To create new beneficiaries, follow these steps:
- Go to the “Benefiting” tab > “Create new benefiting”.
- Fill out the following details.
- Title: Choose a title for the beneficiary. (Only this field is mandatory)
- Reference: Assign a unique reference code for identification in your data.
- Tag: You can assign a ‘Tag’ to the beneficiary. This way supporters can easily find the beneficiary they are looking for.
- Responsible Person’s Email: Provide the email of the beneficiary’s contact person, if applicable.
- Responsible Person’s Name: Provide the name of the beneficiary’s contact person, if applicable.
- Press “Create benefiting”.
Uploading many beneficiaries at once?
Easily import your existing list of beneficiaries by following these steps:
- Go to “Benefiting” > “Upload list”.
- Upload a .csv file with beneficiary information. Download and use this example file to prepare yours. To ensure a successful upload make sure to keep the format of the example file and:
- use the same column titles.
- leave columns blank when not applicable.
- not change the order of the columns.
Example of the correct format for filling in the .csv file.
Once you added all your beneficiaries, you can implement them in your campaigns. -> https://faq.koalect.com/en/how-to-integrate-beneficiaries-in-my-campaign/