How do I delete an email from my automated email sequence?

See also: VIDEO – How to add or delete an email from your automated email sequence Permanently remove an email from your automated drip campaign sequence. Navigate to Dashboard > Invites > Email.   On the left side of the screen, select the email you wish to delete and click the Remove button. Note that this […]

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How do I manually deactivate or delete a recipient?

Manually move a recipient to the Inactive list Delete a recipient entirely If you need to remove an address from the active recipients list before it automatically becomes inactive, you can do so manually. To manually deactivate a recipient, navigate to Dashboard > Invites > Recipients. Click the green ‘check mark’ next to their name until it turns […]

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How do I add another email to my drip campaign sequence?

See also: VIDEO – How to add or delete an email from your automated email sequence Add another email to your automated email drip campaign sequence Note: Changes made to your email sequence will not apply to existing active recipients. Only recipients activated after changes are made will receive the revised sequence.   Navigate to Dashboard […]

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What are pending, active, and inactive recipients?

Pending recipients have been uploaded into the system but are not yet receiving your campaign emails Active recipients are currently receiving drip campaign emails Inactive recipients have either received all emails, unsubscribed, or submitted a review directly to your landing page (i.e. not to any third-party site) Recipients on all lists cannot be re-added (pending […]

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How do I manually add a single contact to the recipient list?

Add a single email address or phone number (if Text Messaging is enabled) to your list of recipients without creating a .CSV or .XLSX file First, go to Dashboard > Invites > Recipients. click the Add a Recipient button in the top right area of the screen. In the Add a Recipient window, add the following information: Check […]

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How do I upload a CSV or XLSX recipient list?

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 […]

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How do I create a CSV or XLSX recipient list?

See also: VIDEO – How to create a CSV for uploading client email addresses Quickly add many email addresses or phone numbers (if you’ve added SMS) to your drip campaign Create a CSV or XLSX using most spreadsheet programs (e.g. Excel, Google Sheets, Numbers) While you can manually enter campaign recipients one by one, we also allow you to […]

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