Using List Wizard

The List Wizard helps you to pick contacts from your existing list databases or files. For example: CSV files, Excel files, Access database, SQL Server, MySQL, Oracle and more ODBC / OLE DB compatible databases.

To start the List Wizard, click Mailing Lists on the left pane and click New List or Edit button.

Step 1 List Data Source

At the first wizard step, select list data source type.

Step 2 for Email Marketer List Database

For Email Marketer List Database, you select or create Email Marketer build-in formatted list database.

Step 2 for Local database file

For Local files, you may add or remove list data files for the list and define the file formats.

Step 2 for ODBC Compatible database

For database link of ODBC, selects or configures ODBC connections and specify the user id and password to connect to list database.

Step 2 for OLEDB Compatible database

For database link of OLE DB, selects the data source including connection string, user id, password etc. Email Marketer provides the most usual connection string templates and you can perform a database connection test.

Step 3 List Tables and Fields

For Local files and database link of ODBC and OLE DB list sources, an additional wizard step is required. At this step, makes settings for the list table, list email address field, list name field and you can customize the query for the list table.

Custom queries are for advanced users who are familiar with using Structured Query Language for finding specific addresses in their database.

After the wizard, a new list connection will be created and all list contacts in the list table will be loaded. If you want to create a subset of the mailing list, please reference to Creating Groups.