Partner email marketing engine

Let’s start with part 1 – adding and removing an account.
Go to your mydata portal, then click on the customers link on the left side.

This will take you to your Account List.

Next you will click on the ‘Invite Customers’ button under the lastest customer activity window towards the top-right of the screen.

Here you will be presented with 2 options, Single Customer or Bulk Upload.

To add a Single Customer, you will need to enter their first name, last name and email address you wish to send the sign up email to. Then click the ‘Add the Customer’ button. The customer will be added to the list below. To send them the invitation email, click on the Send Invite Email button.

To add multiple customers, click on the Bulk Upload button. Here you can upload a csv file to have a list of users sent an invitation email. Click on the Upload customer list button and browse your computer to find the CSV file containing all the customers you wish to invite. Once the file is uploaded, click on the Send Invite email button. The system will then proceed to send an invitation email to all the contacts listed in the CSV file.