Knowledge Base - Old RegOnline Manager

How do I remove a RegMail job from my jobs list?

RegOnline Support — Wed, 05 Sep 2007 20:47:36 GMT

Topic:

I would like to remove a job from my RegMail Job list. How can I do that?

Solution:

You can delete a job that has either not been sent or that has already been sent from your account.

To do this:

Click on the RegMail section from the Folder list in the RegOnline Manager

Click on Jobs

Locate the job in the Jobs list

Click on the Delete Icon

The job will be removed from the list.

Additional Information:

This will permanently delete the job from your account. The job can not be easily restored if accidentally deleted.

If you need a job restored, then you will have to contact RegOnline Tech Support in order to request this action from our development team.

Related Links:

Keywords: Delete, Deleting, Eradicate, Removal, Recycle, Clean-up, Cleanup, RegMail, Jobs, Emails, Email List

How do I create email content or templates in RegMail?

RegOnline Support — Thu, 27 Mar 2008 17:16:16 GMT

Topic:

How do I create email content or email templates in RegMail?

Solution:

RegMail is an email broadcast tool available in your RegOnline account. Using RegMail you can create email content, upload mailing lists, and schedule email jobs to go out at specific times. However any email content that you create in RegMail can be sent from standard and custom reports throughout your account. This can be useful since you can create email content once as a template and use it for many purposes or even different events.

To create RegMail email content:

In the RegOnline Manager, click on the RegMail link from the left-hand side bar or navigation tree.
Click on the Content section.
Click on the Create New Email Content link. This will open the email content window.
On the General Tab fill out the following required fields:

Content Name - Enter a name or description for this email content or template.
Subject - Enter the text that you would like to display in the subject line of the email.

Click on the HTML tab. This is where you will compose your email content.
Use the HTML Content Editor to compose your email and add your content.

See the related links below for further assistance using the HTML Content Editor and adding Merge Codes in your email.

Click Apply to save and stay or OK to save and close the window.

Remember to save often.

Once you have composed your email in HTML format, then you can copy/paste the content into the Text version. This is an optional step, but allows you to set up a Text Only version that can be sent to people that, for some reason or another, can not receive HTML content in their email program.

Highlight and copy the finished content from the HTML Tab.

Use Ctrl-C on your keyboard to copy the content.

Click on the Text tab.
Use Ctrl-V to paste the content into this section.

Remember that links will not work in a Text Only email. So provide full URL's that recipients can copy into their browser, if necessary.

Click OK or Apply to save your changes.

Additional Information:

None.

Related Links:

HTML Content Editor Topics:

Watch the Content Editor Training Video
How do I add merge fields to an email?
How do I insert an image in the HTML Content Editor?
How do I insert a document in the HTML Content Editor?
How do I insert a hyperlink in the HTML Content Editor?
How do I insert a table into the HTML Content Editor?
Can I copy and paste my content from Microsoft Word into the HTML Content Editor?
User's Guide - Event Builder - HTML Content Editor

RegMail and Related Email Topics:

Watch the RegMail Training Video
How do I upload a mailing list?
How do I schedule an email job in RegMail?
How does the RSVP system work?
How do I add merge fields to an email?
How do I create an invitation email for my event?
How do I send an email with one or more attachments?
How do I send an email from the Attendees report?

Keywords: Email Content, Template, Templates, email, email, emails, emails, email, Broadcast, Mass-email, invitation, Compose, Write, Emails, Writing, Composing

How does the RegMail - Opt Out feature work?

RegOnline Support — Thu, 06 Sep 2007 17:16:41 GMT

Topic:

How exactly does the Opt-out feature work?

I thought it would remove that person just from that mailing list but it seems to remove that email address from the entire account. Or does it just remove them from anything associated with that event?

Solution:

The only thing Opt-Out should do is mark the person's profile on the Mailing List as "opt-out", showing that they do not want to receive email jobs. It should do nothing to their registration, and it should not remove them from anything.

