Add New Recipients

Adding recipients to your workspace is as easy as filling in a form or uploading a CSV!

Add an individual recipient:

1. Navigate to Recipients or click Add new recipient from the actions button at the top-right.
2. Select Add Individual.
3. Enter the new recipient's email. This value must be a unique email address.
   1. Before we start, we'll search your workspace for existing recipients with this email address.
4. Click Create Recipient.
5. Now you can add all their personal and company contact information you'd like to make available on their business cards.
6. Once you've added all the information, click the Save button in the top-right of your screen. This will save the new information to the recipient profile.
7. You can now click the X to exit, and you will be routed to your new recipient profile.
8. Here you can manage the recipient's information and active cards.
9. To add a new business card to this recipient profile, click the Cards tab and select Create A Card.

Add recipients in bulk:

1. Navigate to Recipients or click Add new recipient from the actions button at the top-right.
2. Select Add in Bulk.
3. You'll be presented with two options:
   1. Upload a CSV: You'll upload a CSV file containing all your recipient details, typically from internal databases or people management tools (like Microsoft Teams).
   2. Request a form: Send a request to the concierge onboarding team, who will assemble a custom form to gather all the necessary information directly from your team members. We'll send you a custom link to share with your team and add recipients to your workspace as they submit their information.
4. If you've asked for a form, a concierge team member will be in touch, and that's all for now.
5. If you're uploading your information, let's continue!
6. Now upload your CSV.
7. We'll parse the information, and display some statistics about the file (row & column counts), aswell as any errors we identified with the data.
8. If your data contains all required fields and no errors, you can click Continue.
9. We'll finish parsing the data and open up a field mapping view. Here you'll tell us what fields belong to what type of information by matching the heading name to the base recipient fields.
   1. Tip: You may see we've matched some of the information for you. Please feel free to change these as needed.
10. You'll see a bright red Required tag if a field is required. Please ensure these fields are correctly mapped, or we won't be able to add your recipients.
11. If you intentionally want to leave a field blank, you can select Skip Mapping from the dropdown fields, and we'll keep that field empty in their profiles.
12. At the bottom of the mapping page, you'll see a section titled Custom Attributes. These fields go beyond the base recipient fields provided by default and contain information specific to your business or use case. We use Workspace Attributes to define this information in your recipient profiles for later when populating fields on your cards.
    1. To add a custom attribute, click the Add New Attribute button.
    2. Select an attribute from your existing workspace attributes or add a new one.
    3. Now match the field from your uploaded data to the specified custom attribute, and we'll add it to each profile.
13. When you are all done mapping your data fields, click the Continue button to move on.
    1. If it is disabled, you likely are missing mapping for a required field; please review.
14. Finally, you'll see a bulk upload review. Please ensure all your data, fields, and mapping numbers are accurate.
    1. Note: Any emails relating to existing workspace recipients will trigger a skip of the entire row of data. This is to ensure no duplicate recipients are created.
15. If everything looks good, click the Create Recipients button, and we'll start adding the new recipients to your workspace.