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Build your audience

In the following paper we will show you how to build your subscriber base with mailworx. How do subscribers find their way in your email marketing list? Generate new leads with your mailworx registration form on your website, add subscribers manually or import existing customer data.

 

Add new subscribers by hand

Use a form for the online subscription

Import existing contact data

    How to create a CSV-file

    Settings for the import

    Select subscriber groups for imported subscribers

    Field assignment

    Duplicate criteria

    Make your import faster

    How to revise incorrect data after the import

 

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Add new subscribers by hand

You can add subscribers manually via clicking "Add new subscriber". Now you have the opportunity to fill out the available subscribers fields - starting with the email address. It is interesting to know that you can create your own subscriber fields to enrich the subscriber database and make way for the information you want to store there.

new subscriber

 

Use a form for the online subscription

Create your online registration form

  1. Choose the menue item campaigns / forms
  2. Add a new form and choose a name
  3. Select the option "This form is embedded in a website"
  4. Save the form. Some of the fields are created automatically.
  5. Obtain a confirmed permission to send emails (Double Opt-in).
    Choose the subscriber field "optin" from the drop down menue, make sure it isn't visible in the form and set the default value as given "no"
  6. Afterwards choose the event dependent email campaign you want to send for confirmation.
    In the campaign you can define the settings for the confirmation link. The value "yes" for the optin has to be activated when the subscriber clicks the link.

Create your online registration form

Discover more functions of the mailworx forms behind the following tabs. 

Form settings
Style your form. This step is not necessary if prefer to use the design of your website.

Follow page
Define the text for the followpage (your subscribers will see it when the form has been submitted successfully) and for the error page.

Embedding
Here you can find all the information for embedding the form in your website.

Action
Do you want to receive a notification when a new subscriber fills out the form? You can activate this function in the tab "action". Collect the subscriber data in a subscriber group - f.e. "online registration".

Click here if you want to learn more about forms in mailworx.

 

 

Import existing contact data

Watch this video to learn more about the mailworx import and the subscriber database.

The fastest and most convenient way to build your email list is importing existing subscriber data. The import feature is also very useful, when you want to update or modify data of more subscribers. You can either use a csv-file or an XML-file for the import.

 

How to create a CSV-file

Save your contact file as CSV-file (Comma Separated Values). You do not need special captions for your columns, because mailworx gives you the opportunity to match the fields during the import. But it is important to know that there has to be a suitable subscriber field for each column of the csv file. If the right subscriber field is missing, it is very easy to  create a new one (Administration / subscriber fields).

csv data

 

Settings for the import

When you start a new import, mailworx suggests some default settings, which are suitable in many situations. But of  course you can change the settings up to your needs.

general settings

Charset

The setting of the charset is important for the correct representation of additional characters. We recommend to choose the universal charset UTF-8.

Language of subscriber

If you just have subscribers of one language in your subscriber list you can already choose the respective language. If you have more than just one language in your CSV-file you should add a column in your CSV-file where you put the different languages in and chose the value "language exists in file".

 

Select a subscriber group for imported subscribers

Using subscriber groups helps you to organize and administrate your subscribers better. Add your subscribers to a new or to an existing group during the upload. If you choose an already existing subscriber group, mailworx will update already existing contacts in the case of new available data.

subscriber group select

 

Field assignment

mailworx tries to match the columns in your file and the subscriber fields in mailworx. If you used different names in your columns as you used for the subscriber fields in mailworx the match does not work automatically but you can assign the fields very easy via drag & drop.

 

Duplicate Criteria

In every import you have to choose a duplicate criteria. With this special key criterion you can identify every single subscriber. You choose the duplicate criteria by selecting the green key.

duplicates

 

Make your import faster

You have the possibility to do the whole import process by using an import template. Every import can be saved as a template in the end of the import process. Templates help you to save time and make your import much faster.

 

How to revise incorrect data after the import

After an import you get a detailed list on new or updated subscribers, duplicate data, incorrect email addresses and so on.  You can edit the incorrect data by clicking on the excel button in the result list. The CSV-file is downloaded and you have the chance to correct the mistakes and import it again.