Working With Your Phone Book

From your mobile phone

 

Once you have logged in to your Mobile Back Office click on the Menu bar at the top left of your screen. This will reveal your menu options.  

  • Select Communicator.

 

  • Select Address Book.  

Selecting the Address Book enables you to manage all of your groups and the contacts associated with them.  To edit a group, simply select the group and click on the edit symbol.  If you wish to delete the group, select the the trash symbol.

  • Select the + symbol to add a New Contacts & Groups.  Be sure to select Save when complete.

 

 From your computer

Dotsignal provides you with the tools to create customized phonebook categories in your back office account. Easily allowing you to be able to manage text message campaigns to groups of prospects, clients, etc that have a very targeted interest. Creating custom phonebook groups will give you the ability to organize your contacts in the categories you want.  

Start by importing your important contacts then create and manage your own Phonebook Groups as shown in this article.  

Once your phonebook groups are complete you will have the ability to create and send targeted outgoing text messages to a single individual in a group, to the entire group or to several groups all at once.  Your text messages can be customized or you can take advantage of one of our many standard templates.  

 

Create a new phonebook group

Login to your Dotsignal back office account and click on the Communicator Tab at the top right of the page. Next click on Manage Phonebook. Then click on Create New Groups.

Enter the group name and click on Create Group.  Verify that your new phonebook group has been created in your Select a Group box as shown in the screen shot below.

Now that your phonebook group categories have been defined it is time to organize your imported contacts by placing them into any existing groups of your choice.

Click on the previously imported phonebook group in the Select a Group box.  

Then click on the actual name not the box of the contact you want to move to a different group. If you want to delete a contact then click in the box next the the name and then click on Delete Selected.

 

Select the group or groups you want to place this contact into and click on Save Changes.

 

Repeat these steps for any contact you wish to move to a custom phonebook group.

 

Helpful Tip... You can also add individual contacts manually by clicking on the New Contact button as shown below. 

 

 

 

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