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

1

Create or verify that your Mailing list exists in Marketing -> Mailing Lists.

2

Gather and format the list of people to be imported to a mailing list on a CSV using the Sample file below.

Note: Only Email addresses are required, but you can add as much informaiton as you wish to use. Remove any columns that you are not using from the form.



3

Navigate to Patrons and select Database

4

Click Import.

5

Click or drag the CSV file into the Grey box where it says Choose a File and click Continue.

6

Once your file uploads you will then match the columns for the import to your file by selecting the appropriate items from the drop-downs.

7

Select the radio button under the Import Options box to Subscribe patrons to mailing lists and choose which of your lists to add these patrons to by checking the boxes next to each list you wish to sign patrons up for.

Document image

8

Click Import to complete the import and sign up

Like any patron import importing duplicate or existing records will update information on existing patron records with the data included in this import.