Column 3: Email (Each contact needs a unique email address)
Remove the title row.
These are column descriptors – usually “First Name”, “Last Name”, “Email”
Please note: This document should contain only data
The excel file should only contain one sheet; cannot use multiple sheets.
Separate sheets into their own book
Right click sheet tab located at the bottom of the window.
Click Move or Copy.
From the To book: drop down, select New Book.
Format the new sheet using previous steps.
Convert to a .CSV File
On the Excel file, navigate to File and then click Save As.
In the type dropdown, select CSV (Comma delimited).
Click Save.
Ensure the filename does not contain decimals (.) Tip: use underscore (_) to separate information within a filename.
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.
Add .csv to the External Marketing Emailer (XME)
Log-in to the club website.
Locate the Admin Dashboard across the top menu bar.
Hover over the Admin tab located on the far left side of the Admin Dashboard.