Product Updates

How to broadcast a message to a segment of your subscribers based on Opt-In Date

March 23rd, 2010 by Julian Rockwood

When sending a broadcast message to your subscribers, choose the “Segment” option rather than the “List” option.

Segments, as the name implies, are a way to segment your subscribers based on their attributes. In this example you would be able to send a message specifically to folks who have opted in on, during, or before a certain date.

From the “Only show contacts who meet this criteria:” selection choose “Keyword”. This will add it below as filter option. Click on the “Add Keyword” link and type in your appropriate list at the top and click Search. Check the box next to whatever list you want to segment and click Add.

Now, again from the “Only show contacts who meet this criteria:” selection choose “Opt-In date”. Select before, after, or during, and select a date in “XX/XX/YYYY

Now your message will only go to a segment of your list subscribers who meet the dated criteria you selected.

Finally, you can save your dated segment if you wish. Just fill in the “Save this group under the following name” text box and name it appropriately. This will allow you to save it and choose it from the segment dropdown without having to recreate it every time.

You can read more about the filter groups and segments at
http://www.textme.net/app/contacts/filter_help

Chat Campaign Updates

March 18th, 2010 by Doug Barth

We just pushed some changes to the chat campaign. Here’s a breakdown of what has changed and how that may effect you.

Obfuscated Syndication URLs

We switched our syndication URLs to a format that is not easy to guess. To ease the transition, we are redirecting the old URLs to the new format until next Thursday. Please update any bookmarks or hardcoded links you may have to the new format.

Improved Timeline

We upgraded the format of the chat timeline to better display chat messages. Here’s a screenshot of the chat display. We will be rolling out a new feature that takes advantage of this display style within the next few weeks.

Example Chat Timeline

Admin Rights

Finally, we made some actions require an administrator. Administrators will now only be able to reset the timeline, ban/unban a user, and delete a single message. Administrators can adjust user roles in the My Account section of the application.

Upload Your Existing Customer Database

March 2nd, 2010 by John Wood

Do you have an existing database of customers that you would like to start marketing to via the mobile channel? If so, TextMe makes it incredibly easy to utilize the information that you have already collected to start interacting with these customers via the mobile channel immediately.

Please note that the Mobile Marketing Association requires you to first obtain your customer’s permission before marketing them via SMS. There are several ways this can be accomplished. Please contact us for more information.

To get started, you first need to tell TextMe about the data you wish to store about your customers. You can check out this blog post to see how this can be accomplished.

Once your user data has been defined, you can start uploading your existing customer data into TextMe. There are two ways to do this.

The first is by selecting the Upload Contacts option under the Contacts tab. Upload contacts will upload your customer data into TextMe without associating your customers with any subscription list. Hence, it can be done without first obtaining permission from your customers to contact them via SMS.

After uploading your data file, which can be a Microsoft Excel spreadsheet, an Open Office spreadsheet, or a comma separated values (CSV) file, you will be brought to a screen where you can map the data in your data file to the attributes that you have defined in TextMe. If there is a column in the data file containing data you do not wish to upload, simply click the Ignore this column check box for that attribute.

After verifying the data mapping, TextMe will begin processing your data file in the background. An email will be sent to you when the upload is complete.

The second way to upload existing customer data into TextMe is by selecting an existing subscription campaign, clicking Subscribers, and choosing Upload Subscribers from the list of options. Upload subscribers will upload your customer data into TextMe as well as add them to the list of subscribers for this particular subscription campaign. If you have not already obtained their permission, TextMe will send an opt-in message to your customers asking if they would like to opt-in to your subscription list. If you have already obtained their permission, let us know, and we can help you get setup without sending the opt-in message.

The best part about uploading subscribers with the information that you have already collected about them is that you can immediately start segmenting your customers into groups and targeting groups of subscribers with custom messages.

We hope you find this capability useful. As always, let us know what else we can do to help!

