SMS Usage Summary Report

SMS usage report image of girl holding a mobile credit: unsplash rawpixel

If you’re a regular SMS-user in Watu, you may be in need of a monthly SMS usage report to break down your spend in the previous month.

Now, clients can do this by clicking into ‘billing’, selecting a previous bill, then following the hyperlink next to the SMS usage figures:

image of how to export SMS usage report from Watu

Within the report, managers will find all the details for each SMS including:

  • Sent At
  • Sender Name
  • Job Number
  • Job Name
  • Client Name
  • Message Template
  • SMS Body
  • Search Query
  • Number of Messages
  • Number of SMS*

*these numbers may differ as long messages can use multiple SMS per recipient

Whether for accounting purposes or to keep track of communications, all agencies may find some helpful nuggets of information contained in this report. If you have any questions about it, drop us a line at info@watuapp.com!

Filtering agency emails

Image of mailboxes to represent filtering agency emails Photo by 白士 李: https://flic.kr/p/mMthm6

The excitement of signing up to a new agency and receiving your first job offer provides for a real buzz. A new team of managers, a different range of clients, and the potential for some awesome gigs coming through into your virtual mailbox appeals to your curiosity and inbound post is read with relish.

Until that email turns into hundreds. Then maybe thousands, as you register with more agencies. And not just that, but you’re hectic at the moment with finals and shifts and social events galore. You want to apply to some shifts, but the amount of incoming mail is overwhelming and not to mention, totally drowning your inbox to the point where personal emails get lost in the subject headers and you decide it’s just not even worth checking the mail. This just isn’t working.

Many staff, at this point, get in touch asking to be taken off the books, preferring to not be registered with an agency at all rather than be bombarded by potentially irrelevant job offers. But there’s another option: filtering your agency emails. Here we have a look at the most popular email servers and how to create filters.

Filtering incoming mail for Gmail

  1. Open Gmail.
  2. In the search box at the top, click the Down arrow Down Arrow.
  3. Enter your search criteria. If you want to check that your search worked correctly, see what emails show up by clicking Search Search.
  4. At the bottom of the search window, click Create filter with this search.
  5. Choose what you’d like the filter to do.
  6. Click Create filter.
  7. When you create a filter to forward messages, only new messages will be affected.

Use a particular message to create a filter

  1. Open Gmail.
  2. Check the checkbox next to the email you want.
  3. Click More.
  4. Click Filter messages like these.
  5. Enter your filter criteria.

Filtering incoming mail for Hotmail

  1. Select Options | More options… (or just Options in Windows Live Hotmail classic) from the toolbar.
  2. Follow the Automatically sort e-mail into folders link under Customize your mail.
  3. Click New filter.
  4. Select the desired filtering criterion under Which messages are you looking for?.
  5. Choose the folder to receive all mail matching your criterion under Where do you want to put these messages?.

Filtering incoming mail for Yahoo

  1. Mouse over the Settings icon Image of the Mail Settings icon. | select Settings.
  2. Click Filters
  3. Click Add.
  4. Enter a Filter Name.
  5. Enter the filter criteria.
  6. Select a folder to deliver the affected emails to or select New Folder to create a new one.
  7. Click Save.
  8. Click Save again to return to your emails.

