SMS Magic - Standalone

SMS-Magic Web Portal is a standalone Software as a Service (SaaS) solution. This also serves as entry point for onboarding of salesforce & Zoho customers.

Contacts Manager

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

A screenshot of a cell phone  Description automatically generated

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

Your Uploaded CSV file:

  • Should have Mobile Numbers of Recipients with the Country code (ISD code)

  • Should not have duplicates

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.

Updated on Mar 27, 2024

Table of contents
No topics found!