This article will demonstrate how to use a Bulk Recipients file with the Send Form tool.   

What is a Bulk Recipients file?

A Bulk Recipients file is a text file that allows you to provide many recipients for the Send Form tool to use instead of sending to a single recipient, one at a time.

The format of the Bulk Recipients file is very simple.  Each line must contain the recipients First Name, Last Name and Contact Value separated by a comma.

For example:


Create a Bulk Recipients file

You can create a Bulk Recipients file in many ways.  Since it is simply a Comma Separated Values (.csv) file, you can use a spreadsheet application such as Microsoft Excel or Google Sheets.

However, you can also use a simple text editor such as Notepad in Windows or TextEdit for Mac.

File Format

The format of each line consists of 3 fields as follows:

First Name,Last Name,Contact Value

You must separate each field using a single comma.  You cannot include a comma in the actual field data.  For example, the following would not be allowed:



First Name

The First Name of the recipient.  Must not include a comma in the name.  

Last Name

The Last Name of the recipient.  Must not include a comma in the name.  

Contact Value

Either an Email Address or a Cell Phone Number

Loading a Bulk Recipients file

To upload a file, follow the steps below:

  1. Navigate to the Send Form tool
  2. Under Upload Bulk Recipients Files, select Choose File
  3. Select your bulk file
  4. You should see a table with the contents of your file displayed


An example Bulk Recipients file is attached to this solution.