MailDirect Help

Field

Description

Advance Option

Update Records

New Records will be added.

If Updating Records is checked the recipient data will be updated based on Email or Mobile No., whichever is checked. 

Select/Clear this check box to enable/disable updating of records.

Note: This check box should be selected if the corresponding recipient data is already present in the selected lists.

Advanced Options

Select either Based on Email or Based on Mobile No according to which the recipient’s data is to be added/ subscribed to the selected lists.

Note: The recipient’s data should contain the detail corresponding to the option selected in Advanced Options.

If recipients are added to the selected lists based on their email addresses, they will receive all the email campaigns addressed to the lists to which they have been added.

This field is mandatory.

List

Add List

Click this dropdown to select the lists to which the selected recipients are to be added.

If this dropdown is clicked MailDirect displays the Select List Screen.

Figure : Select Lists

The available options are explained below.

1)Search:

Type an appropriate keyword for searching for the contact list from the lists in List Area.

A search is conducted to match the keyword with the list name or description.

2)List Area:

This area displays the lists available or lists matching the search keywords, with their details.

Select check box to select the corresponding list, to add recipients to corresponding list.

Click Check all button to check all lists and to Uncheck all list clicks on Uncheck all button.

Click Close button to close Select Lists window.

Click the Done button to add the selected lists. The selected lists are displayed in the Added List Area of List Management Add Recipient - Single Record screen.

Added List Area

This area displays the selected lists with their details.

The available fields are explained below.

Note: By default, the All contact list is selected and cannot be cleared.

List Name: This field displays the name of the contact list.

Description: This field displays the description of the corresponding contact list.

Email Ids: This field displays the number of email addresses in the corresponding contact list.

Mobile No’s : This field displays the number of mobile numbers in

The corresponding contact list.

In case of Single Opt In with Opt Out or Double Opt In Option

Recipient Opt In

This area displays from email ids for recipient opt in/opt out mail.

Available fields are dropdown list which contains From email ids for recipients opt- in email.

If this dropdown is clicked MailDirect displays the List of from email ids for recipient opt in mail.

Figure : Select From Email Id’s For Recipients Opt-in

If this email id is selected, then email will send to the added recipients for opt in. There is to type of opt in.

• Double Opt In: 

In this type, when email sends to the user, users have to click the link sent by email to confirm whether he wants to subscribe with us or not, till user does not click the link, user will not be subscribed.

• Single Opt In with Opt Out

In this type when email  send to the user, user have to click the link to Opt Out from the Users Mail, within certain time period (cooling period), if user does not click that link within cooling period the user will be automatically Opted In.

Data

Data Area

This section provides the tabs and options according to the tab selected for entering the recipient’s data, to add/subscribe recipients to the selected lists.

The available tabs are explained below,

(A) Single Record:  Click this tab to enter the data for a single recipient.

If this tab is selected, the options for the Single Record tab will be displayed in the Data Area.

Figure : Add Recipients - Data Area with the Options For Single Record

Note: By default, the Single Record tab is selected.

(B) Copy & Paste: Select this tab to paste/enter the recipient’s data in the CSV format.

If this tab is selected, the options for the Copy-&-Paste tab will be displayed in the Data Area. 

Figure : Add Recipients- Data Area with the Options for the Copy & paste

The available options are explained below.

Field names: Drag and Drop Field names up & down to change the order of field name.

Text Area: Copy and paste or type the recipient’s data in the CSV format according to the order for the corresponding field name.

Note: Press the Enter key after filling in the last field of a recipient’s data to enter data for the next recipient.

A comma should not follow the last field of a recipient’s data, if data is to be entered for more than one recipient.

(C) Upload: Select this tab to upload the CSV file with the recipient s data. If this tab is selected, the options for the Upload tab will be displayed in the Data Area.

Figure  : Add Recipients- Data Area with the options For the Upload

Field names: Drag and Drop Field names up & down to change the order of field name.

Browse: Enter the location of the file or click Browse to go to the location of the CSV file and attach an appropriate CSV file, or a ZIP file with the CSV file inside.

Recipient Upload Preview: When user upload recipient file, MailDirect displays Preview message with View button screen.

Figure  : Recipients Upload Preview – Preview Message with View button

When user click on view button maildirect displays screen with list of recipients and respective fields, it will display up to 10 recipients from the uploaded file.

Figure : Recipients Upload Preview – Preview Recipient List.

Custom Field Order: The User can set custom field order as well unset Custom field order. This order will be displayed in future. Click on button provided use to set custom field order or unset custom field order.

Figure : Set Custom field order – Successful message

Figure : Unset Custom field order – Successful message

Note: The order of the fields in the attached CSV file should be according to the order for the corresponding field name.

After clicking the Submit button, MailDirect displays the List Management > Uploading Recipients popup screen.

Figure : List Management > Add/Subscribe Recipients Alert Message

Note: The recipient uploading process runs in the background, and the user is redirected to the Home page, allowing them to continue working on other tasks without interruption. 

After the background process is completed, an "Upload Successful" popup is displayed.

Figure : Upload Successful > Alert Message

After the process is completed, the notification is updated, as shown in the figure below.

Figure : Notification > Added Recipients

After clicking the notification link, MailDirect displays the List Management > Records Added screen.

Figure : List Management > Display Recipients Records Added/Subscribed