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    SMS MAILER 1.1.2.5

    INSTALLATION

    Installation is performed in some very easy steps. Use the installation CD

    provided to you by CDTECH or run through the setup that you downloaded

    from the internet.

    STEP 1- The Set up Wizard opens once the CD is inserted. Click Next to

    proceed.

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    STEP 2- Select a path for the set up files by clicking Browse. However, an

    icon of SMS MAILER is generated irrespective of the path you chose here.

    Checking Just Me will open the application only for you/user currently

    logged in.

    Everyone will enable any user logging in to the computer system use SMS

    MAILER.

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    STEP 3- Click Next to start the installation

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    SMS MAILER is now being installed.

    A desktop shortcut of SMS MAILER will appear on successful completion

    of installation.

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    LICENSE KEY

    Once the installation is complete, the application begins loading.

    In order to start using the application type in the license key you receive.

    You will receive a license key after revealing the 32-digit software

    key that appears in the window (highlighted here in blue color)

    Enter the license key and hit OK.

    LICENSE KEY VIA EMAIL

    To receive license key via email, use the Send Mail option.

    Fill in the form that opens up with your details.

    CDTECH associates will get back to you with the license key.

    NOTE: Internet has to be enabled to use Send Mail option.

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    WORKING WITH SMS MAILER 1.1.2.5

    This is what the default application window looks like.

    Apart from the menus in the menu bar there are several shortcuts in the form

    of icons to help you work the application.

    DEFAULT APPLICATION WINDOW

    The window opened at the start is the Send Bulk Mail window, by default.

    Select New> Send Bulk Mail to get there.

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    ICON LIST

    Import- Lets you upload email addresses for your bulk email operations

    from a previously created document or from contact lists of your various

    email accounts.

    Account Details- Clicking this icon will take you to User Accounts

    window meant for entering bulk email account details. Same as selecting

    Settings>Account Details

    Scheduled Email- Lets you view all emails scheduled to be sent today/later.

    Groups- Enables group creation. Use it if you have to organize your

    recipients into various groups; same as selecting Settings>Add Groups.

    Email2SMS- Window can be viewed only when a mobile is connected to the

    system. Email2SMS concerns operations that let you send/receive emails

    without a computer.

    Check Mail- The icon opens your inbox to check your mails for the day.

    Extractor- Allows you to extract email addresses from anywhere on the web.

    Refresh- Clicking Refresh will close the application and re-open it.

    Auto Generate Nos- Opens Auto Generate Number window that lets you

    create a database of mobile numbers if you dont already have one.

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    MENU LIST

    1. New

    Send Bulk Mail The window allows you to send bulk Email.

    It is the default window that appears on opening SMS

    MAILER.

    Emergency Email- Select the option if you have to send one

    single email without interrupting the bulk email operation.

    Email2SMS- Settings that will guide you through how to set up

    an ordinary mobile phone to send/receive emails.

    Scheduled Email- Opens the scheduler that also shows all

    scheduled emails.

    Check Mail- Opens your Inbox

    Auto Generation Nos- Lets you create fresh databases of mobile

    numbers.

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    2. Settings

    Options- Lets you change the password that you use to log in to

    SMS MAILER. The option is applicable only if you had chosenEveryone during installation.

    Account Details- Settings related to your bulk Email account.

    Same as Account Details icon seen in the main window.

    Add New User- This option is valid only if you had chosen

    Everyone during installation. That is, if SMS Mailer is used

    by more than one person then this option lets you add new users

    to the application.

    Check Mail Account- Settings of the email account/accounts

    that are registered in SMS Mailers inbox.

    Add Groups- Lets you organize recipients into groups. Same asGroups icon seen in the main window.

    Auto Reply- Allows you to set auto replies for the emails you

    receive.

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    CONNECTING YOUR MOBILE PHONE TO YOUR SYSTEM

    SMS MAILER sends both emails and SMS messages. To send SMS,

    connect the mobile phone through which you wish to send SMS to the

    system.

    Forming the connection with your mobile phone is simple.

    STEP 1- Select New> Send Bulk Mail to get to the main window.

    STEP 2- Mobile Connection panel is used to adjust the logistics of the

    connection.

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    STEP 3- Beside Select Port No select the port number to which the phone

    is connected.

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    STEP 4- Click Connect to establish the connection. Disconnect will

    disconnect the established connection.

