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  • Add a Contact

    How to Add a Contact to Your Mailing List Step 1: Click the “Send” step. Step 2: Click the “New” link and enter the requested information on the following page. Step 3: Select to either add an "individual" contact or a "couple or family" contact. Only use the "couple or family" if people live i...

  • Edit a Contact

    How to Edit a Contact Step 1: Click the “Send” step. Step 2: Click the name of the contact you would like to edit. *NOTE* You may edit "tags" and "plus 1 counts" for multiple contacts at once by selecting the checkboxes for multiple contacts and then clicking the edit link above the mai...

  • Delete a Contact

    How to Delete a Contact (from your mailing) Step 1: Click the “Send” step. Step 2: Select the contacts you wish to delete. Step 3: Click the "Delete" icon above the mailing list. *IMPORTANT* By deleting a contact, he/she will no longer have access to any sent cards.

  • Import Contacts - Excel, Webmail, Past Event

    Greenvelope makes importing your contacts into our system as easy as possible! You can now import contacts using an Excel spreadsheet, from a list of emails, directly from your email provider (Gmail, AOL, Yahoo, Hotmail, and Outlook), or from your Greenvelope address book. How to Import Contact...

  • Importing from Excel

    Greenvelope makes importing your contacts using a spreadsheet quick and easy! The import will support an Excel file or more basic CSV format. Preparing your Spreadsheet for Upload To ensure the importing process goes smoothly, you may download our Excel file to get started. Directions for e...

  • How to Build Your Spreadsheet for Upload (Video)

    Please enjoy a short video to help properly format your mailing list upload document:

  • Group Couples and Families Together (Video)

    We recommend linking couples and families that live in the same household under the same primary contact so they receive the same invitation link. This makes tracking more reliable and responding is easier for your guests.​ ​ Please enjoy a short video about when you should use linked contacts and...

  • Manage Plus 1s

    You are able to specify how many additional guests (Plus 1s) each person on your mailing list is allowed to bring. If your guests decided to bring a Plus 1 you can collect and/or require contact information (ie. first name, last name, email). NOTE: You can change the default Plus 1 settings for new...

  • Utilize Tags for Organization

    Tags can be applied to help organize contacts for efficient searching, sorting and filtering. A useful example of Tags is if you would like to separate friends, family, or colleagues. Then, if you would like to have an event strictly for your colleagues, you can quickly add only these contacts to a ...

  • Utilize Tags to Survey Specific Guests

    Tags can be applied to help organize contacts for efficient searching, sorting and filtering. Additionally, tags can be used to only ask certain survey questions to a specific subset of guests. For more information on adding tags, please review the article Utilize tags to Organize Guests. ​ H...