Contacts & Groups
How your Young Living contacts sync and how to organize them.
How contacts sync from Young Living
When the sync runs, what data comes over, and what to do if a contact is missing.
Contact types: prospects, customers, inactive members, and members
How Simple Downline defines prospects, customers, brand partners, and inactive members, and how contacts get added.
Importing and refreshing contacts after setup
Refresh Young Living data or review CSV and Life Steps contacts for import after setup.
Adding and editing contacts
Add contacts manually, edit details, view history, and search to find anyone fast.
Organizing contacts with groups
Build manual or rule-based groups so campaigns can target the right slice of your downline.
Using filters to control who you message
Choose excluded legs, included legs, and individual members for campaign audiences.
Groups, filters, and tags
Overview of the three ways to organize contacts: groups, filters, and tags.
Why a contact isn't getting texts
What to check when one contact isn't receiving your messages, including opt-out settings, a saved phone number, and when to have us take a look.
Fixing the YL 'unusual sign in attempt' verification when syncing
Complete a Young Living sign-in check, then retry your contact sync.
Why a contact isn't receiving texts
Check an undeliverable number, update it, and verify future send eligibility.
Do international members get texted?
Understand +1 number eligibility and email campaign rules for contacts abroad.
How to stop texting a specific contact
Turn on a contact's Text Opt Out switch without changing other contacts that share the phone.
Why the same texts appear in multiple contact conversations
Shared-number texts appear in each eligible conversation, with one unread reply. Learn how Text Opt Out differs from STOP.