Upload a Excel File to Jonas Club

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Jonas Club Direction

There are two different methods to upload a Listing to the E-mail Marketing System. Those methods include Report Generator and List Generator.

Report Generator

The Report Generator application allows a List to be created and uploaded to the Email Marketing system from the results of a report generated in Jonas Club Management. In order to create and upload this List you will demand to follow these steps:

1. Create a report using the Report Generator in Jonas Club Management

Note: the written report must at least include the First Name, Final Proper noun and Email Address fields.

2. In one case y'all have chosen all the fields to appear in the report, click on the Conditionsmenu item.

3. Once you lot have added whatever desired weather condition, bank check off the box marked 'This study volition generate a ClubHouse Online EMM e-mail list'
4. Click OK to save the settings.
5. To have this report uploaded to the Email Marketing system , you volition demand to run the report prior to intiatiating the EMM Export Utility.

List Generator

The Member List Generator allows yous to create member lists with Point of Auction sales values based on the criteria you accept selected. These lists can also be uploaded to the Email Marketing organisation for the purpose of sending Email Campaigns. In social club to upload this listing the Email Marketing system you will need follow theses steps:

1. Configure the parameters for the list yous wish to create within the Member List Generator.
2. Once you are satisfied with the criteria y'all have set, select the Conditons menu

3. One time y'all have set any of the Listing conditions, check of the box labled 'This Report will generate a Clubhouse Online EMM email list'.
4. To have this report uploaded to the Email Marketing system, y'all volition need to run the study prior to intiatiating the EMM Export Utility.

CSG Guild Select

The Export Utility allows you to create a defined set of member lists which tin be exported to the Email Marketing system. These lists include:

Upload Member Listing from Consign CSV File

If you wish to import a list of members for different activities at the club to exist uploaded to Electronic mail Marketing, yous tin import a Microsoft Excel Spreadsheet. These spreadsheets must be formatted to remove any page headers or footers. The file needs to incorporate at least a member number and member name and must be saved equally a .CSV file. In order to upload the Member List you will need to period these steps:

1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
2. Click on the Continue button to access the Export Utility Application.
3. Click on the tab labled Upload Email List.
4. Click on the 'Upload Member List from Exported CSV file' button.
5. Click on theBrowsepush button to select the CSV file you wish to upload from your network.
6. Type in a name for the list in the 'Upload List Proper noun' field.
7. If you wish to view a preview of the members that will be uploaded every bit a listing to Email Marketing system, click on thePreviewbutton.
8. In one case you are satisfied with the list of members to be uploaded, click on theUpload Listingbutton.

Member List by Spending

The Export Utility will allow you to create a list of members based on their spending habits. In order to upload a Member List based on spending habits y'all will need to follow these steps:

1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
2. Click on the Continue push button to access the Export Utility Awarding.
3. Click on the tab labled Upload E-mail List.
4. Click on the 'Upload Member List by Spending' push.
5. Define the Spending Criteria you for the members that will appear on the list.
6. Blazon in a name for the list in the 'Upload List Name' field.
7. If yous wish to view a preview of the members that volition be uploaded equally a listing to the Electronic mail Marketing system, click on the Preview button
8. Once you are satisfied with the list of members to be uploaded, click on theUpload Listing push.

Member List from Minimum

The Export Utility will allow you lot to create a list of members based on the Minimum Spending programme in which they participate. In order to upload a Member Listing based on their spending plan, y'all will need to follow these steps:

1. From your server, double-click the Clubhouse Online E-mail Marketing icon that is located on the desktop.
2. Click on the Continue push button to admission the Consign Utility Application.
3. Click on the tab labled Upload Email Listing.
4. Click on the 'Upload Member List from Minimum button.
5. Select the Minimum Program.
6. Select the Billing Period.
7. Ascertain the Unspent Minimum information for the members you wish to appear on the list.
8. Type in a name for the listing in the 'Upload List Name' field.
9. If y'all wish to view a preview of the members that volition be uploaded as a list to the Email Marketing system, click on thePreview button
10. Once y'all are satisfied with the listing of members to be uploaded, click on theUpload List button.

