Online Help

Uploading a Recruiting Email Address List

If you have the appropriate permissions, you can upload a list of email addresses into a group that can be set as the audience for Coaching Emails.

Click one of the following for more information about:

 

Understanding the Upload File Format and Downloading a Sample File

Your upload file must be in the format of FIRST_NAME, LAST_NAME, EMAIL for each person listed. Be sure EMAIL contains a valid email address (such as constituent@org.com).

For your convenience, you should access and download the sample CSV file to use as a guide to entering the required information and other information in the appropriate format.

Note: If you are using Microsoft Internet Explorer 6 as your Web browser, a warning message may display (on the Administrator Login page) that tells you the file may not display properly. To clear the message, click the Back button on the browser window. To avoid the problem completely, right-click and select the Open in New Window option so you can work directly with the file. Or, right-click, select the Save Target As option, and save it to your desktop where you can then open it in an appropriate application (such as Microsoft EXCEL or OpenOffice Calc) or right-click and open it in a new Window.

To download the Sample Participant Registration Upload CSV file:

  1. Click Event Emails from the top navigation bar. The Your Event Emails page displays.
  2. From the Related Actions area, click Upload List for Emailing. The Set Group Name page displays.
  3. In the Group Name field, enter a test name and then click the Next button. The Upload File page displays.
  4. Click the SampleEmailListUpload.csv file link. The sample file opens.

    Note: If you are using Microsoft Internet Explorer 6 as your Web browser, a warning message may display (on the Administrator Login page) that tells you the file may not display properly. To clear the message, click the Back button on the browser window.

    To avoid the problem completely, right-click and select the Open in New Window option so you can work directly with the file. Or, right-click, select the Save Target As option, and save it to your desktop where you can then open it in an appropriate application (such as Microsoft EXCEL or OpenOffice Calc) or right-click and open it in a new Window.
  5. Save the file to your local computer with a meaningful name (for example, PreviousParticipants05).

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Uploading the File

When you are ready, you can upload the file to create the new group.

To upload the file:
  1. Click Event Emails from the top navigation. The Your Event Emails page displays.
  2. From the Related Actions, click Upload List for Emailing. The Set Group Name page displays.
  3. In the Group Name field, enter a label that will help identify the purpose of sending a Coaching Email to these recipients and then click the Next button. The Upload File page displays.
  4. To select the file to upload from your personal computer or shared network resource, click the Browse button, navigate to the file, and click the Open button. The file name displays in the field.

    Note: To visually scan the first five records of your file to verify that it is the correct file, you can click the Preview button to open it in a preview area directly on this page.
  5. Click the Finish button. The Your Event Emails page displays again with the message Upload in progress across the top.

    Notes:
    (1) The results of your upload are available in the Uploads list in the Customer Service area.
    (2) If the upload is successful, the special group is created and available from the Email Deliveries step in the Coaching Emails process.


To view the status of your upload:

  1. Click Customer Service from the top navigation. The Uploads list page displays.
  2. Locate your file and check the Status column.
  3. If the status is Uploading, click the Refresh this page link until Complete displays.

To view details when the upload completes:

  1. In the Uploads list (on the Customer Service page), click Review from the Actions column of the file. A summary page displays that shows the number of records created.
  2. Click the Finish button to close this summary and return to the Uploads list page).

If your uploaded file contains errors (for example, the Status is Complete with Errors), you can:

  1. Click Download Errors from the Actions column. The File Download pop-up opens.
  2. Click the Open button. The CSV file opens with a new ERROR_CODES column added to the right end of the document.
  3. To interpret the errors and how to resolve the, click View Error Codes (from Related Actions on the Upload List page).
  4. Fix your errors and save the CSV file.
  5. When you are finished, you can upload the file again.

    Note: You may want to click Delete from the Actions column of the file to remove it and avoid confusion with future uploads.

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