Here are some supporting documents that are used in Convio Email Training.
Organizational Concepts and Overview
Submitting Spreadsheets for Loading
When you request that an Interest, and possibly Group, are to be loaded with constituents from a spreadsheet, making it a “clean” spreadsheet will help us load it for you faster. Submitting difficult data in your spreadsheet will cause it to take somewhere between a little, and a lot – longer. Help us help you to get your populations loaded FAST!
Download the spreadsheet guidelines, “What Not to Do” spreadsheet (xlsx).
Examine the examples given in each worksheet tab at the bottom – invalid data and the fix that allows us to load it!