Import Your First Mailing List

Let’s walk through creating your first SMTPProvider Application mailing list. Follow the steps below to set up the list, create a custom field and import your initial list of subscribers from a CSV file.

Many of the options that you have during this process are normally left at their default values. We’ve given those steps a prefix of Optional:.

Create a Mailing List

 

  1. Log into SMTPProvider Application, go to the Mailing Lists tab, and click Create Mailing List:
  2. create-mailing-list-menu.f1d69e64189b
  3. Give your mailing list a Name. This name will be displayed on any subscription forms you set up and on your SMTPProvider Application dashboard:
  4. mailing-list-name.02fe753b550eOptional: You may include extra X-* headers when delivering email to this mailing list. If you wish to do so, then set Use Custom Headers to Yes, and enter your headers:
    mailing-list-custom-headers.595dc82ebda3

 

  1. Optional: By default, SMTPProvider Application directs unsubscribes to a page that looks like this:
  2. unsubscribed-from-studio-mailing-list.eff8d3dcdaddIf you’d rather direct unsubscribes to a URL with custom content, then set Redirect Unsubscribes to Yes, and enter the URL that you wish to redirect to:
    unsubscribe-redirection-url.7a41ee504adc
  3. Optional: The Format Field setting can be used to control whether subscribers receive plaintext or HTML emails. It is turned off (set to No) by default, which means the following:
    1. If you’ve composed both the HTML and plaintext version of an email, then SMTPProvider Application will send every subscriber a multipart message which contains both versions. Each subscriber’s email client will then pick which version to render, based on its abilities and configuration.
    2. If you’ve composed only an HTML or only a plaintext version of an email, then SMTPProvider Application will send just that version to all subscribers:

    Set the Format Field setting to Yes if you’d like to allow subscribers to choose between receiving HTML or plain text emails. Otherwise leave it set to No:
    subscriber-format-field.2ac82b74a9fc

  4. Optional: Choose one or more seed lists that you’d like to send to by default. A seed list is an extra set of addresses that are sent to over the course of each campaign.
    mailing-list-seed-lists.5dda87063976
  5. Set your sending speed. This is the number of messages you’d like sent per hour. Entering 0 will allow your server to send as fast as it’s able to without restriction:
    sending-speed.8cac9a4dfe8e
  6. Enter your company name or a person’s name in the From Name field:
    from-name.98153f167454
  7. Enter the email address your emails should come from in the From Email field.
    from-email.da5fa065e0b2
  8. Optional: Enter a Sender Email address. This is normally only used by ESPs.
    sender-email.dce61c8421bb
  9. Optional: Set a Reply-To Email address if you’d like to receive replies at an address other than your From Email address:
  10. Select the VirtualMTA that you wish to use by default when sending to this list. The VirtualMTA setting controls what IP address, relay servers, or group of IP addresses and/or relay servers are used to send emails.
    virtualmta-selection.af892258c739
  11. Choose the URL Domain to use for constructing URLs used in your emails for click and open tracking.url-domain-menu.5f37b98436df
  12. Select a Bounce Email address for receiving bounced emails.
    bounce-email-menu.969dc26cb1dc
  13. Optional: You may enable the Split-Test Automatic Winner Selection Feature if you’d like. This feature, which is off by default causes Studio to perform a split test of all versions of a campaign, pick a winner based on a metric, such as click rate, and send the winner to the remaining subscribers who were not a part of the split test:
    enable-splt-test-automatic-winner-selection.9941e00aec49
  14. Optional: You may enable Google Analytics integration. This does the following:
    1. Adds Google Analytics open event tracking for campaigns and autoresponders.
    2. Adds Google Analytics parameters to links for campaigns and autoresponders.
      google-analytics-integration.b397c24eff0a
  15. Click Create this mailing list:
    create-mailling-list-button.98ace926c45f

You’ve just created a mailing list. SMTPProvider Application will now take you to a page which shows the mailing list’s details.

