Email Blast Improvement-Ad Hoc Email Blast from EXCEL format.
in progress
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Tyler Mims
Currently I have ability to down load data sets from a marketing supplier for clients in EXCEL formats. IE clients who haven't been in for service in x # of days, or clients who purchased but never returned for service, ETC. I would be great to be able to upload the list in EXCEL into Drive centric to be able to market the list specifically for parameters that are not defined in the filter presets in drive centric.
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Alex Weidenbenner
marked this post as
in progress
We have an import list feature that will allow for this workflow coming in the near future.
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Morgan Luna
Alex Weidenbenner is there an update on this list import feature? I have asked about importing lists several times and was never told that it was planned or in progress.
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Alex Weidenbenner
Morgan Luna Yes, we have an import list feature that is being worked on right now. I do not have a timeline to share but stay tuned.
Shelby Parker
Hiya Tyler Mims, thanks for this post! I have a few more questions for you:
- What specific parameters or criteria would you like to use for filtering the uploaded Excel lists that are not currently available in DriveCentric?
- How frequently do you anticipate needing to upload and market these Excel lists?
- Are there any specific data formats or structures in the Excel files that we should be aware of to ensure compatibility with DriveCentric?