New Lists Tab Simplifies Subscription List Management

January 18th, 2010 by John Wood

Subscription campaigns are unique.  They don’t quite fit in with our other marketing campaigns, such as the Sweepstakes campaign, the Voting campaign, or the Survey campaign.  Subscription campaigns are are long running (typically never ending) campaigns that collect a list contacts that wish to learn more about your product or service.  These campaigns give you the unique ability to directly reach your customers based on all sorts of information that you have collected about them.  In reality, the Subscription campaign is more of a living “list” than it is a “campaign”.

Introducing the Lists tab

Recognizing their uniqueness, we have recently updated TextMe to treat Subscriptions differently from the other campaigns.  First and foremost, we have removed “Subscriptions” as a sub-item of the Campaigns tab, and given Subscriptions their own tab, called Lists.  The Lists tab is your one-stop-shop for managing your Subscriptions.  Upon clicking the new Lists tab, you will be brought to the new Subscription lists dashboard.  The new dashboard gives you a nice, high level summary of your active Subscription lists. It shows you a graph of your current confirmed subscribers, which contains a breakdown of the subscribers for each list if you have less than ten active subscription lists.  The dashboard also displays your active Subscription lists, any broadcast messages scheduled to be delivered, and a short list of recent messages sent to your subscribers.  The “Lists” sub-tab will show you a detailed list of all of your subscription lists, regardless of whether they are active or not, and the “Messages” sub-tab will show you the message activity across all of your Subscription lists.

Sending a message now more intuitive

We have also recently changed the “Send / Schedule a New Message” screen to be simpler to understand and easier to use. The new screen gives you three options to identify the recipients of your message.  The first option, “Lists”, allows you to select one or more of your subscription lists. If you choose this option, the message will be sent to all subscribers in the selected lists.  The second option, “Segments”, allows you to specify a list of filters, or segments, to narrow down the list of recipients based on some criteria. If you choose this option, the message will be sent to the subscribers, in all of your lists, that match the filter criteria.  TextMe customers can login and read more about filters hereThe third option, “All subscribers”, will send the message to all subscribers in all of your active subscription lists.


Choosing whether to send the message now or to schedule it for future delivery is now handled by choosing a time. You can either choose “Now” to send the message right away, or choose “Future”, and specify the date and time you wish to send the message.  We feel this is much more straight forward than the previous, multiple button approach.

Finally, in the “Message” section, you specify the description of the message, and the message itself. The message section also allows you to specify an override message for a single carrier (allowing you to send AT&T customers a different message, for example), or to collect data from your customers, if your TextMe subscription plan supports data collection.

When everything has been specified, click OK to be brought to a screen to review your message.  If everything looks good on the review page, clicking “Submit” will schedule your message for delivery.

Where did the Messages tab go?

The new Lists tab does much of what the Messages tab used to do.  But, there are a few functions, such as Message Search and Message Stream, that are not accessible in the Lists tab.  Message Search can now be found at the top right of the page, right next to the My Account link.  For customers with the Message Stream feature enabled, a new “Stream” tab will appear, right next to the “Lists” tab.

Questions/Comments/Suggestions?

If you have any questions, comments, or suggestions, about this change or anything else, we’d love to hear from you.  Please don’t hesitate to contact us at support@textme.net.

Send Timed Messages To Subscribers After Opt-In

November 4th, 2009 by John Wood

Newly added to the Subscription Campaign is the ability to send timed messages to subscribers after they have opted-in to your list.

To get started, click Timed Messages from the subscription campaign’s navigation options.

timed_sidenav

You’ll then be brought to the timed messages details screen.  Click Add timed message to create a new timed message.

timed_messages

There are two different types of timed messages you can create.  The first is a timed message that will be delivered to the subscriber X minutes after they have joined the list.  Simply provide the message, and the number of minutes you would like to wait before sending the message.  Then, click Add timed message to save the timed message.

deliver_in

The second is a timed message that will be delivered at a specific time, up to three days after your customer has opted in to your subscription list.  This type requires a message, the time you wish to send the message, and the number of days to wait before sending the message.  You also have the option to deliver the message the next day if your customer opts in to your list past the set delivery time.

deliver_at

After creating a few timed messages, your timed messages details screen will now show a summary of your campaign’s timed messages.

timed_message_details

We hope you find this feature useful for establishing a solid relationship with your new subscribers.  As always, let us know if there is anything we can do to help.

