Wiki source code of 03. Distribution Lists
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| 1 | {{box cssClass="floatinginfobox" title="**Contents**"}} | ||
| 2 | {{toc/}} | ||
| 3 | {{/box}} | ||
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| 5 | To view all available Distribution Lists, click **Open** under the **Distribution Lists** header. | ||
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| 7 | In the Distribution Lists page, click **Create List**. Enter the required name in the **Name** textbox and enter an optional description in the **Description** textbox. | ||
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| 9 | Click **Create Distribution List** and the newly created list will now be shown in the Distribution Lists page. | ||
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| 11 | As the distribution list is populated, the number of contacts is displayed at the bottom of the relevant tile. | ||
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| 13 | To export a distribution list to a portable CSV file, click the **Export** icon. This file will contain all pertinent column headings, and can be used to modify any entries before being imported or can act as a backup file. | ||
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| 15 | To change the name or description, click **Edit** or to delete a list, click the **Delete** icon. | ||
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| 17 | = Creating a Distribution List = | ||
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| 19 | To create a Distribution List, click **Open** under the name of the list that has been created to open the design page. | ||
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| 21 | == Adding Contacts Manually == | ||
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| 23 | To type in the contact details manually, click the **Add Contact** icon. This will open a window allowing each field, as specified in the template settings, to be entered manually. Once completed, click **Save**. | ||
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| 25 | == Adding Contacts from CSV File == | ||
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| 27 | To add contact from a CSV file, click the **Import CSV** icon, then click **Select CSV File**. | ||
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| 29 | When a CSV file is loaded, the contact fields specified in the template settings are populated by matching fields from the CSV file. Any fields that do not automatically match can be mapped using the dropdown menu. | ||
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| 31 | When all desirable fields have been mapped, click **Import** to complete the process. | ||
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| 33 | == Managing Contacts == | ||
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| 35 | When contacts have been added to a distribution list, they are displayed in a list under the corresponding data mapping fields. | ||
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| 37 | Click the **Edit** icon to amend an individual contact, and click the **Delete** icon to remove an individual contact from the list. |