Upload List from Aging

The Consign Utility will permit you to create a list of members based on their Anile Balances. In order to upload a Member List based on their Anile Balances, you will demand to follow these steps:

1. From your server, double-click the Clubhouse Online E-mail Marketing icon that is located on the desktop.
2. Click on the Continue push to admission the Export Utility Application.
3. Click on the tab labled Upload Electronic mail List.
4. Click on the 'Upload Member Listing from Aging' button.
5. Select the Billing Period.
6. Select the Receivables.
7. Select the Crumbling Bucket to be considered and the threshold to determine by which the members should be included within the list.
8. Blazon in a name for the listing in the 'Upload List Name' field.
9. If you wish to view a preview of the members that volition exist uploaded as a list to the Email Marketing system, click on thePreview button
10. Once you are satisfied with the list of members to be uploaded, click on theUpload List button.

Upload Member List from Fellow member Group

If you wish to upload a list of members based on theFellow member Group in which they participate, the Export Utility will allow y'all to upload this type of list to the Email Marketing System. In order to create and upload this list you volition need to follow these steps:

1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
2. Click on the Keep button to admission the Consign Utility Application.
3. Click on the tab labled Upload Electronic mail List.
4. Click on the 'Upload Fellow member List from Member Group' button.
5. Select the Member Group in which the members you wish to appear on the list must be apart of.
6. Type in a proper name for the list in the 'Upload Listing Name' field.
7. If you lot wish to view a preview of the members that will be uploaded as a list to the Electronic mail Marketing system, click on thePreview button
8. Once you are satisfied with the listing of members to exist uploaded, click on theUpload List push.

Upload List from Committee

If you wish to upload a listing of members based on the Commitee in which they participate, the Consign Utility volition permit you lot to upload this type of list to the Email Marketing organisation. In social club to create and upload this list you lot will demand to follow these steps:

1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
2. Click on the Keep button to admission the Export Utility Application.
3. Click on the tab labled Upload Email List.
4. Click on the 'Upload Member List from Committees' push.
5. Select the Commission in which the members you wisht to announced on the listing must be apart of.
6. Type in a proper name for the list in the 'Upload Listing Proper name' field.
7. If y'all wish to view a preview of the members that will be uploaded every bit a listing to the Electronic mail Marketing arrangement, click on thePreview push
8. One time you are satisfied with the list of members to be uploaded, click on theUpload List push button.

Upload Fellow member List from Billing Program

The Export Utility will allow y'all to create a list of members based on their participation in a particular Billing Plan. In order to create and upload this list you will demand to follow these steps:

1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
2. Click on the Go on button to access the Export Utility Application.
3. Click on the tab labled Upload Email List.
4. Click on the 'Upload Member List from Billing Plan' button
5. Select Beak Plan Blazon.

6. Based on the Bill Programme Blazon, select the Pecker Program.

7. Type in a name for the list in the 'Upload List Proper noun' field.
8. If you wish to view a preview of the members that will be uploaded as a list to the Email Marketing system, click on thePreview button
9. Once you are satisfied with the list of members to exist uploaded, click on theUpload List button.

CSG Social club Connect

The Export Utility allows yous to create a defined set of member lists which can be exported to the Email Marketing organization. These lists include:

Upload Member Listing from Consign CSV File

If you wish to import a listing of members for different activities at the club to be uploaded to E-mail Marketing, you can import a Microsoft Excel Spreadsheet. These spreadsheets must be formatted to remove any folio headers or footers. The file needs to comprise at least a member number and member name and must exist saved equally a .CSV file. In order to upload the Member List you will need to flow these steps:

1. From your server, double-click the Clubhouse Online Electronic mail Marketing icon that is located on the desktop.
2. Click on the Go along button to admission the Export Utility Application.
3. Click on the tab labled Upload Email List.
4. Click on the 'Upload Member List from Exported CSV file' button.
5. Click on theScanpush to select the CSV file you wish to upload from your network.
6. Type in a name for the list in the 'Upload Listing Proper noun' field.
7. If you lot wish to view a preview of the members that will be uploaded as a list to E-mail Marketing system, click on thePreviewpush button.
8. One time y'all are satisfied with the list of members to be uploaded, click on theUpload Listingbutton.

