How to Edit an Address Book

This article describes how to edit an Address Book, in cases including:

• you need to add small amounts of data at a time

• you were not able to import data and need to add all new data

• you imported data, but need to update some values

Before you begin with this article, make sure you have completed the steps in How to Create an Address Book.

1. Navigate to Campaigns > Address Books.

2. In the Address Books page, locate the Address Book you want to edit and click the edit button .

3. In the General Settings section, you can update the Name and Description of the Address Book if you choose.

4. Click Insert to begin manually inserting Address Book entries.
   Click Email Addresses to view the list of addresses and charts describing the addresses.

5. Enter information in the appropriate fields.
   Note the following:

   • Use the predefined fields first, rather than using Custom fields. For example, use the Country field, rather than defining a Custom field to include Country data.

   • It is best to be as consistent as possible so your filters will be applied consistently. For example, if you want to filter for Language Code in your campaign, you might want to specify the filter as English. But filtering for English will not match any entries using the ISO code en.

   • Fields imported from Microsoft 365 sources are noted with a ^‡ symbol and cannot be changed or mapped to other fields. For Microsoft 365 field names, refer to Microsoft 365 Connection Manager. 

6. Click Save to save each address you enter.

You can delete single address book entries, if needed, provided that they have not yet been used in a campaign. You can deactivate, but not delete, email addresses that have been included as part of a campaign. See below. 

To delete or deactivate an address book entry:

1. Click View Email Addresses  to view the list of addresses and charts describing the addresses.

2. Locate the address and take the appropriate action:

   • To delete the address, click the delete  button in the Action column. 

   • To deactivate the address, clear the Active checkbox for that entry. 

Before you can send emails in a campaign, you must prove you are authorized to send emails to that domain. For details, refer to Domain Authorization.

When editing an address book, you can see the following read-only check boxes, located just below the Email Address and Active fields at the top of each record:

• Domain Authorized – Indicates whether the domain was authorized using the Domain Authorization tool. When the campaign goes live, it will only send emails to Address Book entries with authorized domains.

• Ignore Unauthorized Domain – Indicates whether the domain was set to be ignored using the Domain Authorization tool. This allows a Security Awareness Training Administrator to see addresses affected by ignored domains despite the fact that the alert is being ignored.

These fields support viewing, sorting, and filtering to allow easier maintenance of records affected by unauthorized and/or ignored domains. For example, you might want to use the filter in the left panel to

• Find only Address Books with Domain Authorized = True, to display a list of recipients to which an email will be sent.

• Find only Address Books where Ignore Unauthorized Domain = False, to display a list of recipients to which an email will NOT be sent.

You might also choose to find Ignore Unauthorized Domain = True to see whether unauthorized warnings will be displayed. Note that this does not affect whether emails will be sent.