If your new mailing list is a filtered list, then the opt-out is attached to the profile and a new filtered list is just grabbing a new bunch of profiles from the Master list.

If your new mailing list is a custom list, then that means you uploaded new profiles, so you may end up with more than one profile for the same email address, and the opt-out will only be attached to the old one...

Additional Information:

When you upload a new list to an account and want to maintain the OLD opt out preference for a record already in the system, then you will need to include an OptOut field/column on the list with the appropriate response selected.

Related Links:

How do I upload a mailing list?
http://forums.regonline.com/forums/post/248.aspx

What is the Master List, and what is it used for?
http://forums.regonline.com/forums/post/623.aspx

How do I compare a mailing list of invitees to my event attendees?

RegOnline Support — Fri, 09 Mar 2007 21:52:09 GMT

Topic:

I have a mailing list of people who I’d like to invite to my event. I’d like to compare that list to the attendees who’ve registered for my event, so that I can follow up with those people who haven’t yet registered. How can I do that?

Solution:

This is a perfect job for the RegOnline RSVP functionality! But since you asked this question (or are viewing this posting) let’s assume that it wasn’t implemented for this event. If you did use RSVP for this event. If you didn’t, don’t worry… all is not lost.

RegOnline has an Excel spreadsheet template designed specifically for the purpose of comparing a mailing list to your event attendees. This spreadsheet, while not as simple as RSVP, cross-checks the email address and name on a mailing list with the people who have registered for your event. In order to use this spreadsheet, you’ll need to have a total of three Excel spreadsheets – your mailing list of invitees, a list of those people who’ve registered for your event, and a template spreadsheet to compare the two and determine who has not yet registered.

First, you’ll need to do a bit of prep work.

Open your mailing list of invitees and make sure that all records have an email address.
Download the comparison template Excel spreadsheet to your PC.
Create a mailing list of the people who are already registered for your event. To do so:

Sign on to RegOnline, click on RegMail in the left side folder list, and then click Mailing Lists.
Click the Create a New Mailing List button. The Create Mailing List window displays.
Make the following entries:

List Name – The name for this mailing list
List Type – Select Event Attendees from the dropdown list; when this option is selected, a new tab titled Events displays in this window.

Click the Apply button, then click the Events tab.
Select your event from the Available Events (left) column, then click the right arrow button (>) to add it to the Chosen Events column.
Click OK to save your list and return to the Mailing Lists screen. Your new list is added to the mailing lists shown in this window.
Find your mailing list and click the Download icon. At the second prompt click the Download Now button to download your list. Save the list to your PC so we can use it in the next step.

Now you should have two Excel-based mailing lists – your list of invitees, and a list of people who actually have registered for this event so far. In addition, you’ll also need the mailing list comparison template file.

Now that you have all the information, let’s take a quick look at the mailing list comparison template. You’ll see that there are five columns in this file – three for your invitee mailing list (email, first name, last name), one for the email address of the individuals who have registered for the event, and a column that shows whether this person is registered for the event.

To use the mailing list comparison template to see who still needs to register for your event:

Open the comparison template file and your mailing list file.
In your mailing list file, click and drag from the first email address to the last one and click Copy (Ctrl-C).

Note that if you also want to copy the first and last name to the template file, drag across those columns and copy them as well.

In your template file, click in the first empty cell in the Column A (header says “Email from my mailing list of invitees”) and click Paste (Ctrl-V). All of the email addresses are added to the template file. If you copied the first/last names, paste those into columns B and C, respectively, in the template file.
Now close your mailing list file and open your list of event attendees. (Keep the template file open.)
Copy the email address from your event attendees file to column D (header says “Email that was used to register for this event”) in the template file.
Close your list of event attendees.
Check the entry in column E of the template file (“Invitee has NOT registered”). Where the value in this column reads TRUE, this attendee has not registered for your event. You can now send a follow-up email to just those people.

