How to Add or Import Additional Contacts to an Existing List in HealthdeskAI

Overview

You can easily add more contacts to an existing list, either by importing a spreadsheet of contacts or creating new ones manually. This helps you keep your targeted lists up-to-date for Email and SMS Blasts.

Step-by-Step Instructions

1. From the left sidebar, click Contacts, then select Lists. Click on the list you want to add contacts to.

3. Choose one of two options: Import (bulk) or Create New (one at a time).

4. For Create New, enter a first name, last name, phone number, and email address (optional). Then, click Create Contact.

For Import, follow the 3-step Import Spreadsheet process (upload → map columns → confirm).

5. See your newly added contacts.

Pro Tip

If you already imported a spreadsheet before, you can save time by reusing the same column mappings in future imports.

FAQs

Q: Can I import multiple spreadsheets into the same list?
A: Yes. Each import will add new contacts to your selected list. Duplicate numbers or emails will be detected and managed according to your override settings.

Q: Can I add a single contact quickly without a spreadsheet?
A: Yes. Use the Create New option and enter the contact details manually.

Q: What happens if I import a contact that already exists in Healthdesk?
A: If the contact already exists, you’ll be prompted to choose whether to override existing values or keep them as-is.

Q: Can I delete a contact?
A: Yes. Go to Contacts, search for the contact by name, phone, or email, then click Delete Contact. This will remove them from Healthdesk and all associated lists.

Q: How can I bulk delete contacts?
A: From the Contacts page, use the checkboxes to select multiple contacts at once, then click Delete. Be careful — this will permanently remove them and their association with all lists.