SMS-Magic Web Portal provides a capability for businesses to manage their customer (recipient) lists and use them to initiate messaging communication from SMS-Magic.

There are 2 different ways of managing your contacts

1. Contact Lists
2. Contacts Manager

The list of contacts (recipients) uploaded as a CSV file while sending Bulk Campaign is stored as a Contact List for later use while sending Bulk Campaigns. The CSV file is saved as a Contact List when you Save the campaign.

You can view the saved Contact Lists under Campaign -> Contact Lists. Name of the List and the No. of Contacts in each list is visible.

Contact Lists can contain at max 50K contacts. There is no limit on the number of Contact Lists saved.

You can perform two actions on these lists-

1. Download – Download the list for your use
2. Delete – Delete the list if it is no longer required

Contacts Manager allows you to manage your contacts individually and create a Group of contacts. Individual Contacts are useful while having a direct conversation with the customers. Group of Contacts are useful to send Bulk Campaigns to a targeted audience.

You can add a maximum of 1000 contacts. To add more contacts to the Contacts Manager, please contact care@screen-magic.com.

Add a Single Contact

• Click on the ‘New Contact’ button
• Type in Full Name of the Contact
• Select the Country Code (ISD Code) and type in Contact Number. e.g.: Select 91 for India and type in 98***64756
• Type in Email ID. (This is optional)
• Click on the ‘ Add’ button

Add Contacts in Bulk

• Click on the Import CSV button
• A sample CSV can be downloaded for reference from the Import CSV dialog.
• You can either browse or drag and drop the CSV file. (file needs to be in .csv format). The CSV can contain a maximum of  1000 records.
• Click on the ‘Next’ button
• Select the relevant columns in CSV to map the data with the fields of Contacts Manager
• If you wish to add all the Contacts in CSV to a single group, select the Group from the dropdown
• Click on the ‘Save’ button

Notes:

• While you import a CSV file, you will be informed about the remaining contacts limit.
• If the limit is already exhausted, the ‘Browse’ button itself will be disabled, as shown in the image below:

Map Contacts

Map contacts by selecting relevant options from the drop-down list against each contact fields and click on the Save button.

All Contacts

• You can view all the contacts added for the SMS-Magic account under the ‘All Contacts’ section
• All Contacts list is public and is visible to all Admin and Standard users of that account
• You can see Name, Number, Email Address of the contact
• You can also see the Group to which the contact is added

Edit a Contact

• Click  on three dots and select Edit Contact
• Modify the details
• Click on the ‘Save’ button

Delete a Contact

• Click on three dots and select Delete Contact
• Confirm by clicking on the ‘Delete’ button
• Deleting a contact deletes it from All Contacts and Contact Group both
• You can also select multiple contacts and Delete them at once

Search Contacts

• You can search matching Contacts using the Search Bar by typing in Name or Number

Create Contact Group

• Click on + Create Group on the Left Panel
• Enter Group Name. Group Name must be unique across the SMS-Magic account.
• Click on the ‘Save’ button
• Contact Group’s visibility and access are private to the user who created them

View Groups

• The created Groups are listed on the Left Panel under the section Groups
• Click on a Group name to see the Contacts added to that Group
• You can search for a contact in the Group using Name or Number

Add Contact/s to Group

• Select one or more contacts from All Contacts
• Click on Add to Group icon
• Click on the Group you want the contacts to be added from the dropdown list.
• Click on the ‘Apply’ button
• The contacts will be added to the selected Group

Move Contacts within Groups

• Select one or more contacts from a Group
• Click on Add to Group icon
• Click on the Group you want the contacts to be added from the dropdown list
• Click on the ‘Apply’ button
• The contacts will be moved to the selected Group

Remove Contacts from Group

• Select one or more contacts from a Group
• Click on Add to Group icon
• De-select the Group in which the contacts exist.
• Click on the ‘Apply’ button.
• The contacts will be removed from the Group.