When it comes to communicating with your customers, half the battle is just arranging the data. With Edgility SMS for Excel, sending SMS to 10 contacts or 10,000 is simple and will take you less than a minute
No need to import or reformat your data. Contact your entire client base immediately and have each message personalised.
Once setup – open Excel your spreadsheet, select and highlight the cells/columns containing your data and click load. Data from each selected column can be merged into your SMS using the merge fields allowing you to personalise your SMS in an instance. Compose your SMS, preview campaign and you’re ready to send.
With almost as many handsets in circulation as there are people on earth, SMS is perhaps the most widely accepted form of communication available. 98% of text messages are read by their intended recipient with 3 minutes of delivery. The immediacy and rate of successful delivery make it more effective for reminders, alerts, and notifications than email.
Note: If you don’t see the Edgility SMS Add-in in the Home Ribbon simply click on;
Insert > Get Add-ins > My Add-ins > Click on Edgility SMS for Excel
In the ribbon that appears at the bottom of the screen click Add
Alternatively, to download the Add-in from Microsoft online store:
Outlook add-ins are supported in Outlook 2013 or later on Windows, Outlook 2016 or later on Mac, Outlook on the web for Exchange 2013 on-premises and later versions, Outlook on iOS, Outlook on Android, and Outlook on the web and Outlook.com.
The first time you use Edgility SMS for Excel, you will need to connect Excel to your Edgility account using your API keys. To set up an API key, log in to your Edgility account:
1. Export or open your excel spreadsheet containing your contact’s details
16. Once scheduled or sent, you can click to view live delivery reports of your message in Edgility.
Q. Why is the Edgility for Excel Add-in greyed out and I can’t access the Add-in?
This is because you are running a new version of Excel and the workbook (Excel file) you have opened is saved as an older format. To rectify this issue and convert your workbook;
If you require assistance setting up Edgility for Excel our support team is available within business hours or you can reach our team by submitting a support ticket here.