MessageDesk provides users with the ability to add custom fields to contacts. You can then create smart groups based on which contacts have the same custom field values.

For example, you could create a custom field called "Customer or Staff". Then you can set this field to "staff" for any contacts who are staff members or "Customers" for any contact who is a customer.

From here you can create a Smart Group that contains all "Staff" members and another Smart Group for "Customers".

If you want to learn how you can make your own custom Smart Group follow the steps below.

  1. Create a custom field

  2. Update custom field value for all your contacts with a csv upload

  3. Create a smart group based on the custom field

Smart groups are a great way to organize contacts into groups based on data/profile information.

To learn more about MessageDesk groups and contacts you can check out all of our resources here.

Did this answer your question?