Choose No code when the wizard asks how the check will reach people.
Add your logo and company name so the check carries your brand. Branding your check shows what each part controls.
Continue through to Integration.
You now have: a live verification, branded as yours.
2
Switch the method to Existing users
On the verification’s Integration tab.
Click Switch method and choose Existing users.
Set where people land after they verify, under Lands on, with Edit. If you leave it unset, people see the default finish screen.
You now have: the import view, ready to take your list.
Switch method: pick Existing users. You can switch back any time.
3
Add your people
In the Add people panel on the same tab.
Paste your list, or click Upload CSV. Whole spreadsheet rows are fine, with or without a header. The panel reads your list and tells you how many people are ready to add.
Click Add, and Map columns opens before anything comes in. Four fields sit at the top: Email address, then IP address, Impact figure and Date for the figure, each marked optional. We match your columns to them automatically, and each match is a dropdown, so if we guessed wrong you point it at the right column yourself. Only email is required. Leave the others unmapped and the import still runs.
Everything else in your file sits under Extra data, saved to each person’s record, with a type on each column: currency, date, number, text. Tick a column under Select columns to leave out to skip it this time. Import whatever you would want to compare later. An IP address you hold comes back beside the one we see when that person verifies.
Check the count at the foot of the step, importing so many critical fields and so many extra columns, then click Confirm mapping. Rows with no email are skipped and counted, and empty cells stay empty rather than being filled in for you.
Each person you add gets a verification link locked to their address. Adding people never sends anything, so you can build the list over several sittings and send once, when you are ready.
You now have: your people imported, each with their own locked link and your extra columns on their record, and nothing sent.
4
Link the address your invites leave from
Under Recently added, click View all to open the verification’s Activity tab.
Click the address shown in the header, next to Send unsent. The Senders panel opens.
Add your address with Add sender and confirm it. When it reads Confirmed. Ready to send, you can send.
To send from your own domain, publish the TXT and CNAME records shown under Your own domain with your DNS provider, then click Re-check. Each record flips to Live once it is seen. You can send before the records are live, and having them in place keeps your invites out of spam, so plan this in before a large batch.
You now have: a confirmed From address your invites will leave from.
5
Send, and watch the results come in
On the Activity tab, with your people listed.
Select the people to invite, or use Send unsent to reach everyone you have not contacted yet.
Click Send. The dialog shows who is getting it and the address it leaves from.
Pick the message under Message: Initial invite for a first ask, or the re-verification message for people you are inviting back. Edit opens the copy so you can make it yours.
Confirm the send.
We host the sending, so there is no mail system on your side to wire up. The Email invites view then tracks each invite through sent, opened, clicked and verified as people come through, so you can see who opened and stopped and who never opened at all, and Reading Activity covers what to do with what arrives.
You now have: invites out, and results arriving on Activity as each person verifies. That’s the whole setup.
Beta note. Existing users is in beta. Hosted sending also has a daily cap, and the counter on the Activity header shows where you stand against it today.
