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

Create a spreadsheet (in Excel or Google Sheets) with four columns: Name, Email, Phone, Language.
Enter the contacts you need in the rows below.
Select and copy your information.
Return to the recipients page in CatapultConnect
Choose Import Recipients.
Under Name Your New List describe the list you are importing so you recognize it later.
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 look as pretty as it did in your spreadsheet).
Choose Save.
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.

Manage and share lists

Choose Manage Imports
Review the lists available. You can see any lists you imported in the past. If other people have shared lists with you, you can see them here too.

Delete lists

If you want to remove an old list, choose the checkbox to the left of the list and then choose Delete List.

Share your lists with others

If you want to share a list with others at your site/school, choose Public. If you work at the district level you can mark a list as public for an entire district. If you decide to no long share a list, choose Private only.

Load a lists from someone else

If you want to use a list someone else shared with you, you can select it here and then choose Load. Alternatively, you can select the same list on the main page, from the Imported Lists drop down.

CatapultConnect