Send SMS

Send SMS New Message - To

Send to a Single Number

  1. Enter an individual's mobile number in the TO field. Type the mobile number in the national format, just as you would if calling this number from your handset, i.e. 04xxxxxxxx.
  2. Type the message text in the COMPOSE MESSAGE box.
  3. Click SEND NOW.

Note: If you type in more than one mobile phone number in the field, you must separate them with a semi-colon(;) for example: 0409xxxxxx; 0409xxxxxx

Selecting from the Quick Contacts

  1. Use the Quick Contacts to search for individual or group addresses from the Company Contacts or your Personal Contacts.
  2. Highlight the message recipient and click ADD TO RECIPIENTS. Selected recipients will be added to the TO field.
  3. To remove recipients from the TO field, simply highlight the entry you want to remove with your cursor and press delete.
  4. Type the message text in the COMPOSE MESSAGE area.
  5. Click SEND NOW.

Note: Each message that you send from Telstra Desktop Messaging will show your mobile phone number as the sender if the FROM field is selected to be Personal Mobile. If the message recipient replies to your message, the reply will be sent to your mobile phone.  

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Send SMS New Message - Compose message

Type your new message in the COMPOSE MESSAGE text box. Single part short message (SMS) can be up to 160 characters long.

CHARACTERS REMAINING box indicates the number of characters you can type before you reach the limit of characters in the message part which is indicated in the "()" brackets.

Example: 73 (2) would indicate 73 characters remaining in part 2 of the message that is being typed.

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Send SMS New Message - From

When sending a message, you can choose where any reply will go to by using the FROM drop-down list and selecting from one of the following options:

  • PERSONAL MOBILE - any replies will be directed to your personal mobile.
  • PERSONAL INBOX - any replies will be directed to your Personal Inbox.
  • COMPANY INBOX - any replies will be directed to your Company Inbox.
  • EMAIL ADDRESS - any replies will be directed to your email address.

The FROM option will default to your personal mobile unless the group you belong to is set to use either the Company Inbox or your Personal Inbox as the default.  

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Send SMS New Message - Sending message

SEND NOW - Once you have completed your message and have all your intended recipients in the TO list, click SEND NOW. Your message is submitted for delivery.

CLEAR - If you do not want to send the message, click CLEAR. The TO and COMPOSE MESSAGE fields are cleared so that you can start over.

SEND LATER - If you want to schedule this message for delivery at a later time, click SEND LATER. For more information on how to schedule a message, click here.  

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Send SMS New Message - Credit limits

Your TDM account administrator may limit the number of messages you are allowed to send each month through the Telstra Desktop Messaging application. If you run out of messages or would like your message limit increased, please contact your TDM account administrator. Telstra will assist when the credit limit for the whole account, rather than a user or a cost centre, needs to be increased.

Your monthly limit is shown in the CREDIT REMAINING field on the SEND SMS screen.

Your monthly messages balance is reset at the beginning of each month. Unused messages cannot be carried over to the next month.

Your credits remaining is reduced based on the number of message parts and the number of recipients. For example, if you send a one-part SMS message (up to 160 characters) to 10 recipients, then your credits remaining balance will be reduced by 10. If you send a 3 part long SMS message to 1 recipient, your credits remaining balance will be reduced by 3.  

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Send SMS New Message - Schedule once

  1. Click on the SEND SMS menu.
  2. Enter recipients manually or select recipients from QUICK CONTACTS.
  3. Enter message text in the COMPOSE MESSAGE area of the screen.
  4. Click SEND LATER
  5. Select ONCE from the PERIOD drop-down list. Select the date for message delivery from the START DATE calendar.
  6. Specify the time for delivery by completing the HOUR and MIN fields.
  7. Click OK

Your message is now added to the scheduler for delivery at the date and time specified.

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Send SMS New Message - Schedule recurrent

The recurring delivery feature enables you to repeat message delivery at specified intervals.

  1. Click on the SEND SMS menu.
  2. Enter recipients manually or select recipients from QUICK CONTACTS.
  3. Enter message text in the COMPOSE MESSAGE area of the screen.
  4. Click SEND LATER.
  5. Select the required PERIOD from the drop-down list.
  6. Configure the recurrence pattern (Every X days, weekdays, weekends, etc.).
  7. Select the START DATE and delivery TIME. Indicate when the recurring schedule is to END by selecting the required option from the drop-down list and configuring as desired.
  8. Click OK.

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Bulk Number Send - Overview

The Bulk Number Send feature allows you to send the same SMS message to more than one mobile phone number in one operation.

Provide mobile numbers that you want to send the message to by uploading a plain text comma-separated value file (.csv) containing those numbers, one in each line (row) of the file.

You can upload and send a message to a maximum of 5,000 mobile numbers in one operation. These numbers will not be stored in your personal nor the company address book.

Note: Before sending messages you must ensure that each recipient has agreed to receive this type of message and can opt out of receiving such messages in the future. Recipients must also be able to identify the genuine source of each message. Please read the terms and conditions for Telstra Desktop Messaging carefully before you send out any messages.

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Bulk Number Send - Upload an external file

The file that you wish to upload must be in CSV format (Comma Separated Values). See Creating a CSV File. Your CSV file should only contain the mobile phone numbers that you want to send the message to.

To upload the external file:

  1. Check the BULK NUMBER SEND box on the SEND SMS screen.
  2. Click BROWSE to locate your CSV file.
  3. Enter the message text or select from the list of SMS message templates.
  4. Click SEND NOW.
  5. After sending, you are presented with a screen which informs you if the numbers were loaded and sent successfully.

Note: If you are presented with an error, you can continue sending your messages. No message will be sent to a mobile number with an error message against it but the message will get sent to those numbers with no error message. 

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Bulk Number Send - Creating a CSV file

To create a CSV file use a simple text editor, such as Notepad, or a tool such as Microsoft Excel:

  1. Create a file in Microsoft Excel with the mobile phone numbers that you want to send the message to, one number per cell.
  2. Ensure the cells containing the mobile phone numbers are formatted as text cells and the numbers start with '0'. To do this:
    • Highlight the cells containing the mobile phone numbers.
    • On the FORMAT menu, select CELLS.
    • On the NUMBER tab, select TEXT in the Category list.
    • Click OK.
  3. Save the Microsoft Excel file in CSV format by following these steps:
    • From the FILE menu, select SAVE AS.
    • In the FILE NAME field, type the name you would like to save the workbook as.
    • In the SAVE AS TYPE list, select CSV (Comma delimited) (*.csv)
    • Click SAVE.

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Bulk Number Send - Status messages

The following is a list of messages you may receive when uploading bulk numbers:

MESSAGE: x mobile number(s) have been identified and extracted. Enter a message and click the Send button.
EXPLANATION: There were no errors detected in your mobile numbers, type your message in the text box and click the SEND NOW button. However, if the number of mobile numbers identified and extracted does not match the number you uploaded, click the OK button and re-upload.
MESSAGE: No numbers were identified. Please try again.
EXPLANATION: Telstra Desktop Messaging is unable to read the file or the list of pasted numbers. Ensure you use the file types outlined above.
MESSAGE: We are currently not able to send SMS messages to the country you selected.
EXPLANATION: If your list of numbers includes overseas numbers that are not supported by Telstra Desktop Messaging, you will be presented with this message. You can continue to send your message to the other supported numbers. Type your message in the text box and click the SEND NOW button to continue.
MESSAGE: xxxx xxx number is invalid.
EXPLANATION: This number may have too many digits or contain invalid characters. To correct this, click the OK button and reload an updated file. Or you can continue sending your message, however, the message will not be sent to this particular number. Type your message in the text box and click SEND NOW to continue.

