We work purely from CSV files for user updates.
Much like your initial user list, we require the email address, first name and last name of your users additions and subtractions as a minimum.
You are welcome to provide further information such as:
- Staff - job role or something similar
- Location - location of the office they are based in
- Division - company division
- Comment - any custom notes for specific users
- Phone - recipient phone number
- Language - recipient language
Please follow these guidelines for sending user updates below. If we do not receive your user updates in the formats stated below, you should expect lengthy delays for these requests to be completed.
If you are adding users
If you are making additions to your user list within your license count, please send a single CSV file labelled as 'New Starters' or 'Additions'. This will make it clear to your support engineer that these users are to be added to your existing list and relevant campaigns.
Please also name the file clearly, for example 'Company Name New Starters *Date*'.
If you are removing users
If you are making subtractions from your user list, please send a single CSV file labelled as 'Removals' or 'Leavers'. This will make it clear to your support engineer that these users are to be removed from your existing list and relevant campaigns.
Please also name the file clearly, for example 'Company Name Leavers *Date*'.
If you are adding and removing users in one request
It is common for companies to make additions and subtractions in a single request due to staff turnover. If you need to make addition and subtraction requests, please ensure you keep the CSV files separated in your email request.