MessageDesk provides users with the ability to add custom fields to contacts. You can then create smart groups based on which contacts have the same custom field values.

For example, you could create a custom field called "Customer or Staff". Then you can set this field to "staff" for any contacts who are staff members or "Customers" for any contact who is a customer.

From here you can create a Smart Group that contains all "Staff" members and another Smart Group for "Customers".

If you want help setting up custom fields and Smart Groups feel free to schedule a demo with me below:

If you want to learn how you can make your own custom Smart Group follow the steps below.

  1. Create a custom field (learn how here)

  2. Update custom field value for all your contacts with a csv upload (learn how here)

  3. Create a smart group based on the custom field

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