You can export your recipients for ease when creating groups or editing information.

  • Navigate to Recipients Menu
  • Select upload icon 
  • Select the existing recipients link. The download contains all recipients that you own or have access to (i.e. the recipient is public, or is shared with you). 

Using the bulk upload feature helps to:

  • Bulk edit recipient data, e.g. add Role Titles, Department, Organisation. Update the export file and reload to change data in bulk
  • Segment recipients into Groups for an easy way to create and send a campaign 

Points to Note

  • By default you can edit any public recipient