Creating Your First Staff Contact
There are two ways to add phone numbers to your staff contacts:
Option 1: Add contacts while sending a test message
Navigate to any message and click Send Test Message
Type or paste a 10-digit phone number into the recipient field
The number automatically converts to a chip (a rounded button with the phone number)
Click on the chip to open the contact editor
Add a Contact name (optional but recommended - this helps you identify the contact)
Verify the Contact number is correct
Click Save
The chip now displays the contact name instead of just the number
Click Send Test Messages to send the test
The contact is now saved to your account and will appear in your saved contacts list.
Option 2: Paste multiple phone numbers at once
Copy a list of comma-separated phone numbers (e.g.,
5555551234, 5555555678, 5555559012)Navigate to any message and click Send Test Message
Paste the phone numbers into the recipient field
Each number automatically converts to a chip
Click on any chip to add a name and save that contact
Send your test message
Note: You can paste phone numbers separated by commas only
Using Saved Staff Contacts
Selecting saved contacts
Once you've saved staff contacts, selecting them for future test messages is simple:
Click Send Test Message on any message
Start typing in the recipient field:
Type a contact name (e.g., "Sarah")
Or type a phone number (e.g., "555")
A dropdown appears showing matching contacts, ordered by most recently used
Click on a contact to add it to your recipients
The contact appears as a chip with their name
Continue adding more contacts or send your test
Visual indicators in the dropdown
When you type in the recipient field, the dropdown shows:
Contact name and phone number (if you saved a name)
Phone number only (if no name was saved)
Checkmark icon next to contacts already selected (you can't add the same contact twice)
Edit icon (pencil) on hover - click to update contact details
Delete icon (trash) on hover - click to permanently remove the contact from your saved list
Managing Your Staff Contacts
Editing a saved contact
You can update contact information at any time:
From the dropdown:
Type in the recipient field to show your saved contacts
Hover over the contact you want to edit
Click the pencil icon
Update the contact name or phone number
Click Save
From an added chip:
Click on any chip in the recipient field
Edit the contact name or phone number
Click Save
Deleting a contact
To permanently remove a contact from your saved list:
Type in the recipient field to show your saved contacts
Hover over the contact you want to delete
Click the trash icon
The contact is immediately removed and won't appear in future searches
Important: This only removes the contact from your saved list. It doesn't delete the person's phone number from your account's subscribers.
Removing a recipient from a test (without deleting the contact)
If you've added a contact to a test message but want to remove them before sending:
Click the X icon on the chip
The recipient is removed from this specific test
The contact remains in your saved contacts list for future use
Tips for Using Staff Contacts Effectively
Organize your contacts with descriptive names
Instead of just "Sarah," use:
"Sarah - English Reviewer"
"Tom - Spanish Reviewer"
"Maria - Compliance"
This helps when you have multiple reviewers for different purposes.
Discover saved contacts by clicking chips
After pasting or typing a new phone number, the chip shows just the number. Click the chip to add a name and save it to your contacts. Look for:
Pencil icon appears when you hover over a chip
Cursor changes to a pointer when hovering
Use comma-separated lists for bulk imports
If you're transitioning to staff contacts from a list you've been copying and pasting, you can paste the entire list at once (comma-separated), then click each chip to add names and save.
Keep your contact list clean
Regularly review and delete contacts you no longer use to keep your dropdown focused on your current team members.
Common Questions
Who can see my saved staff contacts?
Staff contacts are saved to your account, not your individual user profile. This means that all users within your account with appropriate permissions can access and use the same saved contact list.
What phone number formats are accepted?
The system accepts 10-digit US phone numbers. You can enter them in various formats:
Plain digits:
5555551234With dashes:
555-555-1234With parentheses:
(555) 555-1234With periods:
555.555.1234With spaces:
555 555 1234With +1 prefix:
+15555551234
The system automatically normalizes all formats to a standard 10-digit number.
Can I send to both saved contacts and new numbers?
Yes! You can mix and match:
Add saved contacts from the dropdown
Type or paste new phone numbers
Click chips for new numbers to save them
Send to everyone at once
Why don't I see the pencil icon when I click a chip?
The pencil icon appears on hover over the chip. Make sure you're:
Hovering your mouse over the chip (the cursor should change to a pointer)
Then clicking the chip to open the contact editor
What happens to my saved contacts when I send a test?
When you successfully send a test message:
New phone numbers you entered are automatically saved to your contacts
Existing contacts you selected have their "last used" timestamp updated
Contacts appear in your dropdown ordered by most recently used, so your frequent contacts stay at the top
Troubleshooting
I pasted multiple phone numbers but they didn't convert to chips
Make sure your phone numbers are:
10 digits each
Separated by commas
In a valid format (see "What phone number formats are accepted?" above)
Try pasting a smaller batch if you're pasting many numbers at once.