Usage and Access
The Contacts page is where you create, update, upload, and maintain lists of recipients to be used with the Telebroad Campaigns feature. It is accessed from the side navigation menu under SMS Features>Contacts.
Existing contacts are listed by Phone Number, Name, Org (organization or company), Role in the organization or company, and Tags (see next).
You can delete contacts by checking them and clicking 
, but be aware that this cannot be undone.
Click 
on the top-right to download a CSV file of existing contacts. You can duplicate this file and use it as a template to upload new contacts. 
Tags
Tags allow you to organize your contacts by groups or categories. Examples include tags to identify a campaign's lead source or referring agency, state or geographical location, industry, responsible agent or product manager, etc.
You can also create a tag category to recognize and group customers who opted out of receiving SMS messages.
Filtering by Tags
Use the Tags drop-down menu to filter your list of contacts and display only contacts assigned to the checked tags. You can also filter by Contacts with no tag.
Note that if you select multiple tags, you will not see contacts with any of the checked tags but only contacts assigned to all the checked tags, as shown in the following figure.
Managing Tags
Manage your tags by clicking the Tags menu and selecting Manage tags. Here you can delete (
) or rename (
) your existing tags.
When you add a New tag, you just need to provide its name. You can also create new tags by clicking + in the Tags field when editing or creating a contact.
Assigning Tags
To add a tag, one at a time, to a contact, check it and click
(Assign tag). Similarly, you can remove a contact's tags, one at a time, with 
(Unassign tag).
You can assign and unassign multiple tags by selecting the contact and checking or unchecking the available options in the Tags drop-down menu.
Adding Contacts
Add new contacts manually by selecting NEW CONTACT, or import contacts by clicking 
and selecting Upload CSV.
When manually creating or editing a contact, the system will prompt with an error message for duplicate contacts with the same phone numbers. However, if you upload a duplicate contact, it will overwrite the existing contact and replace it. Contact data that is overwritten cannot be recovered.
The CSV file has to follow a certain column order to upload successfully. To see the column order, download the empty template or export your contacts, and modify the downloaded CSV file.
Also make sure not to use any hyphens or other symbols for phone numbers in the CSV file.
Contact Card Fields
Select a contact or create a new contact to see their contact card.
Because contacts are used for SMS campaigns, only the Phone Number field is obligatory. Naturally, this needs to be a mobile-compatible number and not a landline.
The First Name, Last Name, Role, and Organization are self-explanatory. Tags are discussed above. In the Note field, you can enter information that doesn't fit in the other fields.
Contact Attributes
In the attribute fields, you can enter any contact details, features, or characteristics to better define the recipient and offer them more personalized messages using placeholders.
For example, a software company can use attribute fields to track the type of software and subscription her clients purchased. Then it can deliver personalized messages about software updates or promotions based on the subscription level.
