Managing and adding contacts in Message Box

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Managing and adding your contacts with Message Box is easy, and creating and editing your contact groups couldn’t be simpler.

How to add contacts on Message Box from Text Marketer

Other Instructions


Rather not read then watch the Video Instructions of how to Manage Contacts via Messagebox.

Download the full instructional manual here

Instructions

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.

Creating a contact group using Message Box from Text Marketer

Click the Text Marketer drop down, then simply click 'New' in the toolbar above to create your group.

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.

Adding contacts to your group on Message Box from Text Marketer

You can type in your contacts, copy and paste or even upload your contacts from your files.

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:

07900122321
447900122321
7900122321
+447900122321

Uploading contacts from Excel and other files using Message Box from Text Marketer

Press 'Import' in the top toolbar, then 'Browse' to select the file you want to upload.

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).

Changing headings on Excel files with Message Box by Text Marketer

You can move the headings on your data, by simply clicking on the heading, then drag and drop onto your target column.

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

Adding a contact using Message Box from Text Marketer

When adding contacts simply click on the group that you want the contact to be in, then click on the 'New' button in the toolbar above under the contact section.

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 your contacts into Message Box from Text Marketer

Import your contacts by simply clicking on the 'Import Your Data' button in the toolbar.

 

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.

 

 

 

Arranging contacts on Message Box from Text Marketer

Simply click on the contact you want to place in another folder, and drag it into the folder you want.

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 your existing contacts on Message Box from Text Marketer

Simply click on your required contact and you can either edit or delete by pressing the appropriate button in the toolbar.

 

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 your group on Message Box by Text Marketer

To edit/delete your group, click on the required group, then simply click on the appropriate button in the toolbar above.

 

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 on Message Box from Text Marketer

Simply choose the group then click on the 'Export' button in the toolbar above and choose your file preference.

 

 

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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