About Creating Mailing Lists
Before you can send out invitations for your surveys, you need to create mailing lists. Mailing lists are lists of your directory contacts that you can send emails to. You can create mailing lists either through a file upload or manually.
Mailing lists are not visible to the entire organization, unlike contacts in the directory. However, many of the steps described in adding contacts to mailing lists are similar to adding contacts to the directory. Every contact added in a mailing list will automatically be added to the directory.
Whether you’re uploading a file of contacts or manually typing them out, there is certain information you must include for your contacts.
- FirstName: The contact’s first name.
- LastName: The contact’s last name.
- Email: The contact’s email address.
- ExternalDataReference: Extra information about the contact. This is most often used to store data such as an employee or student ID. It can be used to log into authenticators.
- Embedded Data: Embedded data are additional fields containing whatever field you want. These do not have to follow a particular naming convention. In the screenshot above, Department, City, and Country are all embedded data.
Attention: The character limit for embedded data in XM Directory is 1024 characters.
In addition to these fields, you can include a column for Language based on the available language codes, and Phone, the contact’s phone number.
Creating a Mailing List
- Navigate to your Directories.
- Select the directory where you’d like to add a segment. You may have access to just one.
- Go to the Segments & lists tab.
- Select Lists from the left.
- Click Create a list.
- Name your list.
- Click Confirm.
Upload a File
- Click Upload a File.
- In Excel, create a document with the required fields and save it as a CSV or TSV. Or, click Download a sample template, fill out the appropriate columns, add any desired Embedded Data, and save the file.
- When the file is ready, click Select a file and select the file from your folder or drag your file into the window.
- Review the Verify Fields section to make sure the information looks right. If a field has not been properly recognized, click on the field name to view a dropdown of options and select the correct field.
- Click Upload the file to upload your contacts to the mailing list.
Common Error Messages
- File too large: Your file exceeds the size limit:
- COP users: 200 MB
- TA users: 100 MB
- Some fields in your file have too many characters; make sure that the characters in each of these fields are less than or equal to the numbers shown, and try again: Your file has a field or multiple fields that exceed the character limit. Character limits below:
- Language: 20
- First name: 100
- Last name: 100
- Email address: 254
- Phone number: 20
- External reference: 100
- Embedded data field: 200
- Embedded data value: 1,024
- A header name is missing; check the headers in your file, and try again: You may have a column in your CSV file that is missing a header.
- The file contains one or more rows that don’t map to headers; fix this in your file, and try again: There is a mismatch between the number of headers and the number of fields.
- Duplicate field: Your file has two fields with the same name. Make sure that each field is unique.
Creating and Updating Contacts Automatically
Often, you may find yourself collecting demographic or transactional data, and you’ll want to either update existing mailing list members or create new lists of new contacts based on information given in a survey response.
The XM Directory task feature, located inside the Actions tab, can help you set up this process so that mailing lists are automatically created or updated as responses come in.