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.
John,Doe,firstname.lastname@example.org Jane,Smith,555-555-5555 Lisa,Simpson,email@example.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.
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:
The First Name of the recipient. Must not include a comma in the name.
The Last Name of the recipient. Must not include a comma in the name.
Either an Email Address or a Cell Phone Number
Loading a Bulk Recipients file
To upload a file, follow the steps below:
- Navigate to the Send Form tool
- Under Upload Bulk Recipients Files, select Choose File
- Select your bulk file
- You should see a table with the contents of your file displayed
An example Bulk Recipients file is attached to this solution.