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    LOCATING THE PORT NUMBER

    STEP 5- If you have trouble locating the port number then check Control

    Panel Settings by selecting Start>Control Panel> Phone and Modem

    Options.

    Check the port number by clicking on Modems tab.

    In case of Bluetooth, the heading Standard Modem over Bluetooth Link

    specifies the correct port number.

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    STEP 6- Successful mobile phone connection establishment will

    automatically highlight Disconnect icon and Device connected message

    is flashed.

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    ADDING A NEW USER

    To add another user who should be allowed to use SMS MAILER when

    he/she is logged on complete the following steps.

    This is applicable only to users who chose Everyone during installation.

    (See Pg. 2)

    Step 1: Select Settings>Add New User

    Step 2- In the Add Login window, give the users name and password.

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    Step 3- Click Add and that user will be added.

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    CHANGING A USERS PASSWORD

    Select Settings>Options. In the Options window change your password by

    giving your old password. Click OK to save the new password.

    This is applicable only to users who chose Everyone during installation.

    (See Pg. 2)

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    CHOSING AN EMAIL ACCOUNT TO SEND YOUR EMAILS

    The first step in starting a bulk email operation is setting up an

    account that you intend to use for sending bulk email. That is, all your

    bulk emails will be sent from this account.

    The account used here can be of any type- Yahoo, Gmail, Hotmail,

    AOL etc.

    The User Accounts window will help you adjust SMTP settings and

    complete account creation.

    STEP 1- Select Settings>Account Details or click Account Details icon in

    the main window. User Accounts window opens.

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    STEP 2- Adjusting server information. Server Information in User

    Accounts window specifies server side information required to set up

    the account.

    These details vary for different email account types- Yahoo, Gmail,

    Hotmail and so on. Entering the correct SMTP Server name and Port Number is necessary

    to carry out bulk email sending successfully.

    Therefore, please consult CDTECH associates to know them

    correctly.

    Checking SSL or Secure Socket Layer will ensure secure sending of

    bulk emails.

    Hit Save to save the settings recorded.

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    SAVING EMAIL ADDRESSES

    STEP 3- SMTP Settings will contain details of the email ID used.

    User ID- Enter the email address that you wish to use to

    send bulk mail. Password- Enter exactly the password that you use to

    access the email addresss account

    From Name- The name that should appear on your bulk

    email. That is, the name the recipient will see in the From

    line of his/her inbox.

    Reply To Address- If the recipients you send bulk emails

    to chose to reply, then the address entered here will

    receive those emails.

    Hit Save to record these details.

    NOTE: You can also use the editable database panel found below.

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    All saved address details appear in the database panel below.

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    USING MORE THAN ONE EMAIL ADDRESS TO SEND BULK MAILS

    User Accounts window formulates bulk email settings.

    Select Settings> User Accounts or click Account Details icon.

    MULTIPLE IDs

    The advantage of using many email IDs is that it gives a greater

    chance of achieving your target in a shorter time period.

    Check Use Multiple Id option in Action to Perform section

    Consult CDTECH associates to obtain more details.

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    USING ONE EMAIL ACCOUNT TO SEND BULK MAILS

    User Accounts window formulates bulk email settings.

    Select Settings> User Accounts or click Account Details icon.

    SELECTING A SINGLE EMAIL ADDRESS

    If you wish to choose only one email address to perform bulk email

    operation then select the address from Select list in Action to

    perform section.

    Set Default allows you to set the ID currently selected as the default

    ID from which bulk emails will be sent.

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    EFFECTING TIME DELAYS BETWEEN EMAILS

    Effecting a time delay between emails is very useful since most SMTP

    servers on the internet are sensitive to bulk email sending. But the

    time delay that is set will ensure all your bulk emails reach theintended recipients safely without being blocked.

    Time delay has no meaning while using Multiple IDs

    STEP 1- To set a time delay either select Settings>Account Details or click

    Account Details icon in the main window.

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    STEP 2- Edit Delay Settings section in User Accounts window.

    STEP3- Number of Mails indicates the number of mails to be sent before

    the time delay

    Delay indicates the time that will elapse after the set number of

    mails is sent.

    STEP 4- Hit Save to save the detail.

    Ex. Here there will be a gap of 5 seconds after every 20 emails sent.

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    CHOOSING ACCOUNTS FOR SMS MAILERS INBOX

    SMS MAILER can be tuned to check incoming emails of any of your email

    accounts.

