How to Send Client Holiday Cards From Each Account Manager

Greenvelope lets a business send one coordinated holiday card mailing in which each client's card arrives from the person they actually work with. The multiple senders feature, available on Greenvelope Business accounts, assigns a sender to each contact on the mailing, so a single send can go out from up to 20 account managers, partners, or relationship owners at once. Assigning a sender controls the sender name each client sees on the card's email. That is a different setting from writing someone's name into the sign-off of the message that accompanies the card, and the most polished client mailings use the two together.

This guide is for the marketing coordinator, executive assistant, or client service lead who has been handed the holiday card list and told "make sure each client hears from their own person." It covers when a named sender beats a company sender, how to plan the assignments, the setup steps, and what to check before anything goes out. For the sending process itself, start with the broader guide to sending holiday cards online.

When Should the Card Come From a Person Instead of the Company?

A company-wide sender makes sense when no single person owns the relationship: broad prospect lists, vendors your whole team touches, or a general announcement where the brand is the point. It is also the right call when recipients recognize the company name more readily than any one person there.

A named relationship owner is the better choice when clients are assigned to a specific account manager, partner, or advisor. A holiday card from "Janet at the firm you call every week" lands as a personal gesture, while the same card from a company name can read as more of a campaign than a greeting. Many teams combine the approaches in one mailing: named senders for actively managed relationships, and the company as the sender for everyone else. Whichever you choose, the greeting itself should follow the same care as the sender choice, and our guide to corporate holiday card etiquette covers the wording.

Map Every Client to a Sender Before You Build the Mailing

The quality of a multi-sender mailing is decided in the planning sheet, not in the platform. Before importing anything, list each client, the person who owns the relationship, and the sender the card should actually come from. Those last two are not always the same, as the example below shows.

This is a planning worksheet for a fictional consulting firm, not an official Greenvelope import template. Its job is to force the ownership questions into the open while there is still time to answer them. On the mailing list itself, senders are assigned per recipient, so every person receiving a card needs one, including several contacts at the same client company. A note like "pending confirmation she has been introduced" is a status to resolve before import, not a value to enter. Explicitly assign the company sender to the recipients who should hear from the business.

How to Set Up Multiple Senders on a Greenvelope Business Account

Multiple senders are a Greenvelope Business account feature. Adding them takes three steps inside the mailing:

1. Open the Details step of your mailing.
2. Click the Information section.
3. Click the + Additional Senders button and add each person. A mailing can include up to 20 senders.

The sender is the name presented on the mailing, not the address it is sent from: cards are typically delivered through Greenvelope's own sending addresses, so assigning Priya as a sender changes the name clients see, not the mailbox the card is sent from. The official help article on setting up multiple senders walks through the same steps with screenshots, including where the sender name appears on what each client receives.

Three Ways to Assign Each Contact a Sender

Once the senders exist on the mailing, assignments happen on the Send step, contact by contact:

• Edit a single contact. Open any contact and choose their sender from a dropdown menu. Best for small lists and for correcting individual assignments late in the process.
• Import a spreadsheet with a Sender column. Add a column named "Sender" to the spreadsheet you import, and each contact arrives with an assignment already attached. If your client records live elsewhere, export them, add the Sender column from your planning sheet, and import the finished list. After the import, review the assignments on the Send step rather than assuming every row came through as intended.
• Bulk contact editing. Select multiple contacts and click Edit to set the same sender across all of them at once. Useful when one account manager owns a clean block of the list.

Ownership Decisions the Setup Screen Cannot Make

Greenvelope applies whatever assignments you give it. The judgment calls belong to your team, and four of them come up in almost every client mailing:

Shared relationships. Each contact gets one sender, so a client with two points of contact needs a decision. Pick a rule before assigning, such as the lead on the current engagement or the longer-standing relationship, and apply it consistently.

Clients with no owner. Resist the urge to guess. Assigning a name the client will not recognize is worse than the company sender, which is a perfectly good choice for unowned relationships. Explicitly assign the company sender to each of those contacts, then confirm the assignments on the Send step before sending.

Departed employees. A card from someone who left in June is the one mistake recipients notice immediately. Reassign those clients to the new owner if an introduction has happened, or to the company sender if it has not.

Duplicate and conflicting records. Within a mailing, Greenvelope does not allow two contacts to share one email address; adding a contact with a duplicate email updates the existing contact's information rather than creating a second card, as the help article on sending to the same email address explains. Reconciliation is still your job in two cases: the same person listed under two different email addresses, who really can receive two cards from two senders, and ownership records that disagree about one contact, which should be resolved in the planning sheet before import. Separate contacts at the same company are fine; each keeps their own card and sender.

Pre-Send Review Checklist

Run this pass after assignments are in and before the mailing goes out:

• Every contact has a sender, and a spot check against the planning sheet confirms the assignments match your intent.
• Each sender's name is spelled exactly as clients should see it. The sender name is what appears on the email, so a typo repeats across every card that person sends.
• No unresolved rows remain: shared clients decided, departed employees reassigned, conflicting records settled.
• The sender and the sign-off agree. If the message that accompanies your card greets each client by name or closes with their account manager through custom fields, confirm the pairing so a card from Priya is not signed by Marcus. The setup for those fields, including fallback text, lives in our guide to personalizing business holiday cards at scale.
• Test before the real list goes out. Greenvelope lets you send a test card to contacts from the Send step. Add one internal test contact for every sender in use, the company sender included, each with its own distinct email address, since a duplicate email updates an existing contact rather than adding a new one. Assign each test contact its intended sender, fill in any custom field your sign-off uses, send the tests, and check the received sender name and sign-off together on every card.

Frequently Asked Questions

What is the difference between assigning a sender and personalizing the sign-off?

Assigning a sender on Greenvelope controls the sender name shown on a contact's card email, and it is set per contact on the Send step of a Business account mailing. A personalized sign-off is text in the message that accompanies the card, usually inserted with a custom field. The two settings are independent, and the strongest client mailings pair them so the sender name on the email and the signature in the message match.

How many senders can one Greenvelope holiday card mailing include?

A mailing can include up to 20 senders. They are added on the Details step under the Information section with the + Additional Senders button, and the feature is available on Greenvelope Business accounts.

Can I assign senders to clients with a spreadsheet?

Yes. Add a column named Sender to the spreadsheet you import into Greenvelope, and each contact's sender assignment comes in with the list; review the assignments on the Send step after importing. You can also set a sender on one contact at a time from its edit page, or select several contacts and update them together with bulk editing.

When the sender map is settled, the rest is an ordinary card send. Browse Greenvelope's business holiday cards to pick a design, set up your senders, and get one coordinated mailing out with every client hearing from the right person.

Related Resources

• How to Personalize Business Holiday Cards at Scale
• Corporate Holiday Card Etiquette
• How to Send Holiday Cards Online
• Set Up Multiple Senders (Business Accounts), Greenvelope Help Center