Learn the basics - Your first SMS campaign

Launching SMS campaigns is now easier than ever with the MyOzeki SMS service, which allows you to utilize your own mobile device as the gateway. In this guide, we will show you how you can set up your mobile device as your gateway and use MyOzeki to send the SMS messages automatically to your Contacts.

Step 1 - Register an account if you haven't already

To use MyOzeki Services, you will need an account, if you haven't already, create it now with the below tutorial, or you can skip this step and log in to your account.

Figure 1 - Register an account

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Step 2 - Log In to your account

After registering, you might need to log in to your account, by default you get automatically logged in after registering.

Figure 2 - Log In to your account

Step 3 - Open the SMS Service

Open the SMS service to start setting up your SMS campaign. You can open it in the navbar on the dashboard or from the favorites on the dashboard.

Figure 3 - Open the SMS Service

Step 4 - Open the Add Mobile page

To add your mobile device to the SMS campaign as the sender, you will need to open the Add Mobile page in the SMS service.

Figure 4 - Open the Add Mobile page

Step 5 - Scan the Download QR Code

You will need to download the Ozeki SMS Client, the easiest way is to scan the QR code from this page or the Add Mobile page.

Figure 5 - Scan the app download QR Code

Step 6 - Install the app on your mobile

Once the application downloaded, install it to be able to open it.

Figure 6 - Install the app on your mobile

Step 7 - Open the installed app

Once you have installed the app, open it to continue with the tutorial.

Figure 7 - Open the installed app

Step 8 - Start the Ozeki SMS Client Service

To connect your phone with MyOzeki, you need to start the Ozeki SMS Client service from the application you downloaded in the previous step.

Figure 8 - Start the Ozeki SMS Client Service

Step 9 - Click on the Scan QR code button

In the Ozeki SMS Client, after starting the service you can find a button to scan a QR code. Click on it to continue with the next step.

Figure 9 - Click on Scan QR Code

Step 10 - Connect phone with QR code

Scan the second QR code on the Add mobile page with the Ozeki SMS Client application. This step should connect the phone to MyOzeki as an SMS Client.

Figure 10 - Connect phone with QR code

Step 11 - Check your connection

After all these steps, you need to check if the connection was succesful, in MyOzeki, refresh your page to see if your phone shows up at the bottom of the Add mobile page. On your phone, look for the text "Connected" in the Ozeki SMS Client app.

Figure 11 - Check your connection

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Step 12 - Create new contacts for your SMS campaign

Open the Create contacts page to start creating new contacts to send out your SMS campaign to. The people you add will receive your SMS campaign if you select them during sending.

Figure 12 - Open Create contacts page

Step 13 - Click on the Create new button

Start creating your new Contact by clicking the blue "Create new" button in the top right of the page.

Figure 13 - Click on the Create new button

Step 14 - Enter details and save your contact

Enter your details for the contact, like their name, phone number and Custom Values. Use custom values to store common things between your contacts. For example, if you have data of their favourite flowers, add that to Custom 1. We used the contacts favourite color.

Figure 14 - Enter details and save your contact

Step 15 - Check your contacts for errors

Once you finish adding contacts, check if every detail is correctly set. Pay extra attention to their phone number and name.

Figure 15 - Check your contacts for errors

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Step 16 - Create your company link

To create your company link that you can use in your campaign SMS, head over to the links page which can be found on the left inside the navbar.

Figure 16 - Create your company link

Step 17 - Create a new Link

Click on the blue "Create new" button in the top right corner of the page to start creating your Link to your website.

Figure 17 - Create a new Link

Step 18 - Enter Details and Save Link

Enter your details into the form like your Link name, URL and the preferred domain to use. You can also set notifications for when someone opens your links.

Figure 18 - Enter Details and Save Link

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Step 19 - Send out your SMS campaign

To start the final part of sending out your SMS campaign by opening the "Send" page.

Figure 19 -

Step 20 - Select your saved contacts

Before you can start selecting the specific people you want to send your campaign to from saved contacts, you have to open the dropdown and select "Saved contacts".

Figure 20 - Select your saved contacts

Step 21 - Select the contacts to send out your SMS to

Below the dropdown menu, you can see the Contacts you have created. Select them either by clicking the checkbox next to their name, or use the "Select All" button to send it to all of the Contacts saved.

Figure 21 - Select the contacts to send out your SMS to

Step 22 - Edit your text message

Edit your message according to your campaign, include the recipients name so the message feels more personal and less automated!

Figure 22 - Edit your text message

Step 23 - Insert custom text

To include custom, variable text in the message, use the insert dropdown.

Figure 23 - Insert custom text

Step 24 - Format and Finish

Once you are done with formatting, click the green "Next" button.

Figure 24 - Format and Finish

Step 25 - Send out your SMS Campaign

Click on the green "Send" button in the top right corner of the page. This will send the SMS to the contacts shown below in rows.

Figure 25 - Send out your SMS Campaign

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