How to create an imported list

In Lists, you can use comma-separated values (*.csv) files from excel to create email lists. You can create multiple email lists, each one targeted at a different group of your users. For example, in Blackbaud CRM, you can create a query of all constituents in your database who have an attribute interest of Sports on their records. In Blackbaud Internet Solutions, you use the imported list to create an email list of constituents interested in sports and invite them to your sporting event fundraisers. In the email message, you can include a link to the page of your website where the recipient can sign up for the event.

*You also may need to create a new email template because the data source of the one you were planning to use does not match  data source of your list (imported list).  Here are helpful instructions on how to create a new email template that is an exact copy of the one you were planning to use.
  1. Create a .CSV spreadsheet containing the field name and email needed to send the email
    Note: The first row of the imported *.csv file must contain the field names. Blackbaud Internet Solutions requires at least two fields, the email address and the name.
  2. Log into BBIS
  3. Navigate to Email, Lists, and click New List.
  4. At the Select Data Source screen, select Imported Lists as the source type, and click OK
  5. Enter a Name and Description for the List.
  6. Click Browse and use the Choose File screen.  Select the comma-separated values (*.csv) file created in step 1 and click Next to import for the email list.
  7. In the Field Mapping frame, select the fields from the import file to use as the email address and recipient display name in the email list.
  8. Click Save.
Please note that the CSV file you elect to use must meet these requirements:
  1. The CSV file must have a minimum of two columns; one with a display name of the constituent, the other with the email address. 
  2. The first row (Row 1) must be made up of alphabetic characters (no numbers or special characters) for the titles of the columns.  
  3. The column which contains the display names must not contain a special character (i.e. ! @ # $ % ^ & *).
  4. The names in the display name column may not be more than 50 characters.
  5. There may only be one email address per cell in the email address column.
This is an example of what a properly formatted, minimum content CSV file for use with Imported Lists would look like in Excel
 AB
1DisplayNameEmailAddress
2Johnny Blackbaudjohnny.blackbaud@blackbaud.com
3Nancy Constituentnancy.constituent@blackbaud.com

Environment

 Blackbaud Internet Solutions

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