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Mail Merge - Overview

Mail Merge allows you to send an SMS message to multiple recipients and have the message automatically customised for each individual recipient, similar to the mail merge feature in MS-Word.

You would use mail merge if you would like to personalise your company's communication with staff or customers.

Note: Before sending messages you must ensure that each recipient has agreed to receive this type of message and can opt out of receiving such messages in the future. Recipients must also be able to identify the genuine source of each message. You should read the terms and conditions for Telstra Desktop Messaging carefully before you send out any messages.

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Mail Merge - Creating a Mail Merge Message

Follow the steps below to create a mail merge message:

  1. Create a file using MS-Excel, containing the data you would like to merge into the message.
  2. Create a column for each type of data. For example, store the mobile numbers you want to send the message to in one column, store the recipient names in another column, and so on.
  3. Save the file in CSV format. To create a CSV file in MS-Excel follow the steps outlined in Creating a CSV File.
  4. On the SEND SMS screen, check the MAIL MERGE box.
  5. Type your mail merge message in the COMPOSE MESSAGE area. The message should contain variables that map to the columns in the CSV file. For example: Dear [1], your car insurance policy [2] will expire on [3]. Please call us to arrange renewal.

    This should read as: Dear John, your car insurance policy XT4087AU will expire on 31 December 2023. Please call us to arrange renewal.

  6. In the field WHICH FIELD IS THE MOBILE NUMBER IN? indicate for Telstra Desktop Messaging the column in your merge file that contains the recipient mobile phone numbers.
  7. Click PREVIEW. Telstra Desktop Messaging will display an example of the message to be sent.
  8. Click SEND NOW to confirm that you want to send the messages. All successfully merged messages will be sent following final confirmation.

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Mail Merge - Creating a CSV File

To create a CSV file using MS-Excel, follow these steps:

  1. Create a file in MS-Excel with the mobile phone numbers that you want to send the message to, one number per cell.
  2. Ensure the cells containing the mobile phone numbers are formatted as text cells and the numbers start with '0'. To do this:
    • Highlight the cells containing the mobile phone numbers.
    • On the FORMAT menu, select CELLS...
    • On the NUMBER tab, select TEXT in the Category list.
    • Click OK.
  3. Save the MS-Excel file in CSV format by following these steps:
    • From the FILE menu, select SAVE AS.
    • In the FILE NAME field, type the name you would like to save the workbook as.
    • In the SAVE AS TYPE list, select CSV (Comma delimited) (*.csv)
    • Click SAVE.

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Mail Merge - Defining Variables in a Mail Merge Message

To define variables in your mail merge message, use a number to indicate which column in the CSV file the data, which will replace that variable, is stored. Each column number must be enclosed in square brackets [ ].

For example, if the customer name is in the first column of the CSV file, you would create a variable in the message as follows:

[1]

For example, Dear [1]

In this case the variable [1] would be replaced by the data in column 1 of your CSV file for every customer that you are sending the message to.

For each additional variable, you must have a corresponding column in your CSV file, with the data which will replace that variable for each message.

The CSV file must also contain the mobile phone numbers of each message recipient. Ensure the cells containing the mobile phone numbers are formatted as text cells, and numbers start with '0'.

Note: The length of each mail merge message is limited to 160 characters. Therefore, when the data is merged into the message, the total message length for each message must not exceed 160 characters.

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EmailSMS

Telstra Desktop Messaging service offers EmailSMS functionality. EmailSMS allows Telstra Desktop Messaging users to send SMS messages from their Email application, and receive message recipient replies into their email Inbox.

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  1. What Email applications are supported?

    You will be able to send an EmailSMS message from any email capable application or even a script.

  2. How do I send an SMS message from my email application?

    To send an SMS message from your email application you need to type the recipient's mobile number in the following format:

    MOBILE_NUMBER@onlinesms.telstra.com

    For example if you want to send a message to 0409xxxxxx, you would send an email to: 0409xxxxxx@onlinesms.telstra.com

    NOTE: Please ensure that you clearly identify yourself as the sender of the SMS text message in the text that you enter. Unlike normal SMS text messages, recipients will be unable to identify you as the sender of the message simply by looking at the mobile phone number which appears as the source of the message. For EmailSMS messages, the mobile phone number from which the message is sent will appear as a different mobile phone number for every EmailSMS message you send. Remember, if you intend to send a message to promote a good or service you must also ensure that you have obtained the recipient's consent to receive this message and have provided the recipient with a means of opting out of receiving the message.

  3. Who can send EmailSMS messages?

    In order to be able to send SMS messages from your email application, you must be a registered user of Telstra Desktop Messaging and you must have the appropriate user permissions within Desktop Messaging to use the EmailSMS feature. The following are the relevant user access permissions:

    • Use EmailSMS Forwarding
    • Send EmailSMS Messages to any Number
    • Send EmailSMS Messages to Company Address Book Contacts
    • Send EmailSMS Messages to Personal Address Book Contacts
  4. Do I need to be a Desktop Messaging user in order to be able to send EmailSMS messages?

    Yes. You must be a registered Telstra Desktop Messaging user with the appropriate access permissions in order to use the EmailSMS feature.

  5. How do I give a user permission to use EmailSMS?

    To enable a user to use EmailSMS, you must modify their Group access permissions and select the relevant EmailSMS permissions. To modify Group access permissions, select the Admin tab and then select Groups from the Menu Options.

  6. Can I send an EmailSMS message to multiple recipients?

    Yes. You can send an EmailSMS message to as many recipients as you wish. You must type each recipient in the format shown below and separate each recipient with a semi-colon (;) in the same way that you otherwise would for normal email messages. For example:

    To: 0408xxxxxx@onlinesms.telstra.com; 0409xxxxxx@onlinesms.telstra.com

  7. What happens if the EmailSMS message that I send is more than 160 characters?

    If you send an email message with more than 160 characters of text in the body of the message, then only the first 160 characters will be sent to the mobile phone as the SMS message.

  8. Do I need to include a subject line in the email when I am sending a message to a mobile phone?

    No. You do not need to include any text in the Subject line of the email when sending an SMS message to a mobile phone using EmailSMS. If you do enter text in the Subject line, and you want it sent, please ensure your administrator has enabled that feature for the group you belong to.

  9. Is there a limit to the number of EmailSMS messages that I can send?

    If the number of SMS message that you can send from Telstra Desktop Messaging is unlimited, then you will be able to send unlimited EmailSMS messages. However, if your company's System Administrator has limited the number of messages that you can send per month in Desktop Messaging, then this same limit will apply to any EmailSMS messages that you send. All messages that you send from within the Telstra Desktop Messaging application and from your email application will count towards your total monthly limit.

  10. Is there a limit to the number of EmailSMS messages that someone can receive?

    Yes. In any given 7 consecutive days a recipient cannot receive any more than 2,000 EmailSMS messages. However, this is a "rolling" total, so that if you send someone 300 messages in day 1 and reach THEIR 1,000 limit on day 7, then in day 8 you will be able to send them another 300 messages.

  11. Can a recipient reply to an SMS message that I send using EmailSMS?

    Yes. If the recipient replies to the message, the reply will be sent to the Inbox of your email application. If you choose to reply to this message, then your reply will be sent back to the mobile phone of the original recipient.