Additional Information:

None.

Related Links:

Keywords: rsvp, respond, response, reply, attendees, registered, compare, comparison, invitees, invited, invitation, list, lists, mailing list, responses

How do I send an email with one or more attachments?

RegOnline Support — Thu, 12 Oct 2006 17:23:43 GMT

Topic:

How do I send an email with one or more attachments?

Solution:

There are two ways to add attachments to emails in RegOnline. The easiest way to add an attachment to an email is to use the Document Manager tool located in the HTML Content editor when you are composing the email.

To do this:

Edit the email that you wish to add the attachement to (or create a new one).
In the HTML Content Editor, enter the text you wish to use as a link.

For example: "Click here to download the document."

Using your mouse, highlight the text you wish to be the link that registrants click on to download the document.
While this text is highlighted, click the Document Manager icon from the toolbar at the top of the HTML Content Editor.
In the Document Manager window, click the Upload Document tab.
Browse for your document on your own computer, and double-click on the document to select it.
Click the Upload button. This will take you to the Browse Files tab. Your document will now display in the list at the left.
Click the Insert button to the right. Your highlighted text should now be underlined indicating that a link has been created from that text to your document.
Save your changes.

You can also attach a file or document to an email on the Attachments Tab when creating email content in RegMail. This will attach a file to an email in the traditional manner rather than creating a hyperlink to it in your email body.

To do this:

From the RegOnline Manager screen, click on the RegMail | Content section.
Edit an existing RegMail email content.
Click on the Attachments tab.
Click Browse to locate the file on your computer.
Click Add to add the file to the email content.
Save your changes.

Additional Information:

You can always send your RegMail email content to your event attendees from any report or attendee record in your account. Show me how...

Related Links:

Keywords: document, documents, how to send an attachement to the attendees, registrations, registrants, attatchments, attach, attaching, file, files, images

How do I add a Click to Register button to my email content?

RegOnline Support — Fri, 06 Oct 2006 14:33:47 GMT

Topic:

I would like to add a "Click to Register" or "Sign Up Now" button to my email content. How do I do this?

Solution:

Step 1 - Generate the HTML code (web code) for your button or link:

To add a button to an HTML email that links the user to your registration page, you’ll first need to have a button or other small image to use. RegOnline has dozens of buttons available in the Button Designer section, located on the Functions Tab in the Manager screen, for that purpose.

The Button Designer tool will allow you to select from some of the following button options and customize the text on each button or link:

Button - This option will provide you with various button images that link out to your Registration form or Event Webiste.

Flash Widget - This option creates a Flash image or button that displays the event title, location, start date, and number of days until the event start date.

Text - This option creates a hyperlink in text format that will take registrants out to your registration form or event website.

This will give you the HTML code that you can copy/paste into your email content.

See the Related Links below for further assistance with the Button Designer tool.
If you’d like to use your own icon or button for this purpose, you’ll need to create it and add the web code that links this icon to your event’s registration page.

Step 2 - Add the HTML code to your email content:

In the Manager window, click RegMail from the folder list on the left
Click the Content section, and open the content where you’d like to insert the button.

If you have not yet created the content, click the Create New Email Content button.

In the HTML tab for your content, click the HTML < > button in the bottom left corner of the content window. This changes the view to show you the HTML code for this content.
Paste the code you copied above into this section of the content.
Click the Pencil icon in the lower left corner to return to the design mode and see the result.
When you’ve finished, click OK to save and exit or Apply to save and stay.
To test this email, click the Test Email icon in the Content window and send a copy of this email to yourself. You can click the button to confirm that the button links to the page you had intended.

Additional Information:

Inserting the HTML code that is required for this functionality means that you will need to be able to view the actual HTML code for the email or website that you create. Many programs (such as Microsoft Outlook) do not allow you to easily access the web code associated with an HTML email, and therefore the steps outlined above will not work in these external email programs.