    To checking incoming emails of an account, the details of the account should

    be loaded in SMS MAILER.

    STEP 1- Select Settings> Check Mail Account

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    STEP 2- Fill in your account details like Email ID, Password. Other

    information like Server Name, Port No etc are specific to individual

    domains. CDTECH Associates can give you those details.

    Clear icon will clear all the text boxes in the form.

    Alternately, you can enter account details field-wise into the database panel

    provided below there.

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    STEP 3- Click Save to save the details.

    STEP 4- Now all inbox details of the email accounts saved here will appear

    in the Inbox page. Selecting New> Check Mail will take you there.

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    STEP 5- Inboxes of all saved email accounts appear in the Inbox page. Other

    mail options like Compose, Reply, Forward are also available.

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    REMOVING AN ACCOUNT FROM SMS MAILERS INBOX

    If you do not want SMS MAILER to display details (inbox, compose mail

    text box etc) of any of your saved email accounts then that account has to be

    removed from the Check Mail Account table.

    STEP 1- Select Settings > Check Mail Account to open Check Mail Account

    window.

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    STEP 2- Select the email address of the account you wish to delete from the

    list beside Email ID.

    STEP 3- Press Remove to remove the account. Now details of the account

    will not appear in the Inbox window. You can check by selecting New >

    Check Mail

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    The selected email account has been removed from the inbox.

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    UPDATING DETAILS OF SAVED EMAIL ACCOUNT

    To change/update details of an email account that you saved

    STEP 1- Select Settings> Check Mail Account

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    STEP 2- To make details of an account appear in the form, select the email

    address from the list beside Email ID

    STEP 3- Edit details that have to be changed and click Update

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    STEP 4- Details are now updated successfully.

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    CREATING GROUPS

    Most broadcasts deal with huge numbers of email addresses and mobile

    numbers. Categorizing these recipients details into groups will save your

    time spent in identifying them individually.

    Ex. A group named Customers could store customer details and

    Employees employee details.

    STEP 1- To create a group, select Settings>Add Groups or click Groups

    icon in the main window.

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    STEP 2- In Add Groups window that appears, type a name that you wish

    to give your group in the text box beside Group Name.

    Then click Add Group icon.

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    STEP 3- A File Selection dialogue box opens.

    You can either

    a) Import email addresses of your contacts from a file saved

    earlier: Use File Name section

    b) Import them from the contact lists of any of your email

    accounts: Use Import Contacts From Mail section

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    a) To import email addresses from an existing document,

    STEP 4- Click Browse in the File Selection window.

    The Open dialogue box appears. Select the document that contains the email

    addresses and click Open

    STEP 5- Click Next to proceed.

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    STEP 6- An Import Wizard opens.

    TABLE NAME- Select the name of the table that contains all the details.

    NAME- Select the field (of the saved document) that contains the names of

    the contacts.

    EMAIL ID- Select the field (of the saved document) that contains email

    addresses of the contacts.

    MOBILE No- Select the field (of the saved document) that contains mobile

    numbers of the contacts.

    Checking Remove Duplicates icon will remove all the duplicate entries

    that may have accidentally occurred due to errors in typing.

    Click OK to upload the details. Close button will close the wizard

    without saving the details added.

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    STEP 7- Details are now added successfully.

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    b) To import contacts from your email address account,

    STEP 8- Fill out the text boxes in Import Contacts from Mail section.

    Beside Email Address enter the email address of the account that contains

    the contacts you wish to import

    Beside Password enter password of that account

    Beside Select Any One select the domain that contains the account-

    Hotmail, Gmail, Yahoo etc

    Click Import and these contacts will be imported.

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    STEP 9- Once finish importing, all the email addresses you imported are

    shown in the Add Groups window.

    Clear icon will clear the details entered temporarily.

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    STEP 10- Hit Save to save the details entered.

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    DELETING A SAVED GROUP

    To delete a saved group

    STEP 1- Select Settings> Add Groups

    STEP 2- Add Groups window appears. Select the group you wish to

    remove from Select Group Name list as shown here.

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    STEP 3- Hit Remove and the selected group will be deleted.

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    IMPORTING RECIPIENTS FROM ADDRESS BOOK/ SAVED

    DOCUMENTS/ SAVED GROUPS

    To easily add email addresses and mobile numbers to the To: list/ send list

    Import option can be used.

    Load Group option will bring all entries of a saved group to the send list.

