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Uploading Secondary Email Addresses

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2 comments

  • Hubbard Jordan

    Hi Nic,


    I had a similar challenge - 4 different email addresses, based on company role - such as a policy contact, a marketing contact, a sales contact, etc. Our solution was to add a new column named 'Role' to the excel document. Then, create 4 duplicate Excel documents and manually specify one role and one e-mail address in each - deleting the other three. In the end - we had 4 excel lists that contained all of the same information with only the role and the e-mail addresses different.


    All four xlsx files were imported into act-on - append to the list. This created a list 4x larger than the actual number of companies - however, segments can then be based on Profile > Role which allows us to mail to 4 specific email address contacts with each record containing all of the necessary company contact information, in case an email address opts-out or company role changes. Any future changes to the list should be made at the parent list and the segments will be updated properly as long as you add and specify the 'Role' before the list is imported.


    Let me know if this is not clear - Hope this helps.

    Hub



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    ------Original Message------

    Hi Community!

    When you upload an Excel list into Act-On, it gives you some options to rename columns or keep as is:
    Columns that are listed to be renamed to create the list.
    If I have another column that has secondary email addresses, I can't rename that column 'E-mail Address' because it won't let you use duplicate names.

    Will Act-On register the Secondary email addresses as valid and send the email to those email addresses if named properly? What I have done in the past is went to the Excel file, copied the secondary email addresses from the column, pasted them in the primary email address column, and then duplicated the other information such as first name, last name, mailing address, etc.

    Hopefully I am making some sense to the community!

    Thank you!

    ------------------------------
    Nic Redmond
    The VGM Group, Inc.
    ------------------------------
    0
    Comment actions Permalink
  • Nicolas Redmond
    Sorry for the late response, but that was one way that I have thought of! That would totally work if the lists I was working with were static. However, some lists I use are Dynamic lists that were imported from MS Dynamics. Maybe the problem would have to be configured in the CRM instead?

    ------------------------------
    Nic Redmond
    The VGM Group, Inc.
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-09-2019 09:47
    From: Hubbard Jordan
    Subject: Uploading Secondary Email Addresses

    Hi Nic,


    I had a similar challenge - 4 different email addresses, based on company role - such as a policy contact, a marketing contact, a sales contact, etc. Our solution was to add a new column named 'Role' to the excel document. Then, create 4 duplicate Excel documents and manually specify one role and one e-mail address in each - deleting the other three. In the end - we had 4 excel lists that contained all of the same information with only the role and the e-mail addresses different.


    All four xlsx files were imported into act-on - append to the list. This created a list 4x larger than the actual number of companies - however, segments can then be based on Profile > Role which allows us to mail to 4 specific email address contacts with each record containing all of the necessary company contact information, in case an email address opts-out or company role changes. Any future changes to the list should be made at the parent list and the segments will be updated properly as long as you add and specify the 'Role' before the list is imported.


    Let me know if this is not clear - Hope this helps.

    Hub



    Disclaimer

    The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful.

    This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast Ltd, an innovator in Software as a Service (SaaS) for business. Providing a safer and more useful place for your human generated data. Specializing in; Security, archiving and compliance. To find out more Click Here.




    Original Message------

    Hi Community!

    When you upload an Excel list into Act-On, it gives you some options to rename columns or keep as is:
    Columns that are listed to be renamed to create the list.
    If I have another column that has secondary email addresses, I can't rename that column 'E-mail Address' because it won't let you use duplicate names.

    Will Act-On register the Secondary email addresses as valid and send the email to those email addresses if named properly? What I have done in the past is went to the Excel file, copied the secondary email addresses from the column, pasted them in the primary email address column, and then duplicated the other information such as first name, last name, mailing address, etc.

    Hopefully I am making some sense to the community!

    Thank you!

    ------------------------------
    Nic Redmond
    The VGM Group, Inc.
    ------------------------------
    0
    Comment actions Permalink

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