Uploading your subscriber list

Advant Plus now allows you to send fully formatted emails straight from Advant Plus.

Create a .csv file with all your contacts and relevant information. Your file must be saved in .csv format, use the headings below and not be password protected.

The .csv must include columns named , first_name, last_name and email_address. For those using Xplan, Adviser Logic, Worksorted or Midwinter, include the clients specific CRM email address in a column named crm_bcc_email in your .csv file prior to uploading to Advant Plus.

Download the subscriber list template with the relevant headings HERE.

1. To upload your subscriber list, start by click the Menu tab at the top of your screen and select Subscriber management from the drop-down menu.

2. When you reach the Subscriber management page, click the blue Upload button.

3. Select Choose file.

You will only be able to select a .csv file to upload. Please ensure that your columns have been named as per above otherwise your file will not be accepted.

4. Tag your subscribers & create contact groups.

Easily organise your subscribers using tags to create contact groups and create client segmentation.

Type in your tag name and press enter to create a contact group, or select existing tags from the dropdown menu.

5. If you are ready to upload your list with the contact groups, select Upload.

If you are wanting to group your clients so that you can email different audiences, you can add or change your contact groups in the subscriber management. Simply select the check box next to each client you would like included in the group, then enter or select the contact group in the drop-down bar at the top of the page.

Multiple contact groups can be added to an individual client.

To remove a contact group from a client, simply select the ‘X’ next to the contact group tag.

Sending a document

You’ve created your newsletter or snapshot and you’re happy with how it looks and reads.

Select the Manage tab and click Send email via Advant Plus.

1. Your email communication details

Subject line
Give your email communication a subject to let clients know what they are receiving.

From name
Fill in the name you would like your clients to see in their inbox.

Reply to
Fill in the email address you would like appear if a client wishes to reply.

Contact group(s)
Select who you would like to send the email communication to.

If you leave this section blank, the communication will be sent to your full contact list. If you wish to send the communication to multiple groups, you can select these here or send them individually.

Select Next

2. Send a test email

You are required to send a test email before proceeding.

Send this to yourself so you can preview what your clients will receive. The test email may appear in your inbox (check your Junk inbox) with the subject line Test: ______

3. Send your email communication

Review the details of your email communication before sending.

If you are happy with all the details, select Send. You also have the option of scheduling your email communication to be sent at a later date and time.

Congratulations – Your communication has been sent!

Tips and Tricks

Contact Groups

When adding a contact group, please ensure that you hit Enter so that the contact group registers. Once registered, it will appear in a box with an X:

To add a contact group
We recommend uploading your full subscriber list to Advant Plus first and then uploading separate .csv files of your contact groups so you can create the tags. When you upload a contact group, it will update all existing email addresses with the new information.

Archiving an email

Simply select the red button under Task next to the subscriber you would like to archive.

Once selected, it will change colour and the email status will change to archived.