Online Help

Preparing an Email Group Upload File

Your upload file must be in the format of FIRST_NAME, LAST_NAME, EMAIL for each person listed. Be sure EMAIL contains a valid email address (such as constituent@org.com).

For your convenience, you can access and download the sample CSV file to use as a guide to entering the required information in the appropriate format.

Note: If you are using Microsoft Internet Explorer 6 as your Web browser, a warning message may display (on the Administrator Login page) that tells you the file may not display properly. To clear the message, click the Back button on the browser window. To avoid the problem completely, right-click and select the Open in New Window option so you can work directly with the file. Or, right-click, select the Save Target As option, and save it to your desktop where you can then open it in an appropriate application (such as Microsoft EXCEL or OpenOffice Calc) or right-click and open it in a new Window.

To download the Sample Participant Registration Upload CSV file:

  1. Click Event Emails from the top navigation bar. The Your Event Emails page displays.
  2. From the Related Actions area, click Manage Email Groups. The Email Groups list page displays.
  3. From the Related Actions area, click Upload New List. The Upload New List page displays.
  4. From the Related Actions area, click Upload List for Emailing. The Set Group Name page displays.
  5. In the Group Name field, enter a test name and click Next. The Upload File page displays.
  6. Click SampleEmailListUpload.csv. The sample file opens.

    Note: If you are using Microsoft Internet Explorer 6 as your Web browser, a warning message may display (on the Administrator Login page) that tells you the file may not display properly. To clear the message, click the Back button on the browser window.

    To avoid the problem completely, right-click and select the Open in New Window option so you can work directly with the file. Or, right-click, select the Save Target As option, and save it to your desktop where you can then open it in an appropriate application (such as Microsoft EXCEL or OpenOffice Calc) or right-click and open it in a new Window.
  7. Save the file to your local computer with a meaningful name (for example, PreviousParticipants05).
  8. To exit this page, click Manage Email Groups in the section under the navigation bar. The Email Groups list page displays.