Tutorials - Address Book


Creating and Managing Groups of Contacts

Creating groups enables you to quickly send an eCard, invitation or survey to a group of contacts. If you want to use our recurring eCards feature, you must first create a group of contacts that the recurring eCard series will go to.

The following tutorial covers how to create and manage groups of contacts. If you need instructions for how to send your eCard, invitation or survey to a group, view our Address and Schedule Your eCard tutorial.

Create a Group

  • Go to My Account > Address Book in the navigation and click the 'Groups' tab (see example).
  • Click the '+ Create a New Group' icon.
  • Enter the group name (such as clients, vendors or holiday cards) so you can easily identify this group of people when sending an eCard, invitation or survey.
  • Click the continue button and you will see a list of all contacts you currently have in your address book. (see example)
    • If you have more than 50 contacts, your address book will be separated into different pages with 50 contacts on each page
    • When selecting multiple pages worth of contacts, make sure you save your changes before continuing to the next page
  • Search by name or email or use the advanced search to see more search options. You can also sort your contacts by First Name, Last Name or Email and select to see your contact's birthday, category, company and more by clicking on the drop down menu.
  • Check the boxes next to the people you want to add to your group and click the "save changes" button.
  • You can place all contacts on a page by checking the "Select all" box at the top of the screen and click the "save changes" button. Important: After selecting contacts on a page, make sure you save your changes before continuing to the next page.
  • To remove contacts, de-select the checkbox next to the person's name.
  • Once you are finished, click the 'Save Changes' button.
At any time, you can view the number of contacts and recurring eCards for a group.

Edit Group

  • Click the edit icon next to the group
  • You can rename a group and view recurring eCards associated with a group
  • Add/remove contacts from the group by selecting or de-selecting the checkbox next to a contact's name (see example)
  • Search contacts within a group to see if they are included or not

View Group

  • Click the view icon next to the group
  • You can view the number of contacts and recurring eCards associated with a group
  • Sort contacts and show a contact's birthday, anniversary, company etc.
  • Click the edit icon next to a contact's name to add/remove that specific person from a group

Delete Group

  • Click the delete icon next to the group and you will see a confirm delete screen
  • Deleted groups CANNOT be restored
  • eCards sent to this group will not be deleted but they will no longer display the group name and can only be referenced by the email addresses of the recipients
  • Recurring eCards, to which this group was assigned, will be deleted and all scheduled future recurring eCards for this group will NOT be sent

Next Tutorial > Reminders

If you need additional help, please refer to our Online Help Center or complete our Priority Email Support Form.

Facebook LinkedIn Pinterest Twitter
CorpNote - eCards, Online Invitations and Online Surveys for Business
P.O. Box 565 | Fountainville, PA 18923 | 609-406-1665 | Hours: Monday - Friday, 9am - 5pm Eastern
©2004 - 2018 CorpNote.com