What information do you need for my contact list(s)?
The only required information for your Email Marketing contact list(s) is the contact's first name and email address, but additional contact details can prove helpful.
Below is an example of how your file(s) should be set up in Excel or in a .csv file (generic spreedsheet file). If you don't have all the information for all of your clients, that's fine, we can start with what you have and then we can add information as you receive it. But again, the only information required to send out your emails to a contact is their first name and their email address.
If you are a current email subscriber, or currently utilize both email tracks, please sort your list by contacts who you want to send your individual/1040 content emails ( Personal) and who you want to send your business content emails ( Business) to. Provide these two lists in separate Excel or .csv files, to firstname.lastname@example.org.
We ask for the birthdates of your contacts and their spouse because included in your email marketing subscription are birthday greetings for your contacts and their spouse which we send out on your behalf. All we need to know is their birthday and we will take care of the rest. You can fully edit the birthday greeting by going to My Email Marketing Tools>Birthday Greeting on your Email Marketing Dashboard