Creating a targeted education audience

Our ConnectED Cloud ListBuilder online tool lets you:

• Build your own email and direct mail lists with real-time counts
• Create your audience with the most precise targeting criteria available
• Receive automatic notifications when your list has an update

Steps

1. Click on + Create List.
   
2. Name list.
   
3. Select target type.
   
4. Select record type.
   
5. Click Start Targeting to move to selection screen.
   

Steps

1. Look near top of screen that shows LIST NAME, DELIVERY TYPE, TARGET TYPE and RECORD TYPE.
   
2. Click on TARGET TYPE (Institution) and click on Personnel.
   
3. You will notice the screen will now display Personnel under TARGET TYPE section.
   

Before you start

• Only TARGET TYPE = Personnel can have emails included on person record
• TARGET TYPE = Institution doesn't include personnel and is only direct mail

Steps

1. Look near top of screen that shows LIST NAME, DELIVERY TYPE, TARGET TYPE and RECORD TYPE.
   
2. Click on RECORD TYPE (Direct Mail List) and click on Email List.
   
3. You will notice the screen will now display Email List under RECORD TYPE section.
   

Purchasing a list (Activate)

Steps

1. Click on the tile you wish to activate.
   
2. Click Review & Activate in the lower right corner.
   
3. Select any additional appends to add to the output. (Note: may require additional credits.)
   
4. Click Review your Order in the lower right corner.
   
5. Click Purchase Options.
   
6. Click the + by the Credit Pack(s) you want to purchase, then click Add to Cart. When finished, click View Cart.
   
7. Click Add a Credit Card.
   
8. Enter Credit Card information; Click Add Card; Check the box next to Terms & Conditions.
   
9. Click Purchase.
   
10. Click Yes, activate.
    
11. You will receive an email when the list is ready to download.
    

Downloading an activated list

After creating a list, you can download it in a number of formats:

• Comma-Separated Values (.csv)
• Microsoft Excel 2007 or Above (.xlsx)
• Text File (.txt)

There are two processes for download: 1) Large lists (10K+ records), and 2) Small lists (<10K records). For a large list, a link will be sent to your email address once the list is processed and ready for download. Once you receive the email, you would then go back in and execute the same flow to download file. For small lists, the process will be executed automatically and you will receive a popup directing you to save the list to a specified location.

Before you start

• List will need to be in Status: Active

Steps

1. Navigate to active list and click on ellipsis.
   
2. Select Download option.
   
3. Choose your output format and click Download.
   
4. Navigate to a folder on your local system and click save.
   
5. Once downloaded, to navigate back to main screen click, on Yes, I got it.
   

Refreshing an active Audience with either updated/deleted or new records

You will receive an email and dashboard alert whenever you have new or updated data on an active list, roughly every two weeks. To view this new data you can Refresh your list for free. A Refresh will add a new status field to your list to indicate if a record was updated or deleted. Additionally, you will have the option of using your credits for any new records that may have been added to your list.

Before you start

• Saved for later lists are automatically refreshed
• Active lists can be refreshed with either update/deleted records or new records
• If you want to appended data to an active list, you will need to refresh the list first, getting the updated/deleted records at no additional credits.

Steps

1. Navigate to active list and click on ellipsis.
   
2. Select Refresh option.
   
3. Select Refresh type.
   
4. Click on confirm within CONFIRM REFRESH page.
   
5. Go back to list, click on ellipsis, and Download.
   
6. Choose your option to download the full file or partial file and click Download.
   

Before you start

• List will need to be in Status: Active

Steps

1. Navigate to active list and click on ellipsis.
   
2. Hover over Create custom list.
   
3. Click Personnel.
   
4. You will see a newly created list in processing status.
   
5. Once list is done processing, it will be ready for use.
   

Steps

1. Click on your name in the upper-right corner of the dashboard, then click Products & Users.
   
2. Click “Add” next to USERS.
   
3. Enter new user’s email address. Select Admin Permissions (User vs. Admin). Select the appropriate permissions for List Access and Credits Access. Then click Send Invitation.
   
4. The new user will receive an invitation via email and will create their unique ConnectED Cloud login.