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Contacts - How To Tag, Delete and Share Contacts with Organization
Contacts - How To Tag, Delete and Share Contacts with Organization
Updated over 2 years ago

First go to the Contacts tab to pull up your list of contacts. This is where you will be able to tag delete and share contacts.

Tagging a contact

To tag a contact do the following:

  1. Swipe to the right over a contacts name

  2. Then tap on the tags icon that appears

  3. This will open up a menu where you can tap to assign a tag to that contact

Deleting and recovering a contact

  1. Swipe to the left over a contacts name and click on the trash can icon that appears

  2. To view all deleted contacts click on the eye icon on the top right of the screen

  3. To restore a deleted contact swipe to the left over a contacts name and click on the restore icon

Share a contact with the campaign

  1. To share a contact with the campaign you must select a contact you have shared a message with previously. You will know which contacts you have shared a message with by looking for the below icon with a number next to it.

  2. After clicking on the contact you will see a share icon above a previously shared message with that contact. Click on that icon

  3. You will get a pop-up with the option to invite to campaign via email or text. Right now we are gonna click the yellow button to share contact with campaign

  4. You will get another pop-up where you can select a tag for contact if you have not already and you can also type out a comment that you want to share with the campaign

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