Method:Classic General Q&A

Re: Export / Import lists for listbuilder

Method_Paul — Wed, 23 Jan 2013 19:11:40 GMT

Kitty -

Use the Import/Export center. Customize > Integration Tools > Import / Export.

And here's the help center article, in case you need it:

http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Import-%2f-Export&id=189

Paul

Re: Export / Import lists for listbuilder

Kitty Walker — Wed, 23 Jan 2013 18:50:49 GMT

Paul,

So if I am hearing you correctly, I CAN use a list that i have exported from the list builder. I want to use the same people because we send out emails to a certain kind of client (CPA firm, not for sale purpose).

So, how do you import the list, as all i see is a export list option.

I am excepted to hear that the listbuilder will be improved.

Thanks.

Re: Export / Import lists for listbuilder

Method_Paul — Wed, 23 Jan 2013 18:29:28 GMT

Kitty, you could upload to the ListBuilder table....but that isn't a good solution, because your list would be the same as last time. It's stale data. You want a new list each time.

Good news - we're working on a new List Builder screen as part of our February release. It will be super fast (seconds rather than minutes) and give you a lot more options.

So hold tight!

Paul

Export / Import lists for listbuilder

Kitty Walker — Wed, 23 Jan 2013 18:18:02 GMT

HI,

SO - I know I have spoken to someone about his, but I have to individual create my listbuilder everytime and it can take me up to an 1hour! I know I can export the list before sending it out, this way I have what I have sent out. The question is: Can I UPLOAD that excel list if I want to use that same list again and again??? PLease tell me yes! Fingers-crossed.

Thank you!