List management

Activity Management offers you a complete contact/participant list management solution. You can:

• Upload a large Excel/CSV file. From Mailchimp for example. Activity Messenger allows you to map columns. No Excel manipulation required.
• Type in your contacts. Useful for maintaining a list of adhoc contacts, or pasting data from Excel.
• Import participants, members or multipass holders from Amilia. Activity Messenger is directly connected to Amilia. Just choose your programs, activities, memberships or multipasses and the system will import them automatically.
• Combined master list. Add contacts from one list, and remove contacts from another. Combinations are limitless.
• Subscribers list. Collect emails and mobile phone numbers using a form and a landing page.
• Waivers list. Collect consent, emails and mobile phone numbers from participants in your programs and activities.
• Custom forms. Run a survey or pre-registrations using a custom form.

# Lists versus Forms

Forms in Activity Messenger are very similar to lists. When people fill the form, Activity Messenger collects their information. You can then email or text message them. Lists and Forms are accessed via different menus.

# Recipients: name, mobile number and email

In Activity Messenger, a recipient is someone who will receive an email or text message. They can be contacts from email marketing platforms like Mailchimp or participants from registration platforms like Amilia.

A recipient has a name, a mobile phone number and an email address. These attributes are optional however you must at least provide a valid telephone number or valid email address.

Activity Messenger validates every mobile phone number and email address you input. In addition, the system ensures you never send the same email/SMS message twice to the same person.

# Creating a new list

Click on the Lists menu and Create new list option. You will be presented with this form. Give your list a name, a description and choose the type of list.

Jump to the respective help pages for more detail.

• Upload a large Excel/CSV file.
• Type in your contacts.
• Import participants, members or multipass holders from Amilia.
• Combined master list.

# Creating a new form

Click on the Forms menu and Create new form option. You can create from an existing sample, or create one from scratch.

New samples get added every month. Contact us to request a sample form. We'll be happy to add it.

Jump to the respective help pages for more detail.

• Forms.
• Subscribers list.
• Waivers list.

Next topic: Building a list of recipients from an Excel or CSV uploaded file

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