Finish List & Export: Training Aid
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1 Finish List & Export: Training Aid Updated March 21, 2014 This course shows you all the steps to finish your list including how to set up a mail house or vendor, export and download your list. TRG Data Center Training 1 Version 1.0
2 Contents Preface... 3 How To Use This Document... 3 What Is A List?... 3 In this document you ll learn... 3 Finish List... 4 Select an export option... 6 Select a vendor... 7 Vendor Setup Request... 8 Select a vendor (continued)... 9 List Complete...10 Download...11 APPENDIX...12 More Information...12 TRG Data Center Training 2 Version 1.0
3 Preface How To Use This Document This training aid follows the same sequence as the video for Finish Your List, Mail House Setup, and Export. TRG recommends opening the document on your computer to continue using the built in document functionality of the Table of Contents, hyperlinking and color enhancement. Tips appear throughout the document set out in grey highlight. Tips can be best practices and other points of interest. Notes appear throughout the document to call attention to an additional functionality not specifically addressed in this lesson. Actions that you take in each step are Capitalized, and the title of the page, dialogue, or button appears in bold font. What Is A List? A list is a collection of patrons to whom you will send your mail or campaign. Lists may also be used for research purposes, helping you understand how many patrons you have in various behavioral, demographic, or geographic profiles. Tip: Former emerge Users: In Data Center, List replaces what was called an Order in emerge. In this document you ll learn Each step you ll take to finish a list. How to set up a mail house (vendor) for your account. How to export your list for your mail house to download. Where and how to download exports of your data. TRG Data Center Training 3 Version 1.0
4 Finish List Finishing your list is the final step to get your campaign in mail boxes. If your list includes trade requests, then you ll want to make sure other organizations have responded to all your trade requests for the list before completing your list. That may mean waiting for your Approval Needed By Date to expire. The image below shows an open list titled TRG Ballet trades. 1. Click the Finish List button at the upper right. TRG Data Center Training 4 Version 1.0
5 2. The Finish List dialogue opens. 3. Cancel Open Trade Requests? may appear if your list contains trade segments that were NOT approved or denied for use by the organization you wanted to trade with. If you still have open trade requests, they must have some sort of response from the other organization, or you must cancel the request. 4. Click in the Cancel All Open Trade Requests box then Click Next. TRG Data Center Training 5 Version 1.0
6 Select an export option You have two key export options below. 1. Export as a csv file: Allows you to export your list as a comma separated values (CSV) file that will be readable in Excel or the majority of database systems. You can export either a de-duplicated list or a list containing duplicates. For the majority of exports, you ll want to select de-duplicated list. This will export your net list, taking out any patron records if they appear elsewhere in the list and leaving with a list of unique records only. 2. Don t export: Allows you to close the list without creating an export. 3. Click Next after making your selection. Note: Just mouse over the blue button to see a description of what that selection will do. TRG Data Center Training 6 Version 1.0
7 Select a vendor Select a vendor is where you ll select your mail house (vendor) or select your existing vendor for mailing. If you do not have a vendor set up for your organization, then Click on the this form hyperlink to open the vendor setup dialogue. Important note: in order to adhere to TRG s data security policy, lists containing trade data MUST be sent to a mail house. Only the list sent to the mail house will contain trade names. TRG Data Center Training 7 Version 1.0
8 Vendor Setup Request The Vendor Setup Request page requires the following information about your mail house or vendor: Company Name is the name of your mail house or vendor. Contact Full Name is the name of your contact at the mail house. Contact Job Title is the job title of your contact at the mail house.contact Phone Number is the phone number for your contact at the mail house. Contact is the address for your contact at the mail house. Contact (Confirm) is where you ll enter the address again to confirm it. 1. Enter the requested data for your mail house or vendor. 2. Click Submit when you ve entered all of your Vendor Setup information. 3. Wait for your TRG Representative to you that your mail house has been set up for your organization. If you continue finishing your list with a vendor selected and it contains trade data, then the trade data will be removed from your export. TRG Data Center Training 8 Version 1.0
9 Select a vendor (continued) Once your vendor is set up, you ll see three options in the Select a vendor dialogue. Each selection description appears below, and more information about creating a download for you appears when you mouse over the blue button. 1. Your mail house (vendor) appears first. For example, Lee s Mail House with contact name Tony Henry, is selected in the image below. 2. No vendor. 3. Create a download for me. 4. Click Next to complete your list and retrieve your export. TRG Data Center Training 9 Version 1.0
10 List Complete The List Complete dialogue confirms that your list is completed. 1. An automated is sent directly to your mail house (image at bottom). That contains a link with log-in instructions for your vendor so they can download your exported list. 2. You have a direct link to File Manager which directs you to the Retrieve Files tab. 3. You can also Click Finish which closes the dialogue and takes you to the Retrieve Files tab of the File Manager. 4. Your mail house receives an that looks like this. (see image below) TRG Data Center Training 10 Version 1.0
11 Download 1. You can download your own data at any time by Clicking on the Download button at the far right of the page. 2. Confirm the default file type or select another file type from the drop down menu. 3. Click OK to download the list. TRG Data Center Training 11 Version 1.0
12 APPENDIX More Information Access our course materials library from your TRG Data Center main page. Just click on the training link to see all available materials. Please visit the TRG Arts website at for additional information about TRG or to log into your TRG Data Center account. Revision History Item Changed Release No. Page Date Original Version /21/14 TRG Data Center Training 12 Version 1.0
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