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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.
Add cases to the
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Case Group
- 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.
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