Where a user can view a comprehensive listing of individuals and their texting profile.

 

 

 

  1. You can enter Person contact information to search the database
  2. Action dropdown used to trigger bulk actions such as:
    1. Add to Starred - Adds a person(s) to the Starred list for easier access
    2. Add to Campaign - add person(s) to Campaign
    3. Send Message - used to send a message to a person(s)
    4. Add to Group - used to add a person(s) to a created Group
    5. All Selected Delete – Everyone selected and all information will be deleted
  3. Import is used to bulk load a list of people using a file containing person’s name, country code, and phone number
  4. Add person is used to manually add a person using the Add a Person form. Unlike the import functionality, Add person can only be used to add one person at a time.
  5. Selector checkbox is used to designate individuals whom action will be taken. Actions can be taken individually or in bulk.
  6. Opt In column advises of the person’s Opt In status. Options include:
    1. Yes – person has opted in
    2. No- person has NOT opted in
    3. Invitation not sent – when person was created, no invitation was sent for opt in
  7. Group gives you a count of the number of groups an individual is in. When selected you are taken into the update screen of the individual where you can view the groups they are apart of and update any area of the person profile.
  8. Messages gives you a count of the number of messages that have been trigger for a person. Once selected the system will take you to the New Message screen where you can view the messages or send a new message
  9. Tag column allows you to view any tags that have been added to a person’s profile as well as select to add a Tag
  10. For individuals who have not opted in OR where the invitation was not sent. The  icon allows you to resend the Invitation to Opt In
  11. Starred allows you to segment certain people for easier access
  12. The  icon allows you to delete a person