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How to Upload Lists to the Email Marketing Module

Please click on the tab for your corresponding A/R System
  • Jonas Club Management
  • CSG Club Select
  • CSG Club Connect

Jonas Club Management

There are 2 different methods to upload a List to the Email Marketing System. Those methods include Report Generator and List Generator.

Report Generator

The Report Generator application allows a List to be created and uploaded to the Email Marketing system from the results of a report generated in Jonas Club Management. In order to create and upload this List you will need to follow these steps:

  1. Create a report using the Report Generator in Jonas Club Management
Note: the report must at least include the First Name, Last Name and Email Address fields.
  1. Once you have chosen all the fields to appear in the report, click on the Conditions menu item.
  1. Once you have added any desired conditions, check off the box marked 'This report will generate a ClubHouse Online EMM email list'
  2. Click OK to save the settings.
  3. To have this report uploaded to the Email Marketing system , you will need to run the report prior to intiatiating the EMM Export Utility.

List Generator

The Member List Generator allows you to create member lists with Point of Sale sales values based on the criteria you have selected. These lists can also be uploaded to the Email Marketing system for the purpose of sending Email Campaigns. In order to upload this list the Email Marketing system you will need follow theses steps:

  1. Configure the parameters for the list you wish to create within the Member List Generator.
  2. Once you are satisfied with the criteria you have set, select the Conditons menu
  1. Once you have set any of the List conditions, check of the box labled 'This Report will generate a Clubhouse Online EMM email list'.
  2. To have this report uploaded to the Email Marketing system, you will need to run the report prior to intiatiating the EMM Export Utility.

CSG Club Select

The Export Utility allows you to create a defined set of member lists which can be exported to the Email Marketing system. These lists include:


Upload Member List from Export CSV File

If you wish to import a list of members for different activities at the club to be uploaded to Email Marketing, you can import a Microsoft Excel Spreadsheet. These spreadsheets must be formatted to remove any page headers or footers. The file needs to contain at least a member number and member name and must be saved as a .CSV file. In order to upload the Member List you will need to flow these steps:



  1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
  2. Click on the Continue button to access the Export Utility Application.
  3. Click on the tab labled Upload Email List.
  4. Click on the 'Upload Member List from Exported CSV file' button.
  5. Click on the Browse button to select the CSV file you wish to upload from your network.
  6. Type in a name for the list in the 'Upload List Name' field.
  7. If you wish to view a preview of the members that will be uploaded as a list to Email Marketing system, click on the Preview button.
  8. Once you are satisfied with the list of members to be uploaded, click on the Upload List button.


Member List by Spending

The Export Utility will allow you to create a list of members based on their spending habits. In order to upload a Member List based on spending habits you will need to follow these steps:


  1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
  2. Click on the Continue button to access the Export Utility Application.
  3. Click on the tab labled Upload Email List.
  4. Click on the 'Upload Member List by Spending' button.
  5. Define the Spending Criteria you for the members that will appear on the list.
  6. Type in a name for the list in the 'Upload List Name' field.
  7. If you wish to view a preview of the members that will be uploaded as a list to the Email Marketing system, click on the Preview button
  8. Once you are satisfied with the list of members to be uploaded, click on the Upload List button.


Member List from Minimum

The Export Utility will allow you to create a list of members based on the Minimum Spending plan in which they participate. In order to upload a Member List based on their spending plan, you will need to follow these steps:

  1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
  2. Click on the Continue button to access the Export Utility Application.
  3. Click on the tab labled Upload Email List.
  4. Click on the 'Upload Member LIst from Minimum button.
  5. Select the Minimum Plan.
  6. Select the Billing Period.
  7. Define the Unspent Minimum information for the members you wish to appear on the list.
  8. Type in a name for the list in the 'Upload List Name' field.
  9. If you wish to view a preview of the members that will be uploaded as a list to the Email Marketing system, click on the Preview button
  10. Once you are satisfied with the list of members to be uploaded, click on the Upload List button.


Upload List from Aging

The Export Utility will allow you to create a list of members based on their Aged Balances. In order to upload a Member List based on their Aged Balances, you will need to follow these steps:

  1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
  2. Click on the Continue button to access the Export Utility Application.
  3. Click on the tab labled Upload Email List.
  4. Click on the 'Upload Member List from Aging' button.
  5. Select the Billing Period.
  6. Select the Receivables.
  7. Select the Aging Bucket to be considered and the threshold to determine by which the members should be included within the list.
  8. Type in a name for the list in the 'Upload List Name' field.
  9. If you wish to view a preview of the members that will be uploaded as a list to the Email Marketing system, click on the Preview button
  10. Once you are satisfied with the list of members to be uploaded, click on the Upload List button.


Upload Member List from Member Group

If you wish to upload a list of members based on the Member Group in which they participate, the Export Utility will allow you to upload this type of list to the Email Marketing System. In order to create and upload this list you will need to follow these steps:

  1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
  2. Click on the Continue button to access the Export Utility Application.
  3. Click on the tab labled Upload Email List.
  4. Click on the 'Upload Member List from Member Group' button.
  5. Select the Member Group in which the members you wish to appear on the list must be apart of.
  6. Type in a name for the list in the 'Upload List Name' field.
  7. If you wish to view a preview of the members that will be uploaded as a list to the Email Marketing system, click on the Preview button
  8. Once you are satisfied with the list of members to be uploaded, click on the Upload List button.