Support For Multiple Choice Questions Added To Data Collection Capabilities

November 4th, 2009 by John Wood

We’ve recently added the ability to specify a list of valid values for a given user data attribute.  This allows TextMe to not only validate that the data collected from your customer is valid for the given attribute type, but also to validate that the data collected matches one of the valid values that you have specified.

Let’s walk through an example to see how this works.  First, we’ll create a new user attribute called “Team”.  We want this attribute to contain the name of our customer’s favorite local sports team.

add_team_attribute

Click on the attribute’s name, Team, to be brought to the details screen for that attribute.

team_link

Since there are limited valid values for this attribute, we can use the valid values feature to prevent our customers from entering the name of a rival team across the state line.  Simply add a valid value for each of the valid options.

valid_values

With the valid values in place, TextMe is configured to only recognize these values as valid values.  All others will be considered invalid, and if your customer tries to send something else, they will be told that their response was invalid and asked to try again.  Each valid value can also have an alias.  This is optional, but can make collecting multiple choice data much easier over SMS.  With an alias in place, your customers can either text the value (i.e. “Bulls”) or the alias (i.e. “a”).  If the alias is sent, TextMe will recognize it, and store the corresponding value (“Bulls”) in the database.  With aliases in place, your customers can make their choice by texting a single character.

We also made a few other changes to support the valid values feature.  First, when editing the details for a contact under the Contacts tab, you will see a “?” next to your attributes that have valid values associated with them.  Clicking that “?” will show you the value values for that attribute, so you don’t need to remember all of the possible options yourself.

contacts

Also, when building your campaign and specifying the data collection questions, you will see a new Insert valid value options link for user attributes that have valid values associated with them.  Clicking this link will insert the list of valid values directly into your message.

insert_valid_values

We’re always trying to make TextMe more powerful, and easier to use.  Please don’t hesitate to contact us about anything we can do to help.

Collect Data From Your Sweepstakes Participants

October 19th, 2009 by John Wood

The Sweepstakes campaign is the latest campaign type to benefit from our push to enhance TextMe’s data collection capabilities.  You are now able to collect data from your sweepstakes participants after they have entered your campaign via a SMS message.

collect-data

The data collection flow is initiated after your customer’s first interaction with your campaign.  This would be after the entry message is sent for random at end and manual sweepstakes campaigns, or after the winning or losing message is sent for all other sweepstakes campaigns.

The data collection setup process is identical to the Survey and Subscription campaigns data collection setup process.  Please see these posts for more information.

In addition to collecting data via SMS, the Sweepstakes campaign continues to support collecting data through alternative means of entry web forms.  All data collected via SMS or the web can be obtained by exporting the sweepstakes entries via the Export entries feature.

export-entries

Target Groups Of Subscribers With A Custom Message

October 16th, 2009 by John Wood

In the previous two posts, I showed how you can collect data about your customers after sending a broadcast message to a subscription list, and how you can use that data to create segmented filter groups of customers based on criteria that you define.  Now, I’ll show how you can easily target specific groups of subscribers with a custom message.

We begin by heading over to the subscription list we’d like to send a message to, and clicking the Broadcast Message option in the sidenav.  This will bring us to the Create A New Message screen.  On this screen you will see the same filter configuration options that exist under the Contacts tab (described in more detail here).  Using these filter options, we can create a series of filters that will restrict which of our subscribers will receive the message.  In the screen shot below, we will be restricting our message to subscribers who have a zip code of 60803, 60606, or 60477, and whose first name is not “John”.  Providing a name in the “Save this group of filters for future use under the following name” will save this group of filters for future use.

create-filters

In addition to being able specify filters on the fly, you can also select an existing filter group to filter on.  In the screen below, we can see that we will only be sending the broadcast message to members of the “Chicago Males” filter group, which we created in the previous blog post.

create-filter-group

After clicking Send Now or Schedule, you’ll be brought to a message review screen, which will list the filters that will be applied when sending the message to your subscribers.

review-message

After clicking Submit, your message will be queued up for delivery to only the subscribers that match your filter criteria.

