Creating a Customer Import List – Web Client Help Center

The steps necessary for generating a list from existing customers are very similar to importing an external file. In order to generate the marketing list, you need to create a list of all the master customer IDs and sub customer IDs for each customer you want to include.

You can do this easily by running a SQL script against your database.

After acquiring your list, create an Excel spreadsheet listing the Master Customer IDs in the first column and the associated Sub-Customer IDs in the second column. It is required that you save it as a CSV file in order to run the MKT500 batch process. The CSV file should not have any header or any enclosure characters in it. MKT500 will not look at the file mapping defined in List Category, even though List Source is still a required field.

Any customer record added to a marketing list as part of the Customer Import process remains in the system as a customer. It does not convert to a prospect.

When new lists are created from customer records (as opposed to being imported from a third-party list), the customer's original list code and original source code will be stored with each marketing list's customer record. The new list assumes that the original list code belongs to the same organization unit as the context list.

To create a customer import list:

From Marketing Central, select Customer ID List from the Create List card.
- OR -
From the Manage Marketing List page, select Customer ID Upload from the Create List drop-down.
The Add Marketing List page displays.
From the List Information section, perform the following:
1. Modify the system-generated List Code, if necessary.
2. Enter a Description of the list.
3. The Creation Date defaults to today. Change this if necessary.
4. If necessary, select the list Expiration Date from the drop-down.
In the Parameters section, perform the following:
1. Search for and Attach a File.
  Search for and select the CSV file you created with the Master Customer IDs and Sub Customer IDs. These will be the customers that the list is built from.
2. Enter the Load every [number] record.
  This specifies that only the specified numbered record from the flat file needs to be loaded in the list. If no value is specified for this parameter, then the default value is “1” and all the records in the flat file are loaded into the list.
3. Enter the Discontinue after [number] errors.
  This specifies the number of initial records that can result in error before the process terminates. The process aborts in failure if the number of records rejected exceeds the value entered in this field.
From the List Creation section, perform the following:
1. Select the Include or Exclude Constituents from the selected opt-in interest area drop-down to add or remove customers to the list based on interest area if necessary.
2. Select the Opt-In Category drop-down to select an area of interest to either include or exclude customers by, if necessary.
  After selecting an opt-in category, the Opt-In Choice drop-down becomes a required field.
3. Select the Opt-In Choice drop-down to either exclude or include customers based on the specified interest area if necessary.
4. Set the Follow “Do Not Solicit” preferences of constituents toggle to adhere to the constituent’s contact preferences.
5. Set the Promotional Communication toggle to YES to indicate that the list is meant to be for a marketing promotion, if necessary.
6. Set the Only include current members on the list toggle to YES to eliminate any constituents from the generated list who are not current members, if necessary.
7. Set the values for the Exclude Constituents from this list values as necessary.
  1. Select the Has drop-down and select from either Donation (to exclude a bill-to customer) or Order (to exclude a ship-to customer).
  2. Select the For drop-down to determine what the order or gift was for.
    The title of the link below will change depending on your selection.
  3. Select the Within drop-down and select a time frame to limit your exclusion.
8. Select the Select If/How Households Should Appear in the List drop-down to either include or exclude customers who do not belong to a household if necessary.
  This option is only available if the “Use Householding” app parameter = Y.
From the Optional Information section, perform the following:
1. Select the department code or the name of the department that owns the list from the Department drop-down, if necessary.
2. Select a campaign from the Campaign drop-down to select how you want this list to be used to target customers, if necessary.
3. Select the Assigned to field and select a different user to assign the list to, if necessary.
4. Select a subject from the List Subject drop-down to better categorize your list, if necessary.
5. Add any additional information in the Special Notes text box, if necessary.
Select Save and Create List.
The system runs the MKT500 batch process.

