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
- From the left sidebar, click Contacts, then select Lists. Click on the list you want to add contacts to.
- Choose one of two options: Import (bulk) or Create New (one at a time).
- 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). - 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.