Use the bulk invite tool to quickly onboard multiple advocates by uploading a CSV file. This workflow is ideal for inviting large groups of employees or partners at once.
Import Advocates from a CSV File
- Go to the Advocates tab and click Invite Advocates.
- In the invite pop-up window, click Upload CSV.
- Upload a properly formatted CSV file.
- Review the imported advocates and click Send to email the invitations.
CSV Input Format
The CSV file must be saved in UTF-8 and include a header row. Columns must follow this order: Name, Email, Role, Topics, followed by any custom Advocate Fields (for example, Region or Department).
Name, Email, Role, and Topics are required columns. The Topics column must appear in the header row but can be left empty for individual rows. Include any fields marked as required in your Advocacy Board settings.
Example:
| Name | Role | Topics | Region | Department | |
|---|---|---|---|---|---|
| Jane Smith | jane@mycompany.com | champion | Americas | R&D |
Ensure there are no empty header columns and that each row contains valid data for all required fields. Save the file as .csv (Comma delimited) using a spreadsheet editor such as Excel or Google Sheets.
CSV Examples
Single advocate:
Name, Email, Role, Topics, Region, Department, City John Doe, john@mycompany.com, Contributor, News, North America, Marketing, New York
Multiple advocates:
Name, Email, Role, Topics, Region, Department, City Toni Soprano, toni@mycompany.com, Champion, Tech News, Europe, Sales, London Silvio Dante, silvio@mycompany.com, Contributor, Company Culture, Europe, HR, Milan Paulie Gualtieri, paulie@company.com, Advocate, World News, North America, Operations, Chicago
For inviting advocates individually and details on what advocates experience after receiving an invite, see Inviting Advocates.