Screen Element	Description
List Information
List Code	Text field. This unique code identifies the marketing list throughout ThreeSixty. While the system captures the list code when you record it on the Order Entry screen and assigns the list code to a specific group of customers and prospects, you can change the code here. The list code helps determine if a person from a specific list responds to a specific appeal. The system uses the list code to perform an ad hoc analysis of the results from one or more lists. This code cannot exceed 24 characters.
Description	Text field. Enter a description for the list. This field is required to generate a list.
Creation Date	Drop-down. Displays the date the list was created. This field defaults to the current date, but you can change the date by clicking the drop-down to select from that calendar. Once the information is saved, you can no longer edit this field.
Expiration Date	Drop-down. Displays the date the list will expire. Click the drop-down to specify a date for users to discontinue using the list. This field is optional.
Parameters
Attach a File	Button. Click the button to select a customer list to import. This file must be in a CSV format. This link appears after selecting either the CUS_IMPORT Customer ID Upload or the LIST_IMPORT Prospect List Import options from the Creation Method drop-down.
Load every [number] record(s)	Text field. Enter a number to randomize the records the system loads. For example, if you enter 7, the system will load every 7th record. The default value is “1” and all the records in the flat file are loaded into the list unless otherwise specified. This field appears after selecting either the CUS_IMPORT Customer ID Upload or the LIST_IMPORT Prospect List Import options from the Creation Method drop-down.
Discontinue after [number] errors	Text field. Enter the number of initial records that can result in error before the process terminates. The process aborts in failure if the number of records rejected exceeds the value entered in this field. This field appears after selecting either the CUS_IMPORT Customer ID Upload or the LIST_IMPORT Prospect List Import options from the Creation Method drop-down.
List Creation
Include or Exclude Constituents from the selected opt-in interest area	Drop-down. Click the drop-down to select whether to include or exclude customers based on the opt-in interest area specified in the Opt-In Category drop-down. Values are Include and Exclude.
Opt-in Category	Drop-down. Select this option if you want to either include or exclude customers based on their opt-in interest area. Selecting an option in the drop-down will render the Opt-In Choice drop-down mandatory for saving or processing your record. Values in the drop-down are populated based on the non-fixed codes defined for the CUS "OPT_IN_INTEREST_AREA" system type.
Opt-In Choice	Drop-down. Select this option to specify the opt-in category to either include or exclude customers from the list by.
Follow "Do Not Solicit" preferences of constituents	Toggle. When set to YES, the upload process does not create a record for customers/prospects who have indicated that they do not want to be contacted. If these customers/prospects have opted out of communication with the company, no promotional requests on this customer/prospect are permitted. This option is available for all lists except Prospect Import Lists.
Promotional Communication	Toggle. When set to YES, this option identifies a list as being used to send promotional communication and automatically checks the “Exclude Do Not Call” checkbox on the Generate List Communication (MKT006) screen. Customers who requested to not receive promotional communications (checked the “Do Not Call” checkbox) will be dropped from this list when running the MKT800 communication-generation batch process. This checkbox is used for customers who have specified specific methods in which to not receive solicitations, whereas the Exclude Removal checkbox is used for customers who requested to receive no solicitations at all.
Only include current members on the list	Toggle. This serves as an additional filter for lists being created from the MKT002 screen. If this flag is set to YES, the system will eliminate any constituents from the generated list who are not current members.
Exclude Constituents from this list if the constituent	This option allows you to exclude ship-to (order) or bill-to (donation) customers from your list who have purchased a product, campaign, fund, or appeal within the fiscal year, calendar year, or the last six months. This will not appear for Prospect Import Lists, or for merged lists that are composed of only Prospect Import Lists.
Has	Drop-down. Click the drop-down to select whether customers should be excluded from the list if they have either a donation or an order. If the you select “A donation”, the system will exclude bill-to customers with active donations that meet the other exclusion conditions. If the you select “An order”, the system will exclude order line ship-to customers with active orders that meet the other exclusion conditions. Values in the drop-down are populated based on the fixed defined for the MKT "EXCLUSION_ORDER_TYPE" system type.
For	Drop-down. Click the drop-down to select whether the donation or order (defined in the Has drop-down) for customers to be excluded should be selected based on a product, campaign, fund or appeal in the order line. Your selection in this drop-down controls the way the following link displays. Values in the drop-down are populated based on the fixed defined for the MKT "EXCLUSION_ORDER_OBJECT" system type.
Within	Drop-down. Click the drop-down to select the time frame of the donation or order to be used to exclude constituents from the list. Values in the drop-down are populated based on the fixed defined for the MKT "EXCLUSION_TIMEFRAME" system type.
Select If/How Households Should Appear in the List	Drop-down. If you are using ThreeSixty’s householding feature, you can specify whether the marketing list should contain only households or households and individuals. If you select Households Only, a customer who does not belong to a household will not appear in the list. This option is only displayed if the “Use Householding” app parameter = Y. Values in the drop-down are populated based on the fixed codes defined for the MKT "HOUSEHOLD_INCLUSION_RULE" system type.
Optional Information
Department	Drop-down. Select the department code or the name of the department that owns the list. The code is used to categorize the list to facilitate an easier search for one list among many in an organization. This information is used for reporting purposes only. Values in the drop-down are populated based on the non-fixed codes defined for the MKT "DEPARTMENT" system type.
Campaign	Drop-down. Select how you want this list to be used to target customers. For example, the list could be used to contact a group of customers to inform them of a fundraising campaign. This information is used for reporting purposes only. Values in the drop-down are populated based on the non-fixed codes defined for the MKT "CAMPAIGN" system type.
Assigned To	Search field. This field defaults to the logged in user. If necessary, search for and select a different user.
List Subject	Drop-down. Select a user-defined code to further define the list. For example, Annual Conference or Membership. Values in the drop-down are populated based on the non-fixed codes defined for the MKT "LIST_SUBJECT" system type.
Special Notes	Text field. Enter any extra notes you want to record about this list.