List Types

Before creating an email marketing campaign, you need to create an email list. UltraCart supports 3 types of e-mail lists; Rules Based, Manual Entry and Imported. They are described as follows:

Navigation

When you arrive at the Email Lists screen and if now lists have previously been created, you'll be greeted with the familiar "No lists are defined...." as shown below:

Click the "new" button to create a New Email List.

At the next screen you'll identify the Type of list you want to create.

Simply click the radio button to the left of the type you want to create.  Then click the Next Step button.

Rules Based List

The Rules Based List is derived from your UltraCart customer file (orders). This list becomes active when you assign it to an email campaign. UltraCart will search through your customers and build the list based on the "rules" that you define. It basically "filters" your customer data base so you can send email campaigns to targeted individuals. The Rules Based list automatically updates whenever you run an email campaign so your new customers, as well as past customers, will be included (if they meet the rule criteria).

UltraCart supports a variety of rule types, which are briefly described below.
Choice Specifies that the list should only include customers...

Now that we've explained how the rules work it's time to create the Rule. After clicking the "New Rule" button (shown in the screen shot above) you'll see the following:

Click the radio button to the left of the rule of choice.

For the following example, we'll say you selected the choice of:

      "Customers that have purchased (items)"  

At this screen you will see the type of rule you selected and a grey text box providing a space to enter the item(s) the customer must have purchased in order to be added to this Rules Based List.  

Optionally you can set further requirements on the item purchased such a:

"Greater than or Equal to" (=>) a quantity of (5) as shown below:

Click Save when finished.  Your finished Rules Based Email List should look something like this:

You can combine rules to create sophisticated e-mail campaigns. For example, by combining the "Customers that have purchased within a certain time period" with the "Customers that have purchased more than a certain amount", you can create a custom e-mail campaign that provides an incentive to your best customers to make another purchase.
Note: In order for a customer to be included in a rules-based list, the customer must match ALL specified rules.

Manual Entry List

The Manual Entry List is a basic list of email addresses without any rules. This list is constructed by manually entering the email addresses either by typing or "copy and paste" from another document. You can also edit this list at any time.
Each email address must be listed on a separate line. Some merchants create their list in a word processing or spreadsheet file on their system. That makes for easy searching, editing, etc.

Imported Email List

Imported e-mail lists allow you to upload an existing, comma delimited file (.csv). This email list differs from the Manual Entry list in that it allows 2 new fields to each record in addition to the email address field. They are; First Name and Last Name (or full name). Although the "name" fields are not visible when you later view your list, they will become part of the record and can be "merged" into the body of your email text (explained later).

The first step is to locate the file for upload. Click the "choose File button" to browse and find your file.  Once done, the file name will replace the "No file chosen" text next to the Choose File button as shown below:

Next select the checkbox if you want to Overwrite an existing list.  Unchecked means the new file will be automatically appended to the existing one.

 Finally, click the Upload button. Your screen should now look like the following:

Now that the file is uploaded, there are a couple more steps to preform prior to importing.

• Step 1:  Name this newly imported list as shown below.
• Step 2:  Using the drop-down Fields, Identify which field is to contain the Email Address.  

In the above sample, the new list is named "ImportedONE".  

Using the column one drop down, we selected it to show the persons Full Name.  In the second column we selected the Email Address.  The following screen shows the results (prior to importing).

When finished, click the "Import button". The next screen notifies that you will receive an automated email when the import job is completed.  The system will send the notice to the email you have configured to your user profile.

OPT OUT EMAIL

You can opt out a customer email address from the mailing list