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Schedule Emails From CSV Import

Import a CSV and schedule testimonial request emails with Testimonial Email Assistant.

Written by Damon Chen

Import a CSV of contacts and schedule testimonial request emails with Testimonial Email Assistant (T.E.A.). Use this when you already have the email list and do not want to BCC T.E.A. on each message.

Note: T.E.A. is available on Ultimate and Ultimate+.

Open T.E.A.

In the space, click Testimonial Email Assistant in the side panel.

Set the follow-up email

  1. Under Sent Delay, choose immediate, 1 day, 3 days, or 7 days. Edit the email details.

  2. Save the changes.

Import the CSV

  1. Click Import CSV.

  2. Match the format in the sample CSV, then select your file.

  3. Upload the file and choose the sent delay. After upload, you will see the number of invitations and how many emails you have left.

  4. Click Import to schedule the emails.

  5. Check scheduled emails under Stats.

Note: Monthly email quota depends on your plan. See pricing.

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