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