Introduction


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:


John,Doe,jdoe@myemail.com
Jane,Smith,555-555-5555
Lisa,Simpson,lsimpson@someemail.com


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:


Dr,Mike,Smith,msmith@mycloudforms.com


Fields


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


Example


An example Bulk Recipients file is attached to this solution.