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Managing contacts as an administrator in the Community Messenger
Managing contacts as an administrator in the Community Messenger

Add or remove contacts, edit names, phone numbers or email addresses and arrange favorite contacts as a Community Messenger administrator.

Jacob Van Scoyoc avatar
Written by Jacob Van Scoyoc
Updated over a week ago

Community Messenger administrators have a number of options for managing contacts including creating new contacts, editing or removing existing contacts and importing, exporting, and printing contact lists from the contacts page in Community Messenger. Simply enter contact information including a name, phone number(s), and email address(es), then arrange your contact list to view your favorites from one convenient page!

Log into Community Messenger as an administrator and click "Contacts" in the navigation bar to begin managing individual contacts.

Step One: Click the "Create contact" button to begin adding a new contact.

Step Two: Enter a first name, last name, password, email address(es), phone number(s), and preferred language in the appropriate fields to add contact information for the new contact.

Helpful Tip: To make a contact from the Community Messenger an administrator, place a checkmark in the "Is an administrator" checkbox.

Step Three: Click the "Save" button to create your contact or click the "Cancel" link to discard your changes.

Step Four (optional): Click the "Filter" icon to narrow down the contacts displayed in your list. You can choose from the following options:

  • All contacts: view every contact in your list.

  • Favorite contacts: view only the contacts you've marked as favorites.

  • Frequently contacted: display the contacts you message most often.

  • Deleted: view a list of contacts that have been deleted in the last 30 days

Helpful Tip: To mark a contact as a favorite, simply hover over the contact and click the "Star" icon.

Fun Fact: Click the disclosure triangle next to a contact to view additional email addresses and phone numbers for the selected contact.

Step Five (optional): Hover over an existing contact and click the "Overflow menu" icon (three dots) to the right of the contact to access more options:

  • Edit a contact: click the "Pencil" icon to update the contact's name, password, email address(es), phone number, preferred language, or groups.

  • Send a message: click the "Send Message" icon to message the selected contact.

  • Delete a contact: click the "Delete" icon to remove the contact from your list.

Helpful Tip: Deleted contacts can be viewed using the contact "Filter" option for up to 30 days, giving you a chance to recover any contacts deleted by mistake.

Step Six (optional): Click the "Import" icon to browse your computer for a CSV file containing contact information to be imported.

Helpful Tip: Click the "Download template" button on the "Import contacts" pop-up for information on the data elements needed for a successful import.

Step Seven (optional): Click the "Export" icon to export the displayed contact list to a CSV file.

Step Eight (optional): Click the "Print" icon to print a list of the displayed contact for future reference.

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