Create a Subscriber List

This article will show you how to create a CSV file for the subscriber list.

Important Note:

• You will want to do this in Microsoft Excel or another spreadsheet software

• Microsoft Excel was used in the creation of this article

Who can use this feature?

System Administrator

Layout

Rules

Here are several rules to follow when creating a subscriber list:

• Fields must be tab or comma-delimited

• No header row in your document

• Place each record on a separate line

• All fields must be present, even if empty

• Only the SMS number may be empty

• Allow/ignore blank lines

• Ignore duplicate entries

Fields

There are 2 options for CSV fields, Simple or Expanded

Simple Fields

Subscriber lists that use simple fields, only rely on 3

• Allows for only 3 fields

  • Email

  • SMS number (Formatted: ########## or ###-###-####)

  • Subscription type (email, SMS, or both)

Row 1 of the spreadsheet should have its first 3 cells set to:

• Email Address | SMS # | Subscription Type

Expanded Fields

• Allows for 10 fields

  • Email

  • SMS

  • Subscription type

  • First name

  • Last name

  • Address 1

  • Address 2

  • City

  • State

  • ZIP

Row 1 of the spreadsheet should have its first 10 cells set to:

• Email | SMS # | Subscription Type | First Name | Last Name | Address 1 | Address 2 | City | State | ZIP

Note: You should use your upload instructions to determine which type of field to include.

Create a CSV Subscriber List

1. Open your spreadsheet software, such as Microsoft Excel

2. Create your Subscriber List using either the Simple Field or Expanded Field layouts

3. Navigate to the File tab:

4. Select the Save As option:

5. Select a location to save your spreadsheet:

6. Change the file type to CSV (Comma delimited):

7. Click the Save button: