Setting up my Address Book
Sharing your passions is a great way to connect with friends, family
and associates. Your Address Book in givezooks allows you to easily let
people know what you are involved with. You can import contacts from a
CSV file or your favorite internet email provider like Gmail, Yahoo,
Hotmail or AOL. You can even tag contacts to make it easier to group or
find them later. For more information on adding contacts, pick on of the
links below for details.
Adding a contact
- From the main page of your Address Book, you can select Add an Individual Contact under the Quick Links menu.
- Fill out the information about the new contact and select the Add to Contacts button at the bottom of the page.
- You
will receive a confirmation message at top of the page confirming that
you have successfully added the contact and the fields.
All of the fields are cleared so that you can add another contact if
you want. If not, you can go back to the Main page of your Address Book
by selecting Return to Address Book under the Options menu.
Deleting a contact
- From the main page of your Address Book, find the contact that you would like to delete.
Select the red X next to the contacts name. - Confirm.
Importing Contacts from a CSV file
Getting your file ready
If you have your contacts stored in a Desktop application,
spreadsheet or a database, you can likely export out a CSV (Comma
Separated Values) file. Consult the help in your application to find out
how to export a CSV file.
You will want to end up with a file that has four (4) columns and no header. The columns you need are:
- First Name
- Last Name
- email address
- tags (optional)
Importing your contacts
From the main page of your Address Book, you can select Import Contacts under the Quick Links menu.
- Make sure that the Import from CSV file tab is selected.
- Select the Browse... button and select the CSV file that you created on your computer.
- Select the "Upload" button and your contacts should be displayed in the window.
Note: duplicate email address will be skipped
Importing Contacts from an email provider
Supported Email Providers
To allow you to easily share your favorite causes and fundraisers,
givezooks supports importing contacts from the most popular email
providers listed here:
- AOL
- MSN Hotmail
- Yahoo Mail
- Gmail
Importing your Contacts
From the main page of your Address Book, you can select Import Contacts under the Quick Links menu.
- Make sure that the Import from Email tab is selected.
- Choose your email provider from the pick list.
- Input you Login credentials for your email account
- Select the Import button and your contacts should be displayed in the window.
Your Contacts will be displayed and you can select the ones that you want to import.
- You can then either select them all or you could select a subset from the list.
- Select the Add to Contacts
button (located at the bottom of the list of contacts) and your
contacts will be imported and you will be returned to the Main page of
your Address Book.
Adding tags to a Contact
- From the main page of your Address Book, find the contact that you would like to add a tag(s) to.
- Select the edit icon next to the contacts name (it looks like a pencil).
- In the tag field add one or more tags separating each with a comma.
- Select the Save button to save your changes.
Deleting tags from a Contact
- From the main page of your Address Book, find the contact that you would like to add a tag(s) to.
- Select the edit icon next to the contacts name (it looks like a pencil).
- In the tag field add one or more tags separating each with a comma.
- Select the Save button to save your changes.
Distribution Lists
Distribution Lists are a way to group contacts in your Address Book
to later use when sending out email requests. You can create a
Distribution List by selecting from your Address Book or by using Tag
words assigned to each of your contacts. In the scheme of things,
tagging your contacts is more flexible and less work to maintain - our
recommendation is to go with the tags.
Adding Distribution Lists
- Start by selecting the link under Quick Links that says Create Distribution List.
- Type in a name for your Distribution List and select the Create button.
- Your new distribution list will be listed under the Distribution List section on the right of the Main Address Book Page.
Deleting Distribution List
- Start by selecting the link under Quick Links that says Manage Distribution List.
- Find the Distribution List that you would like to delete, and select the red X next to the Distribution List.
- YConfirm the that you want that Distribution List deleted.
Adding Contacts to a Distribution List
From the Address Book
Grab a Contact Name from the Address Book with your mouse and drag it to the Distribution List that you would like to add it to.
You can also select multiple Contacts to drag over to a Distribution List.
As you add contacts to a Distribution List, the number next it will be updated to show the number of contacts in the list.
From existing Tags
Grab a tag from the tag cloud with your mouse and drag it to the Distribution List that you would like to add it to.
All of the Contacts that have that tag associated with them will be added to the Distribution List.
You can continue to do this until you have your Distribution List setup to your satisfaction.
Again, as you add contacts to a
Distribution List, the number next it will be updated to show the number
of contacts in the list.
Deleting Contacts from a Distribution List
- Start by select the link under Quick Links that says Manage Distribution Lists.
- Find
the Distribution List that you would like to update, and select it. You
will get a new window with all of the contacts listed for that
Distribution List.
- Find any contact in the list that you would like to delete, and select the red X next to the Name to delete it.
- Confirm that you want that contact deleted.
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