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Subscribers can be updated one at a time or in a group to update the field data.

NOTE: Click these links for examples of properly formatted mailing lists. In these examples all fields are in Text format except DOB, which is in Date/Time format.

NOTE: The column header for the column with email addresses is Email, which is required for Publicaster to recognize the email addresses. The column headers in an import file should only include the fields you actually want to update in the import, and not include any fields you do not want to update. Any null values on the file will over-write existing values on the list.

Excel spreadsheet (XLS)
Comma Separated Value file (CSV)
Tab-delimited text file (TXT)
XML file

To update one subscriber in a list

• Select the List Manager tab.
• Select the list from the List Library on the left.
• By Select a list report detail, change the drop-down menu from Summary to Subscriber Detail.
• Click Filter Criteria +/- to apply a filter for Email Address. Enter the subscriber's email address.
• Click Apply Filter to apply.
• Click Edit next to the subscriber's email address.
• Change any of the subscriber's details as necessary.
• Click Save to finish.

To update multiple subscribers in a list

• Select the List Manager tab.
• Select the list from the List Library on the left.
• Click Import.
• Choose the settings based on the import types listed below.

To update from a list file

• Choose File for the import type.
• Choose the Action: Update
• Choose the File Type: Character Delimited Text File or Excel File.
• For Character Delimited Text Files, choose the Delimiter: Comma, Tab, Pipe, Colon, or Semi-Colon. (For a .csv file, the delimiter is Comma)
• Browse computer for the file.
• Choose to truncate data (optional).
• Enter an email address to receive a notification of the import results upon completion.
• Choose a later date/time to schedule the import for a future time. Otherwise leave blank to import immediately.
  
• Click Import to queue the list for import.
• Read the terms of service and click Agree to start the import.
  

To update by typing into the text box

• Choose Textbox for the import type.
• Choose the Action: Update
• Choose the Delimiter.
• Type the data directly into the text box, starting with the column headers across the first line. Separate the columns of data by the delimiter that was chosen (i.e. Comma, Semi-colon, etc.)
  • Example:
    Email,Firstname,Lastname
    jsmith@blueskyfactory.com,John,Smith
• Choose to truncate data (optional).
• Enter an email address to receive a notification of the import results upon completion.
• Choose a later date/time to schedule the import for a future time. Otherwise leave blank to import immediately.
  
• Click Import to queue the list for import.
• Read the terms of service and click Agree to start the import.
  

To update via FTP

• Choose FTP for the import type.
• Choose the Action: Update
• Choose the File Type: Character Delimited Text File or Excel File.
• For Character Delimited Text Files, choose the Delimiter: Comma, Tab, Pipe, Colon, or Semi-Colon. (For a .csv file, the delimiter is Comma)
• Choose to truncate data (optional).
• Enter an email address to receive a notification of the import results upon completion.
• Choose a later date/time to schedule the import for a future time. Otherwise leave blank to import immediately.
  
• Click Import.
• Read the terms of service and click Agree to start the import. 
  
• Follow the instructions provided to import to the FTP server.
  

To update via XML document

• Format the XML file with subscriber data.
  • Account ID: Found in the Administration button, under User/Account Management. Select the account name and click Edit to see the Account ID.
  • List ID: This should contain the ListID of the mailing list to import to. Found in the list in the List Manager button, under List Manager. Select the desired list and the List ID will appear in the Summary page.
  • Action: AppendAndUpdate or Update
  • PrimaryKey: This parameter contains the name of the field to dedupe the list by. Typically "email", although other fields can be used for the primary key if desired.
  • UserID: The ID of the user importing the file. Found in the Administration button, under User/Account Management. Select the user from the tree and click Edit User to see the User ID.
• For the first XML import, follow the steps in Import for FTP to get the FTP login information.
• Follow the instructions provided to import to the FTP server.
• Save the FTP login information to use for all future XML imports. The FTP import does not need to be set up in Publicaster for each XML import; the data will import automatically if a new XML file is loaded onto the server with the same login info.