    To know more on loading groups refer Pg. 49.

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    You can either

    a) Import email addresses of your contacts from a file saved

    earlier: Use File Name section or

    b) Import them from the contact lists of any of your email

    accounts: Use Import Contacts From Mail section.

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    STEP 3- An Import Wizard opens.

    TABLE NAME- Select the name of the table that contains all the details.

    NAME- Select the field (of the saved document) that contains the names of

    the contacts.

    EMAIL ID- Select the field (of the saved document) that contains email

    addresses of the contacts.

    MOBILE No- Select the field (of the saved document) that contains mobile

    numbers of the contacts.

    Checking Remove Duplicates icon will remove all the duplicate entries

    that may have accidentally occurred due to errors in typing.

    Click OK to upload the details. Close icon will close the wizard without

    saving the details entered.

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    STEP 4- Details are now added successfully.

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    b) To import contacts from your email address account,

    STEP 1- Fill out the text boxes in Import Contacts from Mail section.

    Beside Email Address enter the email address of the account that contains

    the contacts you wish to import

    Beside Password enter password of that account

    Beside Select Any One select the domain that contains the account-

    Hotmail, Gmail, Yahoo etc

    Click Import and these contacts will be imported.

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    STEP 2- Once finish importing, all the email addresses you imported will

    appear in the database panel as shown here.

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    Importing entries of a saved group to recipient list

    Just like Import option that allows you to import any

    document/address book to the application, Load Group button in the

    main window will bring entries of a saved group.

    Any group previously saved can be added to the To: list/ send list

    seen in the main window. This option can be used instead of typing up

    the recipient list manually.

    STEP 1- Select a saved group from Group Name list.

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    STEP 2- Press Load Group icon seen near the list.

    STEP 3- All entries in the group appear in the recipient list/ send list

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    SENDING EMAILS AND SMS MESSAGES- STEP-BY-STEP

    SMS Mailer is the only technology that integrates SMS and Email messages

    smoothly giving you the benefits alone from both these technologies.

    STEP 1- To start SMS & Email operations go to the main window by

    selecting New> Send Bulk Email.

    SUBJECT

    STEP 2- The e-mails subject is given in the text box beside Subject in the

    Message section.

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    FORMATTING YOUR EMAIL MESSAGE

    The format tool bar is used for the purpose.

    They are

    From Left: Cut, Copy, Paste, Bold, Italic, Underline, Font Selection, Font

    Size, Font Color

    INSERTING A PICTURE IN THE TEXT BOX

    Unlike normal Email technology you have the option to insert pictures of

    your choice here.

    STEP 3- Click the Insert Picture symbol seen in the box. (First icon in the

    line below the format tool bar)

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    STEP 4- Open dialogue box appears. Choose an image to upload in the

    text box. Then, click Open

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    STEP 5- For easy editing of your email message, make use of Preview

    icon. Full view icon will show you what your message looks like in a

    separate window.

    STEP 6- A message after formatting and insertion of pictures could look like

    this.

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    STEP 7- If you like what you see, press Save Change button and save the

    message.

    !!!NOTE: Any changes made will be recorded only if Save Change is

    pressed.

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    SETTING THE SAME EMAIL MESSAGE FOR SMS

    If you wish to send the same message for SMS as well then check

    Set For SMS as shown here.

    Choosing this will automatically disable Mobile Connection panel.

    NOTE:

    If you have to choose the Set For SMS option make sure the

    Mobile No field in To list (highlighted here) is appropriately

    filled.

    If your email Message exceeds 160 characters then a different SMS

    message should be created.

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    SETTING A FRESH MESSAGE FOR SMS

    To set a new message different from the email message for SMS,

    check if the mobile phone is connected to the system.

    More on mobile phone connection in CONNECTING YOURMOBILE PHONE TO YOUR SYSTEM on Pg.11

    Draft the SMS message in Mobile Message section.

    The character count of the message is also displayed. (Highlighted in

    black in the window here)

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    ATTACHMENTS:

    With SMS MAILER you can attach any number of attachments to your

    messages.

    STEP 1- To attach a document, click Add in the Attachments section.

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    STEP 2- Open dialogue box appears. Select the document you want to

    attach and hit Open.

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    STEP 3- The document is now successfully attached.

    Remove icon will remove the selected document.

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    CUSTOMIZING/PERSONALIZING MESSAGES

    SMS MAILER can very easily personalize your message according to the

    recipient by including details like his Name, Email address etc.

