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This document is intended to be a master text for all help pages on how to add contacts to a professional print order during checkout. This page will be excluded from search. When the page is created, only the text will be excerpted. The title will not be included in the excerpt.

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How to Add Contacts to a Professional Print Order


From the Shopping Cart page, to add contacts click Choose Recipients. There is a minimum of 25 recipients.

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In the left hand column will be a list of all contacts that have a complete mailing address.

(info) Note: If you think a contact is missing, go to the contact’s summary page to complete their address information so they are eligible to receive this piece.  Learn more about editing a contact.

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To add contacts one at a time, Once you've created your print design, you can select contacts in your system to receive your print marketing design. To add contacts, first check the Print Mailing Addresses on Pieces box and make sure the Contact button is selected, then click the Choose Recipients link.

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(info) You can also upload a mailing list for direct mail farming. Learn more about mailing lists

On the left you'll see all of the possible contacts you can add; you can click Add All Eligible Contacts to add all of them, or you can click the Add button next to each contact you want.

To add all contacts click Add All Eligible Contacts.

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a contact to add them individually. As you add contacts, they will appear on the right.

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(info) Eligibility here means they have a physical mailing address, and it's marked as the "mailing address" in the contact's record. Learn how to mark an address as the mailing address

You can also filter the contact list to display only eligible contacts in a specific group. To select a group, mark the check box next to that group name .

(info) Note: You can select more than one group.

After marking the appropriate check boxes(you can select multiple groups here).

Once you've selected your groups, click anywhere on the page to have your changes take effect.

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Your list will now be filtered, showing only eligible contacts in the groups you’ve selected.

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Select either the Add or Add All Eligible Contacts button. After you have added contacts, you’ll see the names of the contacts appear in the right hand column. You’ll also see how many total contacts are now on the recipient list.

Click Save and Continue when you have finished adding contacts.

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Then click Add All Eligible Contacts to add them to the recipient list (on the right). When you're finished, click Save & Continue.

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