{"id":676,"date":"2024-11-09T13:09:15","date_gmt":"2024-11-09T07:39:15","guid":{"rendered":"https:\/\/www.msgclub.net\/learn\/?p=676"},"modified":"2024-11-09T13:11:19","modified_gmt":"2024-11-09T07:41:19","slug":"step-5-process-to-how-to-create-phonebook","status":"publish","type":"post","link":"https:\/\/www.msgclub.net\/learn\/step-5-process-to-how-to-create-phonebook.html","title":{"rendered":"Step-5: Process to How to Create Phonebook"},"content":{"rendered":"\n

Process on how to create Phonebook by SMS panel<\/strong><\/h3>\n\n\n\n

Phonebook – <\/strong> As we save the contacts in our cell phone in the same manner we can group our contact online with the help of the phone book option.<\/p>\n\n\n\n

Step 1 –<\/strong> when you open your sms account so in the option bar<\/strong> you can select the phonebook option –<\/p>\n\n\n\n

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Step 2 –<\/strong><\/p>\n\n\n\n

Add group –  <\/strong>For saving the contact you need to add a group<\/strong><\/p>\n\n\n\n

You will see an option \u201cAdd\u201d <\/strong>at the top. You have to click on it and in the name section give the name of your group. and click out of the box so group will added –<\/p>\n\n\n\n

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Ways to add contact in Group-<\/strong><\/p>\n\n\n\n

You can add contact in a group via four different ways<\/strong>. first click on the group When you click on add contact<\/strong>, you will find below mentioned options-<\/p>\n\n\n\n

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  • Add manually- <\/strong>Through this option, you can contact the contact manually by filling the details of your contact.<\/li>\n<\/ul>\n\n\n\n
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    • Import In Group<\/strong> – Select the Import In Group tab, choose the group in which you want to import the contact, then upload the CSV file in the given format.<\/li>\n<\/ul>\n\n\n\n

      You can download the sample format by\u00a0clicking on sample format. <\/strong>\u00a0<\/p>\n\n\n\n

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      • Import In Multiple Groups<\/strong> – If you want to Import In Multiple Groups, select the option, upload the CSV file in the given format.<\/li>\n<\/ul>\n\n\n\n
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        • Import In Multiple Groups ( advanced) – <\/strong>if you want to upload the data with comma separation and delimiter you can use the advanced option.<\/li>\n<\/ul>\n\n\n\n
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          • Edit Contact- <\/strong>You can edit or delete your contact any time. For editing\/ deleting any contact, take your cursor on the contact, you will find two icons in the action column, use pen icon for editing, and bin icon for deleting<\/li>\n<\/ul>\n\n\n\n
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            • Export phone book contact –\u00a0 <\/strong>If you want to export all phone book contact then just click on the drop down arrow near Export Group and choose export all groups.<\/li>\n<\/ul>\n\n\n\n
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              • Delete Group :<\/strong> If you wish to delete an existing group then just take your cursor to that group and then it will show a bin icon, click on it. And then confirm that you want to delete that group.<\/li>\n<\/ul>\n\n\n\n
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                • Edit Group :<\/strong> If you want to Edit an existing group details, take your cursor\u00a0 to that group and then it will show a pen icon right above the delete icon. Do the necessary changes and click on the save button.<\/li>\n<\/ul>\n\n\n\n
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                  • Edit wish SMS Setting birthday\/anniversary setting :<\/strong> For sending special wishes<\/strong> of birthdays or anniversaries to your contacts, you can use this feature. Click on the option on the top right corner named as Birthdays\/Anniversary<\/strong> settings<\/strong> and set your SMS content and email content which will be automatically delivered at 11:00 AM when the Birthday come for any contact.<\/li>\n<\/ul>\n\n\n\n
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                    • Birthday\u00a0 detail –<\/strong> As soon as you click on Birthdays\/anniversary settings, a window with the below shown format will appear, type the details and save.<\/li>\n<\/ul>\n\n\n\n
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                      • Birthday sender\u00a0 id — <\/strong>To\u00a0 send birthday\u00a0 sms you\u00a0 can use any\u00a0 sender\u00a0 id\u00a0 which\u00a0 approved from DLT.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n
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                        ## <\/strong>when you set  birthday  information  in the  given form. <\/p>\n\n\n\n

                        There is 2 way to know about birthday information  <\/p>\n\n\n\n

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                        • Inform me about the birthday via SMS<\/strong> <\/li>\n<\/ul>\n\n\n\n

                          If you  are a admin and want birthday information so check the first  option <\/p>\n\n\n\n

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                          • Send information to all contacts of group<\/strong><\/li>\n<\/ul>\n\n\n\n

                            If you send birthday information to all group members, check the 2 options.<\/p>\n\n\n\n

                            See the screenshot below. <\/p>\n\n\n\n

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                            NOTE- <\/strong>You can set same setting for anniversary <\/p>\n\n\n\n

                            How to use Phonebook Video<\/strong><\/h2>\n\n\n\n
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