    !!!! NOTE: TO TAKE FULL ADVANTAGE OF CUSTOMIZATION IT IS

    RECOMMENDED THAT YOU SAVE THE RECIPIENT LIST IN AN

    EXCEL DOCUMENT.

    Step 1- Right click in the message box seen in the Message section in the

    main window. A list of personal details that can be included in your message

    appears.

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    Step 2- Select the detail you wish to include.

    Step 3- The selected personal detail appears enclosed in [ ]

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    CREATING THE RECIPIENT LIST

    All recipients are added in the To: list section present in the Bulk E-Mail

    window.

    Select New>Send Bulk Email to go to the bulk Email window.

    To add recipients you can either

    a) Import them from contact lists present in your email

    account: Pg 42

    b) Import them from a saved excel document: Pg 47

    c) Load a saved group: Pg 49

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    STARTING SEND OPERATION

    Once you have added the recipient list- with name, email address and mobile

    numbers, click Send to start sending the email and SMS messages.

    !!! NOTE:

    1) Before sending bulk e-mails first make sure User Accounts settings are

    set as per your requirements- that is, check if the e-mail ID YOU WISH TO

    USE CURRENTLY is selected.

    1) Select New>User Accounts to go to User Accounts window.

    2) Select the email address you want to use from the list.

    3) If you want to set that email address as your default email address inSMS MAILERs bulk email operations, then click Set default

    4) This means all emails will be sent from this ID by default. However,

    at any time, you can change the set default by changing the ID

    selected from the list.

    5) Press Save to save the details entered.

    Ex: Here the address [email protected] is selected. This means all emails

    will be sent from this e-mail address.

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    2) If you are about to send emails along with SMS then make sure a mobile

    phone is connected to the system.

    All SMS messages will be sent from that mobile.

    To know about how to connect your mobile phone refer Pg.11

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    Once you have made sure specifications explained on Pg. 68, Pg. 69 are

    satisfied, start operation by clicking Send.

    You can set the same message for email and SMS by checking Set For

    SMS

    Check 1: Email address settings saved.

    Check 2: Mobile connected

    Check 3: Required Recipient List loaded properly.

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    OPTIONS AVAILABLE WHEN BULK EMAIL/SMS OPERATION

    BEGINS

    Once you click Send to begin operations, the following buttons are

    automatically highlighted.

    Pause and Resume

    Pause: It will stop the operations temporarily.

    Resume: Resume will resume the paused operations.

    After pressing Pause it is highly recommended that you

    save the current window using Save info button. Read

    about Save info on Pg.75

    Clear ToAddress will clear the recipient list temporarily

    Auto Shut Down will shut down the computer system after the current

    bulk operation is completed fully.

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    Since the Pause button was pressed, Resume is highlighted.

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    Stop button and Pending List

    Stop To stop bulk SMS/Email sending completely.

    !!!! NOTE: If you have pressed Stop then Resume will not be

    highlighted.

    Pressing Stop will automatically create a pending list

    in the Pending Emails panel as shown here.

    After pressing Stop it is highly recommended that you

    save the current window using Save info button. Read

    about Save info on Pg.75

    Click Send will restart stopped operations. Now the

    operation will start from the beginning of the list. So

    recipients who have already received your message mayreceive it again!

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    Add in Pending Emails will add the pending list in the To list

    Remove will remove the entries from the To list.

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    CREATING TEMPLATES/ SAVING ALL SMS/EMAIL INFORMATION

    Save info present in Templates section is very useful as it will help save

    the following information regarding SMS MAILERs current operation.

    1. The recipient list will be saved- that is all receivers name, email

    address and mobile number will be saved

    2. The formatted email message with subject will be saved.

    Step 1- Finding Save Info button

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    Step 2- To save details of recipient list you can select some entries by

    selecting the entries (window no.1) or you can select all entries by clicking

    the corner button (window no.2)

    Window no. 1

    Window no.2

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    Step 3- Then click Save info button to save all the details.

    Step 4- An Input box appears. Give a name of your choice to this window

    that you are saving.

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    Step 4- Clicking OK will save the window successfully.

    But if you get a message Already stored then save the window again with

    a different name.

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    Step 5- Now you can view the window you just saved by selecting its name

    from the list seen in Templates section. Then click Read

    Step 6- Then click Read. The required window is loaded now.

