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- Go to Messaging > Case Groups
- Type in the name of your group (ex. Patients and click the "+ Create Group" button.
- Click on the Group Name link to edit the cases within the group.
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Add cases to the case group
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- Manually With Identifier: Type in an identifier for the case (phone number, an external ID specified when creating case or the actual case ID). If specifying the phone number, you need to specify the full phone number (including country code with no spaces and no + symbol). Then click on the + Add Case button. If the case can't be found, an error will be displayed.
- Through Excel: Download the cases_bulk_example.xlsx file. In the file, type each case to add to the group as a separate row. You can use the phone number, external ID or actual case ID. If the case can't be found, an error will be displayed.
Note: To link back to the case data page, select the case name.
If you want to add cases to a case group in To Bulk upload cases, Select select the link and download the cases.
Make the necessary change, and use Use the column header case_identifier. The case ID can be found in a case export or on the individual case_data page.
Upload the new list to add contacts to the case group.
All cases in a Messaging Case Group must have a valid contact_phone_number, including the country code.
Editing a Case Group
Use the Manage Cases button to open the Case Group.
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