• Upload multiple recipients into your automated email drip campaign using a CSV or XLSX file
  • Upload multiple recipients to multiple locations all from one file using ‘shortname’

Once you’ve created your CSV or XLSX file, navigate to Dashboard > Invites > Recipients.

In the top right corner, click Upload CSV/XLSX.

Browse to your file.

If your file headers don’t match those outlined in the formatting guidelines, you’ll be asked to drag and drop your headers to the information they represent.

drag and drop headers
You will then be given the opportunity to make any last-minute edits. When you’re done, click Upload again.

The entries will then appear on the Pending Recipients list. Once the recipients have been moved to the Active Recipients list, the campaign will automatically send out the first campaign email – no further intervention is required.

recipients list

Note that there is a hard limit of 5,000 pending recipients at any given time. The system will prevent any upload that brings your total above that limit.