Adding Recipients for Newsletters
You can add recipients for newsletters one by one. This is very straightforward and can be done if you have the recipient's first name, family name and email address.
If you need to add a large number of recipients at one time, you will obviously need a much more efficient method. There are two ways to do this.
- You can choose to import from Outlook: find out more about this by following this link.
- Or you can import from an excel file. You will find more details on this below.
Prepare an Excel file
In order to be able to download the necessary excel file from Digimind you need to have at least one existing recipient. Click to add a recipient if you need to. Then click on "export recipients".
You will see the columns at the top of the table are:
This file will be used as a template to create the list of new recipients to add. Delete any existing data from the file, but be careful to keep the column headings.
Complete the chart with the recipients' details.
- Email client: you have a choice between standard or lotus notes. For standard write 1 and for lotus notes write 0.
- Date format: for a European format write 1 and for an American format write 0.
Be careful when adding to an existing list of recipients not to add a recipient who already exists.
Save the excel file in html format
In order to ensure that the information contained in the file can be read by Digimind you first need to create an html file and then convert it back to excel. To do this, click to save the file as, and then
- in the drop down menu below the name of the file, select *.htm; *.html.
- select to save only the sheet
- click on save
On the next pop-up window, click on "publish", this will save the file to your computer.
Convert the file to excel
Find your file, and then right click on it and then click on "Properties" in the drop down menu that appears.
You will then be able to change the file format to excel, by changing the file extension at the end of the name to .xls
You will now see that the file has been converted to an excel format:
You can now use this file to import information into Digimind.
Import Recipients from Excel
Inside the newsletter generator, click on recipients and then click on "import recipients":
This will open a new page, where you can then select to upload your excel file.
You will then see the recipients you have created.