Contacts & Groups

Keep the people you text organized.

Add contacts one by one or import a spreadsheet, sort them into groups, and give each group the custom fields your campaigns need.

1Import
2Group
3Personalize
contacts.xlsx4 rows, 0 duplicates
NameMobileAmount
Juan D.0917 ••• 4567PHP 2,500
Maria S.0918 ••• 2231-
Ana R.0926 ••• 7810PHP 1,800
Carlo T.0905 ••• 3349-
What you get

Built for the way you actually work

Import from CSV or Excel

Preview before you import, catch duplicates and download a list of rejected rows so nothing is lost.

Groups that fit your business

Keep borrowers, patients and promo subscribers in separate groups. A contact can belong to many groups.

Custom fields per group

Text, number, amount, date and more. These power personalized campaigns like Hi {first_name}, your plan {plan} renews on {due_date}.

Search and edit anytime

Find anyone in seconds, update details and move people between groups. Deleting a group keeps its contacts.

Shared with your team

Inside an organization, contacts and groups are available to everyone who needs them.

Also available through the API

Create groups, add contacts and run imports from your own system with the Contact API.

How it works

Step by step

  1. 1

    Import or add contacts

    Upload a spreadsheet or add people one at a time. Numbers in any Philippine format are normalized for you.

  2. 2

    Create groups

    Group people by what they should receive, like Monthly dues or VIP customers.

  3. 3

    Add custom fields

    Give each group the fields your messages need, such as Amount or Due Date.

  4. 4

    Use them in campaigns

    Pick a group as your audience and insert its fields with one click.

9:41
D

DENTALPLUS

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FAQ

Questions about Contacts & Groups

Yes. Someone can be in both Borrowers and Promo subscribers, and you choose which group each campaign targets.

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