Paperless Post's Address Book feature helps you stay organized by keeping all of your contacts and guest lists in one place with easy import and export options.
To get to the Address Book, you'll need to be on our desktop site. Hover over your name at the top right corner of the screen and choose "Address Book" when the menu appears:
Adding contacts to your Address Book
You can add contacts to your Paperless Post address book 3 ways:
- Any contacts to whom you have previously sent on Paperless Post are automatically included in the default All Contacts view. They can also be viewed per-event in the Past Events section.
- You can add contacts one at a time by selecting Add new contact in the top right corner
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You can bulk upload a .CSV spreadsheet of contacts with the Import / Export option in the top right corner. From there, when you click on Import Contacts, you will have the option to download a template so that you can format your spreadsheet to upload successfully:
Please make sure the template matches our Address Book spreadsheet template, which differs from our Invite Guests spreadsheet template.
If you are also uploading physical mailing addresses, you can modify your downloaded template to include these additional headers:
| Name | Email Address | Phone Number | Street Address | Apt/Suite/Building | City | State/Region | Zip Code | Country | Company | Role |
Viewing and Editing Contact Details
You can click on a contact in your list to view or edit details about them, including their name, contact information, company, and role. You will also be able to add or edit a mailing address for the contact by clicking the Mailing Address + section to expand it.
If you need to view mailing addresses for multiple contacts at once, you can export your list — see the Exporting contacts from your Address Book section below.
Using Custom Lists
Once you have contacts added, you can optionally sort them into Custom Lists. These lists will be available whenever you go to add recipients to your Card or Flyer, so they're a great option if you routinely send to the same group.
You can create a new Custom List by choosing Add a custom list from the panel on the left of the screen.
Once you've created a new list, you can rename it by using the pencil icon next to the list's name on the left-hand panel. Then, you can choose Add existing contacts to check off existing contacts in your Address Book, or use Add new contact or Import contacts to add new contacts directly to the list.
You can remove contacts from your Custom List by checking the checkbox to the left of their names. Once you've selected the contacts you would like to delete, a bar will appear at the bottom of the screen where you can click Remove selected.
Removing a contact from your Custom List will not delete them from your Address Book.
Deleting contacts from your Address Book
To completely remove contacts from your address book:
- Navigate to the All Contacts tab in the top left corner.
- Check off contacts using the checkboxes to the left of their names
- Once you've selected the contacts you would like to delete, a bar will appear at the bottom of the screen where you can click Delete selected.
Contacts cannot be recovered after being deleted.
Exporting contacts from your Address Book
You can export your entire Address Book or export specific Custom Lists by navigating to either "All Contacts" or to an individual list, and choosing Import / Export in the top right corner.
You can also export specific contacts by clicking the checkbox to the left of their names, and then choosing Export selected from the bottom bar that appears.
Your contacts will then be exported to a .CSV spreadsheet. All fields associated with each contact will be included in the spreadsheet, including mailing address, company, and role.