Manager – RegMail – Create a New Mailing List
Field Descriptions:
General tab -
List Name – The name you would like assigned to this mailing list. This entry displays in the Name column in the list of mailing lists in your account.
Notes – Any internal notes you’d like to enter about this list. This field is generally used to track dates, changes, etc., and is only visible to you (the account administrators) and not to any email recipients.
List Type – The type of list you are creating. Valid selections are:
- Custom List – Select this to upload a mailing list.
- Filtered List – Select this to filter another mailing list in your account, such as the Master List or other list(s) you’ve created.
- When selected, a new tab displays in this window titled Filters. See field descriptions below.
- Event Attendees – Select this to create a mailing list of attendees from one or more events.
- When selected, a new tab displays in this window titled Events. See field descriptions below.
Filters tab (displays only when the List Type field is Filtered List) – This tab is used to specify exactly how to filter other list(s) to create the records in this mailing list.
Field – Select the field you would like to filter on.
Operand – Select the logic that will be used to determine if the criteria is met.
Value – Enter the value you want to see in the Field you selected above. If you have two or more values here, put each one in quotation marks and separate them with a comma (see example below).
Examples:
- To create a mailing list of just those people whose address is in the state of California, make the following entries in the Field, Operand, and Value fields, respectively:
State, Equals, CA
- To create a mailing list of those people whose address is in the states of California or New York, make the following entries in the Field, Operand, and Value fields, respectively:
State, Equals, “CA”,”NY”
Events tab (displays only when the List Type field is Event Attendees) –
Available Events – Displays a list of all events in your account. To select an event, click on it and then click the right arrow button (>) to add it to the Chosen Events field.
- To select more than one event, hold the Control (Ctrl) key while clicking the events you’d like.
Chosen Events – Displays a list of event(s) that have been selected for this mailing list. These are the events whose attendees will be added to this mailing list.
Registration Statuses – If desired, select a status here to filter the attendees who are added to this mailing list.
Cancelled Registrations – If desired, select the action to take with cancelled registrations. Dropdown list selections are:
Exclude (default) – This mailing list will not have records for those people who cancelled their registration.
Include – This mailing list will include the records for all cancelled registrants.
Cancels – This mailing list will contain only the records for cancelled registrants.
Payment Method – If desired, select a payment method here to filter the attendees who are added to this mailing list.
Balance – If desired, select a balance due here to filter the attendees who are added to this mailing list.
Manual Entry Standard Fields tab –
Check the boxes here to indicate which fields that you would like to be Visible and/or Required when adding records to this list. See the Related Link below for more information about adding records to a mailing list.
Manual Entry Custom Fields tab –
If your mailing list has custom fields to store any fields of information that are specific to your needs, check the boxes here to indicate which of those fields that you would like to be Visible and/or Required when adding records to this list.
Friendly Name – Enter a name here to display as the field name for this custom field when adding new records; when left blank, the field name in the mailing list (such as CustomField1, etc.) will display here. See the Related Link below for more information about adding records to a mailing list.
Additional Information:
When creating an Event Attendees mailing list, test regsitrations will not be included in the mailing list.
The field headers "CustomField1" through "CustomField10" on a mailing list do not correspond to the Custom Fields in the Event Registration Form. These fields are used to upload data into a mailing list so that they can be used as merge fields in an email content. See the related links below for further assistance using Merge Codes.
Related Links:
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