You have the ability to add recipients to a group in bulk using a CSV spreadsheet. This can be especially helpful if you have a batch of recipients who were left off a group initially or a rolling group that needs continuous updates. This article will show you how to use a CSV spreadsheet to add recipients to group forms.
Note: In order to update the recipients for your form, you must be a form owner or manager.
- How to view the current group recipients
- How to upload recipients to a group from a CSV file
- How to send your forms to the new recipients
How to view the current group recipients
If you need to check what information is currently in a group before adding new recipients, you can download the group into a CSV first:
- Click on the folder where you would like to add recipients and navigate from the Responses page to the Group page.
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Click Export to CSV. You will be prompted to save the CSV file on your computer.
- Use your spreadsheet editor (excel, google sheets) to open the CSV. Use this to verify what information is currently in the group, and which recipients you want to add.
How to upload recipients to a group from a CSV file
- Click on the folder where you would like to add recipients and select Edit Group
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Select +Add Recipient
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On the pop, click on Add multiple people via csv upload
- On the following page, you will be able to upload a CSV of recipients.
- Your CSV must be uploaded in the same format as the original group columns.
- If you Need Help, you can Download an Example CSV to help you get started. This will be especially helpful in ensuring your CSV contains all the necessary information to populate the form for your recipient.
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If a column is missing information when you import your spreadsheet, the form may not populate for that user when they receive it.
- Your CSV must be uploaded in the same format as the original group columns.
- Once your CSV is prepared, you will select Choose File and select your file and select Review
- You’ll now be taken to a page where you can confirm the users’ information. Once confirmed, you can click on Import to add recipients.
How to send your forms to the new recipients
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Important: You will need to return to the specific forms the group is used for to complete sending the forms.
After importing your list, you'll see a highlighted message at the top of your page, there you’ll see a link to those campaigns which utilize this group. Clicking on the link will take you to the form's responses page: - You can click send now on each submission, or you can select the checkbox next to each unsent form and select Send Reminder. Note that when sending your forms, you will want to remove the default Reminder text in the subject line (since it isn't a reminder), as well as customize the message your recipients receive.
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Click Send to notify the new group recipients.
If you are not the Form Owner or Manager and would like to request the ability to add recipients in bulk, please contact the form's owner. You can find the Form Owner at the top right of your responses page.