Related Links:

Keywords: link to start, buttons, register now, register-now, button, links, i-frame, iframe, framed window, HTML code, web design, designer, designing, customize

How do I add one or more records to a mailing list?

RegOnline Support — Thu, 05 Oct 2006 14:06:50 GMT

Topic:

How do I add one or more records to an existing mailing list in RegMail?

Solution:

From time to time, you may need to manually add records to an existing mailing list.

To add a person to one of your mailing lists:

In the Manager window, click on the RegMail folder from the folder list.
Click on Mailing Lists.
Find the mailing list that this person should be added to, and click the Add icon on that line.
Fill in the information for this person.
The only required field is the Email Address. All other fields in this window are optional.
When this record is completed, click OK to save and exit this window, Apply to save and stay, or Apply and Add Another to save this record and another record.

If you do not see a particular field in the Add/Edit member window, you can the mailing list and make the field visible when you are adding records. To do this:

Click the List number to edit the mailing list.
Click the Manual Entry Standard Fields tab.
Check the Visible (and/or Required) boxes for the fields you would like to have available when adding records.
If you have any custom fields you would also like to make available, click the Manual Entry Custom Fields tab, add the name of the field(s), and select the Visible and/or Required checkboxes.
Click OK to save your changes and exit the mailing list setup window.

Additional Information:

None.

Related Links:

Keywords: add additional people to a mailing list, contacts, e-mail addresses, custom list type

How do I create a list of people who have attended my event (or events)?

RegOnline Support — Thu, 14 Sep 2006 17:58:31 GMT

Topic:

How do I create and download a list of people who have attended my event (or events)?

Solution:

If you need to download a list of your event attendees – whether they’ve attended one or more of your events – you can create a RegMail mailing list with this information, and then download the information to your computer.

To create a list of event attendees:

In the Folder List, click RegMail and then click Mailing Lists.
Click the Create a New Mailing List button. The RegMail List window will display.
Make the following entries:

List Name – the name you want to assign to this list.
List Type – Event Attendees

Click Apply to save this list and stay in this window.
Click on the Events tab.
Select the event(s) that you want to see attendee information for from the Available Events field.
Click the right arrow icon (>) to add the event(s) to the Chosen Events field.
Click OK to save your list and return to the Mailing Lists window, or click Apply to save and stay.

Your list will be added to the Mailing Lists, along with a system-assigned List Number.

To download your mailing list:

Go to the line for your mailing list and click the Download icon. A popup window displays asking if you want to download this list.
Click the Download Now button. The default file format for download is a CSV (comma-separated values) file, which is most often associated with Microsoft Excel.
At the Excel prompt, click Open to view your downloaded information, or Save to save the file to your PC.

Additional Information:

The field that display for your attendees are the fields on the Personal Info tab of your event, such as Name, Address, Phone Number, etc.

Related Links:

Keywords: email, e-mail, mailing, list, lists, compare, comparison, invite, invitees, invited, attendee, attend, attended

How do I set up my default RegMail information?

RegOnline Support — Thu, 14 Sep 2006 17:31:09 GMT

Topic:

How do I set up my default RegMail info, such as the footer, sender’s name and address, bounceback address, etc.?

Solution:

Whenever you schedule a RegMail job, you’ll see the default information that will be used for the following fields:

Sender’s Email Address
Sender’s Name
Bounceback Address
If the email cannot be received, a error message will be sent to this email address.
Default HTML email footer
Default text email footer

To add or modify this information for your account:

In the Folder List, click RegMail, then click Jobs.
Click the Default Job Information button. The Edit Job Defaults window will display.
Enter the default information you would like to use when a RegMail job is schedule.
Click OK to save your changes and exit this window, or Apply to save and stay.

Additional Information:

You can override the sender’s name, email address, and/or bounceback address used for a given RegMail job when you schedule that job.

