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, uploading and editing them.

Create an SMS address book

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

Create an SMS address book

  1. Click on Contacts in the main navigation bar to go to the 'My contacts' page
  2. Click on Add new 
    SMS_add_new_SMS_address_book.png
  3. The Edit SMS address book page will display

    SMS_create_SMS_address_book.pngEnter a name for the address book; you also have the option of providing a description for it.
  4. Select Save.

This will take you automatically to the 'Add SMS contacts' page. Follow the same steps as given in Steps to create an SMS contact or contacts to add contacts to your newly created SMS address book.

Edit an SMS address book

To edit an SMS address book, click Edit alongside the required address book.

SMS_edit_SMS_address_book.png

This will take you through to the 'Edit SMS address book' page where you can alter the name of the address book and the description.

Once happy, select Save.

Create an SMS contact

  1. Click on Contacts in the main navigation bar to go to the 'My contacts' page
  2. Click on Add SMS contacts icon next to 'All contacts'

    SMS_add_SMS_contact.png
  3. The 'Add SMS contacts' page will display. Click the Manually tab, if you wish to upload a number manually.

    SMS_tabs.jpg
  4. Add a phone number into the box provided using the international format, for example +44 7xxx xxxxxx. If you're adding multiple contacts, each number should be on a separate line.

Edit an SMS contact

To edit an SMS contact, click on an address book and then click Edit alongside the required contact.
SMS_edit_SMS_contacts.png

This will take you through to the 'Edit SMS contact' page. Here you can edit the contact's phone number should you need to, as well as add up to five fields of information to the contact for SMS personalisation.
It's a good idea to ensure the information added here is as short as possible, due to character limits.

SMS_edit_SMS_contact.png

Once happy, click Save.

Upload SMS contacts

Uploading a contacts file

If you wish to do a bulk import, it's easy to do if you have a contacts file. To get started:

  1. Click on Contacts in the main navigation bar to go to the My contacts page
  2. Click on Add SMS contacts icon next to All contacts.

    SMS_add_SMS_contact.png
  3. The Add SMS contacts page will display. 
  4. Select Choose file to import contacts from a CSV or Excel file on your computer.

    SMS_file_upload.jpg

    Files should be no larger than 10MB. Please ensure the source column containing the phone number is assigned to the destination column 'MobileNumber', whilst you can assign five further source columns to 'Field1' up to 'Field5' which will enable you to personalise the SMS campaigns you send. You'll probably want to keep the information in any additional fields as short as possible, due to character limits.
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 and + 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.
Whether manually entering a contact or contacts, or importing via a file, click the relevant Upload button

Your SMS contacts will be imported and you can confirm this afterwards by checking the number of contacts in the 'All contacts' SMS address book.

SMS_SMS_all_contacts.png

Once you've created other SMS address books, they'll be listed here too.

See also

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