Getting Started

Loading Solution over the Web

Load Up User Guide v3.1
Released on January 21, 2018
The Globe Labs logo and name is a registered trademark used herein under license
All Rights Reserved.
For more information contact us at:
help@loadup.com.ph
Or visit our website at
www.loadup.com.ph
Table of Contents
Introduction
The Load Up Screen Map
The Load Up Dashboard Notifications
Creating A Load Up Account
Getting Started on the Dashboard
Top-up your Wallet
Entering Contacts
Entering Contacts by Batch
Creating a Group of Contacts
Editing a Group of Contacts
Sending Load
Sending Scheduled Load
View Transaction History
View Top Up History
Creating Sub-Users
Track System Accesses

APPENDIX
Creating A CSV File
Creating A CSV using Excel
Introduction

The Load Up web portal is for

businesses that cater to mobile phone
reloading transactions for its
customers where they can buy and
send load.
Load Up is able to send load to
multiple numbers or contacts in a click
of a button.
Moreover, it also provides
management tools that enables its
users to track their transactions and
manage their customer list.
The Load Up
Screen Map
The Load Up
Dashboard
Notifications
Creating a Load Up Account
Accessing the Load Up web application starts with the
creation of an account in it.
To do this, perform the following:
1.  Go to https://www.loadup.com.ph to open Load Up.
In its Login page, click “Sign Up”.
2.  In the Sign Up page, enter the details on this account.
3.  With the required details entered, click SIGN UP.
4.  Check the SMS verification sent to the registered
phone and take note of the One-Time Password
(OTP) provided in this (e.g. 543781 ).
Enter this OTP in the VERIFICATION screen textbox,
then click VERIFY.
Upon doing so, Load Up opens. With this an account has
now been created for this new user.
NOTE:
In order to use Load Up to send load, you must have an available top-
up amount in your account wallet. Check out the following discussion
on how to fill this up.
Getting Started on the Dashboard
Upon creating a Load Up account, you will be
directed to the dashboard.
Load Up provides a guide for first time users for
them to get started right away.
To access this, perform the following:
1.  Click the GET STARTED button.
2.  This brings up the GET STARTED screen at
the bottom part of the screen. It shows 3 easy
steps to take in using Load Up for the first
time.
To start using Load Up, click the TOP UP
button. This runs the Top Up process to fill in
your Load Up wallet. Read the topic Top Up
Load Up Wallet for details.
3.  With your Load Up Wallet already funded, go
back to the GET STARTED screen and click
the GO TO CONTACTS button. In the Add
New Contact screen that opens, enter the
recipients for loading. You may refer to the
topic Entering Contacts for details.
4.  After entering your contacts in Load Up, you
can now send load to your contacts.
To do this, go back to the GET STARTED
screen and click GO TO CAMPAIGNS button.
Follow the steps provided in the topic Sending
Load.
Top-up your Wallet
Before sending out load, the user is required to
top up their Load Up wallet.
Top Up amount is a digital cash used in Globe
to obtain/purchase load promos to send to
clients upon requests.
To top-up the wallet, do the following:
1.  Click the TOP UP button.
2.  In the Top Up screen, specify the top up
amount.
3.  In the same screen, select the payment
type (GCash) to use for this transaction.
4.  Click Submit.
5.  In the GCash dialog that will show, enter in
the registered GCash mobile number.
6.  Click Next.
7.  Check the SMS message sent to the
registered mobile phone number. Enter the
received OTP (One-Time Password) at the
prompt provided in the next dialog.
8.  Click Next to finish this process.
A message “TOP UP SUCCESS” will then show
indicating the success of this process. Just click
outside of the dialog to go back to the main
screen.
Entering Contacts
To enter contacts individually in Load Up, do
the following:
1.  Click CONTACTS from the menu.
2.  In the Contacts screen, click the
CONTACTS tab.
3.  In the screen that appears, provide the
following details:
•  Mobile Number of the contact to add.
•  Full Name of this new contact.
•  Group to affiliate this contact
4.  After entering these details, click the
Add Contact button.
The previously entered contact will right
away appear on the contacts pane at the
right.
 Entering Contacts by Batch
Another way of adding contacts in Load Up is by entering
multiple contacts by uploading a CSV file.
NOTE:
To perform this procedure, there should already be a
contacts CSV file made for this. See the topic “Creating
A CSV File” in the Appendix for further details.

To enter contacts by batch, perform these steps:

1.  Click Contacts on the menu.
2.  In the Contacts screen click the CONTACTS tab.
3.  In the Add New Contact screen, click the Upload
CSV prompt.
4.  In the file specification screen that opens, select the
CSV file to upload.
5.  Click the Open button to execute the file upload.
6.  With CSV file already specified in this setup, click the
Add Contact button.

NOTE:

