List & Contact Management

Information about managing the contact lists for email recipients.

What is the Contacts Page for?
The Contacts Page in the Email Marketing Module is used to manage all of your email lists and the contacts on those lists. Contacts are the recipients of th...
Thu, Oct 13, 2022 at 3:08 PM
How do I find the Email Contacts List or Recipient List page?
Once you are logged into DonorView, mouse over Workspace in the left corner and then Email Marketing, click on Contacts.
Thu, Oct 13, 2022 at 3:10 PM
Can I use the same list for Surveys and Email Campaigns?
Yes, you can send targeted messages and surveys to recipients on a list without having to create duplicate lists for Emails or Surveys. You can access these...
Thu, Oct 13, 2022 at 3:14 PM
How do I add new email recipients?
From the Contacts Page in the Email Marketing Module, you can add recipients to the database by importing them from an .XLS, .XLSX. .CSV or .ODS file. Click...
Thu, Oct 13, 2022 at 3:25 PM
I am importing a new list into Email Marketing; do I have to take care of duplicates before importing?
By default, DonorView looks for existing constituents in the database, matching by email address and name. If an exact match is found, no duplicate will be ...
Wed, Sep 25, 2024 at 9:22 AM
What file formats are supported to upload email contacts?
Acceptable file formats are .XLS, .XLSX, .ODS, .CSV. Max file size 10MB.
Thu, Oct 13, 2022 at 3:51 PM
Can I import recipients from my email account?
We no longer support the ability to directly import your contacts from email clients. You can instead export the contacts to a .XLS, .XLSX, .ODS, or .CSV. f...
Thu, Oct 13, 2022 at 3:37 PM
Can I import recipients from other CRM packages such as Microsoft Dynamics, Outlook or SalesForce.com?
We don’t directly import from such packages. However, you can export your contacts to an .XLS, .XLSX, .ODS, .CSV. file (Max file size 10MB) and import the f...
Thu, Oct 13, 2022 at 3:55 PM
Can I combine multiple lists into one email list?
Yes, you can combine multiple lists into one list by clicking on +List and selecting from existing list. A new window will open to allow you to nam...
Thu, Oct 20, 2022 at 10:45 AM
How can I assign/remove a recipient from to/from email lists?
You can you add or remove a recipient from email lists from their profile page. Click on the X next to the email list to remove them from that list or click...
Thu, Oct 13, 2022 at 4:55 PM