  12. What is EmailSMS Forwarding?

    EmailSMS Forwarding allows you to forward your email to your mobile phone. To do this you must have access to the following permission:

    • EmailSMS Forwarding

    To forward emails to your mobile phone you will need to forward them to the following Email address:

    • To: mymobile@onlinesms.telstra.com

    The Desktop Messaging application will retrieve your mobile number from your User account and forward the first 160 characters of the body text of that email only to that number.

  13. How does the reply to sender work on EmailSMS?

    Mobile phone users who receive EmailSMS messages can reply to them by using the return mobile phone number that the message originated from, for a period of up to 7 days. After the 7 day period, any messages sent by recipients to the sender will not be received as the return mobile phone number link to your Personal Inbox will expire. Each time that an EmailSMS message is sent to a mobile handset, another return path mobile phone number is established, and will also last for a period of 7 days.

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Send MMS

Send MMS New Message - Send to

Send to a Single Number

  1. Enter an individual's mobile number in the TO fields. Type the mobile number in the national format just as you would if calling this number from your handset, i.e. 04xxxxxxxx.
  2. Enter a SUBJECT in the text field, if required.
  3. Compose the MMS message by adding multimedia and text, if required.
  4. Click SEND NOW.

Note: If you type in more than one mobile phone number in the To field, you must separate them with a semi-colon(;) for example, 0409xxxxxx; 0409xxxxxx

Selecting from the Quick Contacts

  1. Use the Quick Contacts to search for individual or group addresses from the Company Contacts or your Personal Contacts to add to the TO field.
  2. Highlight the message recipient and click ADD TO RECIPIENTS. Selected recipients will be added to the TO field. For information on managing your contacts, click here .
  3. To remove recipients from the TO field, simply highlight the entry you want to remove with your cursor and press delete.
  4. Compose the MMS message as required.
  5. Click SEND NOW.

Note: Each message that you send from Telstra Desktop Messaging will show your mobile phone number as the sender if the FROM field is selected to be Personal Mobile. If the message recipient replies to your message, the reply will be sent to your mobile phone.

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Send MMS New Message - Compose Message

When composing your message, you can either type a new message in the Compose Message text box or select a previously saved template.

New Message

  1. Enter text into Add your message text area of the composer, if required.
  2. Add multimedia content either by clicking the Choose file button or selecting it from the company or personal multimedia library. For information on managing the multimedia library, click here.
  3. Delete multimedia content by clicking the "X" on the top right corner of the media icon in the Preview your MMS.

Select Template

  1. Select a previously saved message template from the library by selecting a template from the TEMPLATE drop-down list, instead of browsing for content. For information on creating an MMS Template, click here.

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Send MMS New Message - From field

When sending a message you can choose where any reply will go to by using the FROM drop-down list and selecting from one of the following options:

  • PERSONAL MOBILE - any replies will be directed to your personal mobile.
  • PERSONAL INBOX - any replies will be directed to your Personal Inbox.
  • COMPANY INBOX - any replies will be directed to your Company Inbox.
  • EMAIL ADDRESS - any replies will be directed to your email address.

The FROM option will default to your personal mobile unless you have set permissions to use either the Company Inbox or your Personal Inbox as the default.

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Send MMS New Message - Sending the Message

SEND NOW - Once you have completed your message and have all your intended recipients in the TO list, click SEND NOW . Your message is submitted for delivery.

CANCEL - If you do not want to send the message, click CANCEL. The details entered are cleared so that you can start over.

SEND LATER - If you want to schedule this message for delivery at a later time, click SEND LATER.

For more information on how to schedule a message, click here.

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Send MMS New Message - Credits

Your Systems Administrator may limit the number of messages you are allowed to send each month through the Telstra Desktop Messaging application. If you run out of messages or would like your message limit increased, please see your Systems Administrator. Telstra is unable to increase your monthly messages limit. Your monthly limit is shown in the CREDIT REMAINING field on the SEND MMS screen.

Your monthly messages balance is reset at the beginning of each month. Unused messages cannot be carried over to the next month.

Your credits remaining is reduced based on the number of credits an MMS costs and the number of recipients. For example, if you send an MMS message to 1 recipient at a cost of 2 credits, then your credits remaining balance will be reduced by 2. If you send an MMS message to 5 recipients at a cost of 4 credits for the MMS, your credits remaining balance will be reduced by 20.

Please click here to know more about "Telstra Desktop Messaging" Pricing and rates.

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Send MMS New Message - Schedule Once

  1. Click on the SEND MMS menu.
  2. Enter recipients manually or select recipients from QUICK CONTACTS.
  3. Compose the MMS message as required.
  4. Click SEND LATER.
  5. Select ONCE from the PERIOD drop-down list.
  6. Select the date for message delivery from the START DATE calendar.
  7. Specify the time for delivery by completing the HOUR:MINUTE AM/PM fields.
  8. Click OK.

Your message is added to the scheduler for delivery at the date and time specified.

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Send MMS New Message - Schedule Recurrent

The recurring delivery feature enables you to repeat message delivery at specified intervals.

  1. Click on the SEND MMS menu.
  2. Enter recipients manually or select recipients from QUICK CONTACTS.
  3. Compose the MMS message as required.
  4. Click SEND LATER.
  5. Select the required PERIOD from the drop-down list.
  6. Configure the recurrence pattern (Every X days, weekdays, weekends, etc.).
  7. Select the START DATE and delivery TIME. Indicate when the recurring schedule is to END by selecting the required option from the drop-down list and configuring as desired.
  8. Click OK.

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Bulk Numbers - Overview

The Bulk Numbers feature allows you to send the same MMS message to more than one mobile phone number at the same time.

You can specify the mobile numbers that you want to send the message to by uploading from an external CSV File.

You can only upload and send a message to a maximum of 5,000 mobile numbers at a time. These numbers will not be stored in either Address Book. Click here for more information on importing contacts into an address book.

Note: Before sending messages you must ensure that each recipient has agreed to receive this type of message and can opt out of receiving such messages in the future. Recipients must also be able to identify the genuine source of each message. You should read the terms and conditions for Telstra Desktop Messaging carefully before you send out any messages.

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Bulk Numbers - Upload An External File

The file that you wish to upload must be in CSV format (Comma Separated Values). See Creating a CSV File. Your CSV file should only contain the mobile phone numbers that you want to send the message to.

To upload the external file:

  1. Select the BULK NUMBER SEND option on the SEND MMS page.
  2. In TO field, click CHOOSE FILE to locate your CSV file.
  3. Compose the MMS message or select from the list of MMS message templates.
  4. Click SEND NOW.
  5. After sending, you are presented with a screen which informs you if the numbers were loaded and sent successfully.

Note: If you are presented with an error, you can continue sending your messages. No message will be sent to a mobile number with an error message against it but the message will get sent to those numbers with no error message.

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Bulk Numbers - Creating a CSV File

To create a CSV file using MS-Excel, follow these steps:

  1. Create a file in MS-Excel with the mobile phone numbers that you want to send the message to, one number per cell.
  2. Ensure the cells containing the mobile phone numbers are formatted as text cells and the numbers start with '0'. To do this:
    • Highlight the cells containing the mobile phone numbers.
    • On the FORMAT menu, select CELLS...
    • On the NUMBER tab, select TEXT in the Category list.
    • Click OK.
  3. Save the MS-Excel file in CSV format by following these steps:
    • From the FILE menu, select SAVE AS.
    • In the FILE NAME field, type the name you would like to save the workbook as.
    • In the SAVE AS TYPE list, select CSV (Comma delimited) (*.csv)
    • Click SAVE.

