How to Import Contacts
Step 1: Click the “Send” step.
Step 2: Click the “Add Contacts” button.
Step 3: Select the "Upload Spreadsheet" option.
Step 4: Find the file on your computer and upload.
Step 5: Ensure the columns in your spreadsheet are set up to map correctly to Greenvelope. If you used Greenvelope's template, your headings should automatically be recognized and you will be ready to continue immediately.
Step 6: After continuing, Greenvelope will provide a list of any notifications about your pending upload. You can choose to download these notifications if needed. After reviewing the notifications you can press "Complete Upload" to complete the process!