Creating a New Purchase Order in COS
1. Log in to COS and select "Project".
2. Click "New Project".
3. Choose the "Client" and enter the "Project Name".
4. Select "SMS" as the Project Template, then click "Create New PO".
General Info:
1. Select the "Start Date" and "Start Time".
2. Select the "Stop Date" and "Stop Time".
3. Choose the "State".
4. Enter the "Number of Questions".
5. Assign a "SubClient" if applicable.
6. Enter any "Campaign Notes", then click "Save".
Entering The Script:
1. Click "Messages".
2. Copy/paste or type the script into the opening, including "opt-out" language in the initial message.
3. Click "Save and Next".
4. Copy/paste or type the script into Question 1.
5. Click "Add Response" and enter "[DNC]" for the first response.
6. Click "Add Response" and enter "[Other]" for the second response.
7. Add any other freeform responses as needed.
8. Click "Save and Review".
Uploading The Data:
1. Click "Campaign Data".
2. Choose "Upload Campaign Data".
3. Drag/drop or select the data file to be uploaded, then click "Upload".
4. Choose the "List Processing" type and ensure the Phone, Name and ID fields are correctly selected.
5. Click "Save and Next".
Scrubbing The Data:
1. Select "Campaign Database" and click "List Scrub".
2. Choose "Mark Cells as Wireless" and click "Run Action".
3. Choose "Mark Litigator Numbers as Status DNC" and click "Run Action".
4. Choose "Delete Landline Numbers" and click "Run Action".
SMS Info:
1. Click "Edit PO" and choose "SMS Info".
2. Select the "SMS Message Service Group" and click "Save".
3. Return to the "Messages" tab.
4. Click "Test SMS", enter a test telephone number, and click "Send" to review the message.