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Contacts and Groups
Contacts and Groups
Add, create, edit & sort your contacts in the Contacts module.
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21 articles in this collection
Written by
Ben Nebesky,
Kyle Kuczynski,
Josh
and 1 other
Contacts & Groups Overview
Use the Contacts Module and Groups module to create, edit, and manage your contacts in MessageDesk
Written by
Josh
Updated over a week ago
What is a Group in MessageDesk?
Learn about MessageDesk groups and how they work.
Written by
Josh
Updated over a week ago
Contacts
How to Add a Contact
How to create new contacts in MessageDesk
Written by
Kyle Kuczynski
Updated over a week ago
How to Block a Contact
Learn how to block a contact from your contacts list.
Written by
Colby Baum
Updated over a week ago
Saved For Later | Quickly save contacts to a list from Contacts Module
Wondering what "Save for Later" means? Check out this article to learn more about it
Written by
Josh
Updated over a week ago
Merge Duplicate Contacts
Get rid of your duplicate contacts to keep a clean contact list.
Written by
Ben Nebesky
Updated over a week ago
How to Export a Group to CSV
Learn how you can export your groups into a CSV file for external use.
Written by
Ben Nebesky
Updated over a week ago
Uploading & Exporting Contacts
How to Import Contacts into MessageDesk
Learn how to bulk import contacts or upload contacts into MessageDesk using the built-in CSV / spreadsheet import tool.
Written by
Josh
Updated over a week ago
How to Convert an Excel File to CSV
Convert Excel files to CSV so you can get all your contacts into MessageDesk.
Written by
Ben Nebesky
Updated over a week ago
How to Export Contacts from MessageDesk
Learn how to export all of your contacts for use outside of MessageDesk.
Written by
Ben Nebesky
Updated over a week ago
How to Export Contacts From iPhone, iOS, or Android Device
Learn how to export contacts from your iPhone, iOS and Android devices into a CSV file.
Written by
Kyle Kuczynski
Updated over a week ago
Upload Contacts into a Group
Quickly how to upload contacts into a group from a spreadsheet/csv. Create groups from a spreadsheet
Written by
Josh
Updated over a week ago
Troubleshooting Your CSV When Importing Contacts
CSV file won't work? Trouble importing your contacts? Here are some common mistakes and frequent data errors.
Written by
Josh
Updated over a week ago
Groups: Organize Contacts
How to Create a Group in MessageDesk
learn how to create a group of contacts in MessageDesk
Written by
Josh
Updated over a week ago
Manually Add Contacts to Existing Group
Add contacts to existing group, update group with new contacts, add new contacts to existing group
Written by
Josh
Updated over a week ago
How to Manually Remove Contacts from a Group
Learn how you can remove contacts from a static or smart group.
Written by
Ben Nebesky
Updated over a week ago
Filtered Groups based on Custom Fields
Learn how to use custom fields to create filter groups in MessageDesk
Written by
Josh
Updated over a week ago
Copy Existing Groups
How to copy and duplicate your MessageDesk group
Written by
Josh
Updated over a week ago
How to Filter the Contacts into a Group
Learn how to segment your contacts using a Filter.
Written by
Josh
Updated over a week ago
Using Filter Groups with QuickBooks and Xero
Filter groups are a great way to filter your contacts by how much they owe.
Written by
Ben Nebesky
Updated over a week ago
How to Edit Groups
Learn about how to edit your MessageDesk groups
Written by
Ben Nebesky
Updated over a week ago