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    EMAIL2SMS

    EMAIL2SMS settings decide which emails received are forwarded to your

    mobile number.

    To get into Email2SMS window, a mobile must be connected to the

    system.

    Step 1- Select New>Email2SMS or click Email2SMS icon in the main

    window.

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    Step 1- SETTING A USER ACCOUNT/EMAIL ID FOR SMS

    FORWARDING

    In Sever@ User Name Settings section, fill in the following details.

    Server Name Is the name of the SMTP server thats associated

    with the domain.

    Port No- The port used for sending/receiving emails.

    Server type- can be Pop/IMAP depending on the email address.

    Consult CD TECH associates for these technicalities.

    User Name- Specifies the email address/user name that will receive

    the required emails.

    Password- Password associated with that email ID

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    Step 2- SETTING EMAIL ADDRESSES FOR SMS FORWARDING

    In the Filter section enter an email address beside From Address

    Now all emails from this address will be ready for forwarding.

    If you do not want all emails from that email address to be forwardedthen you can filter the emails received from that address. Go to Step

    3 to know more

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    STEP 3- FILTER OPTIONS FOR THE EMAILS RECEIVED

    Under Choose any one choose your option

    From Address with Subject- will forward as SMS message the email

    address and the subject of the email message

    SMS Full Message with Subject- will send the full email message

    along with the subject as SMS

    Subject with Char- This option will forward the subject but not up

    to the number of characters you specify.

    Ex: If you enter 60 in the box then first 60 characters of the message is

    forwarded.

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    STEP 5- Once you have entered a single set- User Name, Email Address,

    Filter conditions, Mobile Number, click Save to save the typed entry.

    That entry will now appear in the database panel shown below.

    Remove will remove the selected entry from the database panel.

    Remove all will erase the database completely.

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    ADDING MORE THAN ONE MOBILE NUMBER

    You can add up to four mobile numbers for any entry.

    To start adding numbers, select the required User Name and begin editing

    in the database panel.

    Then press Save Change to save the details entered.

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    SETTINGS MENU IN EMAIL2SMS

    The Settings window decides general settings while using Email2SMS

    Show will show only the database panel seen at the bottom of the

    window.

    Hide will close/hide Email2SMS window

    Edit will highlight the Setting section as well as the database

    panel.

    Exit will close SMS MAILER.

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    SENDING SINGLE/EMERGENCY EMAIL/SMS MESSAGE

    When bulk operations are in progress, a single email/SMS message can be

    sent for emergency purposes. Your mobile phone may be busy so this option

    is very useful.

    Step 1- Select New>Emergency Email or click Emergency Mail icon to

    get to the Emergency e-mail window.

    Step 2- Type in the email message with the required subject. Check Set ForSMS if you wish to send the same email as SMS message.

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    Step 3- In the To section, enter the required name, mobile number and

    email address.

    Hit Send to start sending the message.

    Clear will clear the entries in the database panel.

    !!!NOTE: PLEASE DO NOT CLOSE THE WINDOW WHILE

    EMERGENCY EMAIL IS GOING ON.

    PRESS THE MINIMIZE BUTTON TO SWITCH TO ANOTHER

    WINDOW.

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    Step 2- In Scheduler Details window give a name to the scheduler. And fill

    in the following details

    Date/Time- The date/time when the email operation should start

    Scheduling options

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    Schedule Type Indicates whether you want to send the message

    daily/monthly/weekly etc

    Weekly Task- If you want bulk operations to be set for a particular day of

    the week

    Day for Monthly Task- Gives the date that is, if you want bulk

    operations to be set for the 1st of every month or 31st of every month etc

    Interval Indicates the number of days in between ANY TWO scheduled

    operations

    Step 3- Type the email message in the message box.

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    Step 4- Create a recipient list. You can either a) Import recipients from a

    saved document (refer Pg.42) or b) Import recipients from contact lists of

    email accounts (refer Pg.47) or c) Load a saved group (refer Pg.49)

    Step 5-

    Other options

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    Add attachments of your choice using the attachment option.

    To save the recipient list in a separate document click Export

    Customize your scheduled message using customization options.Know more on customization on Pg. 65

    Refresh will refresh the scheduler window.

    Clear All WILL CLEAR THE WINDOW- MESSAGE,

    RECIPIENT LIST, SCHEDULING DETAILS TEMPORARILY

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    Step 6- Click Save to save all the details entered. Only saving will ensure

    this schedule is carried out.

