Add individual contacts

This article explains how to add individual contacts from the Contacts dashboard and the Inbox. Adding contacts makes it 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 in bulk and create contacts to lists, making it easier to send large campaigns.

Add a contact from the Contacts dashboard

1. In the menu, click on Contacts, then select All Contacts.

2. Click on the Add contact button:
    

   

3. Input the required fields in the Add Contact form:
    

   

   First Name - the first name of the contact.
   Last Name - the surname of the contact.
   Channels (required) - the contact's mobile number needs to be in the international format, and the country will default to the sending country nominated in the account holder's user profile.
   Subscribed & Unsubscribed  - new contacts are subscribed by default, selecting Unsubscribed will prevent messages from being sent to this contact.
   Email - the email address of the contact.
   Lists - select one or more Contact Lists - lists must be created prior to creating the contact.
   Alias - used as an alternative name for your contact, as well as for Email to SMS.
   Birthday - the contact's date of birth.
   Location - this could be the contact's suburb/town, or office/region location - depending on your preference.
   State - the state or province associated with the contact.
   Country - the country associated with the contact.
   Note - any additional notes or information associated with the contact.
    

   Note: All contact records include the above default Contact Fields, however you can add as many additional custom Contact Fields as you like. To learn more about Custom Contact Fields, take a look at this article.

    

4. Click the Save button at the top right and your contact will now appear in your All Contacts list, as well as in any Contact Lists you added them to.
    

Add a contact from the Inbox

If you are having a conversation in the Inbox where the contact has not been saved, you can do so without navigating to a different page. Simply fill out the contacts details in the right hand panel and click Add:

From the inbox you can also send a message to a new recipient and add them as a contact at the same time:

1. Click on the Start New Conversation button:
    

   

2. Enter the new contacts numbers into the box:
    

   

3. Complete the fields in the Contact panel, as described in step 3 of Add a contact from the Contacts dashboard.