MyList is a tool that allows users 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:
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On the navigation bar at the top, click Data, and on the left click on Imported List.
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Click Add List
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From here you can upload your list. Click here to see an example of what format we need. We can only support .csv or .xls files.
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Once the file loads, match the fields from your uploaded list with ours.
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From here, click Match & Save.
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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 - Mylist can only be used for direct mail and email campaigns
For more information on Direct Mail Campaigns please see What is direct mail?