Subscriber Management


 





Create a Subscriber List

Who can use this feature?

System_Admin.png

Overview

This article will show you how to create a CSV file for the subscriber list.

Important Note

  • You will want to do this in Microsoft Excel or another spreadsheet software.

Layout

Rules

  • Fields must be tab or comma delimited
  • No header row in your document
  • Place each record on a separate line
  • All fields must be present, even if empty
  • Only the SMS number may be empty
  • Allow/ignore blank lines
  • Ignore duplicate entries

Fields

Two options for fields: Simple or Expanded

Simple

  • Allows for only 3 fields
    • Email
    • SMS number (Formatted: ########## or ###-###-####)
    • Subscription type (email, sms, or both)

Email Address

SMS #

Subscription Type

 

Expanded

  • Allows for 10 fields
    • Email
    • SMS
    • Subscription type
    • First name
    • Last name
    • Address 1
    • Address 2
    • City
    • State
    • Zip

Email

SMS

Subscription Type

First Name

Last Name

Address 1

Address 2

City

State

Zip

Note: You should use your upload instructions to determine which type of field to include.

Instructions

  1. Navigate to File
    File.png
  2. Select Save As
    Save_As.png
  3. Select a location to save your spreadsheet
    Save_Location.png
  4. Change file type to CSV
    CSV_Type.png
  5. Click Save
    Save.png




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