SMS Texting (XaaS Techs Texter)
Add, edit and manage SMS contacts
Your contact directory is the list everyone in your campaigns is drawn from. Learn how to add, find, edit and deactivate contacts.
Self-help article3 min readHelp is one ticket away
View and search contacts
- Go to Contact Directory, then Contacts List.
- Use the search box to find a contact by name or phone number, and the page numbers to browse.
- Each row shows the name, phone number and status, with quick actions to send a text, open the inbox, edit or delete.
Add a contact
- Go to Contact Directory, then Add / Manage Contacts.
- Enter the contact name.
- Enter the 10-digit US or Canada phone number without spaces or dashes, for example 6265551234.
- Click Add Contact.
When you text a new number from Send SMS, it is saved to your directory automatically.
Edit a contact or mark it inactive
- Find the contact and click Edit.
- Update the name or phone number if needed.
- Untick "Active Contact" to stop the contact from receiving campaigns.
- Add a status reason or opt-out note, such as "Requested no texts", then click Save Changes.
Duplicates and invalid numbers
When you schedule a campaign, Texter checks your list. Duplicate numbers receive only one message and invalid numbers are excluded automatically, and you can review both from the campaign screen.
Deleting a contact removes it permanently. If someone asked not to be texted, mark them inactive with an opt-out note instead, so the record of their request is kept.
Still need help?
If these steps did not solve the problem, our team is ready to help.
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