If you plan to have a large amount of sending, it can be best to upload the list of recipients, rather than entering them all manually to save time.
Add Contacts to CSV, TSV, or XLSX File
Open Excel, Google Sheets, etc.
In the columns input the following information:
Email (Required)
First name (Optional)
Last Name (Optional)
You do not need to include these as labels or headers in the file.
Review to ensure the name matches the email address
Make sure there are no spaces before the email as this can cause the row to fail during upload.
Save the file as a .csv, .tsv, or .xlsx
Upload Contacts to Giftbit
Select Contacts from the left-hand side menu & then Upload Contacts
Upload the desired .csv, .tsv, or .xlsx file
In the drop-down menu select the corresponding labels
Add a tag to the contact list so you can easily locate contacts after they are uploaded
If a tag is not selected it will be automatically tagged with today's date
For more details on tags, check out this article!
Review information and select Upload
💡When the upload finishes, you will see a status window for number of contacts, added and failed. If a row failed, you can download a CSV to see exactly which failed. If you included "Email", "First Name" and "Last Name" as headers, that likely is the failed row.
Common Issues
If there are any problems with the upload's contents, a message will appear "A file with error details can be downloaded here" which will provide a pop-up explaining what failed.
The file type is not a .csv, .tsv, or .xlsx
The email address field was not mapped to the correct column
Email address(es) were malformed
Formatting in cells of the original file interfered with output