Expand your portfolio's scope with our plug and play white-label CPaaS platform.
Provide your clients the possibility to enhance their customer's journey and stay up-to-date with omni-channel communications with our comprehensive and easy-to-use CPaaS Platform.
COMPANY
Yellow Push
CPaaS Platform
TABLE OF CONTENTS
Reports
Company Platform
Company The Performance Dashboard
Company Create Campaign
Home/ Admin
Contacts
Templates
Pages
Video Tutorials
Campaign History
Allocating Balances
Establish 'User' and 'Developer' profiles.
Organize CPaaS accounts by projects, products, or other relevant criteria to align with business needs.
Assign budgets to specific accounts.
Directly create campaigns in SMS, Voice, WhatsApp, RCS and other communication channels.
Access a comprehensive dashboard for company-wide data, profiles, and individual accounts as necessary.
Quick Access
Comprehensive Platform to Manage your Company’s CPaaS Ecosystem
Navigation
This interactive visual guide will show you exactly where and how you can make the most of CPaaS managing platform.
To get a better grasp of how to utilize the 'Company' platform, simply click on the yellow circles on the left.
Understanding the Menu
Platform
Performance
Creating Campaigns
Reports
Campaigns History
Company Home
Accounts
Users
Rates
Balance
Balance History
Contacts
Templates / History
Click ( ) to learn more
Click ( ) to learn more
Settings / Webhook
Bulk SMS
Shortlink
Shortlinks History
Bulk VOICE
Groups
Create
Performance Dashboard
As you access your CPaaS platform, the 'Performance' tab takes center stage—an all-encompassing dashboard that presents crucial data on your company's financial status and distribution, alongside detailed insights into campaigns, channels, and individual accounts.
Performance Dashboard Navigation
The 'Performance' dashboard provides swift access to relevant information. Be sure to hover over the image below to discover how to maximize the potential of this section.
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Home/Admin
Quick Access
This section empowers you with complete control of administration-related functions. Here you can create profiles, set up accounts, and access information on rates, general balances, and financial information.
Users
Accounts
Create accounts to organize your business’ communication efforts by projects, departments, countries and product lines.
Create Accounts Tutorial
Users
Assign 'User' or 'Developer' roles based on your company's requirements. The profiles you establish will provide users with access to the platforms that align with their specific needs
User: Typically suit those without coding experience, such as marketing, finance, and operations teams
Developer: For individuals with coding experience, often belonging to development and technology teams.
Create Profiles Tutorial
After creating the account, the new profile user will receive an email. For the registration process, they must simply click the link provided in the email and use their email address as username along with the provided password.
Once logged in, they must make sure to change their password for security purposes.
Rates
Access the A-Z Rates document, which provides a comprehensive overview of rates by country and communication channel.
Balance
In this section, you can review all financial aspects of your CPaaS platform.You'll have access to our company's general balance, the balance distribution per account, and segregated financial details for each of your accounts.You will also be able to allocate funds to your accounts.
Allocating Budget to an Account
Balance History
This module provides insight into the most recent transactional activities conducted within your company. Here, you can observe the source of funds allocated to a specific account, the transferred amount, and the transaction date.
Coming Soon...
Coming Soon...
Settings/Webhook
Create
Campaign
Quick Access
The 'Create Campaign' module is structured by communication channel, offering submenus where you can initiate efforts via SMS, Voice, WhatsApp, RCS, and more.
Subsections
Creating SMS
Campaigns
SMS Bulk
In this section you will be able to create SMS Bulk Campaigns for either immediate or scheduled delivery.
SMS Campaigns from Scratch Tutorial
Shortlink Campaigns
In this module you'll be able to create campaigns with embedded shortlinks to enhance your SMS experience. Our proprietary shortlink tool minimizes the risk of blockages often associated with other commercial shortlink generators.
Shortlink Campaign Tutorial
Shortlink
History
Before initiating this process, please ensure that your contact lists are uploaded to the platform.
If you require additional guidance on how to upload your contact lists click here
In this section you will be able to create
Voice Bulk Campaigns for either immediate
or scheduled delivery.
In this unit, you'll have the opportunity to review the historical records of all delivered shortlink campaigns. Accessing this information enables you to evaluate campaign performance and measure customer engagement effectively.
Creating WhatsApp Campaigns
Coming Shortly
Creating RCS Campaigns
Coming Shortly
Creating
VOICE
Campaigns
Before initiating this process, please ensure that your contact lists are uploaded to the platform.
If you require additional guidance on how to upload your contact lists click here.
Create a Voice Campaign Tutorial
SMS Campaigns with Template and Contact List
Tutorial
Coming Soon...
Coming Soon...
Campaign History
This module provides a comprehensive overview of your campaign performance data in one convenient location.
For a more in-depth understanding of how to utilize 'Campaigns History,' just hover your cursor over the yellow arrows above.
Yellow Push-Cleverstory
Reports
Gain access to comprehensive and personalized insights into your campaign performance and financial status. You have the flexibility to select specific data or view compiled reports, including SMS, Voice, Shortlink, and other communication channel campaigns. Customize your search by specifying the time range and reviewing
information by accounts.
Generating Reports Tutorial
Coming Soon...
Contacts
Quick Access
This module lets you easily upload and manage all your contact information.
Groups
In this section, you can upload your contact lists, give them names, and assign them to specific accounts.
This organization will simplify and make it easier for you to create and send campaigns.
Click ( ) to learn more
Create
All your list information is organized in this section. You can easily check the number of lists, their creation dates, and the contacts they contain. Further insights are just a click away when you select a particular list.
How to Upload your Contact List Tutorial
Download our template and instructions for creating your spreadsheet to upload contact information to our CPaaS platform:
Templates
Quick Access
This section empowers you to view and manage your template library and guides you through the steps of creating templates for different communication channels.
How to Create an SMS and Voice Template Tutorial
Template
History
Within the left-side menu, you can access the 'Template' section, where all templates for each channel are stored. To explore this module further, simply hover your mouse over the image below for a quick guided tour.
Click ( ) to learn more
Creating
Templates
Creating templates on a CPaaS platform streamlines messaging operations, enhances consistency, and ensures compliance with regulations. It also allows for personalization and testing contributing to the overall effectiveness of your communication strategy.
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Coming Soon...
CONTACT US
yellowpush@identidadtech.com