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Bulk Numbers - Status Message

The following is a list of messages you may receive when uploading bulk numbers:

MESSAGE: x mobile number(s) have been identified and extracted. Enter a message and click the Send button.
EXPLANATION: There were no errors detected in your mobile numbers, type your message in the text box and click the SEND NOW button. However, if the number of mobile numbers identified and extracted does not match the number you uploaded, click the OK button and re-upload.
MESSAGE: No numbers were identified. Please try again.
EXPLANATION: Telstra Desktop Messaging is unable to read the file or the list of pasted numbers. Ensure you use the file types outlined above.
MESSAGE: We are currently not able to send MMS messages to the country you selected.
EXPLANATION: If your list of numbers includes overseas numbers that are not supported by Telstra Desktop Messaging, you will be presented with this message. You can continue to send your message to the other supported numbers. Type your message in the text box and click the SEND NOW button to continue.
MESSAGE: xxxx xxx xxx number is invalid.
EXPLANATION: This number may have too many digits or contain invalid characters. To correct this, click the OK button and reload an updated file. Or you can continue sending your message, however, the message will not be sent to this particular number. Type your message in the text box and click the SEND NOW button to continue.

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Mail Merge - Overview

Mail merge allows you to send an MMS message to multiple recipients and have the message automatically customised for each individual recipient, i.e. similar to the mail merge feature in MS-Word.

You would use mail merge if you would like to personalise your company's communication with staff or customers.

Note: Before sending messages you must ensure that each recipient has agreed to receive this type of message and can opt out of receiving such messages in the future. Recipients must also be able to identify the genuine source of each message. You should read the terms and conditions for Telstra Desktop Messaging carefully before you send out any messages.

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Mail Merge - Creating a Mail Merge Message

Follow the steps below to create a mail merge message:

  1. Create a file using MS-Excel, with the data you would like to merge into the message.
  2. Create a column for each type of data. For example, store the mobile numbers you want to send the message to in one column, store the recipient names in another column, and so on.
  3. Save the file in CSV format. To create a CSV file in MS-Excel follow the steps outlined in Creating a CSV File.
  4. On the SEND MMS screen, check the MAIL MERGE box.
  5. Type your mail merge message in the text area in the MMS composer. This message should contain variables that map to the columns in the CSV file. For example: Dear [1], your car insurance policy [2] will expire on [3]. Please call us to arrange renewal.

    This should read as: Dear John, your car insurance policy XT4087AU will expire on 31 December 2007. Please call us to arrange renewal.

  6. In the field WHICH FIELD IS THE MOBILE NUMBER IN? indicate for Telstra Desktop Messaging the column in your merge file that contains the recipient mobile phone numbers.
  7. Click PREVIEW. Telstra Desktop Messaging will display an example of the message to be sent.
  8. Click SEND NOW to confirm that you want to send the messages. All successfully merged messages will be sent following final confirmation.

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Mail Merge - Creating a CSV File

To create a CSV file using MS-Excel, follow these steps:

  1. Create a file in MS-Excel with the mobile phone numbers that you want to send the message to, one number per cell.
  2. Ensure the cells containing the mobile phone numbers are formatted as text cells and the numbers start with '0'. To do this:
    • Highlight the cells containing the mobile phone numbers.
    • On the FORMAT menu, select CELLS...
    • On the NUMBER tab, select TEXT in the Category list.
    • Click OK.
  3. Save the MS-Excel file in CSV format by following these steps:
    • From the FILE menu, select SAVE AS.
    • In the FILE NAME field, type the name you would like to save the workbook as.
    • In the SAVE AS TYPE list, select CSV (Comma delimited) (*.csv)
    • Click SAVE.

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Mail Merge - Defining Variables in a Mail Merge Message

To define variables in your mail merge message, use a number to indicate which column in the CSV file the data, which will replace that variable, is stored. Each column number must be enclosed in square brackets [ ].

For example if the customer name is in the first column of the CSV file, you would create a variable in the message as follows:

[1]

For example, Dear [1]

In this case the variable [1] would be replaced by the data in column 1 of your CSV file for every customer that you are sending the message to.

For each additional variable, you must have a corresponding column in your CSV file, with the data which will replace that variable for each message.

The CSV file must also contain the mobile phone numbers of each message recipient. Ensure the cells containing the mobile phone numbers are formatted as text cells, and numbers start with '0'.

Note: The length of each mail merge message is limited to 160 characters. Therefore, when the data is merged into the message, the total message length for each message must not exceed 160 characters.

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INBOX

Inbox - Overview

The Company Inbox and Personal Inbox tabs allow you to display the messages that have been received in the Company Inbox and your Personal Inbox respectively. To view messages in either Inbox you will require the correct permissions, as set for the group you belong to.

All messages received can be displayed by clicking the VIEW ALL button, or messages can be searched for by entering search criteria and clicking the SEARCH button.

Messages are displayed in order of arrival. If a large number of messages are to be shown, messages will be displayed in more than one page. Use navigation functions to scroll through the messages: PREVIOUS and NEXT. To view a particular page of the search results, enter the page number and click GO.

Messages can be selected by clicking checkboxes on the left of each message. SELECT ALL and UNSELECT ALL links can be used to select or unselect all messages currently displayed. When selected, messages can be deleted or replied to by clicking the DELETE or REPLY links respectively. All messages in the selected inbox (Personal or Company) can be exported in csv format by clicking the EXPORT ALL link. Messages on the current page only can be exported by clicking the EXPORT link.

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Inbox - View

To view messages received into the Company Inbox or your Personal Inbox, complete the following steps:

  1. Click on the INBOX menu.
  2. Click on either the COMPANY or PERSONAL tab.
  3. To view only last day, simply click SEARCH. For All messages, select a from date of at least one year ago, and click SEARCH.

A list of received messages is displayed.

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Inbox - Search

To find specific messages received into the Company Inbox or your Personal Inbox, complete the following steps:

  1. Click on the INBOX menu.
  2. Click on either the COMPANY or PERSONAL tab.
  3. Modify the DATE FROM, SEARCH BY and FILTER EXPRESSION as desired.
  4. Click SEARCH

A list of messages matching the search criteria is displayed.

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Inbox - Export

To export messages received into the Company Inbox or your Personal Inbox, complete the following steps:

  1. Click on the INBOX menu.
  2. Click on either the COMPANY or PERSONAL tab.
  3. Modify the DATE FROM, SEARCH BY and FILTER EXPRESSION as desired.
  4. Click SEARCH
  5. Click the EXPORT link to export into a CSV file all displayed messages, regardless of any search performed or any messages checked/selected. Use Excel or other tools able to read CSV files for further filtering or processing.

NOTE: The displayed messages are exported in csv format.

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Inbox - Reply

To reply to messages received into the Company Inbox or your Personal Inbox, complete the following steps:

  1. Click on the INBOX menu.
  2. Click on either the COMPANY or PERSONAL tab.
  3. View or search for messages as desired.
  4. Select the messages you wish to reply to by checking the boxes on the left of each message. At least one message must be selected for the reply function. Click REPLY SMS to compose and send an SMS to be sent to all senders of the messages you selected.

You will be taken to the SEND message screen, and the TO field will be populated with the mobile phone numbers of the senders of the messages you selected.

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Inbox - Forward

To forward messages received into the Company Inbox or your Personal Inbox, complete the following steps:

  1. Click on the INBOX menu.
  2. Click on either the COMPANY or PERSONAL tab.
  3. View or search for messages as desired.
  4. Click on the FORWARD link next to the message in the list.

You will be taken to the appropriate SEND screen, and the COMPOSE MESSAGE area will be populated with the text of the selected message, for forwarding.

