How to update your WinSMS profile

How to update your WinSMS profile

It is important to keep your WinSMS contact information and profile settings up to date. 


My Profile - Updating contact details and preferences

You can update your WinSMS details in the WinSMS Client Zone. Click here to go to the WinSMS Client Zone and log in with your WinSMS username and password. Click on the "My Profile" button.



The "Basic Settings" tab is where you change your basic WinSMS profile settings.

On the "Basic Settings" tab you can change the following:

Login Name: This is your WinSMS username.

Password: This is your WinSMS password. This field is case sensitive. Confirm Password: You only need to confirm your password if you change it on the Password field. Leave this alone if you did not change your password, confirm your password if you did change it.

First Name: This is the first name of the person using/responsible for the WinSMS account.

Surname: This is the surname of the person using/responsible for the WinSMS account.

Admin E-mail: This is the e-mail address of the admin person.

Cell Number: This is the registered cell phone number on the WinSMS profile. We will cover changing this in the next step. If you change anything please click on the "OK" button and confirm your setting changes.



In order to change your "Cell Number" you will need to confirm a security code.

Invoice Details

The "Invoice Details" tab is where you change your details for your invoices from WinSMS.

On the "Invoice Details" tab you can change the following:

Company Name: This is where you put your company name. If your WinSMS account is for personal use please put Private as your company name. This field is required and will appear on your invoice.

Office Number: This field is for your office contact number. This number will be used if we need to contact you. This field is not required and will not appear on your invoice.

Fax Number: This field is for your fax number. We will use this field if you require documents to be faxed to you. This field is not required and will not appear on your invoice.

Address details can be your physical address or your post office address.

Address 1: This is the first line of three that you can use for your address details. This field is not required and will appear on your invoice.

Address 2: This is the second line of three that you can use for your address details. This field is not required and will appear on your invoice.

Address 3: This is the third line of three that you can use for your address details. This field is not required and will appear on your invoice.

V.A.T. Reg. No.: This field is for your V.A.T. Reg. No. (Value Added Tax Registration Number). If you are registered for V.A.T. then please put your V.A.T. Reg. No. in this field as it is legally required by S.A.R.S. (South African Revenue Service). This field is not required and will appear on your invoice. If you change anything please click on the "OK" button and confirm your setting changes.



Here is a sample of what your tax invoice will look like...

 

Received Messages

The "Received Messages" tab is where you change your e-mail address for your WinSMS replies and you choose your reply options.

On the "Received Messages" tab you can change the following:

Forward to Email: This field is for your email address where you want your WinSMS reply messages and low credit notification emails to go to. This field is required.

Send me received messages via: Regular E-mail: Turn this slider button on if you want to receive your WinSMS reply messages to the email address specified in the "Forward to E-mail" text box.

OMS E-mail: Turn this slider button on if you want to receive your OMS reply messages to the email address specified in the "Forward to E-mail" text box. This requires the use of our OMS (Outlook Mobile Service) service. The Outlook Mobile Service (OMS) is only available in South Africa. 

SMS to my phone: Turn this slider button on if you want to receive your WinSMS reply messages via SMS to your cell phone number on your WinSMS profile. You can find your cell phone number on the "Basic Settings" tab.

Please Note: If you enable the "SMS to my phone" option, a cost will incur per reply sent to your cell phone number. One or more WinSMS credits will be deducted from your WinSMS account per reply, depending on the length of the reply message and the destination. If you change anything please click on the "OK" button and confirm your setting changes.

 

Notifications

The "Notifications" tab is where you change your settings for the WinSMS notifications your receive. On the "Notifications" tab you can change the following:

Receive Weekly Update: Turn this slider button on if you want to receive the WinSMS weekly update email. This weekly email might include your WinSMS credit balance, news, notifications, specials or discount vouchers, surveys, FAQ, tips and tricks on how to use our products and services.

Low Credit Notification: When your WinSMS credit balance reaches the value in this text box, you will receive an SMS message and an email to your registered WinSMS cell phone number and email address, informing you that your WinSMS credit has reached this predefined level. Desktop Client Login Notification:

Send E-mail: Turn this slider button on if you want to receive an email letting you know when someone has used your WinSMS username and password to log into the WinSMS desktop client.

Send SMS: Turn this slider button on if you want to receive an SMS message letting you know when someone has used your WinSMS username and password to log into the WinSMS desktop client. Please note: a WinSMS credit will be deducted from your account for each notification sent. Client Zone Login Notification:

Send E-mail: Turn this slider button on if you want to receive an email letting you know when someone has used your WinSMS username and password to log into the WinSMS Client Zone.

Send SMS: Turn this slider button on if you want to receive an SMS message letting you know when someone has used your WinSMS username and password to log into the WinSMS Client Zone.

Please note: a WinSMS credit will be deducted from your account for each notification sent. If you change anything please click on the "OK" button and confirm your setting changes.

 

Email to SMS


To be able to send SMS messages via e-mail (SMTP) you must first enable this feature.

The "Email to SMS" tab is where you change your settings for long message support and where you add e-mail addresses for "Sender E-mail Address Authentication".

By default, the account’s admin e-mail address will be added as an authorized sender, but you can add additional e-mail addresses to be used for sending e-mail to SMS.

To do this, log into the Client Zone here and navigate to the “E-mail to SMS” tab on the “My Profile” page:



Enable Long Messages: If this slider button is turned off then the first 160 characters (taking into account the symbols that count as 2 characters. For more information on symbols that count as 2 characters, click here.) of your email body will be converted into your SMS message when using the email to SMS service. Turn this slider button on if you want to enable up to 918 characters of your email body to be converted into your SMS message when using the email to SMS service.

Please Note: one WinSMS credit will be deducted from your WinSMS account per message part if you enable long message support.

API Key

The "API Key" tab is where you can generate or view your assigned API key. The API Key is used for programmers using our WinSMS API to integrate SMS messaging with their database applications, custom software and web sites.

 

Don't have a WinSMS account yet? Register your free trial account here.



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