English User Guide

How to register into the InfoPi System

To register:

Access the platform via infopi.iotext.co.ke or textkenya.com.

Click on the  get started button.

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 Click on register an account.

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Input the required details: your name, username, mobile number, email and the displayed captcha then click on submit.

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You will receive a welcome SMS that has the first login credentials from Medulla. Sample SMS:

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Alternatively, check your email to obtain the first login credentials. Sample email:

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You will be awarded 5 SMS credits for test purposes.

How to login into the InfoPi system

Access the platform via http://infopi.io/

If you are not registered in the platform, please register.

Click on login.

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Input your username and password and click login.

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How to recover your password

To recover your password:

Access the platform via infopi.io.

If you are not registered in the platform, please register.

Click on login.

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Click on recover password.

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Input the required details: username, email and the displayed captcha then click submit.

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 Check your email to obtain a temporary password. Sample email:

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Proceed to login.

 

 

 

How to compose a message

Login into the platform.

On the main menu, click on messaging then compose message.

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Compose Message

Write the desired message on the message text box.

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Note: The character limit per SMS is 160 characters but a message can be a concatenation of numerous SMSs.

If the message has special characters such as ¶®|ĄÐ¾, the character limit per SMS is 70 characters. The message is referred to as a unicode message.

 

 

 

 

Recipients

The recipient can be:

A group - To send the message to the group, type the character # followed by any character in the group name and select the desired group.  

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Subusers - To send the message to the subusers in your account, type the character @ followed by any character in the username of the subuser then select the desired subuser.

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A contact in the phonebook - To send the message to a contact in the phonebook, type a few characters of the contact's name then select the desired contact.

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A contact not saved in the phonebook - To send the message to a contact that has not been saved in the phonebook, type the phone number of the desired recipient.

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Sender ID

The sender ID is set up by the administrator.

 

 

 

By default, the message footer is the username. However this can be changed to any value or be left blank. The footer is usually appended at the end of the message.

 

Send

You can schedule the message or click the button send to send the message immediately.

 

 

How to schedule a message

Compose the desired message.

Click on the calendar icon ice_screenshot_20161013-172517.png and set the date and time you wish to have the message sent.

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Click send.

Note: The message will remain in the queue until the scheduled time.

 

How to access the Contacts List

Login into the platform.

On the main menu, click on my account then Contacts List.

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The contacts of InfoPi's support team appear on the Contacts List by default.

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How to create a group of contacts

Access the Contacts List.

Click on the group.png icon to land on a similar page as shown below.

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Click on the plus.png icon.

Input the required details: a suitable group name and group code. Set the broadcasting permissions the. There are 3 broadcasting permissions' setting options:

  1. Me only - Only the creator of the group has access to the contacts in the group and can send a broadcast message to the group members.
  2. Members - The creator of the group and his / her subusers can send a broadcast message to the group members.
  3. Anyone - The group is public.

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 Click on save.

 

 

How to add a contact to the Contacts List

Access the Contacts List.

Click on the add ice_screenshot_20161125-094023.png button.

If you wish to save the contact in a particular group, select the desired group in the group selection panel. If you haven't created any group and you wish to group your contacts, create a group.

Input the required details: name, mobile number, email and tags. 

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Note: Name and mobile number are mandatory fields.

Click on save.

 

 

How to add multiple contacts to the Contacts List

Access the Contacts List.

Click on the import ice_screenshot_20161125-094659.png button.

Prepare an excel file with  the contacts arranged in the order: name, mobile number, email, group code and tags as in the example below.

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Note: Name and mobile number are mandatory.

Save the excel file in the csv format, for example, contacts.csv.

Choose the saved file and click import.

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 Click import to confirm the importation.

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How to send a message from an external file

Login into the platform.

On the main menu, click on messaging then send from file.

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 Prepare an excel file of the messages to be sent in the order: contact, message as in the example below:

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Save the file in csv format, for example, message.csv.

Select the saved file.

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To avoid sending duplicate messages to the same person, tick the prevent duplicates option then click upload file.

Click send SMS to valid entries for confirmation.

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How to access message templates

Login into the platform.

On the main menu, click on messaging then message template.

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How to create a message template

Access the message template page.

Click on the plus.png icon.

Input the template name and compose the template content.

Note

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Click on save.

 

 

How to compose a message using a template

Create the message template.

Compose your message, however, rather than typing your message directly in the text box, select the template you created.

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 Click send once you have filled all required fields.

 

How to Access the Profile Management Page

Login into the platform.

On the main navigation menu, click on my account then preferences.

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How to Update your Password

Access the profile management page.

Type your preferred password on the space provided and retype it in the field that follows.

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Scroll down and click save to save the changes.

How to update the user profile

Access your profile.

Input or change the details you wish to update such as name, emailand phone number, or contact details like address, city, state or province, country and zipcode.

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Note: The profile must have a name and an email.

Click save to effect the changes.

 

How to view the status of sent messages

Login into the platform.

 

How to view Incoming Messages

One can receive messages through a shortcode such as "23456" or via USSD such as " *789# ".

After the shortcode or USSD has been configured, one receives their incoming messages through their InfoPi accounts.

To view the incoming messages, login into your account.

On the main menu, click on messaging then inbox.

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 The incoming messages are listed as below:

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Click the icon ice_screenshot_20161117-155752.png to reply to the message and the icon ice_screenshot_20161117-155922.png to forward the message.

 

How to purchase SMS credits via Mpesa

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To purchase credits via Mpesa:

 

 

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How to Access Sent Messages

Login into the platform.

On the main menu, click messaging then sent messages.

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The sent messages appear as below:

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Delivery Status:

ice_screenshot_20161121-151723.png   The message has been sent and delivered.

ice_screenshot_20161121-151841.png   The message has been sent and acknowledged by the destination network but not delivered.

ice_screenshot_20161121-152055.png  The message has been sent but has not yet been acknowledged by the destination network.

ice_screenshot_20161123-125709.png   The message has failed either due to:

 

 

How to Delete Messages

Access the message(s) you wish to delete, be it inbox messages or sent messages.

Tick the check box against the message you wish to delete.

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Click ice_screenshot_20161121-163300.png to delete the message.

 

How to add multiple contacts to a group

Add all contacts to the contact list either singularly or in multiples.

Ensure the group has already been created.

Select the contacts to be added to the group as illustrated below:

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Click the select drop down menu to select the group at the top right corner.

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Click the ice_screenshot_20161125-101045.png icon to effect the change.

 

 

How to delete Contacts

Access the contacts list.

Select the contacts to be deleted as illustrated below:

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Click the select drop down menu to select the delete option at the top right corner.

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Click the ice_screenshot_20161125-101045.png icon to effect the change.

How to edit a contact

Access the contacts list.

Click on the name of the contact you wish to edit.

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Update the details.

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Click save to effect the changes.

 

 

 

How to Access Application Settings

Login into the platform.

On the main menu, click on my account then Application Settings.

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How to Change the Message Footer

Access the application settings.

The default message footer is the username of your account therefore to change it, clear it and replace it with your desired footer.

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How to Access WebServices Settings

Access application settings.

The webservices settings are as illustrated below:

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You can adjust the settings to suit the needs of your application.

How to Change the Language Settings

Access the application settings.