Marketing
Mailing Lists

Signup Patrons for a Mailing List Using Imports

2min
you can add patrons in bulk to a mailing list by utilizing the patron import feature in marketing how to add patrons to a mailing list via import create or verify that your mailing list exists in marketing > mailing lists gather and format the list of people to be imported to a mailing list on a csv using the sample file below https //archbee doc uploads s3 amazonaws com/ wjcg2 gpbfukvbzqamyv gm7p8gk1iwl3smgltz7yl 20241104 203527 csv note only email addresses are required, but you can add as much information as you wish remove any columns that you are not using from the form navigate to patrons and select database click import click or drag the csv file into the grey box that says "choose a file" and click "continue " once your file uploads, you will match the columns for the import to your file by selecting the appropriate items from the drop down menu select the radio button under the import options box to subscribe patrons to mailing lists then, check the boxes next to each list you wish to add patrons to click import to complete the import and sign up note like any patron import importing duplicate or existing records will update information on existing patron records with the data included in this import