We highly recommend admins overwrite their recipients list every so often, to ensure that your roster is up-to-date, especially if you have a live automated campaign!
Please follow the steps below on how to refresh your Recipients tab.
1) Remove your entire Recipients roster
Head to the Recipients tab → select the checkmark next to "First Name" → Select all X recipients → Remove X recipients. This way, you can start off on a clean slate, including the removal of your terminated/termed recipients.
💡 TIP: If you are Dashboard Owner, we highly recommend you downloading your Recipients tab prior to removing your list in case anything happens. To do so, please select the "Email Report" button located at the upper right-hand corner next to the Example button. This feature is currently available to Owners only.
Prepare your recipients list with the following, separate fields: First Name, Last Name, Email or Phone Number, and Country (please use 2-letter country code). All other fields are optional.
If you are uploading your list for an automated campaign, please also include Hire Date and/or Birthday in your spreadsheet.
If you are uploading under the "All Accounts" column and have multiple recipients under different sub-accounts, please make sure that the sub-account name matches to exactly what you have in the system, and that each sub-account is separated by a semicolon (;) instead of a comma. 🌟