Do it yourself #01 – Customer Portal Walkthrough [VIDEO GUIDE]

24 September, 2020
Reading time: 2 min 54 sec

Welcome to the first episode of SMSAPI Do It Yourself. Let’s have a short walkthrough our Customer Portal.  

Watch a quick Customer Portal walkthrough video

The Dashboard and main menu

The Dashboard view also has the number of points, main statistics broken down by day and destinations and the section “Do you know…”. 

The first view after logging in to the panel is a summary of account activity and shortcuts to the most frequently used functions: sending SMS, adding sender name, importing contactsNewsletter SMS and partner program. The main functions of the SMSAPI Customer Portal are located in the column on the left.

The main menu of the SMSAPI Customer Portal is located on the left side of the screen

SMS Messages section

SMS Messages section is basically an SMS gateway that allows you to create content and send SMS campaigns from your database or imported contact files. 

Here you can also check the history and reports, scheduled messages, add, view and edit drafts, add your own sender name and create or edit a message template for regular campaigns. 

Contact database section

Contacts database section allows you to add individual contacts, create and name groups of recipients, import a database from a file, and create custom fields.

This area of the portal also includes a list of numbers whose owners have unsubscribed from the database using an opt-out link and a list of recipients added to the blacklist. 

Additional functions section

Additional functions include tools supporting your activities in the area of SMS marketing: Newsletter SMS widget dedicated for collecting recipient databases, generating or importing discount codes, checking the number’s validity using the HLR, checking the URL activity thanks to web monitor function, a configuration of Birthday SMS and the ability to define and handle shortened links

More sections, API and account settings

Below the sections with the main functions of the Customer Portal, you can find API settings for integrating the SMSAPI system with any software. 

At the very bottom of the column, there are direct contact details to the dedicated account manager and the button that immediately starts a chat with a consultant. 

In the upper part of the SMSAPI Customer Portal, there are account balance, help tab with quick access to API documentation, contact and the possibility of immediate reporting a system failure. Next to it, there is the Payments section, which makes it easy to top up your account, download invoices and check the price list.

After clicking on the username in the upper right corner, you can edit account settings, take care of the security of your account, add or remove users, check statistics, join the partner program and log out. 

Next step: First Steps in the Customer Portal

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