Contacts are the people you communicate with through the platform. Every phone number in your account -- whether imported from a spreadsheet, added manually, or opted in via a keyword -- lives in your contact database. The Contact Management section gives you everything you need to organize, segment, and maintain your audience.
Key Sections
All Contacts
The All Contacts view displays every contact in your account. If you import both members and staff, all of them appear here. Use this view to search, filter, and review your full contact database. To separate and organize contacts into meaningful segments, use Groups and Dynamic Groups.
Add Contacts
Add customers one at a time from the Inbox or through the customers section. Best for adding individual customers as they come in -- for example, when someone calls and wants to join your texting program.
Import Contacts
Upload contacts in bulk using a spreadsheet (CSV or Excel). The recommended approach when you have an existing contact list from a CRM, database, or previous messaging platform. Map spreadsheet columns to contact fields during import.
Contact Groups
Organize customers into standard groups for targeted messaging. Groups determine who receives which campaigns. You can create groups based on interest, membership type, location, or any other category that matches your communication needs.
Dynamic Groups
Create groups that automatically update based on contact attributes. Dynamic groups use rules -- such as a specific contact field value or opt-in date -- to include or exclude contacts without manual sorting. As contact data changes, group membership updates automatically.
Search and Filter
Search for contacts by name, phone number, or custom field values from the Contacts section. Filter views allow you to narrow your contact list by group membership, status, or other criteria, making it easy to find exactly who you are looking for.
Getting Started with customers
- Import your existing contacts -- Upload your current contact list to get started.
- Create groups -- Organize contacts into segments that match your communication needs.
- Set up dynamic groups -- Automate segmentation based on contact attributes.
- Configure contact fields -- Add custom fields to track the data that matters to your organization.
Common Questions
What happens when a customer opts out?
When a contact replies with STOP, they are automatically opted out and will no longer receive messages from your account. Opted-out contacts remain in your contact database but are excluded from all future sends.
How do I remove duplicate customers?
The platform identifies customers by phone number. If you import a customer with a phone number that already exists in your account, the existing record is updated rather than duplicated. Review your import file for duplicate phone numbers before uploading to keep your data clean.