Overview
This article will show you how to copy Subscriber Lists to other modules.
Instructions
- Open the module where you want to pull your existing subscribers from
- Open the subscriber list for your category:
- For modules like Bid Postings, Blog, Notify Me, and News Flash you will select Choose an Action > Subscribers
- For modules like Agenda Center, Alert Center, Calendar, and Jobs you will open your category and click the Go to Subscribers button on the right side of the page
- For modules like Bid Postings, Blog, Notify Me, and News Flash you will select Choose an Action > Subscribers
- Click Export Subscriptions (same in any module)
- Choose whether you want only Active Subscribers, Inactive Subscribers Due to Excessive Bounces, or Both
- Click Export
- Click OK to the pop-up to open the file in Excel
- Modify the .TXT file:
- Delete Column D (OK Column)
- Review formatting
- Navigate to File
- Select Save As
- Delete Column D (OK Column)
- Before you import this list into another category, you must change the formatting slightly:
- The file must be a text file with a file name extension ".TXT" or ".CSV"
- Format Rules:
- Fields must be tab or comma-delimited
- Each record should be placed on a separate line
- All fields must be present, even if empty
- Only the SMS Number may be empty
- Blank lines are allowed/ignored
- Duplicate entries will be ignored
- Fields (In Order):
- Email Address - Limited to 255 characters
- SMS Number - Should be empty, or in formats ########## or ###-###-####
- Subscription Type - Limited to values "email", "sms", "both" (without quotes)
- Notes:
- New subscribers will receive HTML emails.
- Existing subscribers will keep their format preference.
- Existing subscriptions will not be removed.
- Your file should now be ready to import into another category on your site.
- Open the subscriber list for your category:
- For modules like Bids, Blog, Notify Me, and News Flash you will select Choose an Action > Subscribers
- For modules like Agenda Center, Alert Center, Calendar, and Jobs you will open your category and click the Go to Subscribers button on the right side of the page
- For modules like Bids, Blog, Notify Me, and News Flash you will select Choose an Action > Subscribers
- Click Import Subscriptions (same in all modules)
- Click Choose File
- Open your Subscribers.CSV file
- Click Import File
- Note: Upon successful import, every user will receive a notification to confirm the subscription. If you would like to be able to bypass this, please contact Support to ensure the prompt is turned on prior to import.
- Note: Check Skip Confirmation Process to certify that these users have already manually confirmed to receive communication for this list.
You will receive a summary of the number of subscribers added for email, SMS as well as any that were ignored as duplicates. If there are any problems, double-check the formatting of your file and make sure all of your columns are correct.
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