Filtering incoming mail for Outlook

  1. Click the File tab.
  2. Click Manage Rules & Alerts.
  3. In the Rules and Alerts dialog box, on the E-mail Rules tab, click New Rule.
  4. Under Start from a blank rule, click either Check messages when they arrive or Check messages after sending.
  5. Click Next.
  6. Under Step 1: Select condition(s), select the conditions that you want the messages to meet for the rule to apply.
  7. Under Step 2: Edit the rule description, click an underlined value for any condition that you added, and then specify the value.
  8. Click Next.
  9. Under Step 1: Select action(s), select the action that you want the rule to take when the specified conditions are met.
  10. Under Step 2: Edit the rule description, click an underlined value for any action that you added, and then specify the value.
  11. Click Next.
  12. Under Step 1: Select exception(s), select any exceptions to the rule, and then click Next.
  13. Under Step 2: Edit the rule description, click an underlined value for any exception that you added, and then specify the value.
  14. Click Next.
  15. Under Step 1: Specify a name for this rule, enter a name.
  16. Under Step 2: Setup rule options, select the check boxes for the options that you want.
  17. If you want to run this rule on messages that already are in the Inbox, select the Run this rule now on messages already in “Inbox” check box.
  18. By default, the new rule is turned on. To turn off the rule, clear the Turn on this rule check box.
  19. To apply this rule to all email accounts set up in Outlook, select the Create this rule on all accounts check box.
  20. Click Finish.
  21. What filters should you create?

Filtering your inbox by subject

Perhaps you’d like to separate job invites from being shortlisted to a shift, and confirmation requests from decline messages. If so, there are some key words that most agencies using Watu will use.

How to create a Gmail filter in your inbox
Creating a Gmail filter

When a box like the above Gmail option pops up offering you various filters, here’s what to enter:

Job Invites: (Subject) “Would you be interested in”
Being shortlisted to a job: (Subject) “Status: SHORTLISTED”
Confirming a job you’ve been booked to: (Subject) “Status: SUCCESSFUL”
Your application to a job was declined: (Subject) “Status: UNSUCCESSFUL”

Extra: From: This is a bit trickier, as each manager has an individual email address. If you opt to use this filter, note that it will be from an email address with ‘watu’ in it, and not the manager’s direct email address. (hint: also add this inbound email address to your contacts, to avoid spam!)

So rather than choosing between leaving the agency for good or having to deal with 452 new job offers every day (which technically sounds good but, in practice, stinks), have a go at setting up filters. That way when you decide you’re ready to read through what’s available and get stuck into some work admin, you can opt to dive in.

 

Photo by 白士 李

Spring clean your email inbox

The previous app recommendation I shared with you was for Slack, whose goal is to have you ditching your inboxes. But being honest, that’s a pretty big leap and we’re far from reaching that point if we even want to get there. So to keep with the theme of cleaning up your inboxes and reducing the daily dump (the inbox, that is), today we’re having a look at Unroll Me.

What is Unroll Me?

If you’re a subscription addict, you need this app. Or even if you think you aren’t, you probably need this app. These days it’s impossible to navigate the web, explore a site, or download that freebie report without subscribing to a newsletter. Plus, those catchy pop up’s do their job.

Chances are, you actually have no idea how many newsletters you’re subscribed to and the truth is, you just can’t be bothered to find out nor unsubscribe from them all. Well, that’s my story anyway.

Unroll Me takes this problem and sorts this out for you, with minimal effort required from your end.

How to spring clean your email?

First step, no surprise, sign up via the website: https://unroll.me/a/signup

Desktop and mobile friendly, its platform provides a straightforward, simple way to unsubscribe. One that you’ll be pretty accustomed to if you’re a Tinder fan: swipe left.

Following your clean-up, Unroll Me then bundles the rest of your newsletters into one neat and tidy email that hits your inbox once per day. Take a peak into its contents, select what you want to read and dig in.

And the clincher? The app identifies all your newsletters for you instantly, so there’s no boxes to tick or lists to scroll through to have to submit. Ah, the magic of tech.

Uncluttered Mailbox

That’s pretty much it. Enjoy your once-a-day digest or if you don’t, delete the offenders. Suddenly, between Slack and Unroll me – and who knows who else we’re yet to discover – your inbox is looking a whole lot quieter. Which means you’ll actually be able to get some work done.

 

Mass message your staff

If you click on “active” you’ll notice something different in Watu today. The Message action is enabled even though no staffer is selected. This is new.

This is the number one requested feature for Watu and today it’s finally available to all users: mass mailing staffers.