Related Links:

Keywords: bounce-back, bounceback, bounce back, bounced, undeliverable, email, e-mail, default information, email footer

How do I enter room types for my hotel?

RegOnline Support — Mon, 11 Sep 2006 18:32:52 GMT

Topic:

I would like to add room types to a hotel in my account. How do I create room types?

Solution:

You can add Room Types to any Hotel in your account to allow registrants to select a custom room type during registration. To use a room type in your event, you first need to add that room type for this hotel.

To do this:

Edit your Event.
Click on the Lodging & Travel section.
Click on the title of the Hotel you wish to add room types to.
Click the Room Types tab.
Click the Add a New Room Type button. The Define a Room Type window will display.
Enter the Room Type (required) and the Room Rate (optional), then click Save. A message will display indicating that this room type was added.
Add each room type and click Save for each one. When you’re finished, click Cancel to return to the Hotel listing.

Additional Information:

None.

Related Links:

Keywords: Kind of Room, Type of Room, Accommodations, lodging, lodging, lodging, Lodging & Travel, Lodging Preferences

How does the RSVP system work?

RegOnline Support — Wed, 06 Sep 2006 18:54:09 GMT

Topic:

I’d like to get a gauge of how many people are planning to attend my event. How does the RSVP system work?

Solution:

When you send an email using the RSVP merge field, the recipient will receive the email with a link that reads “Click here to RSVP”. When they click the link, they will be taken to a page that asks if they plan to attend this event, Yes or No or Undecided.

If they answer Yes, they’ll be taken to the registration start page for your event.
If they answer No, their response will be logged and they will be given an option to let you know why they can not attend.

The invitee's reason for declining the invitation will be automatically emailed to the Contact Email Address listed on the event.

In either case, you (the event admin) can then run an RSVP report in the RegMail system to track the number of people who have responded Yes, No or Undecided, and how many have registered for the event.

To send an email with the RSVP functionality:

Create your content and include the merge field called “RSVP (Invitation)” in the Other Merge dropdown.
Create and/or upload a mailing list..
When you schedule the job in the RegMail system, select the event from the Form: dropdown list. This will send the email job as an RSVP, enabling the next steps for the user.
When the email is received, the user can click the link to respond. As mentioned above, a Yes answer takes him/her to your form; a No answer is logged in our system.

To see an RSVP report:

Go to the Folder List and click RegMail, then Reports, and then RSVP Report. The RegMail – RSVPs window displays. listing all events that have been set up with this functionality.
To see a complete report of the RSVP activity for this event, click the Snapshot icon for your event. The RSVP Snapshot window displays, listing the number Invited, Responded, the numbers of Yes and No responses, along with details about the email job that was sent.

Additional Information:

RSVP and other RegMail functionality are covered in detail in the RegMail recorded training.

The RSVP Report displays the following information for the recipients of your RSVP job:

Invited - The number of list members who received the email message with the RSVP link.

Click this number to display a list of these members in a new window.
The number invited may be larger than the number sent if you are using the Tell-a-Friend feature and some of the recipients have added referrals.

Responded - The total number of people who clicked either the Yes or No button
Yes - The total number who clicked Yes
No - The total number who clicked No

Undecided - The total number who clicked Undecided

Registered - The total number who completed their registration after clicking Yes

Note that the RSVP functionality works for events that are in Testing status, as well as Active events. In other words, you do not need to take your event "live" in order to use RSVP.

Related Links:

Keywords: RegMail, Mailing List, Upload, Invitation, Invite, RSVP, RegMail, Mailing-List, Import, Importing

What is the Master List, and what is it used for?

RegOnline Support — Wed, 06 Sep 2006 14:58:52 GMT

Topic:

When I go into RegMail, I see a list called the Master List. What is this and what is it used for?

Solution:

The Master List is a list of everybody who has registered or attempted to register for one of your forms (events, memberships, etc.), as well as anybody that is on any of your mailing lists.

