Adding contacts makes it easier to not only send messages but also to track replies. You can also add contacts to lists, making it easier to send bulk messages.
Creating Individual Contacts
1. In the menu, click on Contacts, then select All Contacts.
2. Click on the Add contact button at the top left of the page:
3. Input the required information:
A) First Name - the first name of the contact.
B) Last Name - the surname of the contact.
C) Contact channel (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.
D) Subscribed & Unsubscribed - new contacts are subscribed by default, selecting Unsubscribed will prevent messages from being sent to this contact.
E) Email - the email address of the contact.
F) Lists - select one or more Contact Lists - lists must be created prior to creating the contact.
G) Alias - used as an alternative name for your contact, as well as for Email to SMS.
H) Birthday - the contact's date of birth.
I) Location - this could be the contact's suburb/town, or office/region location - depending on your preference.
J) State - the state or province associated with the contact.
K) Country - the country associated with the contact.
L) 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. |
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.