Contact Management

Contact Notes
In Carrick Health, the ability to write notes on each of your contacts is a valuable feature that helps you and your team remember important informati...
Contact Custom Fields
At Carrick Health, we understand the importance of having comprehensive information about your contacts to enhance communication and personalize messa...
Tags
Tags are an essential feature for organizing and labeling contacts within our system. They allow users to categorize contacts effectively and automate...
Contact Fields
Contact Fields are essential tools that allow you to enhance the information stored about your contacts within the Carrick Health system. While the de...
Blocking Contacts
In certain situations, it may be necessary to block contacts within the Carrick Health platform. This document outlines the straightforward process fo...
Managing Opt Out and Opt In
In today's digital communication landscape, it is essential to respect the preferences of your contacts regarding text message communications. Carrick...
Contact Importer
Importing contacts to Carrick Health is a straightforward process that can be accomplished using our Contact Import tool. This guide will walk you thr...
Segments
Segments are essential tools for effectively managing and targeting your audience. They allow you to create specific groups based on various criteria,...