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- In the Mailigen settings indicate which customer categories should be included in the contact list, separated by a comma (Setting - Include only categories). If all customer categories should be included, then leave this field blank
- In Mailigen, create a new Subscriber list
- Under List Actions, choose Custom fields to edit the fields in the list
- Add a new field labelled "Contact" (this label can be named something else too) and name the Merge Tag "CONTACT" (this cannot be modified)
- Do not change the Merge Tag of the default field "First Name". These are the required fields, other fields are optional. The list should look like this:
- To create a Main list:
- Run the report "Burti - Mailigen Contact List", which will return all of the customers that match the categories defined in the previous setting, and save it to an .xls file
- In Mailigen > Lists > My Lists - choose a List > Actions > Import - choose the previously exported .xls file and import
- To create a Classification list:
- In the CRM >> Settings >> Burti - Mailigen Lists setting create a new row, indicating the list name, specific classifications and list web ID, as described below
- Run the maintenance "Burti - Mailigen populate Contact Lists", which will update all the specified lists with the valid contacts
- Once the list is created, copy the list ID that is displayed in the url, when the list is open and being viewed (https://admin.mailigen.com/contacts/dashboard/?id=XXXXXX , where X is a number).
- If you are creating a Main list (list with all the contacts), save this ID in the Mailigen setting "Main list Web ID"
- If you are creating a classification list, save this ID in the Mailigen lists setting column "Contact List Web ID" in the corresponding classification row. The setting should look something like this:
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