Upload Recipient List
Upload a CSV of recipients to load and email. Every row is validated; anyone already in the system is skipped, not re-emailed.
Columns (in this order): Email, Event Title, Link/URL, Location, Start Date, End Date, Phone, Contact First Name, Contact Last Name, Notes, Event Type, Event Sub-Type. Only Email and Contact First Name are required — everything else can be left blank. Up to 1,000 rows (~1 MB) per upload — split larger files. A completely blank row marks the end of your data; anything after it is ignored.
Drag and drop a CSV file here, or
Results
Dashboard
Uploads, event types, email outcomes, quiz results, and form submissions at a glance.
Uploads over time
Event type breakdown
Email funnel
Quiz responses
Form submissions over time
Form submission status
Leads
Everyone loaded from a recipient CSV, and the email correspondence with each.
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Quizzes
Create and edit the quizzes visitors can take on the site.
New Quiz
Templates
Reusable message bodies you can insert into any reply while composing.
New Template
Quiz Results
Submitted responses for each quiz.
Choose a quiz above to see its responses.
Form Submissions
Everything submitted through the site's contact forms.
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Calendar
Notes and follow-up reminders. A reminder emails every admin login the day it's due.
Profile
First name, last name, and title are required before you can load recipient files or send any email.
Documentation
Reference guides for this admin dashboard. Click a name to open it in a new tab.