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Creating a List


Accessing the Create List Page

To create a list, click the +Create List button on the Lists tab.

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Filling out the Create List Form

You will need to fill out the following fields to create a list:

Field Name
Description of Field
Notes
Field Name
Description of Field
Notes
Name The name/primary identifier of the mailing list e.g. DonorDrive 2019 Donors
Description A more verbose description of what the list is and how it will be used e.g. list of DonorDrive donors who gave during the 2019 fiscal year

Contact Email

 The THON email address that emails to this list will appear from e.g. director@thon.org, communications@thon.org
Homepage Not relevant for THON use Leave blank
Representation of Subscriber's Name A choice of how you want the names of each subscriber to appear (names may not be relevant for many/most mailing lists)
  • IF YOU WISH TO STORE NAME DATA ON YOUR LIST:
    • Select First name and Last name (two fields) or Name (one field)
      depending on whether you want to store name data as one or two
      columns
  • IF NAME DATA IS NOT RELEVANT TO YOUR LIST:
    • Select Empty / Custom (no fields)
Recipients Name Template This field only shows up when Empty / Custom (no fields) is selected Leave blank
Send Configuration

A choice field that specifies how your email will be sent, such as:

  • The email address that campaigns are from
  • The name that campaigns are from
  • The reply email address that campaigns are from
  • The server that will send the mail itself

TECH has preset configurations for each committee / group of committees, and you should only see one option in the choice field. Select the configuration belonging to your committee / group of committees.
Namespace A choice field that specifies where on Mailtrain the list will live TECH has set up a namespace for each committee / group of committees to strategically prevent mixing of each group's lists. Select the namespace belonging to your committee / group of committees.
Forms The set of subscription and unsubscription forms associated with the list Select Default Mailtrain Forms - TECH has customized the set of forms to be on-brand already.
Subscription An option to provide a public URL with an opt-in form for the list Leave unchecked - if you would like public opt-in forms, reach out to technology@thon.org first to discuss potential implications.
Unsubscription A choice field that specifies how users can opt-out of the list

There are several options; only pick from the bolded options below. If you wish to use an unbolded option, reach out to technology@thon.org for further guidance.

  1. One-step - the unsubscribe link in the footer unsubscribes the person directly. Not recommended because of accidental clicks
  2. One-step with unsubscription form - the unsubscribe link in the footer takes the person to an unsubscription form in-browser; submitting the form unsubscribes them
  3. Two-step  - the unsubscribe link in the footer triggers an email to the person; the link in the email unsubscribes them
  4. Two-step with unsubscription form - the unsubscribe link in the footer triggers an email to the person; the link in the email takes the person to an unsubscription form in-browser; submitting the form unsubscribes them
  5. Manual - only the list creator can unsubscribe people. Can get us into trouble because we are not explicitly offering an opt-out.
Unsubscribe Header Not relevant for THON use Leave unchecked


Click Save when you have entered all the list creation fields. Once saved, you have successfully created a mailing list. You still will need to either migrate or manually add addresses to the list before using it. To add people to the list, proceed to the next tutorial, Adding Subscribers.

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