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How do I use the Contacts tab?

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Contact Lists provide a convenient way to manage your supporters within the New/Mode system, and makes it even easier to contact them through SMS Actions. Once uploaded, you’ll be able to sort your contacts into groups for easy organization. You can also export the broadcast history for your Contacts. In this article, we’ll go over how to use and get the most out of contact lists.

Adding a single contact

Uploading a list of contacts

Adding a Group

Editing a Group

Exporting contacts and groups

Viewing broadcast history of contacts and groups

Adding a single contact 

Step One: On the contacts page, select Add Contact

Step Two: On the Add a Contact page,  enter in First Name, Last Name and either Email Address or Phone Number

Step Three: Press Save, and you’re done! Your contact is added. 

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Pro Tip: You can add contacts directly to Groups using the Groups Textfield near the bottom of the Add A Contact Page.

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Uploading a list of contacts

Uploading a list of contacts is the best way to add multiple supporter’s information to your contact list. 

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Step One: Prepare your CSV of contacts for upload. Each contact must contain First Name, Last Name and Email Address or Mobile Phone numbers. Take a look at this example CSV to preview what your formatting should look like. If you're missing this information, the upload will fail (don't worry, we'll send you an email letting you know).

Step Two: On the contacts page, select Upload Contacts

Step Three: Press Save, and you’re Done!

Pro Tip: Select “add filename as group” to automatically add all contacts from this CSV to a new Group.

Adding Groups

Organize your contact list with groups. Supporters can be added to more than one group.

Step One: On the contacts page, select Add Group

Step Two: Enter a title and description for your group. Make sure to name the group something clear to everyone who uses New/Mode in your organization

Step Three: Press Save 

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Editing a Group

Groups can be edited by navigating from the Contacts page to the “View/Edit” group page.

On this page, select “edit” to modify your group’s name and description. If you’d like to delete multiple groups, select each group with the checkbox on the left side of the card, and then “delete” from the dropdown menu. 

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Export Contacts

To export your contacts, click the Export button on the Contacts page. You’ll then be taken to the Export Contacts page. Here, you’ll be given an option of which format you’d like to export your contacts in (either Excel or csv), as well as the Export Items you’d like to include. Once you’ve made these choices, press Export, and the system will generate your file. 

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View Broadcast History

To view the broadcast history for your contacts, click the Broadcast History button on the contacts page.  Select which message type you’d like to export (Inbound, Outbound or both) from the Message Type dropdown menu. Next, select Export. You’ll be taken to the Export Page. Here, select the file type you’d like your export to be (either Excel or csv), as well as the Export Items you’d like to include. Once you’ve made these choices, press Export, and the system will generate your file.


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