COMMS CENTRE - INVITE TOOL

 

UPLOAD A LIST

ONCE YOU HAVE CREATED YOUR LIST YOU NOW NEED TO UPLOAD IT IN TO THE INVITE TOOL.

 

Step 1: Click on the lists yellow lozenge

 

Step 2: Click on create list

 

Step 3: Type in the name of the list. Date stamps are useful at this stage

 

Step 4: Chose your .csv file that you want to upload. If you need help creating your .csv file then follow the instructions here.

 

Step 5: Click submit

 

Step 6: Data mapping – this is where you link up the columns to the fields on Ya Ya Regie. This is very important so make sure that your information is uploaded created

 

Step 7: Click import user data

 

Step 8: Check your list – if it is a small list this is easy to do. You can add or delete people from your list at this stage

 

Step 9: Click on invitation activity to go back to the dashboard