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

Add a single email address or phone number (if SMS is enabled) to your list of recipients without creating a .CSV file From Dashboard > Invites > Mailing List, click the Add a Recipient button in the top right area of the screen. Provide the recipient’s email address or phone number (be sure to toggle […]

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How do I upload a CSV recipient list?

See also: Video – How to upload a CSV of client emails Upload multiple recipients into your automated email drip campaign using a CSV file Upload multiple recipients to multiple locations all from one CSV using ‘shortname’ Once you’ve created your CSV file, navigate to Dashboard > Invites > Recipients. In the top right corner, click […]

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How do I create a CSV 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 the CSV 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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