Contacts are message recipients whose details you have saved in Web2SMS. Contacts can be shared within your organisation or private to you.
Contacts can be organised into groups to allow you to send messages to an entire group rather than adding each contact individually.
To see a list of your contacts, navigate to the Contacts tab. You can view:
Narrow down the list using the search fields. You can search for contacts by name, mobile number or email address, as well as whether they are shared or private.
Create a contact
You can create contacts manually or by importing contact data from a spreadsheet.
You can create:
- Up to 5,000 shared contacts.
- Up to 5,000 private contacts.
Create a contact manually
To manually create a contact:
Contacts that are shared will be visible to, and editable by, all other Web2SMS users in your organisation.
To import contacts from a spreadsheet:
If you choose to purge existing contacts and groups, all contacts and groups created by your user account will be deleted. This includes shared contacts and groups, which will be deleted for all other users in your organisation.
Contact file format
The contact file must meet the following requirements.
- The file must be either:
- A CSV file.
- A TXT file containing plain text with fields separated by commas and records separated by line breaks.
- The file must have a header row containing the correct field names. Some variations on field names are allowed; for a full list, see the 'Permitted field headings for contact upload' section of this user guide.
- Each contact record must include a mobile phone number. All other fields are optional.
- Up to 5,000 shared and 5,000 private contacts can be stored in Web2SMS.
- Contact records must conform to the formatting requirements listed below.
|Field name||Description||Required/optional||Data format||Field length|
|Mobile||Contact's mobile phone number.||Required|
Correctly formatted mobile phone number:
For example, a New Zealand mobile phone number beginning with 027 would be formatted +6427 or 6427; an Australian mobile number beginning with 04 would be formatted +614 or 614.
|Minimum 9 characters.|
|First Name||Contact's first name.||Optional||Alphanumeric characters.||Maximum 40 characters.|
|Last Name||Contact's last name.||Optional||Alphanumeric characters.||Maximum 40 characters.|
|Contact's email address.||Optional||Correctly formatted email address.||Maximum 200 characters.|
|Shared Contact||Whether the contact will be shared with other users in your organisation.||Optional|
One of the following:
|Group Name||Name of an existing group to which the contact should be added.||Optional|
Alphanumeric characters. Group names are case-sensitive.
The contact may be added to multiple groups by using a comma-separated list of group names that is enclosed in double quotation marks.
Maximum 30 characters.
Sample contact file
The following files can be used as a basis for uploading contacts.
|Sample TXT file||Sample CSV file|
Add contacts to a group
To add contacts to a group:
Adding contacts to a shared group
You cannot add private contacts to a shared group. To do so, you must first edit the contact to make it shared.
Edit a contact
To edit the details of a contact:
From this screen, you can also view a history of messages received from or sent to this contact.
To export a list of all your contacts and their details to a CSV file:
Note that this action will download all your contacts, including any that are not displayed on the search screen.
Delete a contact
To delete a contact: