Related Articles
Create a New Group
By grouping contacts, you can easily send to a predefined set, such as participants of different projects, clients in different regions, or owners of different projects. To create a new group via Manage Groups, do the following: On the top navigation ...
How do I Delete Contacts in a Group and Keep Their Data?
As part of managing your contacts and contacts groups within your account, you may wish to delete existing contacts but these contacts have a history of messages,conversations and data. Depending on your own engagement plan and process, you may wish ...
Contact Global Actions
You can perform various global actions on your contact list such as expiring all active invites, deleting contacts, *sending communications, edit labels and change group Expire Active Invites Contacts who have been invited to a survey/quiz or ...
Scheduling Notices and Surveys
You can also choose to schedule your engagements(survey, quiz or notice) to be sent out at recurring intervals or after a specified time or event to a targeted group of contacts. Within the Echo Mobile platform you can setup two types of events. ...
Uploading Contacts into a Group
If you have an list of contacts from your organization tools such as CRM or company records, you can upload the data using an excel document (.xls/.xlsx) so as to populate your groups with the contact data. To upload respondents from an existing ...