Managing and adding your contacts with Message Box is easy, and creating and editing your contact groups couldn’t be simpler.
To start with you will need to set up an account. Then click on the ‘Manage Contacts’ button on the Message Box homepage, you will then arrive at the screen below.
Making a contact group
On the left you will see written Text Marketer with a drop down, this is where all your groups you create will be stored.
Click on the drop down, then in the toolbar above press the ‘New’ button under the ‘Group’ section this will open up a group for you to call whatever you like.
When you click save a little pop up window will appear.
There is a box where you can type your numbers or copy and paste your numbers into. You will need to make sure that the numbers are on separate lines or separated by a comma.
It also gives you the option to upload your contacts from a file.
Formatting your data ready for upload
Later versions of Excel may automatically save the Excel file as a .xlsx file. If this is the case, simply save your file as a .csv file by hitting the drop down arrow next to file type and select .csv.
When manipulating mobile numbers in Excel, the leading zero from your list of numbers is often deleted. If this happens, don’t worry, your account will automatically recognise that the zero is missing and replace it.
The following mobile number formats can be processed:
Adding your contacts from Excel, text, or CSV files
Adding contacts from Excel, text, or CSV files is easy.
Simply select the contact group you would like to add the files to, then click the middle of the ‘Import’ button in the above toolbar. Select ‘Browse’ and select the file that you wish to upload and press ‘Ok’.
Your data will then be populated in a table (as shown on the right).
You might see that some data is under the wrong heading, for example our data on the right has the ‘Surnames’ written under the heading of ‘Company’. We can simply click on the required heading and drag and drop it, on the heading we want it to replace.
Adding a new contact
Simply click on the group you want the contact to be added to, and click ‘New’ in the toolbar above. Then type in their details, click save and you are away.
Importing contacts from Google, Mailchimp, Capsule or the old UI
Importing your contacts couldn’t be simpler.
Just click on the ‘Import Your Data’ button in the top toolbar, and select your desired upload.
Re-arranging contacts in groups
You can now simply drag and drop contacts into other groups.
Click on the contact that you want to move into another group, and drag and drop into your chosen folder.
Editing and deleting your contacts
Editing and deleting contacts couldn’t be easier.
Select the contact you wish to edit/delete then click on the appropriate button above in the toolbar.
Editing or deleting your groups
To edit or delete you group, click on the group and then click the required button in the above toolbar.
Exporting your contact groups
You can export your contact groups and all their details.
Click on the group you wish to export then click the ‘Export’ button in the toolbar above. This will give several options of file preference.
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