Before uploading a list of emails into the Paytronix platform for email messaging purposes, you will need to de-duplicate this list from your existing database. Failure to do this will introduce duplicates across your different programs, potentially resulting in some email addresses being sent multiple emails.
If this is your first time uploading eClub data to the system for emailing purposes, please reach out to [email protected] to have this feature setup for you.
Create a Draft Campaign to Identify unique emails (this campaign will never be published)
1. Go to “Marketing Tools” à “Campaign Center”
2. Select the “Create New Campaign”
3. Name the campaign “eClub Deduplicating with Loyalty”
4. Go to the Segment setup of the campaign
5. Click on the down arrow next to “Create New Segment” button and select “Upload Segment File”
6. In the popup, click on the down arrow next to “File Template” and click on the link that appears to download the template file.
7. Open the CSV file in Excel. It should only have “email” in the A1 cell.
8. Paste the unique list of emails in your eClub source data under the “email” cell and save your changes. Make sure to save this file in CSV format.
9. Back on to the Campaign Builder, click on the next button and upload the CSV file you just created.
You should see an error, “Invalid Entries Found”. Click on “Download Error List” and open the file. All the emails that are in this error file are not in your current email database and should be uploaded.
Removing the duplicates from the upload file
Now that you have the list of unique email addresses that should be uploaded, you will need to create the final upload file with those emails, and any other information (first name, last name, favorite store, etc) you would like to be associated with the newly created eClub accounts.
1. Make sure that your source data file has unique email addresses
2. Open your source data in Excel as well as the Error file you generated in the last section.
3. In your source data file, copy and paste the column of emails from the Error File in the first empty column.
4. Highlight all data with Ctrl+A.
5. Go to the Excel Ribbon and select “Conditional Formatting” à “Highlight Cells Rules” à “Duplicate Values…”
6. Click OK to take defaults. You will notice that most of your data turns red. The emails addresses in the Email column that are highlighted red indicate that there is a matching email that came from your error file. This means that the rows that have a highlighted email address in the Email column should remain in the upload file.
7. Go to “Sort & Filter” in the Ribbon and select “Filter”.
In the “Email” column in your source data, click on the dropdown to reveal the filter options for that column and select “Filter by color” and select either of options.
These are the emails you are able to upload to your eClub. Copy and paste the filtered data to the template file provided by your Paytronix Configuration Specialist and upload it to your SFTP.