Maintaining email lists

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

• import a list of email addresses from a text file into Synergetic
• match imported email addresses to community members
• exclude the community member from future notifications of a certain communication type
• exclude an email address where an email has bounced.

Note: You must have the DEV|EmailListImport security permissions to access 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:

• Synergetic ID
• email address
• surname
• first name
• date the person unsubscribed in format 'DD/MM/YYYY'
• date the email address bounced in format 'DD/MM/YYYY'.
  
  Note: Any field you leave blank must include the delimiter character. For example: 13017,,Aden,Abbot,'10/10/20120'.\
  

To import a list of email addresses:

1. Click .
   The Load Merge File window is displayed.
   
2. Click .
   The Email List window is displayed.
   
3. Locate the text file to be imported.
4. Select the text file to be imported.
5. Click .
   The Name of Import File field is populated with the file name.
   
6. Type a different character into the Delimiter Character field, if necessary. You can type:
   • , for text files that use commas as delimiter characters
   • T for text files that use tabs as delimiter characters.
7. Select the File Contains Header Record field if the text file includes a header record.
8. Select the type of communication in the Communications Type field.
    
   Note: You must select an option in the Communications Type field to instruct Synergetic which communication type.
   
   
9. Click .
   The Email List Import window is populated with the imported email addresses.
   

Excluding an email address from future notifications
You should exclude email addresses from future notifications when:

• community members unsubscribe
• emails bounce.

To exclude an email address from future notifications:

1. Import a list of email addresses from a text file with either:
   • unsubscribed date
   • bounced date.
   See Importing email addresses from a text file, above.
    
   
   Note: Email addresses that have been flagged as invalid are displayed in red font.
   
   
2. Deselect the records you do not want to process.
   
3. Click .
   The deselected records are deleted.
   
4. Click .
   The remaining email addresses are excluded from future notifications and the Notify Method field is updated on the following tabs:

• Notify Methods tab of Community Maintenance. See Community Maintenance - Notify Methods tab.
• Main Notification Method sub-tab of the Current Recipients tab of Communications Maintenance. See Communications Maintenance - Current Recipients tab - Main Notification Method sub-tab.

Email List Import window key fields and buttons
Fields

Buttons