Sending Bulk Invitations

Using the Invite by CSV feature lets you send several invitations at once.

1. Select Invite by CSV to open the CSV Import area. including a CSV template download.

2. Click the template link to download a template of the CSV file.

3. Enter your applicant details within the file and save your additions.

4. Select Choose File to browse to the CSV file to upload.

5. Select Import. This displays the Invitations Import page, which includes the Message section where you can make any changes to your messaging, and the Data Preview and Column Assignment section displaying the data as it was imported from the spreadsheet.

   

6. In the Message section, make any necessary adjustments to the return email address, alter the subject line, and/or edit the message body.

   Note: If you really like what you've entered, selecting the Save this message as my personal default check box makes this content your default message for any future invitations.

7. In the Data Preview and Column Assignment section, map each column to the appropriate categories by using the Save To: drop-down menus along the top row.

   

8. Selecting Finish completes the CSV import process and displays the imported data as new entries on the Invitations page.