Importing a List from an External File – Web Client Help Center

You can import list information from an outside source into ThreeSixty. Purchased lists may come in fixed record length or character-delimited files. These files may consist of lists of companies or individuals. You can create records for one or both record types. For example, if an address is received with both an individual and a company name linked to it, ThreeSixty can create both an individual and a company record for the same address.

After defining the list and the associated rules on these screens, you can load the list and the prospect records into ThreeSixty. Prospect records created in ThreeSixty work similar to the way uploading customer records created in the application works.

To import from an external file:

The following instructions assumes that you have already created a list mapping. For more information, please see Creating a New List Mapping Template.

From Marketing Central, select Prospect List Import from the Create List card.
- OR -
From the Manage Marketing List page, select Prospect List Import 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. The Creation Date defaults to today. Change this if necessary.
3. Enter a Description of the list.
4. Select the List Source from the drop-down.
  Please note that this MUST match the List Source defined for the selected List Mapping.
5. Select a mapping template from the List Mapping drop-down.
  Available mappings are defined on the Manage Prospect List Mapping page. For more information, please see Creating a New List Mapping Template.
6. 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.
  The system only supports CSV and TXT input files.
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.
4. If necessary, enter the List Cost.
From the Define List Usage Limits section, perform the following:
1. Set the Limit Usage toggle to YES to limit the number of times a customer can be contacted based on this list, if necessary.
  Additional fields display.
2. Enter a number in the text field(s) next to the desired communication type(s).
  The number indicates the amount of times a constituent will be able to be contacted in this method.
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.
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.
Description	Text field. Enter a description for the list. This field is required to generate a list.
List Source	Drop-down. You can define if the list comes from your Personify database or if the list was purchased from an external vendor. This information is used for reporting purposes only. Values are populated based on the non-fixed MKT "LIST_SOURCE" system type.
List Mapping	Drop-down. Mapping is only required if the marketing list is being created as a Prospect Import List. This is selected from the category defined for the list mapping, where fields in the data file are mapped to fields in the Mkt_Prospect table. Available mappings are defined on the Manage Prospect List Mapping screen. For more information, please see Creating a New List Mapping Template.
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 list to import. This file must be in a CSV format.
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 Cost	Text field. Enter a cost for procuring the marketing list. This field appears after selecting the CUS_IMPORT Customer ID Upload option from the Creation Method drop-down.
Define List Usage Limits
Limit Usage	Toggle. You can select options to limit the number of times, and the method by which customers are contacted based on this list. Mail Textbox. This indicates that the records can be used for mailings. Enter the allowed number of mailings for a person on this list. Phone Text box. This indicates that the records can be used for phone or telemarketing contacts. Enter the allowed number of phone calls for this list. Email Text box. This indicates that the records can be used for email contacts. Enter the allowed number of email messages to be sent to a person on this list. Fax Text box. This indicates that the records can be used for fax contacts. Enter the allowed number of faxes for a person on this list.
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.