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Maintaining email lists

Synergetic's Email List Import window can be used to:

Opening the Email List Import window

Importing email addresses from a text file

You can import email addresses into the Email List Import window from a text file that has been created manually or generated by a third party program. The text file must contain the following fields separated by a delimiter character:

Email List Import window - Bounce List text file

To import a list of email addresses:

  1. Click Load From File... (ellipses) button.

    The Load Merge File window is displayed.

    Email List Import - Load Merge File

  2. Enter the information for the file containing email addresses.
  3. Select a Communications Type, if relevant.
  4. Click OK button.

    The Email List Import window is populated with the imported email addresses.

    Email List Import window (populated)

Excluding an email address from future notifications

You should exclude an email address from receiving emails notifications when:

Records are updated in Communications Maintenance to reflect the changes.

To exclude an email address:

  1. Select the email addresses to exclude in the Email List Import window.

    Note: Email addresses that have been flagged as invalid are displayed in red font.

    Email List Import  (cutdown, selected records highlighted)

  2. Click Delete Selected Records button.

    The selected email addresses are removed.

  3. Click Accept and Update... (ellipsis) button.

    The remaining email addresses are updated in Communications Maintenance.

Email List Import window key fields and buttons

Fields

Field

Description

Selected

Tick if the grid item is selected.

Synergetic

Preferred

Preferred name for the community member.

 

Surname

Surname for the community member.

Imported

First Name

First name as listed in the import file.

 

Last Name

Last name as listed in the import file.

 

ID

Synergetic ID as listed in the import file.

Note: The ID is used to match the person in the import file with the community member.

 

Email

Email address that has been unsubscribed or bounced.

 

Unsubscribed

Date that the email address was unsubscribed.

 

Bounced

Date that the email address bounced.

 

Communication Type

Communication type that the changes should be applied to in Communications Maintenance.

Buttons

Button

Description

Load From File... (ellipses) button

Launch the Load Merge File window to import a list of email addresses.

Delete Current Record

Delete the highlighted grid entry from the Email List Import window.

Delete Selected Records button

Delete the selected grid entries from the Email List Import window.

Delete Unselected Records button

Delete the unselected grid entries from the Email List Import window.

Accept and Update... (ellipsis) button

Accept the information in the selected grid entries and update Communications Maintenance to include the information about unsubscribed or bounced email addresses.

Cancel button

Close the Email List Import window.

Last modified: 30/09/2013 12:37:31 PM

See Also

Development

What's new to Development

Introduction to Development

Maintaining donors and prospects

Maintaining events

Maintaining communications

Maintaining communication types

Key development reports

© 2013 Synergetic Management Systems. Published 15 October 2013.

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