Create, edit, and upload SMS address books and contacts

Learn to create, edit, and upload SMS address books and contacts.

Overview

Contacts are important, and so is keeping track of them. This article shows how to manage your SMS contacts and address books.

SMS contacts and address books are created separately from your email contacts and address books.

Mobile number format

All imported numbers are treated as international, which means you must include the international country code and remove the leading 0 from the local number. You can prefix the international country code with 00 or + or you can leave them out.

For example, the UK’s country code is 44, so for the mobile number 07700900000, you could import the number as +447700900000, 447700900000 or 00447700900000.

Create an SMS address book

To create an SMS address book:

  1. Go to SMS > Contacts > All contacts.
  2. Select NEW SMS ADDRESS BOOK.
  3. Under Edit SMS address book enter a name for the address book, and, if you want, a description.
    edit-ab.png
  4. Select Save.

This takes you automatically to the Add SMS contacts page. The two different ways to add SMS contacts are outlined in the next two sections.

Manually create SMS contacts

To create an SMS contact:

  1. Go to SMS > Contacts > All contacts.
  2. Select the Add SMS contact icon to the right of the address book you want to add to.
  3. Under Add SMS contacts, select Manually.
    manually.png
  4. In the text entry field, enter a phone number in the international format, for example, +44 7xxx xxxxxx. It is possible to add multiple contacts in this area by entering each phone number on a separate line.

Test contacts

If you want to create a test SMS contact, follow the process outlined above, but in Step 2, select the Add SMS contact icon to the right of the Test address book.

Upload a file of SMS contacts

To upload a file of SMS contacts:

  1. Go to SMS > Contacts > All contacts.
  2. Select the add SMS contact icon for the All contacts address book.
  3. Under Add SMS contacts, select File upload.
  4. Select Choose file and locate the CSV or Excel file you want to upload.
    If you want to send an email notification when the import is complete, you can enter an email address in the Email address to notify field.

    Files should be no larger than 10MB.

    file-upload.png
  5. Select Upload.
  6. On the field mapping screen, map the column from your file which contains the phone number by expanding the Destination column drop-down menu on the relevant row, and selecting MobileNumber.
  7. If you want to map additional file columns, select a Destination column for them. SMS contacts have five fields that you can map data to.
    Contact_field_mapping.png
  8. Select Submit and your file upload is processed. Once the upload is complete, a list view of the newly added contacts is displayed.

Edit an SMS address book

To edit the name or description of an SMS address book:

  1. Go to SMS > Contacts > All contacts.
  2. Find the address book you want to edit, and select the Edit icon.
  3. Under Edit SMS address book enter a new name for the address book, and, if you want, a new description.
  4. Select Save.

Edit an SMS contact

To edit an SMS contact:

  1. Go to SMS > Contacts > All contacts.
  2. Select the All contacts address book.
  3. Find the number you want to edit, and select the Edit icon.
  4. Under Edit SMS contact, you can edit the phone number, or any of the information in the additional five fields for the contact.

    Each field has a 1000 character limit.

    data-fields.png
  5. Select Save.

See also

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