This article will show you how to copy Subscriber Lists to other modules.
Important Note
- The Notify Me and Alert Center modules have been used for this walkthrough.
Instructions
- Sign in to your site
- Open the module where you want to pull your existing subscribers from
- Open the subscriber list for your category:
- For modules like Bid Postings, Blog, Notify Me, and News Flash you will select Choose an Action and then Subscribers
- For modules like Agenda Center, Alert Center, Calendar, and Jobs you will open your category and click the Go to Subscribers button on the right side of the page
- For modules like Bid Postings, Blog, Notify Me, and News Flash you will select Choose an Action and then Subscribers
- Click Export Subscriptions (same in any module)
- Choose whether you want only Active Subscribers, Inactive Subscribers Due to Excessive Bounces, or Both
- Click Export
- Open the downloaded .TXT file in Excel
- Modify the .TXT file:
- Delete Column D (OK Column)
- Review formatting
- Navigate to File
- Select Save As
- Delete Column D (OK Column)
- Before you import this list into another category, you must change the formatting slightly:
Note: New subscribers will receive HTML emails. Existing subscribers will keep their format preferences. Existing subscriptions will not be removed.- The file must be a text file with a file name extension ".TXT" or ".CSV"
- Format Rules:
- Fields must be tab or comma-delimited
- Each record should be placed on a separate line
- All fields must be present, even if empty
- Only the SMS Number may be empty
- Blank lines are allowed/ignored
- Duplicate entries will be ignored
- Fields (In Order):
- Email Address - Limited to 255 characters
- SMS Number - Should be empty, or in formats ########## or ###-###-####
- Subscription Type - Limited to values "email", "sms", "both" (without quotes)
- Your file should now be ready to import into another category on your site.
- Open the subscriber list for your category:
- For modules like Bids, Blog, Notify Me, and News Flash you will select Choose an Action and then Subscribers
- For modules like Agenda Center, Alert Center, Calendar, and Jobs you will open your category and click the Go to Subscribers button on the right side of the page
- For modules like Bids, Blog, Notify Me, and News Flash you will select Choose an Action and then Subscribers
- Click Import Subscriptions (same in all modules)
- Click Choose File
-
Open your Subscribers.CSV file
- Click Import File
Note: Upon successful import, every user will receive a notification to confirm the subscription. If you would like to be able to bypass this, please contact Support to ensure the prompt is turned on prior to import. Check Skip Confirmation Process to certify that these users have already manually confirmed to receive communication for this list. - You will receive a summary of the number of subscribers added for email and SMS as well as any that were ignored as duplicates. If there are any problems, double-check the formatting of your file and make sure all of your columns are correct.
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