What You'll Learn:
- Find where to upload employees
- Use the Airbo template
- Understand required and optional fields
- Upload the eligibility file
- Avoid common mistakes
Go to the User's Tab
- Go to the Users Tab.
- The Manage Users area is where we upload our Eligibility File.
Downloading the Template
Airbo provides a ready-to-use template to make formatting simple.
- Click Download CSV.
- Open the file in Excel or Google Sheets.
- Fill in your employee details.
Always start with our template to avoid errors during upload.
Required Fields in the Eligibility File
Every row should include:
- Employee ID
- Full name (pick Full Name or First Name/Last Name. Delete the unused columns)
- First Name
- Last Name
- Email address
- Phone number (optional, but required if sending texts)
- Segment (use this for targeted messaging)
At least one contact method (email or phone) must be included for each employee.
Example Segmentation
If you want to show tiles to specific groups of employees, you can add extra columns in the file. Examples include:
- Union vs. Non-union
- Location or region
- Department or role
- Employment type (full-time, part-time, contractor)
These fields allow you to tailor highlights to different audiences.
After you've finished updating the template, save the file.
Uploading the File
- In Manage Users, click Browse File.
- Upload your completed Eligibility File.
- Click Upload File.
- Wait for Airbo to process the file.
If there are any errors (like missing required fields), Airbo will show you what needs to be fixed before continuing.
Tips and Best Practices
- Double-check emails and phone numbers for accuracy.
- Use work emails whenever possible.
- Keep segmentation labels consistent (e.g., “Union” vs. “union” can cause issues).
- If you’re unsure about formatting, email your eligibility file to support@airbo.com for help.