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Custom Email Lists

Modified on 24 January

Creating Custom Lists


You can create Custom Email Lists that will display as a recipient option when you send an email from the your Event Dashboard. The default recipient lists include:

  • All Ticket Purchasers
  • All Ticket Holders
  • Ticket Purchasers of a Specific Ticket Group
  • Ticket Holders of a Specific Ticket Group
  • Ticket Purchaser of a Specific Ticket Level
  • Ticket Holders of a Specific Ticket Level
  • Donors


Once created, Custom Email Lists can be used on their own or in combination with TicketSignup's default recipient lists to include or exclude email contacts and easily target your marketing or event information emails. 


To begin creating a custom email list, navigate to Email >> Custom Lists in your Event Dashboard and click +Add a New List. First, name the custom list and click Create List:


Next, you can add contacts to this list by manually adding each contact (Single Entry) or uploading a CSV of contacts.


Single Entry


The Single Entry option allows you to manually add custom contacts by inputting their Email Address, First Name, and Last Name into the corresponding fields:

Note: The only required field to fill in is the Email Address field.


ADVANCED OPTIONS

You can add Custom Placeholders to create additional replacement tags for your emails. To add these placeholders, click the Advanced Options drop down and enter the placeholders with their data values for the custom contact:

Note: This is an advanced feature that requires technical knowledge to be able to generate valid JSON. 


For more information on setting up these custom placeholders and using them in an email, see the Custom Email Placeholders help guide here


Click Add Contact to add the new contact. You will be redirected to the custom list which will include the saved contacts:


To continue adding custom contacts, click the blue + Add New Contacts button.


CSV Upload


You can also choose to upload your contacts via the CSV Upload option. Note: You must save the contacts in a CSV file format in order to upload them.


For example, these contacts are in an Excel Spreadsheet:



To get them into a CSV file, go to File > Save As..., and select a .csv file format:


Click Save to save your CSV:

To upload the CSV of custom contacts, select the CSV Upload tab (on the right-hand side of the Single Entry tab):


Click Choose your CSV fileselect the file, and click Open:


You will see a preview of the first row in your file. Select if that row is a header or if it contains data. In the example above, Row 1 is a header row, because it has the column names rather than the actual contact data:


Click Continue


The next step is CSV Import Mapping in which you will select which field each column represents:

Note: If the first row in the file is data, this information will show under Column for you to match to the correct field.


The Email Address field is the only field you are required to use to continue on to the next step.


To change the field that corresponds with the data in the column, click the drop down box in the Field column. You will be able to select from the following:


Skip Column

If you have extra columns in your CSV that you want to leave out of the upload, you can select Skip Column, and that data will not be uploaded to the custom contact. 


Placeholder JSON (Advanced Option)

If you have a column of JSON placeholders in your CSV that you would like to set as custom replacement tags for your email to this custom list, you can select Placeholder JSON (Advanced Option), and that data will be stored for that custom contact. For more information, see the Custom Email Placeholders help guide here.


Custom Placeholder

If you have additional data column(s) in your CSV that you would like to set as custom replacement tags when sending an email to this custom list, you can select Custom Placeholder, and that data will be stored for that custom contact. For more information, see the Custom Email Placeholders help guide here.



The last step in uploading a Custom Email List is select if you would like to skip any rows with errors:

Then, click Start Import


Once the import has finished, you can select Upload Another List or Exit to view your list:

Note: If you added any placeholder data, this will display in the Placeholders column for the contacts.


To learn more about uploading a CSV of past ticket purchasers as a custom email list, see our Emailing Past Ticket Purchasers help guide.



Custom Email Recipients

 

Once you have a custom list, you will see that list as a recipient option when you send an email via your Event Dashboard. To do so, navigate to Email >> Send Email and click Select Recipients:


Select Include for the list that you would like to include in your email: 


To filter the recipients list on only your custom lists, click the green dropdown and select Custom Lists


You will then see a list of all of your Custom Email Lists that you have created for this event:


For step by step instructions on sending an email, you can view our Send an Email help guide here.


Managing Custom Lists


You can always go back into the list and make changes to your Custom Email Lists after they have been created. To do so, navigate to Email >> Custom Lists. Here, you will see the existing email lists you have created:


If you have multiple lists, you can search for any list using the search bar at the top of this page. To add a new list, simply click the blue + Add a New List button. 


You can also send an email to a custom list, edit a custom list, or delete a custom list using the Mail, Edit, and Trashcan icons on the right-hand side of the list.


Send and Email to a Custom List

To send an email to a custom list, click the Mail icon on the right-hand side of that list:


This will take you to the Send Email page (Email >> Send Email in your Event Dashboard), and the custom list will automatically populate as the recipients (in the To section of the email). To included/exclude recipients for the email, click the Edit icon to go to the Recipients page:


Once you have included/excluded the correct recipients, you can continue to follow the the steps of the Send an Email help guide to build and send your email here.


Edit Custom Email List

To edit a custom list, including adding new contacts and/or deleting contacts, click the Edit icon on the right-hand side of that list:


To add a new contact, click either of the blue +Add New Contacts buttons:


This will allow you to manually input contacts or upload a CSV of the contacts. Note: See the Single Entry and CSV Upload sections above for additional instructions on adding contacts.


To edit a contact, click the Edit icon in the Actions column for that contact: 


This will allow you to change the contact first name, last name, or email: 


ADVANCED OPTIONS

You can also edit your custom placeholders or add additional placeholders in the Advanced Options dropdown. Note: This is an advanced feature that requires technical knowledge to be able to generate valid JSON. For more information, see the Custom Email Placeholders help guide here


Once you are done editing the contact information, click Update Contact.


To delete a contact, click the Trashcan icon in the Actions column for that contact: 


You can also use the checkboxes in the right-hand column to delete one or more contacts at one time. Check the boxes for the contacts you would like to delete, and click the gray Delete button:


Delete Custom Email List

To delete a custom list, click the Trashcan icon on the right-hand side of the list:


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