If you click on Message without selecting any staffers you’ll get a slightly different message window:

In this example, message all 183 active staffers.

In effect, you are now able to message all of your ‘active’ staffers (staff that are approved and live in your database).  Mass mailing works for any search you run in Watu. For example, let’s search for staffers that like the color green:

Simply click on the Message link and you get a messaging popup showing you that you are about to send a message to staffers who have stated their favourite colour as green:

Since we don’t know whether you want to message everybody who likes green, regardless of state, we give you the option to pick staffers that are pending, rejected, suspended, etc.

Messaging is the only mass-action we have for now, but in the future there will be many more as we look to streamline the job of booking staff. Mass actions enable you to easily affect a lot of people making them a powerful action.  With this in mind, remember uncle Ben’s wise words:

with great power, comes greats responsibilities

Inviting staffers to a job

A wonderful new version of jobs is in the pipeline and some of you have seen it and fallen in love with it. We are working around the clock to release it, but in the meantime, we are also improving the current version of jobs that you are already using in Watu. You might be asking yourself, didn’t you already have a feature to invite staffers to a job?

Yes, we did have that feature, but our user studies showed that there was room for improvement. Thinking out of the box we were able to develop a more intuitive version of that feature. If you go the usual messaging window, you’ll now notice a new option:

From the template chooser you can now select to “Invite a staffer to a job”. If you do that, you’ll be asked to pick a job:

This will also change the contents of the message itself to use the invite-to-job template which, as you can see, will include a lot of information about the job:

We hope that in the future, as we add more features to Watu, there will be more options in there. Stay tuned!

Messaging staffers when changing their state

We recently introduced a new state for staffers called “suspended” as well as a button to reset the state back to pending if necessary. Today way are bringing you two new improvements to the handling of staffers’ states. The first one is a more complete menu when looking at staffers:

That’s all the different states we have, and since we have exporting capabilities in those pages, you can download those lists and do any processing you want with any tool.

The second improvement we just released is much more important. Every time you now accept, reject or suspend a user, instead of Watu just sending them an automatic email, you’ll get the usual messaging window that allows you to send an email, an sms, both or neither:

It also allows you to edit the message before it goes out, so you can tailor it to a specific individual if you want. If you find yourself changing the messages over and over again in the same way, remember that you can edit the template by going to the Template section in Watu.

Exporting applicants from a job and improved staffer engagement

The Watu job market functions as your own internal job board, creating time efficiencies for your managers by enabling your staffers to view all live work in the agency and apply for work that excites and suits them. The job market take significant strides in changing agency traffic from outbound (expensive) to inbound (cost effective).  Whilst competitor agencies spend their time booking staff the old way (outbound phone calls, SMS and e-mails), your managers spend their time servicing your clients.

We’ve made a few enhancements to the job market this week.

Exporting applicants

You’ve opened your job, reviewed all the applications that came in over night and have taken the necessary clicks to accept your chosen staffers.  The automated messaging to Accepted & Declined staff has taken place in the background and now you’re looking to send your schedule of Accepted staff on to your field manager or a colleague.

Simply click on ‘Export applicants’ and moments later you’ll have a read out of your team in CSV format (Microsoft Excel, Apple Numbers, etc). 

Engaging the staffers

Once staffers have been accepted on to an activity, they can visit ‘My jobs’ and review a full list of their activity including the manager who published the job, the job details, location and pay. 

Watu has an integrated messaging system, savings time when messaging staff, particularly bulk messaging.  To enhance this feature, staffers can now see all messages that they have been sent and from which manager, as well as whether the message was sent as an email or SMS.

Our mission at Watu is to automate the staffing process, removing unnecessary administration, driving productivity and making you more profitable as a result.  We’re finding the seconds that make the minutes that save you money.

New messaging system

We have a new messaging system, but since a picture is worth a thousand words, we’ll let the pictures speak for themselves: