How to set up an XME list (Mailing Lists)

Make sure the document is formatted correctly

Format the Excel File

1. The excel file should have exactly three columns in the following order:

   • Column 1: First Name

   • Column 2: Last Name

   • Column 3: Email

1. • (Each contact needs a unique email address

1. • )

2. Remove the title row.

   • These are column descriptors – usually “First Name”, “Last Name”, “Email”

1. • Please note: This document should contain only data

1. The excel file should only contain one sheet; cannot use multiple sheets.

   • Separate sheets into their own book

     1. Right click sheet tab

1. • 1. located at the bottom of the window.

     2. Click

1. • 1. Move or

1. • 1. Copy.

     2. From the

1. • 1. To book:

1. • 1. drop down, select

Format

1. • 1. New Book.

     2. Format the new sheet using previous steps.

Convert to a .

CSV File

1. On the Excel file, navigate to File and then click Save As.

   1. In the

1. 1. type dropdown, select

1. 1. CSV (Comma delimited)

1. 1. .

1. 1. Click Save.

1. 1. Ensure the filename does not contain decimals (.)

1. 1. Tip: use underscore (_) to separate information within a filename

You may see a pop up…

1. 1. .

   2. Please Note: A pop up may appear that states, “List [ FILENAME] may contain features that are not compatible with CSV (comma delimited). Do you want to keep the workbook in this format?”

1. 1. Click

1. 1. Yes.

Add .csv to the External Marketing Emailer (XME)

1. Log-in to

1. the club website.

2. Locate the Admin Dashboard

1. across the top

1. menu bar.

2. Hover over the

1. Admin tab

1. located on the far left side of the Admin Dashboard.

2. Click

1. Groups

1. .

2. Click the

1. Lists tab

1. Location: furthest tab to the right

1. .

2. Click Add List

1. .

   1. Enter a name for the list.

   2. Optional:

      • Add a description

1. 1. • (this will appear next to

1. 1. • the list to give

1. 1. • more information).

      • Check the Allow Opt In/Out

1. 1. • box to allow members in the list to opt in or out of the list. It’s checked by default.

2. Click

1. Create List.

2. After the list has been saved, click Click here to continue.