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How Do I Import A List? (also known as MyList)

MyList is a tool that allows you to upload a spreadsheet in order to send direct mail and email campaigns to that list of customers.

If your Imported List includes customers already in your database (if they already have a customer profile in Retention Pro) then the system will remove customers from the list based on if they are unsubscribed or disabled in Retention Pro.

How to upload a MyList:

  1. At the top of your screen click Data

  2. Then select Imported List from the left side menu

    datanew

  3. Click Add List

  4. From here you can upload your list. Click here to see an example of what format we need.

    1. We can only support  .csv or .xls  files.

  5. After the file loads, match the columns from your uploaded list with the corresponding fields in Retention Pro.

  6. After you have matched your fields click on Match & Save.

  7. This will start uploading your list into the system. Depending on the size of your file this could take anywhere from a few minutes up to several hours. 



Once your list is uploaded you can create a campaign to use that MyList. Please contact your account manager for further assistance in creating a campaign using a MyList.  

 

Please note that data in a MyList is not validated or filtered by Retention Pro. Because of this, campaigns sent using a MyList are not linked to existing customer records in Retention Pro and will not generate tracking data.

 

MyList can only be used for direct mail and email campaigns