Sending Your First Message (Web Portal)

ExcelSend Screenshot

The Spreadsheet

To send your first message using the Desktop Edition of ExcelSend, the first step is to create a spreadsheet file in Microsoft Excel or Google Sheets. The only mandatory field is the cell phone field. Other fields are optional and can be used to customize each message. Don’t worry if you have data there that won’t be used. ExcelSend will ignore it. Once the spreadsheet is ready, it’s important to close out of Microsoft Excel or Google Sheets.

ExcelSend Portal

Next, sign in to the ExcelSend portal. Drag and drop your spreadsheet file to the area indicated in the portal. Alternatively, click the Browse button on the website and select the spreadsheet file.

You will see a drop down control showing the sheets that are in your spreadsheet. The number of rows is shown next to each sheet. The rows indicate how many text messages would be sent.

After selecting the sheet you want to use, you can type your first text message in the box provided. To include a merge field from the spreadsheet, simply click the ‘Merge-field’ drop-down and select the field you’d like to insert.

In the ‘Options’ section, ensure the ‘phone number field’ is showing the correct field name – that’s the column in your sheet that contains the mobile/cell phone number.

Now click the ‘Create Preview’ button. This will merge the text message with the data from your spreadsheet and will show you a preview of each message.

Click ‘Send Message.’ You will be given a unique job number which you can use to get performance information on the ExcelSend web portal.