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Inbox - Delete

To delete messages received into the Company Inbox or your Personal Inbox, complete the following steps:

  1. Click on the INBOX menu.
  2. Click on either the COMPANY or PERSONAL tab.
  3. View or search for messages as desired.
  4. Select the messages you wish to delete by checking the boxes on the left of each message. At least one message must be selected.
  5. Click DELETE.
  6. Confirm or cancel deletion of the selected messages.

The selected messages will be removed from the inbox, upon confirmation.

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SENT

Sent - Display sent messages

One day of sent messages are displayed when the page opens. Use the available search and filter options for a result set you need.

  1. Just click SEARCH to display all sent messages in the default date range, or
  2. Use any of the available options, DATE RANGE, SEARCH BY or FILTER EXPRESSION to display sent messages you want to see.

Note: Typically, only the previous 3 months are available for searching.

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RULES WIZARD

Rules Wizard - Overview

The Telstra Desktop Messaging Rules Wizard enables users to create conditions for the processing of incoming messages to the company inbox. Currently, this feature does not extend to the personal inbox.

Much like the rules that can be created in your email application to sort incoming mail, the rules wizard sorts incoming messages destined for the company inbox and performs configured actions on the messages.

Actions that can be applied including sending automated responses the message sender, forwarding the incoming message to another person, group of people, or email address. In addition, these rules can be applied at specified times of the day and on selected days of the week, if required.

Like all other features in Telstra Desktop Messaging, the rules wizard is governed by permissions. Your systems administrator has the ability to grant you permission to manage rules, view rules and the matching messages only, or prevent access to the rules altogether.

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Rules Wizard - Create - Conditions

There are a few elements involved in creating a company inbox rule. This section deals with the configuration of the rule conditions.

Follow the steps below to configure the conditions of a new company inbox rule:

  1. Select RULES WIZARD from the menu.
  2. Click CREATE NEW RULE.
  3. Enter a name for the rule in the RULE NAME field.
  4. Select if the rule must be applied to all incoming SMS, MMS or both message types from the drop-down list.
  5. Indicate, by way of selection, the text within the incoming message that is to be evaluated and, where applicable, the value for it to be compared to:
    • Accept ALL Values: Use this if the content of the incoming message is irrelevant for the message to match the rule.
    • is EQUALS: Use this if a word or number in the incoming message must exactly match the specified word or number for the message to match the rule.
    • is LESS THAN: Use this if a number in the incoming message must be less than the specified number for the message to match the rule.
    • is GREATER THAN: Use this if a number in the incoming message must be greater than the specified number for the message to match the rule.
    • CONTAINS: Use this if the specified word or number must be present in the incoming message for the message to match the rule.
    • STARTS With: Use this if the specified word or number must be right at the start of the incoming message for the message to match the rule.
    • is BETWEEN: Use this if the incoming message must contain a number that is within the range specified for the message to match the rule.

Note: For all conditions, other than 'Accept ALL Values', text is evaluated against text and numerics are evaluated against numerics. For example, if the condition states that incoming messages match the rule if they contain the number 65, any messages containing the letter 'A', which has an ASCII value of 65, will be deemed not to match the rule.

Note: Where the message being processed is of type MMS, only the first slide of the MMS is evaluated against the conditions.

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Rules Wizard - Create - Action

The previous segment deals with the configuration of the condition for a rule. Continuing on from where the instruction left off above, follow the steps below to configure the action of a new company inbox rule:

1. Select the action that is to be performed when an incoming message matches the rule:

  • Redirect to an Email: Enter the email address in the field to which all matching messages must be forwarded.
  • Send an MMS: Compose an MMS that is to be sent when an incoming message matches the rule. Recipients of the MMS can be manually entered or selected from the company contacts or company groups. If the MMS must be sent back to the sender of the incoming message, check the Send message to message originator box.

    Note: Only single slide MMS messages can be composed from the rules wizard. To compose a multislide MMS message from the rules wizard, a template is required.

  • Send an SMS: Compose an SMS that is to be sent when an incoming message matches the rule. Recipients of the SMS can be manually entered or selected from the company contacts or company groups. If the SMS must be sent back to the sender of the incoming message, check the Send message to message originator box.
  • Perform no Action: Select this option if the only requirement is for the incoming message to be filed with the rule when it matches it.

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Rules Wizard - Create - Applicability

The previous 2 segments deal with the configuration of the condition and action for a rule. Continuing on from where the instructions left off above, follow the steps below to configure the applicability of a new company inbox rule:

  1. Use the FROM and TO drop-down lists to indicate the start and end date for the rule to be active.
  2. Select either BETWEEN or OUTSIDE then set the time during or outside of which the rule is to be applied.
  3. From the drop-down list, select the DAYS on which the rule is to be applied.
  4. Check or uncheck the days of the week as required.
  5. Uncheck the box if there is no requirement to Save original message contents.

    Note: When redirecting the incoming message to an email, this option is always checked and cannot be unchecked.

  6. Click SAVE.

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Rules Wizard - Create - Field Substitution

A feature has been added to the Rules Wizard whereby field substitution can occur for MT (outgoing) messages, using details from the MO (incoming) message.

The following fields are supported:

  • [n] - Where n is a number. This represents word 'n' in the MO message.
  • [number] - The MSISDN of the sender of the MO message.
  • [name] - The name of the sender of the MO message if the sender is a contact in the Company Address Book.
  • [namenumber] - The same as [name] unless the name cannot be determined, in which case the same as [number].
  • [date] - The date the MO message arrived (dd/mm/yyyy).
  • [time] - The time the MO message arrived (hh:mm:ss 24hr clock).

For example, a rule is created to Send an SMS with a message that looks like this:

Message arrived from [namenumber] at [time] on the [date]. The fourth word in the message is [4].

An MO message arrives with the following details:

MSISDN: 0400000000

Time: 16:34:38

Date: 13 August 2007

Message Text: This is a TEST message.

The MT message will look like this:

Message arrived from Tim Smith at 16:34:38 on the 13/08/2007. The fourth word in the message is TEST.

This feature is available for Send an SMS and Send an MMS.

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Rules Wizard - Testing

Built in to the rules wizard is a mechanism to test the rule(s). Follow the steps below on how to utilise the rules tester:

  1. Select RULES WIZARD from the menu.
  2. Click TEST RULES.
  3. Select the MESSAGE TYPE from the drop-down list you wish to submit to test the rule(s).
  4. Indicate the DATE RECEIVED by selecting from the drop-down lists.
  5. Indicate the TIME RECEIVED by selecting from the drop-down lists.
  6. Check the DETAILED RESULTS box if you would like to see results for each rule as the message is processed.
  7. Enter MESSAGE TEXT and check the required box for an MMS test.
  8. Click TEST.

Results display in the table, indicating the rule the test submission matched and those it did not.

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Rules Wizard - Rules List

The rules list, displayed when the rules wizard is accessed from the menu, lists all active and inactive rules.

The Sequence of Rules in the List

Of primary importance is the sequence in which the rules are listed: this is the sequence in which the rules are applied to incoming company inbox messages. For this reason, the recommendation is to position any rule that is designed to catch all messages regardless of content right at the bottom of the list.

To reorder the sequence of rules in the list, follow these steps:

  1. Use the green and blue arrows in the Rule Order column to change the position of a rule.
  2. Click SAVE ORDER.
  • The Message Counter

    The Message Count column indicates the number of incoming company inbox messages have matched the rule.

