Creating Recipients via Manual Input

Manually create Recipient records for one-off record creations to Imports instead of utilizing a CSV file.

Step 1: Navigate to the Imports section within the Candidates tab

Step 2: Click the circular icon in the upper right hand corner

Step 3: On the pop out window, select the Import List option that applies to the recipients you are uploading and follow the steps beneath each definition: "New Import" or "Add to Existing List"

New Import: Select this option if you're starting a new list from scratch

Step 4a: Title the new Import List

Step 5a: Select the Check Box next to Create Candidate

Step 6a: Complete the below fields and click Save Candidate 

• • First Name
  • Last Name
  • Email
  • Phone Number (optional)

Step 7a: Double check your candidate record is correct and proceed to Enrollment!

Add to Existing List: Select this option if you're adding recipients to a list that was created previously

Step 4b: Select the existing Import List from the drop down menu

Step 5b: Select the Check Box next to Create Candidate

Step 6b: Complete the below fields and click Save Candidate 

• • • First Name
    • Last Name
    • Email
    • Phone Number (optional)

Step 7b: Double check your candidate record is correct and proceed to Enrollment!