Create a Custom Field

If you’re going to import more than just email addresses into this list, you’ll need to add one or more custom fields to hold that data. Here’s how to set up a custom field:

  1. Click Custom Fields:
    mailing-list-custom-fields-menu.1f806019e47b
  2. Click the Create a custom field button:
    create-custom-field-button.b3efa02f3099
  3. Enter a Name for the field:
    custom-field-name.e70b2c50ba10
  4. Choose the appropriate data Type for this field. In this example, we’re choosing the Text type.
    custom-field-type.26356ef1974a
  5. Optional: Choose whether or not this field should be Required. When a custom field is required, subscribers cannot be created or edited without having a value for it:
    custom-field-required.2e61cb0beb4e
  6. Optional: Set the field parameters for this custom field. In this example, we’re going to accept all of the defaults in this section.
  7. Click the Create this field button at the bottom of the page:
    create-this-field-button.fc56feab861e

You’ve just created a custom field. Next, we’ll import some subscribers into your mailing list.

Import Subscribers Into Your Mailing List

  1. Click Subscribers:
    click-subscribers-link.975509329c08
  2. Click the Import button:
    import-subscribers-button.5194bbca4d83
  3. Optional: Select a Status to apply to all the records in the list you’re importing. This should be left at the default Status of Active unless you’re importing subscribers who previously unsubscribed, bounced, generated a spam complaint, or were otherwise deactivated:
    import-subscriber-status.636fd2a09ded
  4. Choose whether or not to Run Autoresponders for the addresses in this list:
    send-autoresponders-to-imported-subscribers.0cfa55f4f969
  5. Set Update Subscribers to Yes if you’d like this import to be able to update existing subscribers. Select No if you’d like existing subscribers to be left unmodified:
    update-subscribers.0ed60c0531bf
  6. Optional: Choose the appropriate options under Data to Update and Subscribers to Update if you chose Yes above:
    subscriber-data-to-update.8a21af2dfbfb
  7. Select the appropriate Field Separator, Field Enclosure and Character Set for the file you’re importing:
    import-file-format.bbc169eb4e00
  8. Specify the format that’s used for dates in the file that you’re about to import. If there are no dates present in the file, then the date format selection doesn’t matter:
    date-format.5a373910b2c8
  9. Choose the correct File Source for this import. Usually the Upload a File option is used:
    file-source.40c09eec92bc
  10. If you chose to upload a file in the previous step, then click the Choose File button, then upload your file:
    upload-file.2bf8d25bc3df
  11. Specify whether your CSV file has a header row. If it does, then the header (first) row’s contents won’t be imported into the mailing list:
    csv-has-headers.3f7f177d1659
  12. Click the Continue with this import button:
    continue-with-import.d623eb335955
  13. Map the fields in your import file to the correct SMTPProvider Application fields. In the example below, I matched my file’s EMAIL field to SMTPProvider Application’s Email field and my file’s FIRST_NAME field SMTPProvider Application’s First name custom field:
    map-imported-fields.9aa2e09f4f2f
  14. Click the Continue with this import button:
    continue-with-import.d623eb335955
  15. Next, schedule your import to run immediately or at another time:
    begin-import-immediately.27cc3da630bf If you’re scheduling the import for later, you can enter a specific date and time or just type in a time relative to now. For example, you can enter in 2 hours, and SMTPProvider Application will understand what you mean, as shown by the text that was generated underneath the text field in the screenshot below:
    import-in-2-hours.047869d68bcf
  16. Click the Schedule this import button:
    schedule-this-import.21fbe4512c09
  17. The import has now been scheduled, and will automatically start running at the time that you specified. SMTPProvider Application will redirect you to the Jobs page, where you can see the status of the import. It will appear in the Active Jobs section of the Jobs page until complete, and which point it will be moved to the Completed Jobs section:

completed-import.435e775e11d4Congratulations! You’ve created a mailing list, created a custom field, and imported subscribers into the mailing list. You can move onto creating your first campaign.