Contacts Page
Tutorial
Your TextSanity account comes with a fully functional contact database centralized around sending text messages. With your contact database, you can organize contacts by tags, opt-in status, or by date. Additionally, you can download your contacts into a CSV file, or automatically collect the contact information from individuals who participate in a SMS keyword campaign or text message webform.
Tags
Each contact can be assigned one or more tags. Please note, when you send a mass text message you choose who the message goes to by the tags with which the contacts are tagged with, therefore it’s important to correctly categorize each contact in your database with one or more tags.
Adding contacts
You can add contacts to your database through opt-in. Contacts do this themselves when they participate in a text message keyword campaign or text marketing webform.
Search and Filters
Your contact database can be filtered or searched two ways. First, you can use the search bar above to search contacts based on name, email, or phone number. Second, you can filter contacts based on tags. Simply click on the “Filter by Tags” button to the right of the search bar and select which tags you want to show.
In addition, the “Name,” “Created,” and “Opt-in” columns can be reordered by clicking the triangles next to each of the column headers.
Below the “Import” button, there are three numbers with either a green, yellow, or red person icon next to them. This is where you see how many contacts are opted-in (green), not opted-in (yellow), or opted-out (red) for the current filter of contacts.
Bulk actions such as adding or removing tags, sending a text message, or even deleting selected contacts is available when a selection via filter or search is in effect.
Contact Details
From the details page for an individual contact, you can edit any information, add notes, change tags or delete the contact.
In the Scheduled Messages section, you can send a contact an individual opt-in request, if they are not already opted in. With all manual opt-in messages, the legal requirements are pre-populated, but you can also add a few words of your own. This section will also show any broadcast messages that this contact is scheduled to receive.
You can also send a text message to the contact by clicking on “Send Message” at the lower-right hand corner of the screen which will take you to the message thread in the Inbox for this contact.
Check out our other how-to videos.
This page is updated as of 10/18/2022.
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