How Do I Add Recipients?

 

First, you need to go to the Recipients tab.

You have the option to manually load it in the Create New Recipient section or in bulk using the Upload Recipients button.

Once you have uploaded your Excel file, simply save it after aligning your attributes and columns. Remember, the column names do not necessarily have to match the attributes - just ensure they are correctly associated.

Once completed, a prompt will appear asking if you wish to update the recipients' information. The first option allows you to update information for all previously created and future credentials. The second option updates information for only future credentials, while the third option maintains existing recipient information without changes. Click Confirm to proceed with the credential campaign.

Creating a new recipient;

Uploading an Excel file;