Linking Email and SMS Contacts

Linking Email and SMS Contacts

When managing SMS and email subscribers in Delivra, it's helpful to know whether a contact’s email and mobile number are linked within your account. This connection determines how easily you can manage, segment, and communicate with contacts across channels.

How It Works

Whether or not a subscriber’s email and SMS records are linked depends on how the contact was added to your Delivra account. In some cases, the platform automatically creates a link between the two identifiers—email and mobile number—while in others, they remain separate records.

Here’s what you need to know:

When Contacts Are Not Linked

Some data entry methods don’t automatically associate a contact’s email address with their SMS number. These include:

  • Forms that collect only one identifier
    If your subscription form asks only for an email or SMS number (along with opt-in consent), Delivra will create two separate contact records.

  • SMS keyword opt-in without email capture
    If your SMS keyword campaign is set up to only request and confirm a mobile number, the contact will be added to your SMS list without an associated email.

In both examples, email and SMS data are stored separately in the system.

When Contacts Are Linked

To link email and SMS under a single contact profile, both data points must be submitted together. This typically occurs when:

  • Your form collects both email and SMS information
    A well-designed subscription form that captures both fields will ensure the contact is linked in Delivra.

  • You import data using a CSV file that includes both fields
    During import, Delivra will link the email and phone number as long as both are present in the same record.

  • Your API call includes an email address when adding an SMS contact
    If you're using Delivra's API, be sure to include the EmailAddress field when submitting SMS contact data to create a link between the two.

Best Practices

  • Design your subscription forms to capture both email and SMS to ensure smooth contact management and reduce duplicates.

  • Include both data points when importing contacts or integrating via API to maintain data integrity.

  • Review your opt-in workflows to determine where linking might be beneficial—especially for multichannel campaigns.

Use Case Examples

  • A retailer wants to send promotional emails and last-minute SMS alerts to loyalty members. If email and phone number are linked, they can manage communication preferences from a single contact record.

  • A nonprofit runs an SMS fundraising campaign but later wants to follow up by email. If the original opt-in didn’t capture email, they’ll need to request it separately.

    • Related Articles

    • Adding SMS Contacts

      This article covers information about adding and managing SMS contacts in your Delivra account. You can add SMS contacts to your account in a variety of ways: Setup API calls to add SMS contacts to your account. Upload SMS contacts via SFTP drop to ...
    • Managing your Email and SMS contacts

      The Contacts dashboard is your central hub for managing subscriber records in Delivra. Here, you can view, import, and update your contacts across two distinct communication channels: Email and SMS. These contact types are stored and managed ...
    • Segmenting your SMS Contacts

      Segments allow you to dynamically divide contacts into lists that you can send campaigns to. Using a clause builder, you can build criteria to target your campaigns to the most relevant contacts to ensure the highest possible engagement and you can ...
    • Overview of the SMS Contacts Dashboard

      What does this Article Cover? This article provides a high-level overview of the Contacts, Segments, Tags, and Import History sections within the Contacts dashboard for SMS contacts in Delivra. All Contacts: Navigation Pane: The Navigation Pane lets ...
    • Adding Contacts in Bulk (Importing)

      Importing a CSV file of your contacts' data is the quickest way to get your contacts into Delivra. The steps below will guide you through the process The option to import contacts is found on the All Contacts dashboard: Click on the Contacts icon on ...