How Do I Add Recipients?

To begin adding recipients to your account, start by selecting the Recipients option from the left-hand menu.

Add Recipients

To add recipients, navigate to the Recipients tab.

From the Add Recipients button, you have the option to manually create a recipient by utilizing the Add Single Recipient button or in bulk using the Upload Spreadsheet button.

Upload Recipients

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.