Email Training

Here are some supporting documents that are used in Convio Email Training.

Organizational Concepts and Overview

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Convio Email Organizational Concepts (pdf)

Submitting Spreadsheets for Loading

When you request that an Interest, and possibly Group, are to be loaded with constituents from a spreadsheet, making it a “clean” spreadsheet will help us load it for you faster.¬† Submitting difficult data in your spreadsheet will cause it to take somewhere between a little, and a lot – longer.¬† Help us help you to get your populations loaded FAST!

Download the spreadsheet guidelines, “What Not to Do” spreadsheet¬† (xlsx).

Examine the examples given in each worksheet tab at the bottom – invalid data and the fix that allows us to load it!