  • Viewing Messages

    Click on the View Message icon to view the list of messages that have matched the rule. Details include the date and time the message was received, the MSISDN the message is from, the message type and the text of the message. Any content items for MMS messages are represented by icon. Click on the icon to preview the content item.

    Other options available include: Delete, Select all, Unselect all, Reply SMS, Reply MMS and Export.

  • Resetting a Rule

    Clicking on the Reset link results in the message counter returning to 0. However, the messages matched to the rule prior to clicking on the Reset link are also removed. Thus the implications of performing such an action are huge.

    Note: Currently, any messages 'lost' when resetting a rule cannot be retrieved. Please ensure the decision to make such a change is the correct one.

  • Editing a Rule

    Similar to resetting a rule, editing a rule also causes the message count to reset to 0 and all matched messages to disappear from the list. However, this option does allow you to make changes to the rule conditions, action and applicability.

  • Deleting a Rule

    Deleting a rule removes it from the rule list. It also resets the message count and discards any messages matched to the rule.

  • (De)activating a Rule

    When new rules are created, they automatically have a status of active. During a campaign you may wish to deactivate a rule temporarily. Do this by unchecking the Active box adjacent to the required rule.

    There are no adverse implications to deactivating (and reactivating) a rule such as the effects of editing or resetting a rule.

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CONTACTS

Contacts - Overview

The Contacts menu allows you to store and manage the contact details of your employees or customers and provides you with easy access to your contacts when you are sending messages.

Entries in your Contacts are sorted by Personal contacts or Company contacts. Entries may be stored as individual contacts or you may add your contacts to a group.

Messages can be sent to any combination of individuals or groups in your Contacts. Before sending messages you must ensure that each recipient has agreed to receive this type of message and can opt out of receiving such messages in the future. Recipients must also be able to identify the genuine source of each message. You should read the terms and conditions for Telstra Desktop Messaging carefully before you send out any messages.

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Contacts - Add Contacts

To add new contact details to your Contacts:

  1. Select the Contacts menu.
  2. Select either Personal or Company tab, depending on where you want to add the new contact.
  3. Complete the fields for FIRST NAME, SURNAME and MOBILE, which are mandatory fields. The EMAIL ADDRESS field is optional.
  4. To add this contact to an existing group, select the group name from the ADD TO GROUP drop-down list (optional).
  5. Click SAVE.

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Contacts - Find Contacts

To find contacts in your address books, follow these steps:

Quick Search

  1. From the Send page, select a Quick Contacts radio button, either Company Contacts or Groups, or Personal Contacts or Groups.
  2. Enter search criteria into the SEARCH text field and press Enter. The matching list of contacts will be displayed.

Detailed Search

  1. From the Contacts main page, select the field to be searched on from the drop-down list. Enter some search criteria in the text field provided.
  2. Click Search.

The search results are displayed in list form.

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Contacts - Modify Contacts

To modify the details of a contact, follow these steps:

  1. Select the ADDRESS BOOK menu.
  2. On the INDIVIDUALS tab for the selected address book, locate the contact by following the Detailed Search steps outlined in Find Contacts.
  3. Click EDIT.
  4. Make the required changes to the fields.
  5. Click SAVE.

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Contacts - Delete Contacts

To delete a contact, follow these steps:

  1. Select the ADDRESS BOOK menu.
  2. On the INDIVIDUALS tab for the selected address book, locate the contact by following the Detailed Search steps outlined in Find Contacts.
  3. Check the box next to the contact displayed in the list.
  4. Click DELETE CONTACT.
  5. You are asked for confirmation to delete the record.
  6. Click OK.

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Contacts - Add New Groups

To create a contact group in the address books, follow these steps:

  1. Click on the CONTACTS menu.
  2. Click on GROUPS for the selected address book.
  3. Enter the name of the group in the NEW GROUP field.
  4. Click SAVE.

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Contacts - Modify Group Name

To modify a contact group name, follow these steps:

  1. Click on the CONTACTS menu.
  2. Click on GROUPS for the selected address book.
  3. Select the required group from the RENAME GROUP drop-down list.
  4. Enter the new name for the group in the CHANGE TO field.
  5. Click SAVE.

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Contacts - Add Contacts to Group

To add contacts to a group:

  1. Click on the CONTACTS menu.
  2. Click on GROUPS for the selected address book.
  3. Select the group name from the GROUP NAME drop-down list.
  4. Highlight the required contact in the contact list on the right. You can search for a contact by entering some search criteria in the SEARCH field.
  5. Click ADD to add the contact to the selected group.
  6. Repeat the step above for each contact that is to be added to the group.
  7. Click SAVE GROUP. Make sure you save your changes before you edit any other groups.

Note: A contact may be a member of more than 1 group.

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Contacts - Remove Contact from Group

To remove contacts from a group:

  1. Click on the CONTACTS menu.
  2. Click on GROUPS for the selected address book.
  3. Select the group name from the GROUP NAME drop-down list.
  4. In the list of group members, highlight the contact you want to remove from the group.
  5. Click REMOVE.
  6. Repeat the step above for each contact that is to be removed from the group.
  7. Click SAVE GROUPS. Make sure you save your changes before you edit any other groups.

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Contacts - Remove Group

To remove a group:

  1. Click on the CONTACTS menu.
  2. Click on GROUPS for the selected address book.
  3. Select the group name from the GROUP NAME drop-down list.
  4. Click DELETE GROUP. You will be asked for confirmation to delete the selected group.
  5. Click OK.

Note: Group contacts are not deleted from the address book when the group is deleted.

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Contacts - Import Contacts

You can import contact details from a CSV (Comma Separated Values) file. A CSV file can be created using MS-Excel. Click here for details on how to create a CSV file. To import contact details:

  1. Click on the CONTACTS menu.
  2. Click on GROUPS for the selected address book.
  3. Click BROWSE to locate the CSV file containing the contact details.
  4. SELECT A GROUP TO ADD CONTACTS TO from the drop-down list.
  5. Click LOAD.

Note: The CSV file must contain columns corresponding to:

  • FIRST NAME
  • SURNAME
  • MOBILE NUMBER
  • EMAIL ADDRESS (optional)

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MENU OPTIONS

Menu Options - Overview

In addition to the Send SMS, Send MMS, Inbox, Rules Wizard and Contacts menu options, Telstra Desktop Messaging also gives you access to functions in the following areas:

  • Sent Message Log
  • Library - Templates
  • Library - Multimedia Content
  • Library - Draft Messages
  • Scheduled Messages Log

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Menu Options - Sent Message Log

The message log stores all messages that you have sent for the last three months and is similar to the Sent Items folder in your email application. By accessing the message log, you will only see those messages sent by you. You can search for messages in the message log at any time to retrieve or view a message that you sent earlier.

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Menu Options - Sent Message Log - Find Messages

To search for messages that you have sent, follow these steps:

  1. Click on the SENT menu.
  2. Select the date range from the DATE FROM and TO drop-down lists to search for all messages you sent during the specified timeframe.
  3. To search for all messages sent to a particular recipient, select RECIPIENT NAME or MOBILE NUMBER from the drop-down list and enter details in the adjacent text field.
  4. Or, to retrieve messages on a specific topic, select MESSAGE TEXT from the drop-down list and enter details in the adjacent text field.
  5. Click SEARCH. All messages matching the search criteria you entered are listed.

To view a message click the VIEW MESSAGES icon next to the message. Click here for more details on viewing a message.

