Bulk Invitations

Modified on Fri, 13 Jan 2023 at 03:31 PM

An Admin will be able to download a .CSV file that they can fill out with information for invites to be sent to many users at once.

1. Select 'Download Template'

2. Once the template is downloaded, open the file using a spreadsheet application

3. Fill out the table with requested information. Only the email address/phone number is required, all other fields are optional.

4. When the table is complete, save as a .CSV file (the process to do this will depend on the application being used)

5. Back in the Admin Portal, select 'Import Invitation CSV'. Find the the saved file and open it 

6. If the upload is unsuccessful a table will show the lines causing the error. The issue will need to be resolved on the table and uploaded again before proceeding. 

7. Once the file is uploaded successfully, review each invite for possible errors. Any unwanted invites can be deleted at this point as well

8. Click 'Send Invitations' when review is complete


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