Address Book Overview

 

Quick Navigation

• Address Book Management
  • Navigating to the address book
  • Adding a new address
  • Changing the status of an address
  • Searching & filtering addresses
• Campaign Address Book Management
  
  • Adding shipping settings to a campaign
  • Setting up a fixed address on a campaign
  • Setting up a campaign where the recipient decides between an address from a list or entering their own
  • Setting up a campaign where the recipient decides from a list of address locations only
• Creating sends using the address book feature
  
  • One Link Send address book overview

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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. 

Adding a new address

Click "Add New Address".  The form below will appear. 

Required Fields

Label

Address 1

City 

State 

Zip Code 

Country 

Optional Fields

Address 2

Phone Number

Email 

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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 trying to currently edit.  You will see a status toggle that can be turned on and off. Once complete, 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" 

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Adding shipping settings to a campaign

Navigate to the assets manager screen and click "Campaigns"

Click on the campaign you'd like to edit, click "Edit Campaign"

In the lower left hand corner, you'll have the ability to enable the default address settings for this specific campaign. 

Once enabled, you can configure the shipping settings of your campaign. This includes options for:

• Enabling a claim link
  • By default, this is left off which will require you to assign an address to the campaign before continuing 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

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", the address book will open from the right side. From there, you will be able to select a single address you want to choose for this campaign. 

Once selected, you will see the choice reflected on 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 and which ones you do not want to be able available to the end recipient. 

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 what addresses you want available. 

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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. 

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 example:

 

 

Have additional questions? Reach out directly here or at support@imprintengine.com