Clickatell Communicator Help Guide

More documents

Recommendations

Info

Clickatell Communicator Help Guide V1.1 After you have selected your contact’s groups, click Add Contact to finish creating the new contact – this will take you to the View Group page, where you can edit, delete or export contacts. 5.2.2 Deleting a contact Please Note: To delete contacts from a group, simply select the appropriate tick box next to the contact and click on the Delete link. To delete a contact permanently from your address book, delete it from the Everyone group. 5.2.3 Exporting contacts You can export your contacts by selecting the checkboxes next to each and then by clicking on Export Contacts. This will create a spreadsheet for you, which you can open in Open Office, MS Excel or another spreadsheet programme. 5.2.4 Importing Contacts The Import tab allows you to import a group of contacts from a CSV (comma-separated value) file. Using the Browse button, select a CSV file from your computer. If you have your contacts in any other format, e.g. Excel, you will need to save it as a CSV (comma delimited) file prior to upload. Copyright © 2000 - 2012 Clickatell. 18
Clickatell Communicator Help Guide V1.1 In order to upload CSV files, please ensure you have the correct descriptors at the top of each column. The two mandatory fields for a successful upload are Fname (or FirstName) and Mobile (or Cellphone number). Columns can be set out in any order. The list of all descriptors are: Title, FName, Sname, Email, Mobile, Custom, Group. Example 1: Communicator 2 gives you several grouping options for imported contacts: If you have already created a Group column and specified groups in your CSV file that match existing groups within your Communicator Address Book, then you can select the CSV Groups Allowed option and your contacts will automatically go into the groups that they are listed under in the CSV file. However, if you have created several new groups in your CSV file that do not correspond to any existing groups in your Communicator Address Book, then you can select both CSV Groups Allowed and Create Groups if Required, and the contacts will be placed into the newly created group/s. Note: you need to tick both boxes in order to create new groups. You can also import all contacts into a specific group by selecting a group from the Import Into Group drop-down menu, or If no group is specified, your contacts will all be placed in the Everyone group. If you select a group (other than Everyone) from the drop down menu and select the CSV Groups Allowed checkbox, then only the contacts that do not have a defined group within the CSV file will be placed into the group that you have selected from the drop down menu. For example, if the majority of your contacts need to be placed into a “Students” group, but you have a few contacts that fall under a “Teachers” group, then you may wish to create a Group column in your CSV file with blank spaces next to all the students, but the text “Teachers” next to relevant contacts. This will ensure that when you select the “Students” group from the drop down menu, all of your student contacts (who have no defined CSV group) will be filtered into this “Students” group, and all teachers will be placed in the “Teachers” group. 5.3 Searching for Contacts in your Address Book Click Address Book on the menu at the top and then Search Contacts on the left menu. Copyright © 2000 - 2012 Clickatell. 19
Page 1 and 2: Clickatell Communicator2 Help Guide
Page 3 and 4: Clickatell Communicator Help Guide
Page 17: Clickatell Communicator Help Guide
Page 31: Clickatell Communicator Help Guide

Clickatell Communicator Help Guide

Create successful ePaper yourself

Delete template?

Save as template?