    VIEWING A SAVED SCHEDULE

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    To view a previously saved schedule, select the schedule you wish to view

    from the Select Scheduled Name.

    VIEWING ALL SCHEDULES CREATED

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    To view all schedules created up until now click on View All button.

    REMOVING A SAVED SCHEDULE

    To remove a saved schedule select the schedule you wish to remove from

    Select Scheduled Name and click Remove

    AUTO GENERATING MOBILE NUMBERS

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    SMS MAILER will generate mobile numbers of any series/service provider

    according to your specifications.

    Step 1- Select New>Auto Generate Nos or click on Auto Generate icon

    Step 2- In the Auto generation window, give the following details:

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    1) Provider Code- A 4 digit code that is specific to individual service

    providers.

    2) Mobile Number- The last 6 digits of the 10-digit mobile number

    3) No of Count- Number of numbers to be generated

    4) Increment By or Decrement By: Gives the increment/decrement

    value that has to be added/subtracted from the 10-digit code.

    5) Add Country Code- Checking this option will generate the mobile

    numbers with the country code.

    Step 3- Click Generate to generate mobile numbers according to these

    specifics. The numbers generated appear in the panel at right.

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    CREATING BLOCK LISTS

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    Block lists will make sure your email messages (and hence your SMS

    message) do not go to recipients who you dont wish to communicate with.

    Step 1- Select New>Send Bulk Mail to get to the main window.

    Step 2- In the Block List panel; add the email addresses you dont wish to

    email/SMS message to. Then click Add to add that email address.

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    REMOVING AN EMAIL ADDRESS FROM THE BLOCK LIST

    Step 3- Select the entry/entries to be blocked and hit Delete.

    Delete All will remove all entries from the list permanently.

    REPORTS

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    SMS MAILER gives a number of flexible options to view reports that will

    give details on all SMS/Emails sent/received.

    Click on Reports icon in the main window.

    AUTO REPLY

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    SMS MAILER will allow you to set automatic replies for the emails you

    receive.

    These can be set based on a number of conditions

    Step 1- Select Settings>Auto Reply to get to the Auto reply window.

    In the Auto Reply window, check Auto Reply under Action to Perform.

    Account Settings for Auto Reply

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    Step 2- Enter the account details for the email account for which you wish to

    set auto reply. That is, all emails received in this email address will use the

    auto reply saved in this Auto Reply window.

    Email ID- The email account which will receive the emails.

    Password- The password for that email address

    Server Name- The URL of the server thats associated with the email

    account.

    Smtp Server- The URL of SMTP server associated with the email account.

    Port Number- Port number associated with the internet connection.

    Server- Can be Imap/Pop.

    Consult CD TECH associates for these technicalities

    Keyword specifications in Auto Reply

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    Step 3-

    Beside Keyword enter the keyword to be searched for in the

    received email.

    That is, enter Complaint if you think the received email will contain

    a complaint etc

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    Setting Auto Reply

    Step 4- Set your reply in the Reply section.

    Give a subject to your reply and enter the reply in Reply Message box.

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    Enabling/Disabling Auto Reply settings

    Step 7- At any time if you wish to enable/disable auto reply settings for an

    email address then select the email address that must be currently enabled

    beside Email Id present in Account Settings section.

    Then check Enable

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    Step 8- To enable/disable auto reply settings completely for all email

    accounts press the flag icon seen at right.

    On: Flag is green; Off: Flag is red.

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    Saving the Auto Reply

    Step 9: Press Save to save the auto reply.

    The saved reply will appear in the database panel below.

    NOTE:

    To quickly add auto replies, use the editable database panel shown

    below.

    You can add any number of entries by clicking there.

    Press Save after typing the entries.

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    FORWARDING EMAILS TO ANOTHER EMAIL ADDRESS

    To forward received mails received in one email address to another email

    address

    Step 1: Select Settings>Auto Reply to go to the Auto Reply window

    Select Forward under Action to Perform

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    Forwarding Emails based on their keywords

    Step 3-

    Beside Keyword enter the keyword to be searched for in the

    received email. That is, the email will be forwarded only if it contains

    this keyword.

    That is, enter Complaint if you think the received email will contain

    a complaint etc

    Step 4- Beside To Address, enter the email address to which you wish to

    forward the received email.

