Address Book Overview
This article explains how to use the Address Book feature to manage and apply shipping destinations for Campaigns and One Link Sends. It details how to set a single fixed address for all recipients, or how to allow recipients to choose their own delivery location, either from a pre-approved list or by entering a new one.
Quick Navigation
- Address Book Management
- Campaign Address Book Management
- Creating sends using the address book feature
Navigating to the address book
To access the address book, click Assets Manager and then click Address Book.
Your address book will appear with your current address table below.
Note - This will be blank if you haven't entered in any addresses into your address book.
Adding a new address
Click "Add New Address". The form below will appear.
You will need to fill out the fields.
Required Fields
- Label
- Address 1
- City
- State
- Zip Code
- Country
Optional Fields
- Address 2
- Phone Number
Note - optional fields like Phone Number and Email help keep things organized.
- Phone number - A specific phone number for that address you want to associate with this address (example - the front desk, mail room, reception area)
- Email address - A specific email address that you want to associated with this address (example - the office manager who is responsible for this campaign)
Once complete, click "Save". Your address will now be saved within your address book.
Changing the status of an address
On the far right side of the address table, you will be able to see the status of your address in your address book.
To change the status of the address, click the button under the actions column with the corresponding status you're currently trying to edit.
You will see a status toggle that can be turned on and off. Once you have completed it, click "Save."
Depending on what you select, you will see a 'Not active" or "Active" status next to the corresponding address.
Searching and filtering addresses
You can search and use "Active" & "Non-Active"
Adding shipping settings to a campaign
Navigate to the assets manager screen and click "Campaigns"
Click on the campaign you'd like to edit, and click "Edit Campaign"
You can enable the default address settings for this specific campaign in the lower left-hand corner.
Once enabled, you can configure your campaign's shipping settings. This includes options for:
- Enabling a claim link
- This is left off by default, which requires you to assign an address to the campaign before proceeding to the next screen.
- Choosing an address option
- Fixed - the end recipient will not have a choice of where the package gets delivered.
- Recipient decides - the end recipient will be able to pick between an address of their choice and from a list of pre-populated addresses.
- Recipient decides from list only - the end recipient will only be able to select from a pre-populated address list and will not be able to input their own address.
Have additional questions about the above options or are looking for guidance?
Our brand managers (BM) and platform services teams are here to help you make the right choice. Just ask 😀
Setting up a fixed address on a campaign
Once you've enabled the claim link, under address options, select "Fixed"
Click "Select Address Book Option", and the address book will open from the right side. From there, you can select a single address for this campaign.
Once selected, you will see the choice reflected in the main campaign shipping settings area.
Setting up a campaign where the recipient decides between an address from a list or entering their own address
From the dropdown list, select "Recipient decides". To edit the available address book options available to the end recipient, click "Edit Address Book Options"
You will then be able to select which addresses you want to be available to the end recipient and which ones you do not want to be able to access.
An address status must be active in order to use it within a campaign.
Setting up a campaign where the recipient decides from a list of address locations only
From the dropdown list, select "Recipient decides from list only". To edit the available address book options available to the end recipient, click "Edit Address Book Options"
You'll repeat the same step as above when selecting the addresses you want available.
One Link Send address book overview.
To create a One Link using an address book, you will first select which items you want to send in your one link send. Once selected, you will be able to configure your one link using the screen below.
Under the "Shipping" section, select between:
- Recipient decides
- Recipient decides from list only
- Fixed
This workflow is the same as when you're assigning an address to a campaign.
Two or more addresses are required if you select "Recipient decides from list only."
Once complete, a one link is now created. Below are examples of what the end recipient would see between those three options above.
Recipient decides example:
Recipient decides from list only example:
Fixed address example:
As a reminder, the end recipient will not be able to input their own address. They will only be able to make a product selection (if required).
Have additional questions? Reach out directly here or at support@imprintengine.com