whether monitoring campaign statuses or making adjustments to pending campaigns, this tool enhances user control and flexibility in executing SMS campaigns.
If in case, the user is willing to reschedule the pending prior scheduled campaigns, the user can simply click on the edit button under the action tab and can reschedule the campaign by selecting the appropriate time zone.
Message Count: Status-wise SMS Traffic Analysis
The Message Count feature in iTextPro provides users with a detailed analysis of SMS traffic, offering status-wise counts of messages sent. Here's an overview of the Message Count section:
Message Count displays status-wise counts of SMS traffic sent by the user. Users can gain insights into the distribution of message statuses, such as delivered, pending, etc.
Date Range Selection:
Users have the flexibility to select a specific date range interval for which they would like to view the message count report.
When selecting a specific month, the application displays the total SMS/Usage count by default. A hyperlink is provided to drill down further into detailed date-wise summary reports.
Time Zone Consideration:
The message status-wise count visible is as per the user's time zone, ensuring accurate and relevant information.
Steps to View Message Count:
Access Message Count:
Navigate to the Message Count section within the iTextPro platform.
Select Date Range:
Choose the desired date range interval to view the message count report.
Explore Monthly Summary:
If selecting a specific month, explore the total SMS/Usage count and use the hyperlink for detailed date-wise summary reports.
Download Report: Accessing and Requesting Reports
The Download Report tab in iTextPro serves as a central location for users to access requested reports and initiate new report requests. Here's an overview of the Download Report section:
Visibility of Requested Reports:
All requested reports are visible under the Download Report tab, providing users with easy access to previously generated reports.
Request New Report:
Users have the option to request a new report using the "Request Report" option.
Pending Status Indication:
Reports in the pending status indicate that the required data is being fetched, and the report will be available for download shortly.
Steps to Access and Request Reports:
Access Download Report:
Navigate to the Download Report tab within the iTextPro platform.
View Requested Reports:
All previously requested reports are visible under this tab. Users can click on the desired report to download it.
Request New Report:
To request a new report, use the "Request Report" option.
Reports in the pending status signify that the required data is being fetched. Users can expect the report to be available for download shortly.
The Application Bar consists of the below options:
My Rate Plan
My Rate Plan: Overview of Cost Prices
The My Rate Plan option in iTextPro provides users with a comprehensive view of their cost prices as determined by their parent account. This feature includes essential information such as countries, networks, and associated cost prices. Here's an overview of the My Rate Plan section:
Visibility of Cost Prices:
My Rate Plan allows users to view the cost prices associated with their account, as provided by the parent account.
Users can access detailed information, including countries, networks, and corresponding cost prices.
Steps to Access My Rate Plan:
Access My Rate Plan:
Navigate to the My Rate Plan option within the iTextPro platform.
View Cost Prices:
Explore the provided information, including countries, networks, and associated cost prices.
My Transaction: Record of SMS Transactions
The My Transaction tab in iTextPro serves as a comprehensive record of all SMS transactions carried out by the parent account to the user account. This feature provides insights into the transaction history, ensuring transparency in SMS-related activities.
My Transaction tab maintains a record of all SMS transactions initiated by the parent account to the user account.
Webhooks: Real-time DLR/MO Notifications
The Webhooks feature in iTextPro enables users to receive real-time notifications of DLR (Delivery Receipt) and MO (Mobile Originated) messages through HTTP Web push. Here's an overview of the Webhooks configuration:
Webhooks allow users to configure a webhook URL to receive instant copies of DLR/MO messages in real-time.
Users can choose the handler, specifying whether the webhook is intended for MO or DLR.
Configure a friendly name for the webhook, specify the endpoint base URL, choose the method (GET or POST), and select the handler as per requirements.
Be aware that the default timeout for webhook requests is 10 seconds. The configured Webhook URL should efficiently respond to a 200 OK within this timeframe.
Steps to Configure Webhooks:
Navigate to the Webhooks section within the iTextPro platform.
Configure New Webhook:
Click on the "Add New Webhook" option to configure a new webhook.
Provide a friendly name, configure the endpoint base URL, choose the method (GET or POST), and select the handler (MO or DLR).
Confirm and save the configured webhook details.
The Webhooks feature in iTextPro enhances user communication by providing instant notifications of DLR and MO messages. Configurable with user-friendly details, this tool ensures efficient and timely handling of message-related updates.
Notification Emails: Stay Informed with Email Alerts
The Notification Emails feature in iTextPro empowers users to enable email notification alerts for various events within the application. This ensures that stakeholders, including those configured in the user profile, receive timely updates. Here's an overview of the Notification Emails feature:
Email Notification Alerts:
Users can enable email notifications to stay informed about various events and activities within the application.
