Large contact list? Multiple groups with different budgets? No problem. Simplify sending with our how-to guide for managing your gifting contacts.
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HOW IT WORKS?
Contents
- Add contacts individually
- Add contacts in bulk
- Create contact groups
What’s the benefit of making a contact list?
Whether you’re a year-round gifter or send gifts annually, having a contact list makes the process easier and ensures no one is forgotten. By uploading your contacts to your account, you can store them for future use, saving you time and effort. You can manually add or delete contacts as needed, ensuring your list is always up-to-date.
And if you don’t have an integration with your HR system, using contact groups can simplify the process of selecting recipients for gift campaigns. You also can add details to your contacts to automate birthday or anniversary gifts.
Add contacts individually
If you have one or two contacts to add, it may be easiest to add them to your contact list individually. To do this:
- Click “Add Contact” under the Contacts header
- Fill out the form with their address details
- Click save
Add contacts in bulk
Import contacts by uploading a .csv file. Upload thousands of contacts with just a click of a button for simple sending. To do this:
- Click import contacts
- Upload the .csv file that you wish to import
- Confirm that the fields are correct or update data fields if necessary.
For formatting guidelines, download this sample file.
Create contact groups
You may have different gift budgets for clients and employees – this is where the group function comes in handy. Add contacts individually or in bulk to the group of your choice. This can be done while uploading in the form, in your .csv file, or after you have already uploaded the contacts.
By setting up contact groups, you can send gifts to different groups of recipients in bulk without sending to your entire list. Members of your contact groups can be edited at any time.
Manage your contacts
To delete contacts from your list, click the trash icon on the right-hand side of the contact and confirm removal. To delete multiple contacts or add them to a group, click the checkboxes and select “Add to group” or “Delete contacts.”
We’re here to help
If you need help uploading your contacts, the gifting experts at CorporateGift are here to help. Contact us with your questions or send us your .csv file for us to upload for you. For more information on how to use the contact book, check out this video.
Faq
Why should I have a contact list?
Uploading a contact list simplifies the gifting process so you can send to the same people every time. Upload contacts individually or upload a .CSV file to save all clients and employees to your account. Organize your contacts into groups to make sending even easier.
What are contact groups?
You may have different gift budgets for clients and employees – this is where the group function comes in handy. Contact groups are a group of employees or clients that you would like to categorize together. Groups may include: Marketing department, XYZ Clients, Sales team, etc. Add contacts individually or in bulk to the group of your choice. This can be done while uploading in the form, in your .csv file, or after you have already uploaded the contacts.
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