MessageDesk

Josh

Ben Nebesky

Colby Baum

Add, create, edit & sort your contacts in the Contacts module.

Contacts and Groups

How to create new contacts in MessageDesk

How to Add a Contact

Learn how to block a contact from your contacts list.

How to Block a Contact

Wondering what "Save for Later" means? Check out this article to learn more about it

Saved For Later | Quickly save contacts to a  list from Contacts Module

Get rid of your duplicate contacts to keep a clean contact list.

Merge Duplicate Contacts

Learn how you can export your groups into a CSV file for external use.

How to Export a Group to CSV

Contacts

Learn how to use custom fields to store and edit custom contact information in your MessageDesk workspace.

How to Create and Edit Custom Fields

How you can update the Custom Fields of all your contacts efficiently with CSV. Update custom fields all at once with a spreadsheet upload

How to Update Custom Fields with a Spreadsheet Upload

Learn how to customize your experience and drive efficiency by using Smart Groups with Custom Fields.

Filtering a Group using Custom Fields

Custom Fields

Learn how to bulk import contacts or upload contacts into MessageDesk using the built-in CSV / spreadsheet import tool.

How to Import Contacts via CSV

Convert Excel files to CSV so you can get all your contacts into MessageDesk.

How to Convert an Excel File to CSV

Learn how to export all of your contacts for use outside of MessageDesk.

How to Export Contacts from MessageDesk

Learn how to export contacts from your iPhone, iOS and Android devices into a CSV file.

How to Export Contacts From iPhone, iOS, or Android Device

Quickly how to upload contacts into a group from a spreadsheet/csv. Create groups from a spreadsheet

Upload Contacts into a Group

CSV file won't work? Trouble importing your contacts? Here are some common mistakes and frequent data errors.

Troubleshooting Your CSV When Importing Contacts

Uploading & Exporting Contacts

Learn about MessageDesk groups and how they work.

What is a Group in MessageDesk?

learn how to create a group of contacts in MessageDesk

How to Create a Group in MessageDesk

Learn about how to edit your MessageDesk groups

How to Edit Groups

Learn how to segment your contacts using a Filter.

How to Filter the Contacts into a Group

Add contacts to existing group, update group with new contacts, add new contacts to existing group

Manually Add Contacts to Existing Group

Learn how you can remove contacts from a static or smart group.

How to Manually Remove Contacts from a Group

Learn how to use custom fields to create filter groups in MessageDesk

Filtered Groups based on Custom Fields

How to copy and duplicate your MessageDesk group

Copy Existing Groups

Groups: Organize Contacts

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