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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 3 weeks ago

Community Messenger administrators can manage contacts with various options, such as creating new contacts, editing or removing existing ones, and importing, exporting, or printing contact lists directly from the contacts page. Enter contact details, including names, phone numbers, and email addresses, and organize your list to easily view your favorites—all 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.

Step Three (optional): Place a checkmark in the "Is an administrator" checkbox to promote a contact from the Community Messenger to an administrator.

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

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

  • All contacts: view every contact in your list

  • Administrators: contacts who are administrators

  • 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 Six (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: update the contact's name, password, email address(es), phone number, preferred language, or groups

  • Send message: message the selected contact

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

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

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