Frequently, you may need to communicate with a list of individuals whose email IDs you've extracted from your database.
Almabase allows you to bypass external services like Mailchimp or Constant Contact by uploading this list directly to send out your emails.
Note: Email IDs that aren't recorded on Almabase would be considered unlisted records.
Matching Criteria
Primary Matching Criterion: Email IDs
Secondary Criterion: Associated Names
The platform expects at least a 75% similarity in names when matching. If this threshold isn't met, it opts to create a new record.
Note: The system guarantees that emails are dispatched to all email IDs present in the uploaded list, whether they pre-exist in Almabase or are new additions.
Step 1: Access Email Groups
Navigate to the admin panel.
Go to "Members".
Select "Manage User Groups".
Click on "Email groups".
Step 2: Initiate Group Creation
Click on "Create new Group" located next to the search bar in the top right corner.
Step 3: Choose Excel Upload
Select the option "Upload an Excel Sheet".
Step 4: Upload the Excel Sheet
Click on "Select File".
Choose the appropriate Excel spreadsheet from your computer.
Click "Proceed".
Here's a table summarizing the different scenarios for creating email groups of constituents or records:
Database Used | Record status | Excel Sheet Columns |
RE NXT | New records | "System Record Id" |
RE NXT | Existing records | "Almabase Profile Id" |
Non-RE | New records | "First Name", |
Non-RE | Existing records | "Almabase Profile Id" |
This table outlines the specific requirements for each scenario in terms of the database, the record status, and adding the necessary columns in the Excel sheet.
Download the Almabase profile ID from Data Studio by using the relevant filters.
You can download a sample excel sheet for reference.
Warning: The upload will fail if column headers are altered.
Step 5: Verify Group Creation
Navigate back to email groups.
Confirm the creation of the group.
Note: If you see "Processing" next to a group, refrain from sending emails to it. Await the completion of processing, which typically takes only a few minutes.
What to do when there's an error during the upload of an Excel sheet?
Check if the email addresses are in the right format:
E.g. jdeo@gma il.com
Click on 'Download Error Sheet'.
Our system will then filter out all the emails with the broken format.
Check and make necessary changes.
Reupload the edited Excel sheet.
Please write to us at help@almabase.com or through the Chat 💬 if you have any queries or concerns about adding funds. 😄