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.
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.
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
Ensure the Excel sheet includes columns for "First Name," "Last Name," and "Email ID".
You can download a sample Excel sheet for reference.
Adhere to the following column headers when uploading:
Step 5: Verify Group Creation
Navigate back to email groups.
Confirm the creation of the group.
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 email@example.com or through the Chat 💬 if you have any queries or concerns about adding funds. 😄