Build the card list
Select people or contacts and save them to a personal, shared, or group list.
Use cases
Holiday cards
Collect Christmas card addresses without chasing a spreadsheet.
Build a private card list, send an address update link, review every reply, and print labels or export the list when it is ready.
Updated 2026-07-02
What this workflow handles
Best fit
Holiday cards, invitations, graduation cards, and seasonal mailings
Core records
Recipients, households, mailing addresses, phones, emails, and status
Output
Address blocks, labels, CSV/XLSX/DOCX, and Google Sheets
How it works
Create an address form
Generate a list-based collection link for address updates.
Review every reply
Approve selected fields and keep the list clean before anything changes.
Print or export
Use labels, address blocks, CSV, PDF, DOCX, XLSX, or Google Workspace output.
GroupDex features for this workflow
Open collection links
Anyone with the link can submit their own details without an account.
Staged review
Submissions never overwrite shared records until reviewed.
Shared planning
Use a shared address book when a spouse or helper needs access.
Fields to collect
- Recipient name and preferred household name
- Mailing address, address 2, city, state, postal code, and country
- Phone and email for follow-up
- Household members to include on envelopes
- Missing, requested, submitted, reviewed, skipped, and ready states
- Optional birthday, notes, and profile links for reusable records
Outputs to create
- Christmas card mailing list
- Missing-address follow-up list
- Envelope address blocks
- Labels and print-ready list
- CSV, XLSX, DOCX, Google Sheet, and Google Doc exports