How do I add recipients to a Flight from a CSV?

You can add recipients to a Flight (even if they aren't in Salesforce) by uploading a CSV. Just follow these steps:

1. Start a Flight.

2. Select the CSV Upload tab and click the Upload a CSV button.

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Important: Your CSV must include one column named Email that includes the recipient email address. In addition, all column names must be capitalized (e.g. Name, Email, etc.).

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3. After selecting the CSV file, you can confirm the file name, as well as the number of email addresses and merge tags imported. Press the red Continue button.

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4. Choose a Flight Plan.

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5. Set the start date and confirm steps and recipients. Press the Start Flights button.

Note: If adding recipients that aren't in Salesforce, keep in mind that any steps which include templates, call scripts, etc. with Salesforce-centric information will have to be completed manually. If sending a Flight to a large number of non-Salesforce recipients, it may be best to create a new Flight Plan that utilizes non-Salesforce information.

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