To use the Upload Dispatch feature, first, navigate to the Dispatch section of the portal. Next, click on the green dispatch button in the top right-hand corner of the screen and select "Upload Dispatch."
Next, choose the form you want to dispatch and name your dispatch.
Next, upload an Excel file (.xlsx) with your dispatch recipients and any merge data. Ensure that there are no empty rows in your Excel file. Processing will stop on the first empty row.
You can also download our sample excel file of the dispatch file format.
*The fields in red are required. For your form's fields (in gray above), make sure you are typing in the field key as the column title.
Lastly, assign your notification settings. Add a message title or subject line along with a custom message. By default, the notification setting will have links turned on for iOS, Android, and Web applications.
You can choose to omit the email notification; just select "None" from the drop-down window.
When your notification settings are complete, click next and send the dispatch.