We still have a lot of plans with regards to how you collect data from your customers, and how you can use that data to drive a more successful marketing campaign.  Stay tuned!

Segment Customers Based On Data Collected

October 16th, 2009 by John Wood

In marketing, it’s good to know as much as you can about your customers.  But, it’s even better when you can act on that data.

TextMe now supports the ability to create segmented “filter groups” of customers based on information that you have collected about them.  Currently, TextMe only supports the ability to send targeted broadcast messages to subscription list subscribers within a certain filter group (more on this in the next blog post), but we have big plans for letting you manage and collect statistics on these filter groups in the near future.

Creating Filter Groups

To create a new filter group, click on the Contacts tab.  From there, you can use the new “Filter” section to create a series of filters to narrow down your contact list.

filter-box

You can filter on any of the data attributes that exist in the User Data tab under Contacts.  You can also filter on a few system attributes, including opt-in date (the date/time that a customer opted into any of your subscription lists), source campaign (one or more of your campaigns that a customer has participated in), and keyword (the actual keyword a customer used to participate in one of your campaigns).

filter-attributes

When your filters are setup the way you like them, click Apply to filter your contacts, and only show the contacts that match all of your filters.  In the screen shot below, we only see my customers who are Male and live in Chicago.

filter-results

If you’re happy with the results, and confident that you’ve setup the filters properly, you can give the filter group a name in the box that says “Save this group of filters for future use under the following name“.  Clicking Apply with this field populated will save the group of filters into a filter group that can be used at a later point in time.

Managing Filter Groups

Managing filter groups is simple and straightforward.  Under the Contacts tab, there is a new sidenav option called Manage Filter Groups.  Clicking this option will bring you to a list of your existing filter groups.  In the screen shot below, you can see the “Chicago Males” filter group that was created in the steps above.  From this page you can see the number of contacts in each group.  By clicking on the links, you can edit, delete, or show the details for any of your filter groups.

filter-groups-index

Clicking on the name of the filter group will bring up the details for that filter group.  The details page lists the filters that make up the group, along with the list of contacts that are a part of that group.

filter-group-details

Editing a filter group is easy as well.  Clicking the edit link from the filter group list page, or the Edit button from the filter groups details page will bring you to a screen where you can give your filter group a name, a description, as well as add or remove the filters that make up the filter group.  After saving the changes,  you’ll be brought back to the details page for the group, where you’ll be able to immediately see the result of your changes.

filter-group-update

In the next post, I’ll describe how you can use filter groups to segment your customers, and send custom subscription broadcast messages to specific filter groups.

Collect Customer Data Via a Subscription List Broadcast

October 16th, 2009 by John Wood

Have you ever wanted to know something about the people who are subscribed to your subscription list?  Well, now you can simply ask them!

Building upon the data collection functionality recently added to the Survey campaign, you can now collect data from customers after a subscription list broadcast.  Setting up your broadcast message to collect data is easy, and works exactly the same as the Multi-question survey.

First, in the Create A New Message screen, give your message a description, and provide a message asking for a particular piece of data in the message box.

specify-message

Next, check the “This message requests data from the participant” check box to reveal the fields to specify which data attribute to collect, and the response messages to send to the user.

collect-data-1

Also, just like in the Multi-question survey, you can chain a series of questions together to collect even more data from your subscribers.  Just check the “This message requests data from the participant” check box after the response message from the previous question to reveal a new area to specify the next data attribute to collect.

collect-data-2

After clicking Send Now or Schedule, you’ll be brought to the message review page, where you’ll be able to see a summary of the messages you will be sending, and the data you will be collecting.

review-message

In the next post, I’ll describe how TextMe allows you to create segmented groups of customers, allowing to target specific demographics directly.




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