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Menu Options - Sent Message Log - Message Details

On clicking the View Messages icon, the following information for a message sent to a single recipient will be displayed:

  • DATE SENT: This is the date on which the message was sent through Telstra Desktop Messaging.
  • TIME: This is the time at which the message was sent through Telstra Desktop Messaging.
  • MESSAGE TEXT: This is the text of the message sent through Telstra Desktop Messaging.
  • ID: This is the unique number given to messages sent through Telstra Desktop Messaging.
  • NAME: Displays the name of the recipient as it appears in the address book. If this recipient is not in the address book then this field will be blank.
  • NUMBER: Displays the mobile phone number of the recipient.
  • STATUS: Displays the status of the message for each recipient.

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Menu Options - Sent Message Log - Multiple Recipients

On clicking the View Messages icon, the following information for a message with multiple recipients will be displayed:

  • DATE SENT: This is the date on which the message was sent through Telstra Desktop Messaging.
  • TIME: This is the time at which the message was sent through Telstra Desktop Messaging.
  • MESSAGE TEXT: This is the text of the message sent through Telstra Desktop Messaging. For mail merge messages, since the text is different for each recipient, the dynamic mail merge message displays. Click here for more information on mail merge messages.
  • ID: This is the unique id of this message for each individual recipient.
  • NAME: Displays the name of the recipient as it appears in the address book. If this recipient is not in the address book then this field will be blank.
  • NUMBER: Displays the mobile phone number of the recipient.
  • STATUS: Displays the status of the message for each recipient.

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Menu Options - Library Templates

A message template is a message which you can select for sending over and over. For example, you may send a particular message on a regular basis and rather than re-type the message each time you can save the message as a template to re-use again.

Company Templates

Company Templates are normally created by your System Administrator and are available for use by all users of your company through Telstra Desktop Messaging. Your level of access to Telstra Desktop Messaging will determine if you have access to create new templates.

Personal Templates

Use the Personal Templates folder to create message templates that you would like to use in the future. Your personal templates are only accessible by you.

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Menu Options - Library - Create New Template

To create a message template, follow the steps outlined below:

  1. Click on the LIBRARY menu.
  2. Select Personal or Company tab. Click NEW SMS TEMPLATE to create an SMS Template or NEW MMS TEMPLATE to create an MMS Template.
  3. Enter a name for the template in the TITLE field.
  4. Compose your SMS or MMS message as required.
  5. Click SAVE.

Note: The Templates menu option may not be available to all users. Access is defined depending on the level of permissions that have been set for your access to Telstra Desktop Messaging. See your System Administrator for access.

Template can also be saved from the SEND SMS and SEND MMS screens by selecting SAVE AS 'Personal Template' or SAVE AS 'Company Template' from the drop-down list, entering a title in the TITLE text field and clicking SAVE.

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Menu Options - Library - Modify a Template

To modify a message template, follow the steps outlined below:

  1. Click on the LIBRARY menu.
  2. Select Personal or Company tab.
  3. Click the Edit icon next to the template in the list that you want to edit.
  4. Edit the template message as required.

    Click CLEAR to clear the message and start again, if required.

    Click BACK to cancel changes and return to the library.

  5. Two options exist for saving an edited template:

SAVE AND OVERWRITE EXISTING: Click SAVE to continue SAVE AS NEW: Check the SAVE AS NEW box, select a folder from the SAVE AS drop-down list, enter a NEW TITLE, then click SAVE.

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Menu Options - Library - Delete a Template

To delete a message template, follow the steps outlined below:

  1. Click on the LIBRARY menu.
  2. Select Personal or Company tab.
  3. Check the box next to the template to be deleted.
  4. Click DELETE. You will be asked for confirmation to delete the template.
  5. Click OK.

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Menu Options - Library - Multimedia Content

The multimedia content library allows you to upload personal and company content for use during the composition of an MMS message.

Company Multimedia Content

The company multimedia content is normally uploaded by your System Administrator and is available for use by all users of Telstra Desktop Messaging. Your level of access to Telstra Desktop Messaging will determine if you have access to upload or use company content.

Personal Multimedia Content

Use the personal multimedia library to upload content that you would like to use in the future. Your personal content items are only accessible by you.

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Menu Options - Library - Add Content

To add content to a multimedia library, follow the steps outlined below:

  1. Click on the LIBRARY menu.
  2. Select Personal or Company tab.
  3. Click the MULTIMEDIA CONTENT link.
  4. You can view the library content via a thumbnail view or a file list view by clicking the Thumbnail or List links. The file list view displays a list of the contents file name, description, date uploaded and the file type (Image, Audio, Video).
  5. Click BROWSE to search for content to be added.
  6. Enter a DESCRIPTIVE NAME for the content item.
  7. Click ADD.

Note: The Multimedia menu option may not be available to all users. Access is defined depending on the level of permissions that have been set for your access to Telstra Desktop Messaging. See your System Administrator for access.

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Menu Options - Library - Delete Content

To delete multimedia content, follow the steps outlined below:

  1. Click on the LIBRARY menu.
  2. Select Personal or Company tab.
  3. Check the box next to the content item to be deleted.
  4. Click DELETE. You will be asked for confirmation to delete the Content.
  5. Click OK.

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Menu Options - Library - Draft Messages

A draft message is a message that you can save and retrieve later for editing and sending. Draft messages can be saved to both the Company and Personal Library.

Use the Draft Messages folders to save messages that you would like to continue composing later before sending. Your personal draft messages are only accessible by you, while the company draft messages are accessible to all users in your company.

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Menu Options - Library - Save Draft Message

To save a message to the Draft Messages folder you have the option within the SEND SMS and SEND MMS screens to save a message as a draft. From these menu option screens follow the steps outlined below:

  1. From the selected message composition screen select Personal Message or Company Message from the SAVE AS drop-down list (Note: Personal Message is the default selection).
  2. Enter a TITLE for the draft message in the adjacent text field.
  3. Click SAVE.

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Menu Options - Library - Use a Draft Message

To use a draft message, follow the steps outlined below:

  1. Click on the LIBRARY menu.
  2. Select Personal or Company tab, click Messages option.
  3. Click the EDIT icon next to the draft message in the list that you want to use.

The message will be opened in the SEND SMS or SEND MMS screen for you to use. Once sent, the draft message is deleted from the applicable library.

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Menu Options - Library - Delete Draft Message

To delete a draft message, follow the steps outlined below:

  1. Click on the LIBRARY menu.
  2. Select Personal or Company tab, click Messages option.
  3. Check the box next to the draft message to be deleted.
  4. Click DELETE. You will be asked for confirmation before deleting the draft message.
  5. Click OK.

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Menu Options - Scheduled Messages

Messages that you have scheduled for delivery at a later time can be accessed through the SCHEDULED MESSAGES menu. The scheduled messages log stores all scheduled messages until they are due for delivery. After your scheduled messages have been sent, they are removed from the scheduled messages log and can be viewed through the sent message log.

For more information on scheduling a message, see Schedule a Message - Once Only or Schedule a Message - Recurrent.

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Menu Options - Scheduled Messages - Edit Message

To edit a scheduled message, follow these steps:

  1. Click on the SCHEDULED MESSAGES menu.
  2. Click MODIFY next to the scheduled message to be modified.
  3. Follow the appropriate steps to modify the scheduled message details.
  4. Click OK to save the changes.

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Menu Options - Scheduled Messages - Delete Message

To delete a scheduled message, follow these steps:

  1. Click on the SCHEDULED MESSAGES menu.
  2. Click DELETE next to the scheduled message to be deleted.
  3. You will be asked for confirmation to delete the message.
  4. Click OK.

