Add recipients to your email campaign by either importing from a Excel spreadsheet or from your database. You can also add and remove recipients manually.
- To open the Campaign view click {Connect} > {Communications} > {Campaigns}
- Select to highlight the relevant campaign.
- Click [Next] to move to the Recipients tab.
This tab allows you to add recipients by importing an Excel spreadsheet or by accessing a pre-prepared Database or by creating a new entry directly.
- Click on [Import] to open the list, import from Excel or Database.
- Click to select either Excel or Database
Import from Excel
- Select file from your PC or drop your file in the area indicated.
- Select the appropriate worksheet.
- Select the spreadsheets column containing email addresses.
- Select email to match email address to the database.
- Select from the imported column heading those that you wish to be included in the merge field of your message text.
- Tick the {Remove unsent campaign recipients prior to importing?}
- Click [Import].
{Remove unsent campaign recipients prior to importing} - this means that the system will remove any recipients imported previously BEFORE importing the new list with added recipients prior to sending the campaign.
- Use user created recipient presets. Presets are saved after the merge fields and conditions have been set previously.
- If creating a new recipient list with conditions and merge fields and that you wish to save for future use enter a name and click [Save] save after creating a list.
- Select the user work areas based on your subscription access. Standard tabs are Accounts; Event Registrant and Campaign Recipients. Use to select the work area applicable to your campaign to select the appropriate condition filters applicable. Work module tabs dependent on your access credentials include Sales; Syndicates; Rental Managements; Finances; Consulting; Financial Planning and Taxes.
- Select the conditions filters that are used to determine the recipients of the campaign.
- Select the Merge Columns - the merge fields that will be made available to your campaign.
- Select [Preview] to preview your recipient list before importing into your campaign.
- {Include inactive accounts} - tick to include accounts marked as inactive.
- {Exclude account referred by another business} - tick to exclude accounts referred by a partner.
- {Remove unsent campaign recipients prior to importing} - this will remove any recipients already imported before importing the new list with added recipients prior to sending the campaign.
- [Import] - click to import the final recipient list.
Example of a recipient list created for in the Sales work area based on Sale status in Sales matching Contact Made and Enquiry and Sent Information ie this would be a for a follow up campaign to all those who showed an interest in a property for sale.
Once the a recipient list has been imported with via Excel or using a database it is possible to manually add a recipient. Note that you will not be able to use mail merge fields for the manually added recipient.
- Click [Create New] to manually enter a name and email address.
- Enter Name and Email.
- Click [Save].
- Select [Edit] to edit the name or email address of recipient.
- Select [Delete] to remove a recipient from the recipient list.
Once satisfied that you have added the correct recipients proceed to create and check Mail Merge and Preview the EDM and then Sending. See the article How to send/run an Email Campaign
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