Another way to add a Roster is to import your Roster via a CSV file.

If you are unsure how to format your roster, download the sample CSV file. The sample roster, can be found on the Roster Tab, Click on the ‘Import’ Button. Click on the ‘Click here to download sample CSV file’ link.

The top line in the sample is the header. Leave this as it is.

Now go through and edit the sample file by adding your own events, the date and time of your event, venues, A contact if required and a message. NB the format of the dates and times must be as per the sample file.

Save the file in CSV (MS-DOS) format. If your file is not in this format import will error.

From the ‘Roster’ tab

Click on the ‘Import’ button

Click on the ‘Choose a File’ button

Select the sample file that you just updated

Click on the ‘Upload File’ button

Your events will now be imported into your roster.

Adding Rostered Automation EventsThere are 2 ways of adding Roster Automation Events.

To manually adding one by one.

From the Roster Tab.

Select the Roster you wish to work with

Click the ‘Create Event’ link

In the Window, Type in your Event Name, Contact Person and Venue.

Select if this will be a ‘one time event’ or ‘reoccurring’. If you select Reoccurring then select how often event is to re-occur.

Select the Event Date and time.

Check that the message looks correct in the preview window. You can change the wording but do not alter the smart tags. Smart tags look like this #FirstName#.

Click Save