About the Master List:

Think of it as a “bucket” into which all of your account activity goes.
You cannot email directly to the Master List, though you can create filtered lists from it based on filter criteria.
You cannot make changes to the Master List -- such as remove someone from it, change an email address, or flag an email as bad – but you can download the Master List, change information in the download, then upload that list as a new custom list.

Additional Information:

None.

Related Links:

Keywords: Masterlist, Email List, Incomplete, Database, Master-list, Type, Status, MailingList, Mailing list, Mailing-list

How do I create an invitation email for my event in RegMail?

RegOnline Support — Thu, 03 Aug 2006 16:08:04 GMT

Topic:

I would like to use the RegMail system to send out an invitation email to a list of people. How do I set this up?

Solution:

You can use the free RegMail email system to create email content, upload a mailing list, and schedule a job to go out at a specific date and time. This is a great tool to use to create an invitation email to generate traffic to your registration form. There is no limit to the number of emails that you can send using the RegMail system when your email blasts are linked to an actual event in your RegOnline account.*

To do this:

In your Folder List, select RegMail and then Content. Your Content list window will display on the right side of the screen.

In the upper-left corner of the Content list, click the button to Create a New Email Content. This will open another window where you can build your content. More info on creating email content...

Use the HTML and Text tabs to create your email. When typing your content, be sure to put the URL link of your event that you would like to invite the recipients to.

For Example: "To sign up now, please go to www.regonline.com/#####"
You can also add an RSVP link for your event into the invitation using the RSVP merge code. If you use the RSVP merge code, then you will not need to add a separate registration link in your email content. See the Related Links below for further assistance with the RSVP feature.
As you work, be sure to periodically click the Apply button at the bottom of the window to save and stay.

Click OK to save your changes and close the RegMail Content window.

Additional Information:

*If a RegMail job is sent that is not associated with a RegOnline event/form, then you will be limited to 5000 emails per month at no charge. There may be an extra charge for every email sent over that limit.

Related Links:

Keywords: invitations, RSVP, R.S.V.P., Invitation, Email, invitations, Advertise, invitations, Market, invitations, Sell, invitations, RegMail, Email Content, Invitation, Invitational, Invite-only

How do I view and edit an existing RegMail job?

RegOnline Support — Thu, 03 Aug 2006 16:03:32 GMT

Topic:

I have scheduled an email job in RegMail. How do I view and edit the email job?

Solution:

Once a job has been scheduled in RegMail, then you can view and even make changes to that job as long as it has not already been sent.

To do so:

In the RegOnline Manager, select RegMail from the folder list on the left-hand navigation bar.

Click on Jobs. A list will appear of all of your jobs, including those with a send date in the future. The date you have selected to send the email is listed in the Scheduled column.

To edit the job details, click on the Job ID number. The RegMail Job information window will open.

A job that has already been submitted or set to a "Queued" status can not be modified. You must first click the Cancel icon to change the job status to "Not Queued" before you can edit the job information.

Make any desired changes to the job details.

Click Apply to save and stay or OK to save and exit.

To schedule the job, click the Submit icon in the Submit column. The status of the RegMail job will change from "Not Queued" to "Queued" indicating that it will be sent on the date specified.

Additional Information:

None.

Related Links:

Keywords: RegMail Email Jobs, Schedule, Scheduled Job, Queued, Status, Change Date, Edit a Job, Cancel a Job, Email Broadcast

How do I re-send an invitation or email to those who have not yet registered for an event?

RegOnline Support — Thu, 03 Aug 2006 16:02:50 GMT

Topic:

I would like to send another invitation email out through RegMail, but I do not want to sent it to those that have already registered or responded to the first invitation.

Solution:

Note: This process is designed to work ONLY when you are using the same Mailing List you used for the original email invitation through RegMail.

