- MS Access
- MS SQL Server
- Set up the database connection
- Select the table and and filters
- Assign it to the end user
Set up database connection:
- Determine your database type. The database connection is dependent on what database you intend to use for your email addresses. Go to connectionstrings.com and get the right connection string for your database. You will need to know the version of your database, the permissions used, the IP address and other information as specified by your database administrator. You may also need a username and password depending on how your database is administered.
Access: Standard Security: Provider=Microsoft.ACE.OLEDB.12.0;Data Source=C:\myFolder\myAccessFile.accdb; Persist Security Info=False;
Access: With Database Password: Provider=Microsoft.ACE.OLEDB.12.0;Data Source=C:\myFolder\myAccessFile.accdb; Jet OLEDB:Database Password=MyDbPassword;
MS SQL Server: Standard Security: Server=myServerAddress;Database=myDataBase;User Id=myUsername; Password=myPassword;
MS SQL Server: Trusted Connection: Server=myServerAddress;Database=myDataBase;Trusted_Connection=True;
MySQL Standard Security: Server=myServerAddress;Database=myDataBase;Uid=myUsername;Pwd=myPassword;
These are just a few examples. Go to connectionstrings.com to find the string for your database.
- In Campaign, log in as the administrator and click the Administration link.
- Click Database Connection Management
- Click Add New Database Connection
Name it something readily identifiable, "Main SQL Connection" for example
Select the database type
Enter the string, with any variables necessary already filled in.
When you save the string, Campaign will automatically test the connection. You may have to tweak the syntax of your string as prompted to successfully connect.
- If you are in a multi-user environment, make sure you assign the users and groups that have access to this connection.
You can now create a new external email list, using this connection string. All available connection strings will show in the drop down and you would select the one you need for a particular list.
- Click Email List
- Click Add New Email List
- Name the list something readily identifiable "Sales Followup" for example
- Select External and click continue
Select the database connection from the list of available connections
Select the table, SQL Statement option, Stored procedure or use a filter in the project by selecting "From Campaign"
Match the columns shown, Bounce, Unsubscribe, ID and Email
Then save the Email List
- Enter a Bounce SQL statement if you want one.
- Set the permissions for this connection