Upload a List

Upload a List

1. Select your File Type from the drop-down list of options: CSV, MS Excel
2. Choose how you want to use your list:
   • New List – saves as a completely new list
   • Append to Existing List – allows you to add recipients to an existing list
   • Merge list with an Existing List and Save as New List – does the same as option b, but you are then able to save it out as a new list rather than overwriting an existing list
3. If using options 2A or 2C, you will need to give your NEW list a name.
   Note: the following characters are not allowed for List Name: \ / : * ? " < > |
4. Enter a list description (Optional)
5. Set an expiration data for your data list – some users want to ensure they do not reuse their lists after 30, 60, or 90 days to ensure they capture new data and upload a new list
6. Press continue once all relevant steps have been completed