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The List Manager is here to allow you to manage your mailing
lists online and in real time. To get an overview of how the List
Manager works, please see the instructions below.
Personal
Information
After you have
logged on to your List Manager, you may click the Personal
Information link on the left-hand navigation bar. Here you
can check the information about yourself and make sure it is correct.
You may also change your username and password in this section.
To do so, click the Edit button located at the top
and bottom of the Personal Information summary screen.
When you are
finished editing the information, you must click the Save
Changes button at the bottom.
To change your
address, phone numbers, e-mail address, etc., please contact your
Emerald sales representative.
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Contacts
Adding a New
Contact - To add a new contact, first click the Contacts
link on the left-hand navigation bar. Then click the Add New
Record button in the Contacts Summary window.
When adding
a contact, fill in the appropriate name and address information.1
Then indicate on the drop-down menu whether the contact is an existing
client or prospect, and check the boxes for the mailing lists that
the client will be included on. Click the Add button
located at the top and bottom of the New Record screen. All additions
will be dynamically saved to the database.
1When
adding a new contact, if the zip code is filled in and the city
and state fields are left blank, the system will fill in these fields
automatically.
Editing a
Contact - To edit a contact record, first click the Contacts
link on the left-hand navigation bar. Then click the Edit
button that appears next to the name of the contact you want to
edit. After editing the contact information, scroll to the bottom
of the Edit screen and simply click the Save Changes
button. All changes will be dynamically saved to the database.
Deleting
a Contact - To delete a contact record, first click the Contacts
link on the left-hand navigation bar. Then click the Delete
button that appears next to the name of the contact you want to
delete. To confirm deletion, simply click the Delete It
button at the bottom right-hand corner of the Deletion screen. All
changes will be dynamically saved to the database.
The list options
available from the Contacts screen are Printer-Friendly List,
Download to Excel, and Download to Text.
Their functions are as follows:
Printer-Friendly
List - Allows you to view the list in alphabetical
order as it would be printed, showing the contact name and address,
as well as other information (phone, fax, e-mail, account no., client
type, mailing list, etc.).
Download
to Excel - This will download a copy of the contact information
to Microsoft Excel onto your PC. Depending on your PC and browser,
you may need to add the .xls extension at the end of the Excel file
name. Once you add the .xls extension, you can disregard the "Save
as Type" field.
Download
to Text - This will download a copy of the contact information
in comma-delimited ASCII text (csv) format. Depending on your PC
and browser, you may need to add the .csv extension at the end of
the plain text filename. Once you add the .csv extension, you can
disregard the "Save as Type" field.
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Mailing
Lists
The Mailing Lists link in the left-hand navigation
bar will list your contacts by newsletter type. This is useful if
you have purchased more than one newsletter and have separate lists
for each. This section allows you to add, delete, and modify your
contacts. If a contact is on more than one newsletter list, you
will only need to edit the record once and the changes will be saved
for each list. Here you can also view the printer-friendly list
and download the Excel or text files to your computer.
The various
options available on the Mailing List screen and their functions
are as follows:
View List
- Allows you to view the list in an editing format. The list
is in alphabetical order, and each contact has an "edit"
and "delete" key that can be used for changes/deletions.
View List
(Printer-friendly) - Allows you to view the list in alphabetical
order as it would be printed, showing the contact name and address,
as well as other information (phone, fax, e-mail, account no., client
type, mailing list, etc.). This list can be printed or downloaded
only.
Add and
Remove Contacts - This will list all contact names
with a box next to each name. The box can be checked or unchecked
in order to add or remove that client from the particular newsletter
list being viewed.
Download
to Exce l- This will download a copy of the contact
information to Microsoft Excel on your PC. Depending on your PC
and browser, you may need to add the .xls extension at the
end of the Excel file name. Once you add the .xls extension,
you can disregard the "Save as Type" field.
Download
to Text - This will download a copy of the contact information
in comma-delimited ASCII text (csv) format. Depending on your PC
and browser, you may need to add the .csv extension at the
end of the plain text file name. Once you add the .csv extension,
you can disregard the "Save as Type" field.
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©
2001 Emerald Publications
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