Manage Mailing Lists
Overview
When creating mailing lists from the Address Book, you have the option to create either Manually enter addresses, Upload a spreadsheet, or Build & purchase a list. These options can be accessed via the + New mailing list button at the top right of the Address Book view.
Manual Creation
To create a new mailing list manually, click on + New mailing list on the right-side panel. Click Manually enter addresses, name your mailing list in the modal that appears, and you will then be taken to the Address Book default display, filtered by the mailing list you just created.
You can then start adding recipients via the + Add recipient button at the top right of the screen.
Spreadsheet Upload
Uploading spreadsheets is the most effective way to prepare your address book for bulk mail. Follow the steps below to successfully manage this process.
Upload CSV
After clicking the Upload a spreadsheet button you will then be prompted to import a CSV to your address book.
Required CSV Specs
The first row of your CSV must contain column headings, and include recipient name, address, address line 2 (optional), city, state, and zip code. Fields are limited to 40 characters and will be truncated if necessary. The state must be a 2-letter abbreviation, and the zip code must be 5 digits.
Make sure to upload a CSV file, as XLSX (Excel) and other formats are not supported. You can download an example CSV template here.
CSV Custom Fields (optional)
When sending bulk letters and bulk postcards via DocuPost, you may find it helpful to create distinct lists, as well as to personalize your bulk mail by inserting each recipients name.
If you want to take advantage of personalization features via mail merge and mail tags, you have the option to create custom fields. Simply add additional fields to the CSV (up to 5).
These can then be referenced when authoring mails, in the rich text editor via merge tags. This is explained in our send letter and send postcard guides.
Build and Purchase a List
DocuPost has two options for building and purchasinglists. This can be helpful for both consumers and businesses who are looking to take advantage of direct mail.
Consumers
DocuPost's Consumer list tool allows you to build mailing lists for all residential addresses within a given geographic radius, with optional advanced demographic filtering.
Businesses
DocuPost's Business list tool allows you to build mailing lists for all businesses in a certain category within a given geographic region.
Use Mailing List
Once you are in the address book, use the dropdown menu at the top to select the mailing list you want to use for your bulk mail. This will display the recipients in that mailing list below.
After selecting your mailing list, choose a bulk action from the options available. You can do this by using the Bulk actions dropdown menu. The two main options are Mail letters to list and Mail postcards to list. View our guides on sending letters and sending postcards for more detail.
Export and Delete
In the Address Book section of your DocuPost account, you will see all your saved mailing lists.
You can export by clicking Export CSV.
You can delete by clicking the Delete list (# records).
Frequently Asked Questions
To export mailing lists, go to the Address Book section, select the mailing list you want to export, and choose the option to export it as a CSV file.
To update a mailing list, access it from the Address Book, and then add or remove recipients as needed.
Check for invalid or mis-formatted recipient information. Make sure all addresses are correct and try again. If the problem persists, contact customer support.
Common problems include incorrect formatting, missing required fields, or duplicates. Ensure your CSV file follows DocuPost's guidelines for import.