In the Folder List, click on RegMail and then Jobs.
Click on the Create new Email Job button. This will open the Add/Edit Email Job window.
Fill out the fields on this page and select your Content and Mailing List.
Select the Event that you are marketing with this email.
Make sure you select the checkbox labeled Send Invitation to People who are Not Registered and Have Not Declined the Invitation.
Select the time you would like the email to be sent.
Click OK at the bottom of the Add/Edit Email Job window.

Related links:

Keywords: RSVP, Invitation, RegMail, Email Broadcast, Blast, Marketing, Invitational, Invitations, Invite, Duplicate, Remove, Unique, Re-send, Duplicates

How do I download individuals in a mailing list?

RegOnline Support — Thu, 03 Aug 2006 16:01:02 GMT

Topic:

I would like to download a mailing list from my RegOnline account. How can I do this?

Solution:

To download all fields from your Mailing List:

In your Folder List, select RegMail and then Mailing Lists. This will open your Mailing Lists window at the right.
Find the list that you would like to download and click the Download icon. This will open the Download List Members window where you can click to Download Now.
This will download all Personal Information and Custom Fields that were uploaded with the list.

Note: Custom Fields in Mailing Lists are not the same as Custom Fields in your event, and they are not connected in RegOnline in any way.

Click Download Now.
To download only basic fields (name, company, email, statuses) from your Mailing List:

Find the list that you would like to download and click the Count icon.
After the Total has been calculated, click on the number displayed.
This will generate a report showing all individuals in this Mailing List. Click on the Export option on the top of the screen and then select Excel. This will download all of the fields you see on this generated list.
Click Download Now.

Additional Information:

You can also build and download a custom report to get a list of attendees from one or more events and the specific fields that you need using Custom Reports or Custom Cross-Event reports. More info...

Related Links:

How do I opt-out people from RegMail?

RegOnline Support — Thu, 03 Aug 2006 15:59:01 GMT

Topic:

I want to opt an attendee(s) out from receiving any emails that I send out. How can I do this?

Solution:

You can opt-out attendees in two different ways. You can either opt them out manually to remove them from future mailings. Or you can offer your attendees a way to opt themselves out.

To manually Opt-Out:

Click on the RegMail Folder
Click on Mailing Lists
Go to the list that you intend to use for this email.
Find the person in the list and click on his/her Member #
The Add/Edit Member window will open. Select the checkbox to Opt-Out (This individual requested to be removed)
To allow attendees to automatically Opt-Out:

Click on the RegMail Folder
Click on Content
Create new content or edit content
On the HTML tab, click on the Other Merge drop down
Select the Opt-Out merge code
Copy and paste the Opt-Out merge code from the HTML tab into the Text tab.

When your registrant receives the email and clicks on the link it will enable the Opt-Out flag in their record for that mailing list.

Additional Information:

Opt-outs will be overridden if those addresses are uploaded again in another list where they are not marked as Opt-Out.

Please contact contact RegOnline Tech Support if you have any questions about this functionality.

Related Links:

Keywords: opting out, opting-out, email broadcast, unsubscribe, remove me, emailing, blast, marketing requirements

How do I upload a mailing list?

RegOnline Support — Thu, 03 Aug 2006 15:57:51 GMT

This article is focused on the legacy RegMail system. If you are looking for information on how to create a Contact List in the new Email Invitations system, click here.

Topic:

I have a mailing list on my PC that I want to upload into my RegOnline account. How do I upload a mailing list?

Solution:

Before you attempt to upload a mailing list to RegMail (the RegOnline email system), you’ll need to make sure that your mailing list meets the following set of parameters and considerations:

Supported file formats – Your mailing list file must be in one of two file formats:

CSV (comma separated values) file format. On most Windows PCs with Microsoft Office installed, this type of file opens in Excel. This is the most common file format for upload, so this format is used in the examples below.
Comma-delimited TXT file. This is a text file that uses a comma to separate each column of data.

