General Administration


 





Copy Subscriber Lists

Who can use this feature?

System_Admin.png Slash.png Owner.png Slash.png Publisher.png Slash.png Author.png

 

Overview

This article will show you how to copy Subscriber Lists to other modules.

Instructions

  1. Open the module where you want to pull your existing subscribers from
  2. 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
      subscribers.png
    • 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
      go_to_subscribers.png
  3. Click Export Subscriptions (same in any module)
    export.png
  4. Choose whether you want only Active Subscribers, Inactive Subscribers Due to Excessive Bounces, or Both
    AgendaCenter_ExportSubs1.png
  5. Click Export
    AgendaCenter_Export.png
  6. Click OK to the pop-up to open the file in Excel
    OK_open_excel.png
  7. Modify the .TXT file:
    1. Delete Column D (OK Column)
      Excel_DeleteColumnD.png
    2. Review formatting
    3. Navigate to File
      Excel_File.png
    4. Select Save As
      Excel_SaveAs.png
  8. 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.
  9. Your file should now be ready to import into another category on your site.
  10. Open the subscriber list for your category:
    • For modules like Bids, Blog, Notify Me, and News Flash you will select Choose an Action > Subscribers
      subscribers.png
    • 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
      go_to_subscribers.png
  11. Click Import Subscriptions (same in all modules)
    import_subscriptions.png
  12. Click Choose File
    NotifyMe_ChooseFile.png
  13. Open your Subscribers.CSV file
    OpenFile.png
  14. Click Import File
    NotifyMe_ImportFile.png
    • 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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