How to set up an XME list (Mailing Lists)

1. Open Excel file

2. Make sure the document is formatted correctly

   1. Exactly three columns

   2. Must be in the following order:

      1. Column 1: First Name

      2. Column 2: Last Name

      3. Column 3: Email

         1. Note: Each contact needs a unique email address.

   3. Remove title row

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

      2. **This document should contain only data

   4. Cannot use multiple sheets.

      1. Separate sheets into their own book

         1. Right click sheet tab

            1. Sheet tab is located at the bottom of the window

         2. Click “Move or Copy…”

         3. From the “To book:” drop down, select “(new book)”

         4. Format

            1. See steps 2a through 2d

3. Convert to a .csv

   1. File>Save As

      1. In the “Save as type” dropdown, select “CSV (Comma delimited)”

      2. Hit Save

      3. Make sure your filename does not contain decimals (.)

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

   2. You may see a pop up…

      1. “List [ FILENAME] may contain features that are not compatible with CSV (comma delimited). Do you want to keep the workbook in this format?”

      2. Click “yes”

4. Add .csv to the External Marketing Emailer (XME)

   1. Log-in to your website

   2. Locate the Admin Dashboard

      1. (grey bar across the top of your website)

   3. Hover over the “Admin” tab

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

   4. Click “Groups”

   5. Click the “Lists” tab

      1. Location: furthest tab to the right

   6. Click “Add List”

      1. Enter a name for the list.

      2. Optional:

         1. Add a description:

            1. This will appear next to your list to give you more information.

         2. Allow Opt In/Out

            1. Allows those in the list to opt in or out of the list. It’s checked by default.

   7. Click “Create List”

   8. The following dialogue will appear:

      1. “Your List has been saved”

   9. Click “Click here to continue.”

   10. Click “Import/Merge List Contacts”

   11. Click “Choose File”

   12. Add your email to the text box…

       1. “Upon Completion, Send Import Report Email to”

   13. Select Import Type

       1. 2 options:

          1. “Merge File with Existing Contacts”

             1. This grows your list. It will merge duplicate contacts. It will never delete.

          2. “Replace Contacts on this List with only Contacts in File”

             1. Only the contacts from the .csv you are importing will be housed in the list.

   14. Click “Import”

   15. Click okay on the dialogue box

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

   16. Wait for 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 group.