Contacts are the external users of your Academy. You can manage and invite new contacts from the Contacts section of your Academy Hub. Navigate to 'Contacts' in the top-level navigation of your Academy Hub.
Segmenting your contacts is a powerful way to organize your contacts so that you can:
Managing Contacts
Using the down arrow beside the user's row, you can:
Edit user attributes
Send a Password Reset Email to the user
Login to this Account
Deactivate the user
Delete the user
Edit User Attributes
With the Edit User Attributes option, you can edit a user's name, email address or any of their additional registration fields.
Deactivating and Deleting Users
You also have the option to deactivate and delete users from the contact management page.
Deactivating a user preserves their data and gives you the option to reactivate their profile at a later time.
Deleting a user permanently removes their data and completion history. It also prevents that email address from being added as a user in the future.
Inviting Contacts
You can invite new contacts to your Academy individually or in bulk.
Inviting Contacts Individually
To invite a single contact, select the '[+Invite Contact]' button. Fill in their details and confirm — they will receive an invite email automatically.
You can manage pending invitations from the Invitations view. Using the menu beside each invited user's row, you can choose to resend or delete the invitation.
Inviting Contacts in Bulk (Bulk Invite)
If you need to onboard a large number of contacts at once, use Bulk Invite to upload a CSV file of up to 5,000 contacts in a single go — no support request needed.
How to use Bulk Invite:
Navigate to 'Contacts' > 'Invitations' > 'Bulk Invite'.
Select 'Download Template'. The template is generated fresh each time and automatically includes all standard fields (email address, first name, last name) plus any custom registration fields configured for your Academy. Always download a fresh template — do not reuse templates from a previous session or a different Academy.
Fill in the CSV. Do not add, remove, or rename any columns. Only the columns in the downloaded template are recognised — extra columns will cause a validation error.
Upload the file. The platform validates your file immediately before processing anything. If there are issues — such as wrong column headers, missing required fields, invalid email formats, or a file that exceeds the size limit — these are flagged before any records are created.
Review the confirmation summary, which shows how many records are ready to import.
Confirm. The platform creates the contacts and sends each one an invite email automatically. No additional steps are required.
If any rows failed, download the error report. This lists each failed row with the row number, email address, and the reason it failed, so you can correct and re-upload just the problem rows.
Things to know:
Bulk Invite accepts CSV files only (.csv). Excel files (.xlsx, .xls) are not supported. If you are working in Excel, save the file as a CSV before uploading.
The limit is 5,000 rows per upload. If you need to import more than 5,000 contacts, split them into multiple files and upload one at a time.
Bulk Invite creates new contacts only. If an email address already exists in the system, that row will fail with an error — existing contacts will not be updated or overwritten.
Segment assignment is not supported in Bulk Invite at this time. Contacts can be assigned to segments manually after they have been imported.
Results appear on screen straight away after processing — you do not need to leave the page or wait for a confirmation email.
Email Domain Restrictions and Bulk Invite
If your Academy has email domain restrictions configured — such as blocking consumer email addresses (Gmail, Yahoo, Hotmail, and others), allowing only specific company domains, or blocking certain domains entirely — those rules apply to Bulk Invite in exactly the same way as individual invites.
When you upload a CSV:
If restrictions are turned off, all email addresses in the file are accepted.
If restrictions are on, any email address that does not meet the rules is blocked and flagged in the results.
The rest of the batch still processes — one blocked email does not stop the whole upload.
After upload, the results summary shows how many contacts were invited successfully and how many were blocked, with the reason why.
Restriction types supported:
Consumer email blocking (Gmail, Yahoo, and others)
Allowlist (only specific domains permitted)
Blocklist (specific domains refused)
Combinations of the above
No additional configuration is needed for domain restrictions to apply to Bulk Invite — if restrictions are already set up for your Academy, they will be enforced automatically.