This module talks about the contacts feature in cheers video mail. It starts with an introduction to the address Book in which you will see how to create contacts and how to import contacts. Next, you will learn about the importance of having groups ,how to create groups and how to add contacts to the them. Then, you will learn what interest/tags section is all about and lastly, you will be Introduced to the reminders feature.

Lets begin with the address book. Click on “Contacts” on the left navigation sidebar and Then click on “Address Book”. Address Book contains a list of all your contacts. To create a contact, click on the “Create Contact” button. First name, last name and email fields are mandatory to add a contact. You can add additional information if you would like such as your contact’s image, address and a note about them. By only providing a valid postal code and clicking on the red icon beside it, you can autofill the address fields. Once done, click save. You will notice that your contact is added to your list.

You can import contacts by creating an excel sheet with your contacts information. There is a detailed video available on our website which shows how to import contacts step by step.

Segments & Groups: Groups are useful when you wish to send a message to a certain group of people. Instead of manually inserting individual names, you can create a group and message all the contacts in that group at once. To create a new group, click on create a new group. Give your group a title. You can add description but it is completely optional. Then click save. To add contacts to your group, click on add contacts and select your contacts by clicking on the checkboxes. You can click on this checkbox to select all the contacts. For every contact you want to add, check each checkbox in front of their email.Click save once you are done. You successfully made a group and added contacts to it.

Area of Interest/ tags: Area of interest/tags is managed and used in a similar manner as the groups. You can group together contacts that have the same interests.You can also add contacts to a group or tag right from your address book. Click edit on the contact you would like to add to a group. Then simply click on the drop down list beside “groups membership” to select the group you would like to add them to. Then click save selection. You can do the same if you would like to add a contact to a certain interest group.

Now you know how to create a group and how to add contact to groups and area of interest. You can also watch tutorial videos for more information about the contacts.

Reminders

Now, I am going to introduce reminders. You can set a reminder for your contacts birthday, your business anniversary date and your next contact date by clicking on the checkboxes beside the labels. You will receive a reminder notification 15 days prior to the event date at the top of the page. As you can see here. Subject reminder will also show in the notifications area on your dashboard on the specified date.

Summary: Today we learned how to add and import contacts to your address book. We also learned how to create groups and how to add contacts to your groups. I described what Area of interest/tag is and then we learned how to set reminders for upcoming events.

Now that you have learned this feature, please go ahead and try it out. I will see you next time. Cheers for now!