Upload recipients to a Messages List in bulk with a datasheet

In this Article

• Step 1: Download datasheet template
• Step 2: Add subscriber data to the template
• Step 3: Download as a .tsv file
• Step 4: Rename from .tsv to .txt 
• Step 5: Upload datasheet to Messages > Lists
• Step 6: * NEW STEP* Review and approve results
  • Mandatory Review and Approve: Update February 2025 
  • Important Note on Failure to Complete Process!

Step 1: Download datasheet template  

Use a datasheet template to add names of recipients to your mailing list, especially ones that may not yet be in Constituent Manager. 

There are two ways to get access to the datasheet where you will upload recipients: 

Step 2: Add subscriber data to the template

• Open up the template in your favorite spreadsheet software, such as Google Sheets or Microsoft Excel.
• Capitalization is important so that Messages can process the datasheet correctly. If you upload incorrect data, you'll have to recreate the datasheet and upload it again.
• The First Name and Last Name columns are optional, yet will be required if you plan to personalize your messages with Merge Tags.
• Only three columns are allowed with the headings: Email, Last Name, and First Name where Email is the only required column.
• Keep the columns in the same order and use the exact column names so that Messages can process the datasheet correctly (see example):

• Double-check that your data is correct before saving. If you upload incorrect data, you'll have to recreate the data sheet with the correct data and then re-upload it.

Step 3: Download as a .tsv file

Download as .tsv file from Sheets.

Step 4: Rename from .tsv to .txt

• Select Download As from the File menu, and choose Tab Separated Values (.tsv)
  

  

• Go to where you saved your .tsv file and manually change the extension to .txt.

Step 5: Upload into Messages > List 

• Navigate to Messages > Lists.
• Open up the list where you'll be adding subscribers to OR Create a new list.
• Once your list is open, click the green Add Email Subscriber button in the top corner.
  
• The Add Email Subscriber window will open up. Click the Upload tab.
  
  
• Click Choose File to select the .txt file you saved in Step 4. 

Step 6: * NEW* Review and approve results

1. Stay tuned: All of the changes happen in the background, notifying you of the successful completion by email. You can stay in Composer where the changes will refresh or wait for the email. 
2. Take action: Once the process has completed, you will receive an email that requires you to click the URL in the email to complete the process. You could also return back to the list to see the Review Required box appear once review is ready so you can continue.
   
3. Review: Click the Review button on the List screen in the yellow box, redirecting you to the Review Required page
   
   Review any issues, such as duplicate subscribers or when one of the emails in your list is attached to multiple profiles in Constituent Manager.

4. Verify Upload Results: Review the duplicates and select the option in the bottom right corner of the window: 
   

   Clear Uploads: This will allow you to re-upload, clearing out the existing data and excluding the duplicate contacts in the list.  
   Cancel: This will return you to the list page.
   Confirm: Accept the preferred duplicated records and add these to your existing list. 
5.  Return to your full uploaded list and confirm for accuracy. Now you're ready to send out a message to your newly-uploaded recipients.