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Adding a new Contact

In this article:


Adding contacts makes is easier to not only send messages but also to track replies. In your inbox, messages received by your contacts will appear with the name of the contact as the sender, as opposed to just the mobile number. You can also add contacts to groups, making it easier to send bulk messages.



To create individual contacts:

1) Click on Contacts, then All Contacts, then click New Contact


2) Input the required information
In the left-hand table, the fields available are as follows:

In the right-hand table, additional information can be entered:

NOTE: You can use the Email and Location fields to store any information you like, as they are free text fields. This means that in essence, you could store up to five fields of custom information to use in message personalisation.


4) Click Save

Your contact will now appear in your "All Contacts" list, and if you added them to a Contact Group, they will appear in the relevant Group as well.


Importing contacts in bulk

First, you will need to prepare your contact data:



The "Import Contacts" option appears in both Contacts > All Contacts and Contacts > Contact Groups

1. Click on "Import contacts" at the top right of the page:


2. Upload your data file to the web portal using either the "Browse" function or "Drag & Drop" your file straight into the upload window:



3. Match the columns in your data file to the various fields in the contact profile



If your contact database includes additional information (e.g. in the example shown we have fields such as "Division", "Role" and "Office"), then these can be mapped to the "Custom" fields in the contact profile:


Note - you can also assign your contacts to existing groups by typing the name(s) of the group(s) in the field at the bottom of the screen:


Once you have aligned your data correctly, click "Import in the bottom right of the screen to complete the action


Reviewing Import Results

You will then be shown a result of the import in the middle of the screen, along with links for review of successful and failed imports:

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