How to Prepare a Recipient List for Bulk Send (CSV Import)

The CSV is where bulk sends succeed or fail. A clean file sends flawlessly; a messy one bounces, duplicates, and embarrasses. Here's the recipe for clean. 

Building the File 

1.  Create a spreadsheet with one row per recipient. 

2.  Required columns: name and email. The first row must be headers. 

3.  Optional columns pre-fill document fields — company, role, salary, start_date — one column per field you want personalized. 

4.  Export as CSV (UTF-8) — the UTF-8 part matters for names with accents. 

Cleaning Checklist 

•  Deduplicate emails — most spreadsheet apps have a remove-duplicates tool. 

•  Trim whitespace — a trailing space makes a valid address invalid. 

•  Scan the email column for obvious typos (gamil.com, missing @). 

•  Verify header names are simple and consistent — they're what you'll map to fields. 

Uploading 

On the Bulk Send step, upload the CSV and map each column to its field. Rows with malformed emails are flagged before sending, so you can fix them rather than burn sends on bounces.