Help Center - Search Results for category "Address Book"

How Does CorpNote use my Account and Address Book Information?
[Address Book  |  My Account]

CorpNote will never sell, distribute or make public your personal information or email addresses, unless necessary to comply with legal proceedings, to protect and defend the legal rights or property of CorpNote and its members, or to enforce CorpNote's Terms of Use. Please read our ...  [more...]

Maximum Number of Recipients per eCard
[Address Book  |  eCards]

You can send an unlimited number of eCards per day; however, there is a limit to the number of recipients you can include in each eCard. When you select to send your eCard to a "Group" of contacts you have created in your address book, you can send your eCard to up to 2,500 recipients with a single click.

When you manually enter ...  [more...]

How Do I Address eCards?
[Address Book  |  eCards]

After you compose your eCard message, click the 'Address/Send' button at the top of the page. You can then add people to your Address List in these 3 ways:

  [more...]

Auto-Fill Names in the Greeting Line
[Address Book  |  eCards]

To use the "auto-fill names" feature for your eCard greeting, you must have an address book entry with a first name for each contact you are including in the eCard send list. When your eCard recipients pick up their card, their first name will appear in the greeting. If you do not have a first name for the recipient, you can assign alternate text to appear ...  [more...]

What information should I include for contacts in my Address Book?
[Address Book]

Each contact must have a first name, last name and a unique email address. You can also provide the following information: company, category (for example: customer, employee, etc.), start date, birthday, anniversary, and comments. We encourage you to provide as much information as possible, since additional fields make it easier for you to search for contacts and send ...  [more...]

What is 'Start Date' used for in the address book?
[Address Book]

The start date field can be used for the date an employee started with your company or the date you and a customer first did business. This enables you to easily search for contacts when you want to send a customer or employee appreciation eCard, or to use our Recurring eCard feature to send regularly scheduled repeating eCards that commemorate the start date.

  [more...]

Email List Unsubscribe
[Address Book]

At the bottom of every eCard there is a link for the recipient to unsubscribe from your email list. Once they click the link and select to unsubscribe, CorpNote will automatically stop you from being able to send an eCard to this email address. This is very helpful when you have included an email address as part of a group or part of a recurring eCard series and don't want ...   [more...]

Can't select a Birth/Anniversary date more than 10 years ago
[Address Book]

When you are manually entering birthdates and anniversary dates in your online address book, the calendar displays the last 10 years as a default (e.g. 2008 - 2018). To select a year more than 10 years in the past simply select the oldest date, and the calendar tool refreshes and lets you pick the prior 10 years. By jumping back 10 years at a time, you can assign any date ...  [more...]

Importing Email Addresses
[Address Book]

You can import addresses from any program that lets you create a text or .CSV file with fields separated by commas.

Here are the basic steps:

  1. In the navigation, go to My Account > Address Book
  2. Click the 'Import' tab
  3. Click the 'Browse' button to find and select your .csv data file
  4. Review your ...

  [more...]

Maximum Email Addresses in my Address Book
[Address Book]

Each member can have up to 2,500 email addresses in their address book; however, a recipient does not have to be in your address book for you to send them an eCard. When sending an eCard, you can type email addresses or select contacts from your address book. There are no limits to how many eCards you can send daily.

  [more...]

Add New Contacts to an Existing Group
[Address Book]

Follow these steps to add new contacts to an existing group in your address book:

  1. In the navigation, go to My Account > Address Book
  2. Import or manually add your new contacts
    Tip: assign them all to the same 'category' so you can easily find them.
  3. Click the "Groups" tab
  4. Click the edit ...

  [more...]

Easily Delete a Category of Contacts
[Address Book]

Go to your address book and use the 'advance search' to search for the category that contains the contacts you want to delete. In the resulting page, click 'Select All' and then click the 'Delete Checked' button.

IMPORTANT: Once you delete a contact, they are permanently removed and cannot be retrieved again.

 

Adding Contacts to my Address Book
[Address Book]

You can add contacts to your address book in two ways:

  [more...]

Importing Macintosh Address Book Contacts into CorpNote
[Address Book]

Macintosh's contact manager does not allow you to export your contacts in the file format compatible with CorpNote's address book. This is a "feature" of the Mac OS and is not under the scope of our technical support. However, our Mac users have reported success using third party applications which give you the ability to export contacts as a .csv file.

  [more...]

Sending eCards without using the Address Book
[Address Book  |  eCards]

You can manually type or paste up to 250 email addresses (1 per line) for each eCard. In the address area, select "Type Email Addresses" and then paste or type your recipient's email addresses. Click the "Add Recipient(s) to Address List" button to save your changes and prepare your eCard for sending.

Important Note: Importing ...  [more...]

How can I export my Contacts?
[Address Book]

To export the contacts in your address book, sign into your account and go to My Account > Address Book. Click the export tab and click the link to download your contacts as a .csv file.

Your unsubscribed contacts will not be included in this file. To view or export your unsubscribed contacts, click on the unsubscribed tab.

 

How do I format my contacts file for import?
[Address Book]

Contacts need to be imported as a .csv file. You can create this by hand in MS Excel or export your contacts from your contact manager software. Review your contact manager’s instruction manual and follow the instructions for creating a .csv file.

At minimum, your contacts file must have these 3 columns to import correctly...   [more...]

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