Who this applies to
Role | Can do |
Power User | Yes |
Loop Creator | Yes |
Before you start
You must have access to the Groups area within WorkBuzz Dialogue. You should either have a CSV file already saved and ready to upload, or be prepared to download and populate the template provided in the platform. Your CSV must include three columns: Email, First Name, and Last Name.
Step-by-step instructions
Navigate to the Groups dashboard
Open WorkBuzz Dialogue and go to the Groups dashboard.
💡 Access the Groups area via the left-hand navigation menu.
Click Create a Group
From the Groups dashboard, click the red Create a Group button on the right-hand side.
Select Import CSV
Three options will be presented. Select the middle option, Import CSV.
The Add People screen appears
You will be taken to the Add People screen — "Build your group by adding people one at a time or all at once."
A modal appears giving you the option to upload a CSV file.
Choose your file source
⚠️ This step is conditional — choose the path that applies to you:
Click Browse Files to locate and select the file directly from your local device.
If you are starting from scratch
Click Download Template to download a CSV file to your Downloads folder, then continue with steps 6–7 below.
6. Open and populate the template (Download Template path only)
Open the downloaded CSV from your Downloads folder. It will open in Excel or your default spreadsheet application and will contain three columns: Email, First Name, and Last Name.
Enter the details for every individual you wish to add to the group. Each person must be on a separate row.
💡 All three columns — Email, First Name, and Last Name - are required for each entry.
7. Save and close the file (Download Template path only)
Once you have entered all recipients, save the file and close Excel.
Step 8 — Select your file and import
Return to the Import CSV screen in WorkBuzz Dialogue. Click the red Select File button in the bottom right-hand corner and choose your saved CSV file from your device.
The platform will display the number of people to be imported. Review this to confirm it matches your expectation.
💡 For example, if you added one person to your CSV, the screen will show: *"1 person is going to be imported."*
Click the red Import button. This will load all individuals into the Add People screen, where each person will appear listed on a separate row.
Step 9 — Review and adjust your group (optional)
Once your group members are loaded, you can make the following adjustments before confirming:
Action | How |
Remove an individual | Select their row and delete them using the trashcan |
Delete selected rows | Select all rows you wish to delete. Click Actions → Delete selected rows |
Delete all rows | Click Actions → Delete all rows |
Add more people | Click Add People → Import from Microsoft, Import CSV, or Add Manuall |
Step 10 — Make the group shareable (optional)
If you would like other creators to be able to see and use this group, you can make it Shareable. This setting can be changed at a later date.
💡 Enabling Shareable means other Loop creators in your organisation will be able to see and select this group.
Step 11 — Confirm People
When you are happy with your group, click the red Confirm People button at the bottom of the screen. Your group is now created.
What happens next
Once you click Confirm People, your group is created and ready to use within WorkBuzz Dialogue. From here you can assign the group to a Loop or use it as a sending group for a survey.
If your group does not appear where expected after confirming, check that your CSV was formatted correctly with all three required columns (Email, First Name, Last Name) and that no rows contained blank or invalid email addresses.
Common questions
Can I edit the group after it has been created?
Yes. Return to the Groups dashboard, locate your group, and add or remove individuals. You can use the Import CSV method to add further recipients in bulk, or use Add People → Add Manually to add people one at a time.
My CSV file is not uploading — what should I check?
Ensure your file is saved in CSV format (not .xlsx or .xls). Check that the three column headers match exactly: Email, First Name, Last Name. Remove any blank rows at the bottom of the file before re-uploading, and ensure no email address cells are empty or contain spaces.
The import count is lower than expected — why?
WorkBuzz Dialogue may de-duplicate entries or skip rows with invalid or missing email addresses. Open your CSV and check for duplicate email addresses, blank email cells, or formatting issues such as spaces before or after an email address.
What is the difference between Import CSV and Import from Microsoft?
Import from Microsoft pulls recipients directly from a connected Active Directory or Microsoft integration. Import CSV lets you define recipients manually using a file, without needing a live directory connection. Use Import CSV when your recipients are not in a connected directory, or when you need precise control over who is included.
Can I make my group available to other creators?
Yes. On the Add People screen, you can enable the Shareable option. This allows other Loop creators in your organisation to see and use the group. You can also change this setting at a later date.