Settings for e-mail and gender
Recipient's mailing type: With this setting, you determine what type of mail the recipient wants the newsletter to be in. The following newsletter formats are available: Text, HTML, Offline-HTML and M-HTML.
Email address for reports: If you want to be informed about errors that occurred during the import of recipient data, enter a valid e-mail address in this field. Should a problem occur, OpenEMM sends an e-mail which can contain the following three components:
• | A CSV file containing the found and corrected error. |
• | A CSV file with the wrong lines that were not imported. |
• | A report containing import statistics. |
Update all duplicates (not only the first found): Normally, for multiple recipients having the same value in the key column, only the first one that the system finds is updated. Other recipients are not taken into account. If the option Update all duplicates (not only the first found) is activated, all recipients with a matching key column are updated with the contents of the CSV file.
Import gender settings: OpenEMM uses numerical values to specify the gender of a recipient. 0 means male, 1 means female, 2 means unknown. In most cases, the gender in customer databases is given with Mr., Mrs., or Ms., or, in the case of entities such as companies, defined in completely different terms. You can take these particulars into account in the gender settings field.
Fig. 4.12: In the import profile, you can choose which designations should be assigned to the gender.
In the New gender value field, enter the designation that you want to include in the import profile and assign it the corresponding OpenEMM value. As can be seen in the above example, this allows finer grading to be defined. The system now treats both Mrs. and Ms. as female newsletter recipients.
Once you have made all the settings for the import profile, click on the Save button. OpenEMM then checks the information you have entered and gives a response if there are errors. The feedback appears as a text in red above the entry field concerned. If, for example, you have not assigned a name to the import profile, or if the email address for the report is not written with the correct syntax, the system makes you aware of this with a corresponding message. If this is the case, change the information and click again on the Save button.
As soon as you have saved your import profile, you have even more possibilities to control the import of your CSV files via the Manage columns dialog window. This function appears as a new tab.