Import CV3 email list

From NewHaven Software Wiki

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Current revision as of 16:52, 2 April 2013

Below are the steps to import a list of customer names and email addresses to a customer group in your CV3 site. This file can be generated from CMS as described previously, or through any other means as long as the format is the same.

File format

These instructions assume that you have your email list in a plain text file with the following characteristics:

• 3 fields in order: first name, last name, and email address (empty if the information is not available for that customer, but an email address is required).
• Fields are delimited by a pipe character (Shift-\). If your file happens to be tab-delimited instead, ignore the instruction below to change it to pipe.

Running the mail list import

1. Under Marketing->Email Campaigns, click the Email List Management link in the top nav.
2. Scroll down to the Import New Email Addresses section, third from the top.
3. Click Choose File and browse to your text file.
4. Change the delimiter type to Pipe.
5. For Customer Type, select the customer group from the drop-down that the imported customers should become part of.
   • Duplicates will not be created if the same email address is already in the system. In this case, they will be added to the group you select here as well as remaining in any other groups they are already part of.
6. Enter your email address in the field provided (you will receive an email when the list has been processed).
7. Check either of the option boxes if desired:
   • Update first name and last name for current customers: Check this box if you want the first and last name in this file to update any matching email addresses it finds on import. You may want to select this if you have an older list already in the system that is missing a lot of names to go with the email addresses, and are importing a more up-to-date list that contains names for everyone.
   • This is a complete list for the selected customer type (all others will be removed): Check this box only if you want to do a complete replacement of the contents of the customer group you selected. You may want to do this if you have a list of discount club members that updates monthly as new people are added and others drop off; otherwise you will probably want to leave this one unchecked and simply add to the existing list as a general rule.
8. Click Import List. You will receive an email notification when the import is complete.