EMAIL: How to Import Emails



How to bring emails from a CSV into your Emailer system

# 1 > Choose file

Click "Choose File" and select the file you want to upload


# 2 > Emailers
To import emails, first click 'Emailers' in the left side slide out menu

# 6 > Choose file

Click "Choose File" and select the file you want to upload. After you've chosen your file click "Upload"


# 7 > Run Test
In the "Into Which Group" column, locate your new group and click "TEST"

# 8 > Test success

If your test is successful, then you will see the confirmation message at the top of the page


# 11 > Blank page result

If you received a white page with text after clicking "RUN", that means that there's an error with your uploaded CSV (such as two emails being entered in the "Email" column of your CSV, when only one should be there).

After fixing and re-saving your CSV, redo steps 6-10


Other Instructions

Below are many other instructions that show you how to use your UpdateCase application