Header row – This is the first row of data in your file and it indicates to the RegMail system that the data below it (in subsequent rows) is an email address or first name, for example. The data in the Header Row must be valid and in the correct order.

See the About the Header Row section below for details.

Email – All rows of data in your file must have an email address.

If any of these considerations are not followed or are invalid, the mailing list will not upload. See the information below for details about each of these considerations.

About the header row –

When a mailing list is uploaded, RegOnline will look at the header (first) row in your file to indicate where that information should be stored in the database. For example, the header ‘Email’ tells the RegMail system that the data in the rows below it (rows 2 through your last row of data) is the user’s email address. RegMail then inserts that data into the Email field of the database.

Because the header row is used to identify what piece of data follows, the header must be an exact match for our database, including the use of capital letter(s) and the order of the rows. For example, if the first header field is called E-mail (with a dash), Email Address, email, etc., then RegMail will not upload the mailing list because it can’t correlate this header with the database field.

Below is a complete list of header row entries that are valid for your mailing list. While you may not have all of these fields in your list, the ones that you do have must exactly match the names of the valid header rows.

Example: Suppose your list has just an email address, first name, and last name. In your header row, the cells from left to right should be as shown below:

Email FirstName LastName

Note that the Email field must be the in the first column, but the FirstName and LastName can be in any order. See the Sample Files section below for a sample file that contains the properly formatted header information and data.

Complete list of valid header row entries –

The list below contains the valid entries for the header (first) row fields that you can upload into a mailing list. As mentioned above, these headers must be in the first row of your CSV file, and the Email field must be the first column (other fields can be in any order). If you don’t need a field (such as OptOut, etc.) just skip it and go to the next one that you do have.

Email
CCEmail
OptOut
Password
Prefix
FirstName
MiddleName
LastName
Suffix
Title
Company
AddressLine1
AddressLine2
AddressLine3
City
State
Zip
Country
WorkPhone
WorkExtension
HomePhone
CellPhone
Fax
SSN
MembershipId
CustomerId
BadgeName
ContactName
ContactPhone
ContactEmail
EmergencyContactName
EmergencyContactPhone
CustomField1
CustomField2
CustomField3
CustomField4
CustomField5
CustomField6
CustomField7
CustomField8
CustomField9
CustomField10

Other considerations –

The email address is required for all records, so every record in your file must have an entry in the Email field.
Each record must be on a separate line. If your data file does not have a specific field (such as CCEmail or OptOut), just skip that field and go to the next field that you do have.
If you’re using Excel to create/modify your mailing list, you can go to the end of the file by clicking Ctrl-End on your keyboard. If the end of the file is past the last record in your list, you'll need to delete the extra lines. Go to the first blank line after your last record, click the row number (to highlight the row), drag downward to beyond the end of your file, then click Delete. This will delete all extra characters in these rows. Do the same thing for any extra columns in your CSV file, save the file, and upload again.

Sample files –

View our sample mailing list file for an example of how your mailing list must be formatted in order to upload properly.

Download a “starter” CSV file that has all of the headers in place for you. You can delete the columns you don’t need, and then copy your data into the appropriate columns.

To create a new mailing list:

In the Manager screen, click on the RegMail folder and select Mailing Lists.
Click the Create a New Mailing List button. A new window displays where you can enter the information about this list.
Make the following entries:

Name – The name to display in the Mailing Lists window for this list.
List Type – Custom List

Click OK to save your mailing list and return to the Mailing Lists screen. Your new list is shown here, but the list itself is still empty, so follow the steps below to populate this list with your data.

To upload your data into your mailing list:

In the Mailing Lists window, click the Upload icon. The Upload List Members window displays.
Click the Browse button and select the file on your computer.
Click OK to upload your data. If the upload was successful, a window displays indicating how many records were added.

Additional Information:

Download the detailed mailing list upload instructions.

Click the image at the top of this page to watch a short training video on this topic.

The field headers "CustomField1" through "CustomField10" 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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