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authentic_aura3720
authentic_aura3720
Participant
January 17, 2025
Question

Bulk send for form with CSV

  • January 17, 2025
  • 1 reply
  • 435 views

I am needing to send a form to thousands of customers, and I want to keep track of who is filling them out with customer number. How can I bulk send using a CSV file that has the email address and customer number? When I bulk send, it makes me copy and paste, but no option for uploading a CSV file.

 

Also, it says I can only send to 50 at a time. Is that true if I upgrade to a business plan?


For reference, I am using acrobat pro individual, not business yet. If I upgrade, will I be able to for sure use CSV. 

    1 reply

    Souvik Sadhu
    Community Manager
    Souvik SadhuCommunity Manager
    Community Manager
    January 17, 2025

    Hi @authentic_aura3720,

     

    Hope you are doing well. Thanks for writing in!

     

    You can refer to the help article for detailed insights on how to go about with the workflow: Send multiple agreements with Send in Bulk classic

     

    Hope this helps.


    -Souvik

      authentic_aura3720
      authentic_aura3720Author
      Participant
      January 17, 2025
      Thanks for the reply. Unfortunately, that doesn’t help. I do not have the option to “send in bulk with mega sign.” How can I see that option? Will I need a different account type? I have a an individual pro account.
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