batch updating our membership database

SOLVED
Go to solution
GloriaS78
Rookie
0 Votes
our members pay dues each year. if they do not pay their dues by a certain date they are suspended. When they pay we capture the check number. what is the best way to implement this in constant contact database. Can we use a CSV file to apply batch updates? should we just create a new membership list field for each year. List called "2023Paid"..."2024Paid"...etc ?
1 ACCEPTED SOLUTION
William_A
Administrator
0 Votes

Hello @GloriaS78 ,

 

I think your ideas would be most sound, either have:

  • a single custom field for "Dues to-date" that'll have yes or no for the contact, or
  • make a new custom field each year called something like "Dues status 2023" that'll have "paid" or "unpaid" for the individual contacts' info.

Updating this info will be simple, as once you have the custom field created, the file you keep with that info can be imported and match the contacts' updated statuses to the corresponding custom field. 

 

Otherwise, if you want really simple, you could just re-import the contacts each year via that file, and have lists devoted to their paid status - "2023 paid members," "2024 paid members," etc. that you'd be sending to.

 

Another option as well would be to use tags, and tag the contacts accordingly as "2023 paid" or "2023 unpaid." This way you can create lists based on the tagging, narrow-by-tag when scheduling, etc.


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support

View solution in original post

1 REPLY 1
William_A
Administrator
0 Votes

Hello @GloriaS78 ,

 

I think your ideas would be most sound, either have:

  • a single custom field for "Dues to-date" that'll have yes or no for the contact, or
  • make a new custom field each year called something like "Dues status 2023" that'll have "paid" or "unpaid" for the individual contacts' info.

Updating this info will be simple, as once you have the custom field created, the file you keep with that info can be imported and match the contacts' updated statuses to the corresponding custom field. 

 

Otherwise, if you want really simple, you could just re-import the contacts each year via that file, and have lists devoted to their paid status - "2023 paid members," "2024 paid members," etc. that you'd be sending to.

 

Another option as well would be to use tags, and tag the contacts accordingly as "2023 paid" or "2023 unpaid." This way you can create lists based on the tagging, narrow-by-tag when scheduling, etc.


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support
  • Avatar

    Featured Article

    Use Sections to Build Email Campaigns Faster and Improve Engagement Rates

    Using Sections while designing your marketing email not only increases your own efficiency but helps you to deliver a more friendly, organized message. Check out some of the key benefits of using sections in email.

    See Article
  • Avatar

    Featured Thread

    Casual Conversations: What's your go-to playlist?

    If you listen to music while you work, share your playlist below so we can be inspired and maybe find some new music!

    View thread
  • Avatar

    Featured Thread

    Ready, Set, Send Reflections

    The Ready, Set, Send Challenge has finished! Let's reflect on the wins and accomplishments over the last six weeks.

    Join challenge
Updates
Just Getting Started?

We’re here to help you grow. With how-to tutorials, courses, getting-started guides, videos and step-by-step instructions to start and succeed with Constant Contact.

Start Here

73% of SMBs express doubt that their marketing strategy is effective. Does this sound familiar? Read our Small Business Now Report to learn how you can tweak your strategy to see better results.

Go read our article
Upcoming Webinars
NOV 14
Tis' the Season for Last-Minute Holiday Marketing
2PM - 3PM EST