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

   Note:

   • (Each contact needs a unique email address

   .

   • )

2. Remove the title row.

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

   **

   • Please note: This document should contain only data

3. Cannot

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

   • Separate sheets into their own book

     1. Right click sheet tab

   Sheet tab is

   • 1. located at the bottom of the window.

     2. Click

   “Move

   • 1. Move or

   Copy…”

   • 1. Copy.

     2. From the

   “To

   • 1. To book:

   ”

   • 1. drop down, select

   “(new book)”

   Format

   See steps 2a through 2d

   • 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

      “Save as type”

      type dropdown, select

      “CSV

      CSV (Comma delimited)

      ”

      .

   2. Hit

      Click Save.

   3. Make sure your

      Ensure the filename does not contain decimals (.)

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

      You may see a pop up…

      .

   4. 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?”

      Click

      “yes”

      Yes.

Add .csv to the External Marketing Emailer (XME)

1. Log-in to

   your

   the club website.

2. Locate the Admin Dashboard

   (grey bar

   across the top

   of your website)

   menu bar.

3. Hover over the

   “Admin”

   Admin tab

   Located

   located on the far left side of the Admin Dashboard.

4. Click

   “

   Groups

   ”

   .

5. Click the

   “Lists”

   Lists tab

   1. Location: furthest tab to the right

   Click “

   .

6. Click Add List

   ”

   .

   1. Enter a name for the list.

   2. Optional:

      • Add a description

      :This

      • (this will appear next to

      your

      • the list to give

      you

      • more information).

      • Check the Allow Opt In/Out

      Allows those

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

8. The following dialogue will appear:

   1. “Your List has been saved”

Click “Click

Click

“Create List”

Create List.

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

   ”

10. Click

    “

    Import/Merge List Contacts

    ”

    .

11. Click

    “Choose File”

    Add your email to the text box…

    “Upon

    Choose File.

12. Within the box Upon Completion, Send Import Report Email

    to”

    to: enter your email address.

13. Select Import Type

    1. 2 options:

       “Merge

       Merge File with Existing

       Contacts”This grows your list. It will

       Contacts - This will grow the list and merge duplicate contacts. It will never delete.

    2. “Replace

       Replace Contacts on this List with only Contacts in

       File”

       File - Only the contacts from the .csv

       you are importing

       import will be housed in the list.

14. Click

    “Import”

    Import.

15. Click

    okay

    OK on the dialogue box

    “The upload was successful. An email will be sent to the specified address once your import is complete.”

16. Wait for the upload email notification.

    1. NOTE: If you did not enter an email address

       (step 4L)

       , you will not receive an email. You will have to come directly back to the Lists tab

       (step 4e)

       and view

       your

       the group.