How to send bulk SMS using excel

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Bulk SMS messaging is a powerful tool for businesses to reach a large audience quickly and easily. It can be used for a variety of purposes, such as sending marketing promotions, appointment reminders, or customer support updates. Traditionally, sending bulk SMS messages has been a manual and time-consuming process.  

While SMS API has made sending SMS more convenient, every business doesn’t have developer resources for this, and in the case of marketing SMS, it is even more difficult if the business is not large enough to have a CRM. 

With EnableX’s SMS portal, you can easily send SMS to a list of contacts by saving their numbers to a CSV file. In this blog, let’s understand how! 

Try EnableX SMS API for free 

Understanding Bulk SMS and Its Impact 

Bulk SMS stands out as a reliable and immediate communication channel for businesses. Its high open and response rates make it an ideal choice for disseminating time-sensitive information or promotional messages. With the right approach, Bulk SMS can significantly enhance customer engagement, brand visibility, and overall communication strategies. 

Send SMS using Excel

How to Use Bulk SMS for Marketing? 

EnableX’s Bulk SMS broadcasting service allows businesses to send messages in bulk by uploading an Excel sheet containing contacts. This streamlined process involves uploading a CSV file with consolidated contact information, creating message templates, and efficiently sending messages to an entire list. 

Best Practices for Preparing Excel Files for SMS Broadcasts 

To ensure the success of your Bulk SMS broadcasting efforts, adhere to these best practices: 

  • Data Accuracy: Verify that excel files are up-to-date and error-free to avoid miscommunication. 
  • Organized Structure: Maintain a consistent column structure for efficient mapping and quicker broadcasting. 
  • Regular Data Review: Periodically review and clean excel files to eliminate outdated information or update changes. 
  • Consent: Make sure you have consent to send SMS to the numbers you are uploading in the excel sheet. You can collect this consent when people are signing up for your product/service, when they are visiting your retail location, or using any other active opt-in routes. Do not assume permission. In most countries, consumers have recourse to complain about businesses sending Spam, and it may result in your SMS sender ID being restricted or banned from sending messages. 
  • File Type: Ensure you save your excel file as a CSV format before sending messages.

Steps to Run Bulk SMS Campaigns with EnableX 

  • Account creation with EnableX: Create a trial account with EnableX by providing your organisation details. 
  • Setting up the SMS Service 
    • Creating SMS Project with EnableX Platform 
      After signing up for EnableX, you will choose SMS, and create a project.  
  • Once this is done, you will complete your profile and recharge your account. Our services are available on a prepaid Pay As You Go model, and global bulk SMS pricing is available here.

Before you start using the SMS Service, you need to create an SMS project on the EnableX platform. Follow these steps to create a project: 

  • After successfully logging in, users are redirected to My Dashboard. From there, follow these steps to create a new project: 
Bulk SMS Campaign Portal
  • Navigate My Projects section on the page. 
  • Click on CREATE PROJECT button. This opens Create Project page. 
  • SMS Entity Registration: Before you can send SMS, most countries require you to register with the local telecom authorities. Below, we have provided links to register for various countries SMS sender registrations. If your country doesn’t appear in the list, don’t worry. Just sign up for a free trial to send SMS via excel, and our team will help you: 

You can ignore this section if you have already got a sender ID. Our team will qualify this when setting uo your account and help integrate it into your EnableX account.  

  • Registering SMS templates: To reduce spam, fraud and unauthorised messaging, many countries also require the SMS template to be approved/registered before sending messages. Most popular service and authentication messages are approved within minutes- marketing messages may take slightly longer. To register these templates, you can submit the template on the EnableX platform and our team will get it approved. 

Once your sender ID and templates are set, and your excel file is ready, you are ready to go! 

Now, let’s learn how to send messages using the Excel file using EnableX. 

SMS Service
  • On this page, provide the necessary information for your project, including the Project Name, Application, and Project Description. 
  • Navigate the Channels section on the page. Within this section, you can enable specific services for your project. 
  •  To add SMS service to your project, toggle the SMS option in the Channels section. This ensures that the messaging functionality will be available within your project. 
  •  Click on CREATE PROJECT button to create your project. 
  • The project has been successfully created and a confirmation popup will appear.   
SMS Project

After successfully creating an SMS project on the EnableX platform, a confirmation popup will appear. This popup will provide the following details: 

  • Confirmation that the project was created successfully. 
  • Notification that the App ID and App Key have been sent to your registered email address. 
  • Information about the maximum daily limit set on your account. 
  • A SEND TEST SMS button, allowing you to test the SMS service immediately. 
  • In the pop-up dialog box, click on SEND TEST SMS button. This will take you to the next stage where you can select a number to send a default test template SMS from a default number. 
Bulk SMS using Excel

Figure 4- Test First SMS 

  • A confirmation pop-up will appear showing ifyour message was sent successfully. If not, it will prompt you to resend. Please ensure that the entries you have selected for testing are correct. 

To test the SMS programmatically, use the code snippet in the request block. See a sample request below: 

Test SMS Programmatically 

Figure 5- Test SMS Programmatically 

Add Video Service to an Existing Project 

This process involves a few simple steps to configure your Video integration within your existing projects, whether it is Voice, SMS or WhatsApp Project. To add video service to an existing project: 

  • Navigate to My Dashboard 
  • Go to My Projects section 
  • To add services to a project, select the project you want to modify and click on the Edit icon. This will open the project summary page. 
  • On the Project Summary page, click on EDIT Tab. 
Send SMS using Excel

Figure 6 – Project Summary 

  • A Edit Project Information form will open, using which you can add new services to the Project or remove any existing service. 
  • Enable SMS option in the Channels section. 
Bulk SMS messages

Figure 7- Edit Project Information 

  • Click on SAVE CHANGES.  
  • A new SMS service is now integrated into your existing project. 
  • This update will immediately show on your dashboard. 