Take note of the record structure of the CSV file to use

in Load Up. Check the image below:
Creating a Group of Contacts
Mobile loading is much easily conducted if the
target clients are set into groups. Since instead of
selecting them individually, we will just specify the
group upon which the clients are affiliated into in
assigning them for mobile loading.
Group of contacts are entered in the following
manner:
1.  Click CONTACTS in the menu.
2.  In the next screen, click the GROUPS tab.
3.  In the Add New Group pane, enter the Group
Name.
4.  To associate contacts to upload directly to this
new group, click the Upload CSV link.
5.  In the file specification dialogue that shows,
select the CSV file (e.g. LoadUpSample.csv)
to load for this group.
6.  Click the Open button to proceed with the
upload.
7.  Going back in the Add New Group pane, click
Add Group to enter this new group.
8.  A confirmation window will then show to
indicate the success of this process.
NOTE:
To perform this procedure, there should already be a
contacts CSV file made for this. See the topic “Creating A
CSV File” in the Appendix for further details.
Editing a Group of Contacts
To edit contacts in a group perform the
following:
1.  Click CONTACTS in the menu.
2.  I n t h e C O N T A C T S s c r e e n , c l i c k
GROUPS.
3.  In the GROUPS screen, click the Edit
icon corresponding to the group to edit.
4.  In the dialog that shows, take note of the
following:
•  To change the group’s name, just click
the group’s title (Premium Clients) then
you may start editing this.
•  To add contact(s) to the group, click the
contacts to add in the All Contacts
pane then click the Add (+) icon
•  To remove contact(s) from the group,
click the contacts to remove in the
groups (Premium Clients) pane then
click the Remove (-) icon.
5.  Having made the necessary changes in
this group, click the SAVE button.
Sending Load
Now that you have all the necessary
prerequisites in sending loads (enough
wallet credits, and target contacts), you can
then proceed to do this.

Perform the following steps to send loads:

1.  Click CAMPAIGNS from the menu.
2.  To initiate sending of loads click the
NEW CAMPAIGN button.
3.  In the dialog that opens, indicate the
following:
•  Campaign Name (3)
•  Contact or Group (4)
•  SKU to send (5)
6.  Click SEND NOW when done.
Sending Scheduled Load
You can send pre-posted load to contacts to be
activated on a set date and time using Load Up.
Here’s how to do this:
1.  Click CAMPAIGNS from the menu.
2.  To initiate sending of loads click the NEW
CAMPAIGN button.
3.  In the dialog that opens, indicate the following:
•  Campaign Name (3)
•  Contact or Group (4)
•  SKU to send (5)
6.  Toggle on the Scheduled switch by clicking it.
Indicate in this settings the Start Date/Time,
End Date/Time and Frequency.
7.  Click SEND NOW when done.
View Transaction History
To view your reloading transactions, go to the
Transaction History screen:
1.  Click TRANSACTIONS from the menu.
2.  In the next screen, click the LOAD UP
HISTORY tab.
3.  By default, the listing is showing the
transactions made on the current date. To
change this view, click the calendar icon
and indicate on the dialogue that appears
the start and end date to show transactions;
or click on the search icon and indicate the
date of the transaction to view.
4.  To view the details of a certain reloading
transaction, just click the View (magnifier)
icon corresponding to the transaction.
5.  This will show the details of the selected
campaign together with its beneficiaries.
To obtain these data for the purpose of
documentation, click on the Export button.
View Top Up History
To track top up load requests made, go to
the Top Up History screen.
1.  Click TRANSACTIONS from the menu.
2.  In the next screen, click the TOP UP
HISTORY tab.
3.  By default the listing just show the
transactions made from the current
date. To change this, click the calendar
icon and indicate on the dialogue that
appears the start and end date to show
transactions.
4.  To download this list, click the Export
button. In doing so, a CSV file will be
generated.
Creating Sub-Users
You may assign other persons to manage
your Load Up account through the Sub-
Users feature:
1.  Click USER ACCESS from the menu.
2.  In the next screen, click the NEW USER
button.
3.  In the Add New User dialog that opens,
indicate the following:
•  First Name
•  Last Name
•  Mobile No.
•  Email Address
•  To indicate the screens to allow for
this sub-user, click Portal Access
and tick the screens.
4.  Click SUBMIT when done.
5.  A prompt indicating the success of the
process will then appear. Just click
OKAY to continue.
6.  Your sub-user can now log in to your
Load Up account his nominated mobile
number
Track System Accesses

You can track all sub-users’ activities

through the Audit Trail tool.

To use this do the following:

1.  Click AUDIT TRAIL from the menu.
2.  By default, the listing is showing the
transactions made on the current date.
To change this view, click the calendar
icon and indicate in the dialogue that
appears the start and end date to show
transactions; or click on the search
icon and indicate the date of the
transaction to view.
3.  To download this list, click the Export
button. In doing so a CSV file will be
generated.
Appendix
Creating a CSV File
A CSV File (or Comma Separated Values File)
is a data file containing values that are separated
with commas. CSV files are being commonly used
data files right now due to its compact size and
adaptability in use to other systems or software.
CREATING A CSV FILE USING NOTEPAD
CSV files are basically ASCII text files with data
formatted by comma separators. So normally, we
could create a CSV file using Notepad.
To create a CSV file using Notepad, do the
following:
1.  In the desktop screen, click the Search icon
on the taskbar.
2.  Enter “Notepad” in the Windows Search.
3.  Click the Notepad application.
4.  In the Notepad utility, enter the data to
process by entering the values separated by
commas.
5.  When done, click Save (or press Ctrl-S) and
name this file using this format: <name>.CSV
(e.g. Contacts.CSV)
6.  Click Save to finish the process.
Creating a CSV File using Excel
To create a CSV file using Excel, perform
the following:
1.  In the desktop screen, click the Search
icon on the taskbar.
2.  Enter “Excel” in the Windows Search
textbox.
3.  Then click the Excel program as it
appears.
4.  In the Excel application, enter the
values and start your entry from the first
row and column.
When done populating your CSV file
with data, click Save (or press Ctrl-S).
5.  In the file specification dialogue that
shows, enter the Filename as you
prefer and selecting CSV (Comma
Delimited) in the Save as Type.
6.  Click the Save button when done.

NOTE: Don’t forget to indicate the Save as Type as

“CSV (Comma Delimited)” as this determines that
this file will be saved as a CSV file.
End