Create Custom Recipients

In step two of sending a message, you can import your own list of contacts or use a list that someone else at your site/district office has shared with you.

Custom recipient lists always add on to any of your “build a filter” recipients. For example, if you select a language in your filter, it has no affect on your custom recipient list.

Import your own list

  1. Create a spreadsheet (in Excel or Google Sheets) with four columns: Name, Email, Phone, Language.

  2. Enter the contacts you need in the rows below.

  3. Select and copy your information.

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  4. Return to the recipients page in CatapultConnect

  5. Choose New Import.
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  6. Under Name Your New List describe the list you are importing so you recognize it later. Tip: if you choose the exact name of a previously imported list, Connect merges your new contacts with the existing list.

  7. In the text area under “Paste from Excel,” paste the information you copied in step 3 above. Avoid editing the text after you paste it (even though it might not look as pretty as it did in your spreadsheet).
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  8. Choose Save.

  9. Review the message about your upload then choose Close. If you selected the headers in step 3 above, it might include a message about omitting line 1.

If you choose the Imported Lists drop down, you’ll see a check mark next to the list you just imported. In the future you can reuse the list by selecting it here.

Pasting from Excel or Google Sheets is a simple method to import additional contacts. But if you are more tech-savvy and work with CSV files, there is an option for a .CSV import as well.

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Next

After importing a list, you may want to manage imports, preview the recipients or continue to step 3 of sending your message.