Creating your client email list
When creating your email list from your client database system, do the following;
- Export or extract 3 pieces of client data for your client database;
- firstname,
- surname,
- email address
- In your Excel file you need 3 columns with the following column headings in these cells;
- cell A1 = Firstname (has to be one word)
- cell B1 = Surname
- cell C1 = Email
- There needs to be continuous client records directly under the column headings
Note – It is important that your client records are presented in the correct columns.
- Data needs to be in the first worksheet of the workbook (Excel file)
- IMPORTANT – There must be a firstname – The data in the firstname field is used in the salutation of “Dear <firstname> “. It can be anything as long as it makes logical sense after “Dear XXXX” – e.g William or Bill & Sally or Dr Smithers or “Paramatta Pink Bats Installors”
- NO blank rows in the middle of your data
- NO hidden rows or columns
- NO extra columns
- File needs to be saved as an Excel file format of “97 to 2003 workbook” which will give it a file extension of “.xls”
- IMPORTANT always check your client email list before uploading – highlight the whole sheet and sort by “firstname” then scroll to top and bottom and look for any blanks