Topic:

How do I create a Contact List?

Solution:

In order to send an Email Invitation you must first create a Contact List.

To begin creating any of these types of Contact List:

1. On the Email Invitations tab, click the Create Contact List link.
2. Enter the Name of the list, certify that all the people on the list are permission based.
3. Select the Method you wish to use to add your contacts to the list, then click the Next button. Since the remaining steps depend on the Method you select, click your chosen Method below:
   • Import contacts from a file on your computer
     • Select this option to upload a .csv or .xls file that contains contact information.
   • Create an empty contact list and add contacts to it manually
     • Select this option to enter contacts manually.
   • Create a filtered list from previous event registrants
     • Select this option to send the invitation to people who registered for one or more of your previous events.

If you selected Import contacts from a file on your computer: 

1. 1. Click the Browse... button.
   
2. In the file browser, locate and select the .csv or.xls file that contains your contacts.
   
3. Click the Next button.
4. On the Mapping step, select the correct column header for each column of your data. For example, select Email from the dropdown list as the header for the column containing email addresses.
   
5. Once you have assigned a header for each column, click the Next button to finish uploading the contacts.
6. The Results step shows you how many Contacts uploaded successfully, and how many, if any, Contacts contain errors.
7. If your upload contained errors, click the Fix Errors link to view and correct them.


• Once you click Fix Errors, you will be presented with the Error Description and the actual text causing the error. You are able to edit and correct this text directly from this page. For example: if the Error Description reads 'Email is not properly formatted', and you notice that the email is 'rmorrison@@appleforestry.com', you can delete the problem-causing extra '@' directly from this page. Once you have corrected an error, click the green '+' icon to add the contact to the Contact List. If you wish to ignore an error, click the red '-' icon.

 

 

If you selected Create an empty list and add contacts to it manually: 

1. Enter your first contact's information into the fields. The only information that is required for each contact is their Email Address.
   • By default, you can only enter the Email Address, First Name, Last Name, and Company of your contact. If you would like to enter more information about your contacts, click the Edit Fields link, and select the checkbox for each additional field you wish to display.
     
2. If you have another contact you wish to enter, click the Save & New button. Repeat steps 1 and 2 until all of your contacts are entered.
3. If you are finished entering contacts, click the Save & Close button to create your Contact List and return to the Email Invitations tab.

 

 

If you selected Create a filtered list from previous event registrants:

1. In the left list, select the event whose registrants you want to include in the list and click the Add button. Repeat until you have added all of the events whose registrants you wish to add to your list.
   
   
   
2. Click the Next button.
3. Select the criteria for the filters you wish to apply to the list of registrants and click the Next button.
   • Example: If you would like to exclude all cancelled registrants from your Contact List, select Exclude from the Cancelled Registrations menu.
4. Your Contact List has been created. Click the Close button to save and return to the Email Invitations tab. Click the Send Invitations Email button to begin creating your Email Invitation.

 

 

 

Related Links:

• How do I create email content or templates in RegMail?
• How do I schedule a job in RegMail?
• How do I create an invitation email for my event?
• What do the various merge fields do?
• What is the Master List, and what is it used for?
• How do I opt-out people from RegMail?
• User's Guide - Manager - RegMail - Mailing Lists
• User's Guide - Manager - RegMail - Create a New Mailing List
  

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