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ADMINISTRATION

Admin User - Add New User

To add a new user to Telstra Desktop Messaging, complete the following steps:

  1. Click on the ADMIN tab.
  2. Select USERS from the menu.
  3. Complete the following fields for each new user
    • FIRST NAME - the users first name.
    • LAST NAME- the users last name.
    • MAIL- the users email address.
    • MOBILE NUMBER- the users mobile phone number.*
    • TIME ZONE- select the time zone where this user is located.
    • DEPARTMENT(optional)- the name of the department where the user works.
    • GROUP- the user group which defines the users access permissions.
    • COST CENTRE- the cost centre that the users messaging usage will be billed to.
    • CREDITS (optional) - monthly limit on number of messages the user can send.
    • LOGIN- pre-populated with the email address, this field cannot be edited.
  4. Click SAVE.

*Note: You must specify a mobile phone number for each user. All messages sent by this user will show that mobile phone number as the sender of the message. The message recipient will be able to reply to messages sent from Telstra Desktop Messaging. All replies are sent to the mobile phone number specified for the user.

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Admin User - Search for User

To retrieve a user's record, complete the following steps:

  1. Click on the ADMIN tab.
  2. Select USERS from the menu.
  3. Enter search criteria in any of the fields marked with an asterisk(*) as follows:
    • FIRST NAME- full first name only.
    • LAST NAME- full last name only.
    • EMAIL- can be partial or full.
    • MOBILE NUMBER- full mobile number only.
    • GROUP- select the group from the list.
    • COST CENTRE- select the cost centre from the list.
  4. Click SEARCH.

A list of matching user records are displayed.

Note: Leave all search fields blank to return all company users.

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Admin User - Modify User

To modify a users record, complete the following steps:

  1. Click on the ADMIN tab.
  2. Select USERS from the menu.
  3. Enter some search criteria in any of the fields marked with an asterisk(*).
  4. Click SEARCH.
  5. Select the user's record from the list of matching records and click the EDIT icon.
  6. Modify the details as required.
  7. Click SAVE.

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Admin User - Delete User

To delete a user record, complete the following steps:

  1. Click on the ADMIN tab.
  2. Select USERS from the Menu Options.
  3. Enter some search criteria in any of the fields marked with an asterisk(*).
  4. Click SEARCH.
  5. Check the box next to the user's record from the list of matching records that you want to delete.
  6. Click DELETE USER. You will be asked for confirmation to delete.
  7. Click OK.

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Admin User - Add New Users in Bulk

To add new users in bulk to Telstra Desktop Messaging, you need to have created a CSV (Comma Separated Values) file of all the users you wish to add. A CSV file can be created using MS-Excel. Click here for details on how to create a CSV file.

To import the users complete the following steps:

  1. Click on the ADMIN tab.
  2. Select BULK USER IMPORT from the menu.
  3. Click BROWSE to locate the CSV file containing the users to import.
  4. Select the TIME ZONE from the drop-down list, which will apply to all users in the upload.
  5. Click LOAD.

Note: The CSV file must contain columns corresponding to:

  • FIRST NAME
  • LAST NAME
  • EMAIL ADDRESS
  • MOBILE NUMBER
  • DEPARTMENT (may be left blank)
  • PERMISSION GROUP
  • COST CENTRE
  • MONTHLY CREDIT LIMIT (optional)

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Admin User - Add New User Group

A user group is used to define access permissions to the Telstra Desktop Messaging application. Each user of the same user group will have the same access permissions as all other members of the same group.

To create a new user group, complete the following steps:

  1. Click on the ADMIN tab.
  2. Select GROUPS from the menu.
  3. Select 'New Group' from the GROUP NAME drop-down list.
  4. Enter the new group name in the NEW GROUP NAME field.
  5. Modify the access permissions by (un)selecting the checkboxes / radio buttons as required.
  6. Click SAVE.

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Admin User - Modify User Group

To modify the access permissions for an existing user group, complete the following steps:

  1. Click on the ADMIN tab.
  2. Select GROUPS from the menu.
  3. Select the group name from the GROUP NAME drop-down list.
  4. Modify the access permissions by (un)selecting the checkboxes / radio buttons as required.
  5. Click SAVE.

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Admin User - Delete User Group

To delete an existing user group, complete the following steps:

  1. Click on the ADMIN tab.
  2. Select GROUPS from the menu.
  3. Select the group name from the GROUP NAME drop-down list.
  4. Click DELETE.

Note: If the user group still has users linked to it, the system will not permit the group to be deleted.

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Admin User - Add New Cost Centre

To create a new cost centre, complete the following steps:

  1. Click on the ADMIN tab.
  2. Select COST CENTRES from the menu.
  3. Select 'New Cost Centre' from the COST CENTRE NAME drop-down list.
  4. Enter name for new cost centre in the NEW COST CENTRE NAME field.
  5. Select BILLING NUMBER from the drop-down list, if more than 1 is available.
  6. Enter a credit limit for the cost centre in the CREDIT LIMIT field. This is optional; if no limit, leave blank.

    Credit limits for a cost centre apply to all users linked to the cost centre.

  7. Click SAVE.

For information on how to assign a user to this cost centre, click here.

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Admin User - Modify Cost Centre

To modify an existing cost centre, complete the following steps:

  1. Click on the ADMIN tab.
  2. Select COST CENTRES from the menu.
  3. Select the required cost centre from the COST CENTRE NAME drop-down list.
  4. Modify the name of the cost centre by entering a new name in the NEW COST CENTRE NAME field.
  5. Modify the credit limit of the cost centre by entering a new value in, or deleting an existing value from, the CREDIT LIMIT field.

    Credit limits for a cost centre apply to all users linked to the cost centre.

  6. Click SAVE.

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Admin User - Delete Cost Centre

To delete an existing cost centre, complete the following steps:

  1. Click on the ADMIN tab.
  2. Select COST CENTRES from the menu.
  3. Select cost centre' from the COST CENTRE NAME drop-down list.
  4. Click DELETE.

Note: If the cost centre still has users linked to it, the system will not permit the cost centre to be deleted.

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Admin User - Reports

Telstra Desktop Messaging reports can be generated to show usage by the following categories:

  • RECEIVED - lists the total number of SMS and MMS messages received by both inboxes.
  • SENT - lists the total number of messages sent, split according to message type and application sent from.

The information generated by the usage reports can be collated by the following categories:

  • USER - lists the total number of messages sent by each user for the time period specified.
  • COST CENTRE - lists the total number of messages sent through each cost centre for the time period specified.
  • DESTINATION NUMBER - lists the total number of messages sent to each destination mobile number for the time period specified.

Reports can be broken as follows:

  • DAILY
  • WEEKLY
  • MONTHLY
  1. Click on the ADMIN tab.
  2. Select REPORTS from the menu.
  3. Select 'Daily', 'Weekly' or 'Monthly' from the DISPLAY REPORT BY drop-down list.
  4. Specify the START DATE and END DATE for the report from the appropriate drop-down lists.
  5. Select 'User', 'Cost Centre' or 'Destination Number' from the COLLATE INFORMATION BY drop-down list.
  6. Select 'Sent' or 'Received' from the DISPLAY drop-down list.
  7. Click OK.

Click on the EXPORT button to create a CSV file of the results.

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Admin User - Change Password

To change your password, complete these steps:

  1. Click on the ADMIN tab.
  2. Enter your current password in the OLD PASSWORD field.
  3. Enter your new password in the NEW PASSWORD field.
  4. Re-enter your new password in the CONFIRM PASSWORD field.
  5. Click SAVE

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FAQ

Frequently asked questions

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