Adding members

You can add members to your account one at a time directly from the platform. This is useful for adding new members as they come in — after a phone call, a walk-in, or a one-off conversation.

Adding a member from the Inbox

The fastest way to add a single member:

1. Click Inbox in the left-hand navigation.
2. Click the pencil icon to the right of the members header to open the compose window.
3. In the To: field, type 1 followed by the member's mobile number.
4. Type and send a message.

The platform automatically creates a contact record for the phone number. You can then edit the contact's profile to add their name, email, and other details.

Adding a member from the members Section

For a more detailed approach:

1. Navigate to Contacts in the left-hand navigation.
2. Click Add member or the equivalent button.
3. Enter the member's phone number, first name, last name, and any other available fields.
4. Assign the member to a group if applicable.
5. Save the member.

After Adding a member

Once a member is added, they appear in your All members group and any specific group you assigned them to. You can:

• Send them a message from the Inbox
• Include them in campaigns
• Edit their profile details at any time
• Add them to additional groups

Tips & Best Practices

• Always add the member's name when possible — personalized messages perform significantly better than messages addressed to a phone number.
• If you are adding a member who was previously on a different messaging platform, consider sending an introductory message letting them know about the new number.
• Use the Inbox method for quick additions when you are already in a conversation. Use the members section for more structured data entry.