Configuration: List Import
Use the List Import Settings page, which is accessible through the page, to define settings that determine how list records are saved into CRMS.
Features and Fields
Allow updates
This control offers two options: existing customer records either will or will not be updated when importing a list. Will not is the default setting.
This control only applies to existing customers.
Reward strongly advices that you leave this option set to "WILL NOT" at all times. Contact client services before changing this setting, or to resolve any related questions.
Import and create new record as:
This control offers two options for importing new customers:
- Unregistered Customers
- If importing as unregistered customers, all new email addresses are added as unregistered customers. If an imported email address already exists in the database, no existing customer record is modified. This means that if an existing customer is currently a member of the loyalty program (registered), and if that existing customer is imported, that customer stays registered.
- Registered Customers
- If importing as registered customers, all new email addresses are added as registered members. Note that these new members are treated immediately as such. For example, CRMS sends any enabled Welcome trigger emails to them. If an imported email address already exists in the database, no existing customer record is modified.
To navigate to the page, click . Then, in the Configuration Management section, click List Import. The List Import Settings page opens. Each setting uses a drop-down menu as the control.
1. Do not change the Allow Updates default setting unless you have been directed to do so by Reward Client Services.
2. To reset the Import and create new record as setting, select the correct value from the drop-down menu.
3. To reset the Email Opt-in setting, select the correct value from the drop-down menu.