Maintaining an up-to-date recipient list ensures seamless delivery for active team members while protecting your budget against accidental sends. Follow these simple steps to replace your current list with a fresh data upload.
Step 1: Clear Your Outdated List
Start fresh by removing existing recipient data from your dashboard. Click on the Settings icon ⚙️ in the upper right corner > Recipients
Select Manually Added.
Check the box next to First Name at the top left of the roster table.
Click Remove Selected to delete the records.
💡 Pro-Tip: Before deleting, click the three dots > Email Report to download a backup copy of your current list.
Step 2: Upload Your Updated CSV
Upload your fresh spreadsheet using the standard formatting requirements (read more about how to upload recipients in this article: How to Upload Gift Recipients)
Required Columns: First Name, Last Name, Email, Country (2-letter ISO code, e.g.,
US).Milestone Columns: Hire Date or Birthday (required if running automated birthday or anniversary campaigns).