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    Date specifications for Forward

    Step 6:

    Select Start date and End date to specify the days between which

    emails must be forwarded.

    Checking Emails that arrive from now on will forward all emails

    received after saving this entry.

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    Enabling/Disabling Forward settings

    Step 7- At any time if you wish to enable/disable Forward settings for an

    email address then select the email address that must be currently enabled

    beside Email Id present in Account Settings section.

    Then check Enable

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    Step 8- To enable/disable Forward settings completely for all email accounts

    press the flag icon seen at right.

    On: Flag is green; Off: Flag is red.

    Step 9: Press Save to save the email address for forwarding purposes.

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    CREATING BLOCK LISTS DYNAMICALLY BASED ON EMAILS

    RECEIVED

    Step 1- Select Settings>Auto Reply to get to the Auto Reply window.

    Select Add Block List under Action to Perform

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    Step 2- In Account Settings, enter details of the email account that should

    perform the block operation.

    Step 3- The keyword based on which the email addresses should be blocked.

    That is, all emails containing this keyword will be blocked.

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    Step 4- Keyword Check will specify where/which portion of the email

    message will be checked for the block operation

    Check Subject Only- will only check the subject of the email message

    received

    Content only- will only check the text/content of the email message

    received.

    Both- will check both the subject and the content.

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    Step 7- Press Save to save the details entered.

    UPDATING/DELETING SAVED ENTRIES OF FORWARD, BLOCK

    AND AUTO REPLY OPERATIONS

    Step 1- Select Settings> Auto Reply to get to the Auto Reply window

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    Step 2- Load the email account whose settings have to be updated or deleted.

    Step 3- Click on Update to edit the details.

    Click on Delete to delete the record completely.

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    Delete All will delete all saved records of auto reply/block/forward

    settings of all email accounts.

    EXTRACTOR

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    EXTRACTOR in SMS MAILER will extract email addresses from

    anywhere on the internet. It will also perform the operation based on any

    category you specify.

    Step 1- SelectNew> Send Bulk E-Mail to get to the main window. Click on

    Extractor icon present in the main window.

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    Step 2- In the Search Information section; enter a URL and keyword of

    your choice.

    Any one detail- URL or keyword can be entered.

    URL indicates the websites you wish to search in.

    Keyword specifies the keywords you want to look for while extracting

    email addresses e.g.: Students, Doctors in Chennai etc

    Click on Search to start searching.

    Click on Stop to stop the search.

    NOTE: URL MUST BE ENTERED WITH http:// prefix

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    Step 3- All results (URL addresses) pertaining to your keywords will be

    displayed in the panel titled Search Result

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    OTHER OPTIONS WHILE EXTRACTING

    Search Sub links- Checking this option will search both the entered URL

    and its sub links

    Select Search Engine- will allow you to select a search engine of your

    choice to perform the search.

    Refresh- Refreshes the extractor.

    NOTE: In case the extractor continues to perform the search even after Stop

    button is pressed click on Refresh.

    Clear All- will clear the entries in the result panel.

    Remove icon will remove or clear all the results from the panel.

    Start From Pending will start the search from exactly where it was stopped.

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    EXTRACTED EMAILS

    All email addresses extracted will appear in the panel titled Search

    Information at right.

    Clear will clear the box temporarily.

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    SAVING EXTRACTED EMAILS

    To save the emails extracted you can save the email addresses in a separate

    document by clicking on Export

    Step 1- Click on Export icon in the Search Information panel.

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    Step 2- In the Save As dialogue box give your document a name and click

    Save.

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    VIEWING EXTRACTED EMAIL ADDRESSES

    a) URL-WISE viewing:

    Step 1- Instead of performing the search over and over again you can

    comfortably view the extracted email addresses from a previous search by

    selecting that URL from a list in the Load URL Wise panel.

    Step 2- Click on Load to load the email addresses.

    Remove and Remove All will delete those email addresses permanently.

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    b) Date-Wise viewing:

    Step 1- To view all extracted email addresses date wise, select From Date

    and To Date from Load Date Wise panel.

    Step 2- Click on Load icon to load the email addresses.

    Remove icon will delete those email addresses permanently.

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    c) Search Information Wise viewing:

    Step 1- To view all extracted email addresses according to the keyword,

    select the keyword from the list in Load Search Information Wise panel.

    Step 2- Click on Load icon to load the email addresses.

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    Remove and Remove All will delete those email addresses

    permanently.

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