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I want to send more than one gift at a time. Is there a way to upload a contact list?

Yes!

You can send envelopes to multiple people at one time. When adding recipients, you can do one of two things:

1. Create a Contact List.

2.  Add Recipients > Select a Contact List > Click Selected list 

2. Click the blue CSV Bulk Upload button at the top right of the screen. You can download a CSV template (attached) and fill in your recipient information. Once completed, be sure it is saved as a CSV file. It can then be dragged into the Upload box and the names will be auto-populated. You are still able to modify information on this page (e.g., change the value for a particular person’s gift).

 TruCentive Bulk Load CSV Format.csv

Updated on June 29, 2022
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