Campaign Management 

In the EnableX SMS portal, a campaign is a one time SMS message sent out. Instead of just sending one message, a campaign lets you plan a series of messages. A Campaign is a collection of settings that allows you to send or receive SMS as per your Project’s requirement, including Sender IDs, numbers, message body templates, country, etc. 

Creating a New Campaign 

To create a new campaign: 

  • In the My Projects sidebar, select SMS
  • Select Dashboard from the dropdown menu options. 
  • On the SMS Dashboard, Do one of the following: 

Path#1 

  • Navigate to the My SMS Projects section and select the <Project Name> against which you wish to create SMS Campaign
  • This action will take you to the My Campaigns page

Path#2 

  • Navigate to the My Campaigns section and select CREATE CAMPAIGN tab. 
  • This action will take you to the My Campaigns page
  • In the Select your Project search bar, choose the <Project Name> for which you wish to create an SMS campaign.  
Creating bulk SMS Campaign

Figure 8- SMS Dashboard 

  • Click on Create Campaign Tab. 
Bulk SMS Broadcasting Campaign
  • This action will take you to the Create SMS Campaign page. 
SMS Template via excel

Setting up a Campaign 

Campaign settings provide flexibility in managing how you send and receive SMS. Whether you aim for a one-way announcement or two-way communication, setting up your campaign ensures your messages reach their intended recipients in the desired manner. 

To set up your SMS Campaign: 

  • On the Create SMS Campaign page, define Campaign Name
  • Choose the Country of Operation. 

SMS Direction: Choose an SMS direction for your campaign. You have three options: 

  • SMS Out Only: For outgoing messages. 
  • SMS In Only: For incoming messages. 
  • Both Ways (SMS Out & SMS In): Enables two-way communication. 

SMS Type: Select the SMS Type based on the nature and intent of your messages: 

  • Promotional: Ideal for sharing special offers, discounts, or promotions with a broader audience. 
  • Transactional: Designed for institutions, especially banks, to send one-time passwords (OTPs) and crucial alerts to users.  
  • Service Implicit: Use this to convey OTPs, booking confirmations, order updates, and other essential info to registered customers. These should not be intended for marketing. 
  • Service Explicit: Service Explicit SMS is used to send offers, discounts, or updates regarding services to existing customers. 

SMS Out-Only Campaigns 

Keep in mind that SMS regulations differ across countries, and telecom operators might alter sender details. 

Note: For sending SMS to Indian phone numbers, the DLT process is mandatory, which requires a registered Principal ID, Template ID, and Sender ID. 

Sender-ID: Sender IDs are used to brand your outgoing SMSes instead of displaying your Phone Number. This is optional. [Read More…] 

Template-ID: An SMS template is a type of message template that contains content that you can define, save, and reuse to send messages. [Read More…] 

Long Code / Short Code: You may choose either of these. Choose any Phone Number/Short Code that you have purchased. In case you don’t have any, you might like to place an order to buy a Long Code or Short Code. 

Sending Bulk SMS using Excel

Figure 11- Out Only SMS Campaigns 

  • Select Sender ID. If you do not have Sender ID, click on NEW SENDER ID tab. [Read More…] 
  • Enter a Webhook URL to get notifications of outgoing message delivery. 
  • Enable HTTP Basic Authentication

Note: Ensure that the URL supports HTTPS and is capable of handling JSON payloads via HTTP POST requests. 

  • Once all parameters are set, click the Continue button to set your campaign settings. A confirmation popup will appear to verify your campaign settings. 
Bulk SMS Messages using Excel

Figure 12- SMS Out Only Campaign Confirmation 

How to Upload Excel File in EnableX SMS Campaign  

  1. Create a new CSV file on your system.
    You can add up to 3 variables in your SMS body. For Example, a service message could read:

    SIP Registration Confirmed! Fund: {$var1} SIP Amount: Rs. {$var2}/- SIP Date: {$var3} Your journey to financial goals begins. Best wishes! or
    Dear {$var1}, now get up to {$var2}% discount on items in your cart. Please call {$var3} if you need support.
  2. Store the correct variables in your excel sheet, and save it as a CSV file.
  3. Upload the CSV file to the EnableX campaign manager.
  4. Once you have done this, just choose Send Now or Schedule a Job
SMS bulk sending through Excel

You are done! You can send campaigns using a simple excel feature from your account. The functionality can support all kind of SMS messages globally. In case you face any issues, EnableX support teams are on standby to help you succeed!

Ready to get started? Start your free trial account to send SMS via excel now!

Advantages of Excel-based Bulk SMS Broadcasting for Businesses 

EnableX’s Bulk SMS CSV broadcasting, utilizing Comma-Separated Value (CSV) files, brings several benefits: 

  • Unmatched Scalability via Bulk SMS: Reach thousands or millions effortlessly, maintaining a personalized touch. 
  • Precision Targeting with Bulk SMS: Personalize messages using CSV’s organized columns, ensuring content resonates with specific audience segments. 
  • Effortless Automation: Automate bulk SMS broadcasts with CSV files, saving time for core business activities. 
  • Bulk SMS Data Security: You can protect your sensitive data by using encryption and secure sharing methods. 

How to register for bulk SMS sending in India:

For customers who are looking to send bulk SMS via excel from India locally or globally, you need to register with the DLT platform. Don’t worry, our team will help you do it! You can follow the steps in the easy DLT Registration Guide, or visit the various operators links given below:

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