Contact Management

Add Contact

There are a few ways to add a new contact to Business Text Messaging. New contacts are automatically added to the All Contacts list and are opted-in to receiving messages from the account.

Because no one likes to receive spam, a contact should only be added if they have explicitly and voluntarily opted-in to receive text messages. See Compliance and Best Practices for details.

 

New Message

When a message from a new contact is received, their phone number is automatically added to the default All Contacts list. Take the time to Icon_Pencil.png edit the contact’s name directly in the chat window, then add them to the appropriate contact list(s).

Chat_Toolbar_Edit.png

Contact Lists: Details View

In Contact Lists: Details View, click Add New Contact on the bottom left of the screen. The window to add a contact is the same as the window to update a contact. Enter the customer’s name and phone number, then click [Submit].

Add_New_Contact.png

Contact Lists: Summary View

In Contact Lists: Summary View, locate the list the contact will be added to, then click Add Contact.

Contacts_Lists_Summary.png

 

Edit Contact

Go to either the All Contacts tab or to Contact Lists > Details View and select the All Contacts list. Search for the contact and click Edit on the right.

BTM_Contacts_Edit_1.png

In the Edit Contact window, add or enter the contact’s name and phone number in the appropriate fields.

The Opted-in checkbox indicates whether the customer can or cannot receive messages.

  • Checked: Contact has opted in, and messaging is enabled.
  • Unchecked: Contact has opted out, and messaging is blocked.

 

BTM_Contact_Edit_2.png

 Warning

Do not change the contact’s opt-in status without their express permission. See Compliance and Best Practices and Managing Opt-Outs for more information.

 

Delete Contact

To permanently delete a contact from the system, search for the contact in the All Contacts tab, then click Delete. When asked if you really want to delete this record, click [OK] to confirm.

To remove a contact from a list, go to the Contact Lists tab and click View Contacts or go directly to the Details View tab and open the contact list. Then locate the contact on the list and click Delete. The user is removed from the list but is still in the All Contacts list.

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