Features and Fields

Source File section

  • Source File : this is used to specify the path and filename of the customer file to be imported.
    File Requirement:
    • Lists must be uploaded from a file on your computer.
    • Lists must be in ASCII text format.
  • I Agree check box : this requires you to verify that the customers in the list to be imported meet the "opt-in" requirement.

Import Settings section

If your list is imported successfully, each email address is added to your customer database according to the following rules:

  • Updates
  • Import As
  • Email Opt-In

You can check these rules and change them if they do not suit your purpose. As a rule, it is better to check these rules, and change them if necessary, before you start creating a new list by importing.

Email Notification

If you import a file, you can elect to receive notifications when the import has started and when it completes. The only requirement is your email address.

You can create a target list in CRMS in different ways. Several of these methods create new lists by sorting and selecting email addresses from existing lists. Existing lists are stored in your Reward customer database, and have already passed tests for data quality (valid format, no duplications, and so on).

During an import, CRMS also checks for matches between imported email addresses and existing email addresses within your current Reward customer database. If a match is found, the complete existing record is used, which makes additional customer data available. Existing data is not changed.