About the Address Book

The Address Book stores all of your email contacts in preparations for the Email Invitations method of distributing your project. You can import contacts to your Address Book by manually entering data into each available field:

  • First Name: Enter your contacts first name into this field.
  • Last Name: Enter the surname of your contacts here.
  • Email Address: Enter the email address of a contact in this space.
  • Custom: A space for custom information/ personal messages for respondents.

Note: You can also access the Address Book through the Send page of your project. Do this by clicking ‘Upload Your Contacts’ under the Email Invitations method of distribution.

How to Upload Contacts to Your Address Book

  1. Open the Main Menu
  2. Select Address Book
  3. Create a New List (if you haven’t done so already)
  4. Create a unique list title and press ‘Continue’
  5. Click Bulk Import Contacts
  6. Open your contact list in excel; ensure the columns are ordered Email, First Name, Last Name, Custom
  7. Copy your contacts list over to the Address Book
  8. Press ‘Submit’
  9. Preview your new list
  10. Click ‘Save to Contact List’ to accept, or ‘Try Again’ to go back

How to Insert a Single Contact to your Contact List

You can insert details of a single contact using the same method as above. However, you can also use the ‘+ Add New Row’ button at the bottom of your list if you would prefer.

  1. Click ‘+ Add New Row’
  2. Insert First Name, Last Name, Email, and Custom information as necessary
  3. Click ‘Submit’

How to Edit Contacts

You can make changes to contacts in the list by clicking the box you wish to edit, as you would an excel document.

How to Delete Contacts from your Address Book

You have two options in deleting contacts from your contact list; deleting an entire list, or deleting a single contact. Note: You will not be able to undo your action once you have deleted a contact/ contact list.

Tip: Save any contacts from your Address Book in an external document. It's always a good idea to back-up important information in several places.

Make sure you have selected the correct list from the drop-down menu BEFORE you delete anything.

  1. Open the Main Menu
  2. Go to your Address Book
  3. Select the list you want to delete from the drop-down list
  4. Press ‘Delete this List’
  5. Confirm your decision

How to Delete a Single Contact (Row)

The lines that contact information is stored in your list are called ‘Rows’. In order to delete a single contact, you will have to click the ‘Delete Selected Row’ button.

  1. Go to your Address Book
  2. Select the list you wish to remove a contact from
  3. Choose the contact you wish to remove
  4. Click the ‘Delete Selected Row’ button
  5. Confirm your choice

How to Search for Contacts in your Address Book

If you’re list of contacts has grown substantially, it can be a chore to scroll through them all in search of one contact. Our ‘Find’ feature will circumvent this, and call for the information using key words input by you.

Note: The find feature will only search for contacts inside the list you have open. It will not search for key words across all your lists.

You can select which data field you wish to search across:

  • First Name
  • Last Name
  • Email
  • Custom Field

And apply rules to how your key terms are used to search:

  • Contains: Fields that contain your term
  • Begins With: Fields that begin with your term
  • Equal: Summons fields that match your search term exactly
  • Ends With: Fields that end with your term

Searching for Contacts

  1. Go to your Address Book
  2. Open a list you wish to search in
  3. Click the ‘Find’ button
  4. Select a key word filter (First Name, Last Name, Email, or Custom Field)
  5. Choose the search rules (Contains, Begins With, Equals, End With)
  6. Enter your key words
  7. Press ‘Find’
  8. Close the Search Menu

How go back to the Full Contact List

If you wish to return to your full contact list:

  1. Click the ‘Find’ button
  2. Press the ‘Reset’ button
  3. Close the Search Menu