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The People page is the directory of everyone on this event. Open it from People in the sidebar. Each person can have a name, mobile phone number, SMS subscription status, lists, assignment to a team member, and any custom properties your event tracks. Associates with the Messages Only or Assigned Only role can still open People. Lists and Broadcasts are hidden for those roles.

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How do I add a person?

  1. Open People.
  2. Click Add.
  3. Click New person to this event.
  4. Enter First name, Last name, and Phone number.
  5. If you want them on broadcasts and the All list, leave Subscribe this phone number to broadcast messages and add this person to the All list checked.
  6. Click Save.

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How do I add people from a spreadsheet?

  1. Open People.
  2. Click Import.
  3. On Import People, choose a destination:
    • Just into this event — import into the event (not a single list).
    • Into a specific list… — pick a list, then click Next.
  4. Click + Upload or Choose File and select a CSV, XLS, or XLSX file. You can Download Import Template first if you need a sample.
  5. On Map Headers (or Map Columns), match spreadsheet columns to person fields, then click Continue or Next.
  6. On Preview Import, review the rows, then click Import Selected.
  7. Confirm the result on Import Confirmation.
During import, people can be placed on lists from the file or from the list you chose as the destination.

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How do I put someone in a list?

  1. Open People.
  2. Check the box next to one or more people. You can also open a person’s row menu (⋮) and click Add to a list.
  3. Click Add to List.
  4. Search or select a list, or click New List, enter a name, and click Save.
  5. Click Add to list.
To add people while you are already viewing one list, use Filter by list, then Add → People to this list, search by name, check people, and click Add to list.

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How do I find people whose texts aren’t going through?

  1. Open Reports in the sidebar.
  2. Use the tabs for the issue type: No Phone Number, Invalid Phone, Landline, International, Not Yet Subscribed, or Unsubscribed.
  3. Click a name to open their profile, or Edit to update their phone number.
You can also search on People with Search by… (for example First or Last) and review subscription badges on each profile.

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How do I search and filter people?

  1. Open People.
  2. Use Filter by list to show one list, or leave it on everyone.
  3. Use Search by… to pick a field, then type in the search box.
  4. Optional: click Show/Hide Columns to choose table columns.
  5. If guest assignment is enabled for your account, use Assigned To to filter by Unassigned, Me, or a team member.

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How do I message people from this page?

  • One person: row menu (⋮) → Send Message, or select exactly one row and click Send Message.
  • Everyone on a list: Filter by list, then click Message this list (no search or extra filters).

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How do I assign people to a team member?

This control appears when guest assignment is enabled.
  1. Open People.
  2. Select one or more people.
  3. Click Assign To.
  4. Choose Unassigned, Me, or a team member.
You can also assign from a person’s profile with Assigned To.

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How do I archive a person?

Archiving is on the person’s edit form, not the People table. See Person.