Stakeholder Email IDs:
Notification emails can be configured to be sent to selected stakeholders' email addresses. These stakeholders are typically configured in the user profile.
By default, all email notifications are sent to the user's registered email address.
Steps to Enable Notification Emails:
Access Notification Emails:
Navigate to the Notification Emails feature within the iTextPro platform.
Configure Email Alerts:
Enable email notification alerts for selected stakeholders by configuring the necessary settings.
Confirm and save the configured email notification settings.
By default, all email notifications are sent to the user's registered email address.
The Notification Emails feature in iTextPro enhances user communication by providing timely alerts for various application events. Whether configuring email recipients or relying on default settings, this tool ensures that users and stakeholders stay informed about critical updates.
In this section user can find the following option:
My Profile: Manage Your Account Information
The My Profile option in iTextPro empowers users to manage their basic profile information, ensuring accurate and personalized account details. Here's an overview of the My Profile section:
Users can input their first name, which serves as a reference for the parent account in issuing invoices.
Register the mobile number for the user account, facilitating future communications.
Country Code / Auto-add Country Code:
Select the appropriate country code to be automatically appended when sending campaigns. Users can enable the auto-add feature for convenience.
Input the user's email address for communication purposes. This email address is also used for sending alerts, welcome emails, OTP verification emails, etc.
Country / State:
Users can specify their country and state information, serving as a reference for the parent account in issuing invoices.
Configure the local time zone to enable the application to convert date and time transactions to the user's time zone.
Steps to Manage My Profile:
Access My Profile:
Navigate to the My Profile section within the iTextPro platform.
Input or update information in the relevant fields, including first name, mobile number, country code, email ID, country, state, and time zone.
Confirm and save the changes made to the user profile.
The My Profile feature in iTextPro provides users with the flexibility to manage and update their account information, contributing to a personalized and efficient user experience.
Change Password: Customize Your Password Experience
The Change Password feature in iTextPro ensures that users have control over their account security by providing a straightforward and secure process for updating passwords. Regularly changing passwords aligns with best security practices, contributing to a robust user account security posture.
Developer API: Empowering Integration with SMS API
The Developer API option in iTextPro offers users the capability to leverage various SMS APIs, enabling seamless integration to submit SMS to the application. The API document serves as a comprehensive reference manual, providing instructions on effective API usage, including details on request payloads, response types, and more. Here's an overview of the Developer API section:
SMS API Integration:
Users can utilize different SMS APIs for integration, allowing the submission of SMS to the iTextPro application.
The API document contains concise and comprehensive instructions on how to use and integrate with the application's API.
A reference manual is available, covering all the essential information required for working with the API, including details on request payloads and response types.
Swagger Tool Integration:
Clicking on the "View API Document" option redirects users to the Swagger tool. Swagger is a compatible, reliable, and secure REST API that facilitates testing, integration, and enabling SMS capabilities in third-party applications.
Steps to Access Developer API and API Document:
Access Developer API:
Navigate to the Developer API option within the iTextPro platform.
View API Document:
Click on the "View API Document" option to access the comprehensive API document.
Swagger Tool Integration:
The application redirects to the Swagger tool, offering a user-friendly environment for testing, integrating, and enabling SMS capabilities.
The Developer API in iTextPro empowers users to seamlessly integrate SMS capabilities into their applications, providing a comprehensive API document for effective usage. The inclusion of the Swagger tool ensures a reliable and user-friendly environment for testing and integration purposes.
The API Documents feature in iTextPro provides users with the capability to integrate various APIs seamlessly, enhancing the utilization of the iTextPro application. Users can access comprehensive API documents containing essential information for effective API usage, including details on request URLs. Here's an overview of the API Documents and Request URLs section:
API Integration Opportunities:
Users can explore different APIs for integration, expanding the functionality of the iTextPro application.
Comprehensive API Documents:
The API documents serve as concise references, offering all necessary information for effective API usage.
Request URLs Generation:
Users can click on the "View API Document" tab to generate different request URLs used by iTextPro.
Steps to Access API Documents and Request URLs:
Access API Documents:
Navigate to the API Documents feature within the iTextPro platform.
View API Document:
Click on the "View API Document" tab to access the comprehensive API document.
Generate Request URLs:
Within the API document, users can generate different request URLs, allowing seamless integration with iTextPro.
The API Documents and Request URLs feature in iTextPro empowers users with the tools and information needed for seamless API integration. Whether exploring various APIs or generating request URLs, this functionality enhances the overall user experience and facilitates the effective use of iTextPro in diverse applications.