Getting started – contacts

Being able to easily access your contacts is as important for sending SMS as it is for your email.
Below we will show you the simplest way to get started with creating contacts.

From the Echo menu select the Contacts and groups button as shown below (we’ll talk about groups later)

As a first time user this is display an empty page with a Create button to the right.

Click on this and you’ll be presented with a simple form to complete

 

Quickname will automatically be completed for you, this is a simply way to call on the record later.

When completed clicking the Create button will display the details you entered giving you some further options:

From here you can if you wish test that you have the correct details by sending a message to the contact, or you can click the Create button on the right again and add another contact.

Now if you go back into Simple Send and click on the Contacts button below the To field you’ll see the following screen:

Click on the contacts from the list you’d like to add and their names will appear in the lower bar.

Select Add to message and the Send form is pre-populated with the contacts chosen details.

 Next Steps >>

Groups

Upload Contacts

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