Upload Member List by Spending

The Export Utility will allow you lot to create a list of members based on their spending habits. In order to upload a Fellow member Listing based on spending habits you will need to follow these steps:

1. From your server, double-click the Clubhouse Online E-mail Marketing icon that is located on the desktop.
2. Click on the Go on button to access the Export Utility Application.
3. Click on the tab labled Upload Email List.
4. Click on the 'Upload Member List by Spending' button.
5. Ascertain the Spending criteria for the members that will announced on the list.
6. Specify if you desire to select members from the top or bottom.
7. Select the Number of Spenders that will appear on the list.
8. Select the Billing Catamenia.
9. Specify if the list will be based on Revenue Lawmaking or Revenue Category.
10. Set the Spending Amount threshold for the list.
11. Type in a proper noun for the list in the 'Upload List Proper noun' field.
12. If you wish to view a preview of the members that will be uploaded equally a list to Email Marketing organization, click on thePreviewbutton.
13. Once yous are satisfied with the listing of members to be uploaded, click on theUpload Listbutton.

Upload Member Listing from Minimum

The Export Utility will allow you to create a list of members based on the minimum spending plan in which they participate. In club to upload a Fellow member List based on their spending programme, yous will need to follow these steps:

1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
2. Click on the Go along button to access the Export Utility Application.
3. Click on the tab labled Upload Email List.
4. Click on the 'Upload Member List from Minimum push button.
5. Select theMinimum Plan.
6. Select theBilling Catamenia.
7. Define theUnspent Minimum information for the members y'all wish to announced on the list.
8. Type in a name for the list in the 'Upload Listing Proper name' field.
9. If you wish to view a preview of the members that volition exist uploaded every bit a list to the Email Marketing arrangement, click on thePreview button
10. Once you are satisfied with the listing of members to be uploaded, click on theUpload Listing button.

Upload List from Aging

The Export Utility will allow you lot to create a list of members based on their Aged Balances. In society to upload a Member Listing based on theirAged Balances, you will demand to follow these steps:

1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
2. Click on the Go on button to access the Export Utility Application.
3. Click on the tab labled Upload Email List.
4. Click on the 'Upload Member List from Aging' push.
5. Select the Billing Period.
6. Select the Receivables.
7. Select the Crumbling Bucket to be considered and the threshold to make up one's mind by which the members should be included within the list.
8. Type in a name for the list in the 'Upload List Proper name' field.
9. If you wish to view a preview of the members that will exist uploaded every bit a list to the E-mail Marketing system, click on thePreview push
10. Once you are satisfied with the list of members to be uploaded, click on theUpload List push.

Upload Listing from Billing Options

The Export Utility will permit you to create a list of members based on their participation in a item Billing Plan. In lodge to create and upload this list you lot will need to follow these steps:

1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
2. Click on the Go on push to admission the Export Utility Application.
3. Click on the tab labled Upload Email List.
4. Click on the 'Upload Fellow member List from Billing Options' push.
5. Select Programme Type.
6. Based on the Plan Blazon, select the Plan.
7. Select theFilter Codeand the associatedValue to set the criteria.
8. Blazon in a proper noun for the listing in the 'Upload Listing Name' field.
9. If you wish to view a preview of the members that will be uploaded equally a list to the Email Marketing organization, click on thePreview button
10. One time you are satisfied with the list of members to be uploaded, click on theUpload List button.

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Source: https://help.clubhouseonline-e3.net/Email_Marketing/Knowledge_Base_(1)/EMM_Export_Utility/How_to_Upload_Lists_to_the_Email_Marketing_Module

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