Upload List from Committee

If you wish to upload a list of members based on the Commitee in which they participate, the Export Utility will allow you to upload this type of list to the Email Marketing system. In order to create and upload this list you will need to follow these steps:

  1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
  2. Click on the Continue button to access the Export Utility Application.
  3. Click on the tab labled Upload Email List.
  4. Click on the 'Upload Member List from Committees' button.
  5. Select the Committee in which the members you wisht to appear on the list must be apart of.
  6. Type in a name for the list in the 'Upload List Name' field.
  7. If you wish to view a preview of the members that will be uploaded as a list to the Email Marketing system, click on the Preview button
  8. Once you are satisfied with the list of members to be uploaded, click on the Upload List button.


Upload Member List from Billing Plan

The Export Utility will allow you to create a list of members based on their participation in a particular Billing Plan. In order to create and upload this list you will need to follow these steps:

  1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
  2. Click on the Continue button to access the Export Utility Application.
  3. Click on the tab labled Upload Email List.
  4. Click on the 'Upload Member List from Billing Plan' button
  5. Select Bill Plan Type.
  1. Based on the Bill Plan Type, select the Bill Plan.
  1. Type in a name for the list in the 'Upload List Name' field.
  2. If you wish to view a preview of the members that will be uploaded as a list to the Email Marketing system, click on the Preview button
  3. Once you are satisfied with the list of members to be uploaded, click on the Upload List button.

CSG Club Connect

The Export Utility allows you to create a defined set of member lists which can be exported to the Email Marketing system. These lists include:


Upload Member List from Export CSV File

If you wish to import a list of members for different activities at the club to be uploaded to Email Marketing, you can import a Microsoft Excel Spreadsheet. These spreadsheets must be formatted to remove any page headers or footers. The file needs to contain at least a member number and member name and must be saved as a .CSV file. In order to upload the Member List you will need to flow these steps:

  1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
  2. Click on the Continue button to access the Export Utility Application.
  3. Click on the tab labled Upload Email List.
  4. Click on the 'Upload Member List from Exported CSV file' button.
  5. Click on the Browse button to select the CSV file you wish to upload from your network.
  6. Type in a name for the list in the 'Upload List Name' field.
  7. If you wish to view a preview of the members that will be uploaded as a list to Email Marketing system, click on the Preview button.
  8. Once you are satisfied with the list of members to be uploaded, click on the Upload List button.


Upload Member List by Spending

The Export Utility will allow you to create a list of members based on their spending habits. In order to upload a Member List based on spending habits you will need to follow these steps:

  1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
  2. Click on the Continue button to access the Export Utility Application.
  3. Click on the tab labled Upload Email List.
  4. Click on the 'Upload Member List by Spending' button.
  5. Define the Spending criteria for the members that will appear on the list.
  6. Specify if you want to select members from the top or bottom.
  7. Select the Number of Spenders that will appear on the list.
  8. Select the Billing Period.
  9. Specify if the list will be based on Revenue Code or Revenue Category.
  10. Set the Spending Amount threshold for the list.
  11. Type in a name for the list in the 'Upload List Name' field.
  12. If you wish to view a preview of the members that will be uploaded as a list to Email Marketing system, click on the Preview button.
  13. Once you are satisfied with the list of members to be uploaded, click on the Upload List button.


Upload Member List from Minimum

The Export Utility will allow you to create a list of members based on the minimum spending plan in which they participate. In order to upload a Member List based on their spending plan, you will need to follow these steps:

  1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
  2. Click on the Continue button to access the Export Utility Application.
  3. Click on the tab labled Upload Email List.
  4. Click on the 'Upload Member LIst from Minimum button.
  5. Select the Minimum Plan.
  6. Select the Billing Period.
  7. Define the Unspent Minimum information for the members you wish to appear on the list.
  8. Type in a name for the list in the 'Upload List Name' field.
  9. If you wish to view a preview of the members that will be uploaded as a list to the Email Marketing system, click on the Preview button
  10. Once you are satisfied with the list of members to be uploaded, click on the Upload List button.


Upload List from Aging

The Export Utility will allow you to create a list of members based on their Aged Balances. In order to upload a Member List based on their Aged Balances, you will need to follow these steps:

  1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
  2. Click on the Continue button to access the Export Utility Application.
  3. Click on the tab labled Upload Email List.
  4. Click on the 'Upload Member List from Aging' button.
  5. Select the Billing Period.
  6. Select the Receivables.
  7. Select the Aging Bucket to be considered and the threshold to determine by which the members should be included within the list.
  8. Type in a name for the list in the 'Upload List Name' field.
  9. If you wish to view a preview of the members that will be uploaded as a list to the Email Marketing system, click on the Preview button
  10. Once you are satisfied with the list of members to be uploaded, click on the Upload List button.


Upload List from Billing Options

The Export Utility will allow you to create a list of members based on their participation in a particular Billing Plan. In order to create and upload this list you will need to follow these steps:


 

  1. From your server, double-click the Clubhouse Online Email Marketing icon that is located on the desktop.
  2. Click on the Continue button to access the Export Utility Application.
  3. Click on the tab labled Upload Email List.
  4. Click on the 'Upload Member List from Billing Options' button.
  5. Select Plan Type.
  6. Based on the Plan Type, select the Plan.
  7. Select the Filter Code and the associated Value to set the criteria.
  8. Type in a name for the list in the 'Upload List Name' field.
  9. If you wish to view a preview of the members that will be uploaded as a list to the Email Marketing system, click on the Preview button
  10. Once you are satisfied with the list of members to be uploaded, click on the Upload List button.

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