Edit Recipient Information
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Written by Support
Updated over a week ago

You can edit a Recipient a few ways:

Individually:

  • Select the Recipient Name. Select the Edit (pencil) icon next to Recipient information. Edit and Save.

Bulk Load File:

  • Download the existing recipients file. Complete your edits and upload the file.

  • Remember the email address is the unique identifier and will be used to edit the recipient data. If you give a new email address, a new recipient will be created. You cannot edit an email address using the bulk load feature, this must be done manually via the Recipient record. Unless you have specific User Administrator permissions you will not be able to change recipient attributes.

Bulk Update (on Recipient page):

  • Select the checkboxes for all relevant recipients. Select the edit (pencil) icon. Complete your edits and save.

  • All information added to the Bulk Edit dialogue will update to all Recipients selected. If you do not have access to edit a recipient that has been selected, once submitted a dialogue with successful edits and errors will appear.

Important: Getting your recipients into Communic8 is important, but now that you have them here you need to take care of them. If you're like us and want to be extra sure that all the beautiful campaigns that you've worked so hard on land in your recipient's inbox, read the "Recommendations on maintaining high delivery" support article. When you're ready, this article provides a 5-step plan which will most certainly improve your campaign email delivery.

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