Overview

Contacts is where the contacts are managed. A list of existing contacts along with their email or phone number is displayed.

• Select the Contacts option in the menu on the left side of the page, and the following page is displayed.

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Table of Contents

• 1 Overview
• 2 List Actions
• 3 How to Create or Edit a Contact
• 4 How to Delete a Contact
• 5 How to Export Contacts
• 6 How to Import Contacts

List Actions

At the top of the list the following action are available:

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① Search - Enter information to search for an existing notification. ② Import - Provides the ability to export the notification as a CSV formatted file. Reference the How to Import Contacts Section below for the step to import Contacts. ③ Export - Provides the ability to export the notification as a CSV formatted file. Click the Export Icon at the top of the page. A CSV file will be created in the device's default location with all Contacts included. ④ + CONTACT - Add a new Contact. Following the steps below to Create or edit contacts.

How to Create or Edit a Contact

• Create a New Contact: To Create a new contact, click the + New Contacts button above the list of contacts.

• Edit an existing Contact: To edit a contact, click the Action icon ( ⋮ ) on desired CONTACT and select Edit.

• First: Enter the contact’s First Name.

• Last name: Enter the contact’s Last Name.

• Email Address: Enter the contact’s Email Address.

• Enter the contact’s Phone Number that will except text messages.

• Tags: Add tags to a contact. During Tag entry, separate each tag with a comma.
  Tags provide that ability to group contacts. During campaign create all contacts with a selected Tag can be added to the Campaign’s Audience.

• Click the SAVE button to submit all changes.

How to Delete a Contact

• To delete a contact, click the Action icon ( ⋮ ) on desired CONTACT and select Delete.

• When prompted click the DELETE button. To cancel out of the delete function click the ( X ) in the top right corner of the pop-up.

How to Export Contacts

• Click the Export ( ) icon at the top of the page.

• A spreadsheet compatible CSV file will be created in the device's default location with all Contacts included.

How to Import Contacts

The Sangoma Send app provides the ability to import a list of contacts using a CSV formatted file.

• Click the Contacts option in the menu on the left side of the page. and follow the steps below.

• Step 1 - Create a template CSV file:

  • At the top of the Contact list, click the Import ( ) icon.

  • In the Pop-up window that is displayed, Click the DOWNLOAD SAMPLE button.

  • A Excel compatible CSV file will be created in the device's default location.

• Step 2 - Add contacts to the new CSV file.

  • Open the downloaded export file using a spreadsheet app like Microsoft Excel or Google Sheets.

  • Do not add any entries in the first column “uuid”

  • Add the following contact information:

    • uuid - Leave this field empty.

    • Firstname - Enter the contact’s first name.

    • Lastname - Enter the contact’s last name.

    • Tags - Enter an existing or new Tag (example: Monthly Newsletter).

    • Email - (optional) Enter the contact’s email address.

    • Phonenumber - (optional) Enter the contact’s Phone Number that will except text messages.. Note: The number should be just the number, no special characters.

    • Save the changes.
      Note: Insure the file is saved as a CSV file and not a spreadsheet.

• Step 3 - Import the contacts via the new CSV file.

  • Click the Import ( ) icon at the top of the page.

  • Click the CHOOSE FILE button.

  • Select a previously created CSV file.

  • If the first row has column headers, click the “First row has headers” checkbox.

  • Click the IMPORT button.

  • A popup window will appear and display how many rows were processed, rejected and imported. Normally there will be at least 1 row rejected, which is the first row of column headers.

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