As part of setting up your website, SoCast will arrange to import your existing Member / Listener Club Database. Please coordinate this process with your designated SoCast contact. As they contain personal information, we ask that all files are sent to SoCast using secure methods. This can include:
1) Placing the database in a password-protected ZIP archive (send the password in a separate email)
2) Sending the file via a secure 3rd party transfer service
3) Providing the file via a secure FTP site (be sure to send login username and password in separate emails).
If you have any questions on the process please contact your SoCast onboarding lead or support@socastsrm.com.
The export should be provided to SoCast in a CSV file using the format below. If a column does not exist in your database (e.g. you don't collect mobile phone) then create a heading and leave the column empty. Email is the only required field
Column Name | Required | Format | Example |
Yes | Properly formatted email address | ||
username | No | Username for the member. If not provided, first name will be used instead. If first name not available, first part of email address will be used (i.e. john@domain.com would be "john"). | BiggestFan |
password | No | Plain text password. Do not provide encrypted passwords because SoCast cannot decrypt passwords at this time. If no password is provided, a new password will be generated and provided to you per Step 6 below | 123456Abc |
first_name | No | First name of the member | John |
last_name | No | Last name of the member | Doe |
birthdate | No | yyyy-mm-dd | 1981-05-22 |
gender | No | male or female | male |
country | No | USA or Canada | USA |
state | No | State or province of residence for the member | California |
city | No | City of residence for the member | San Francisco |
postal_code | No | ZIP or postal code for the member | 90210 |
address | No | Mailing address for the member | 123 Street Ave |
phone | No | Home phone number for the member | (123) 456-7890 |
mobile_phone | No | Mobile phone number for the member | (123) 456-7890 |
Scroll down to "Sign-up Call to Action"
Set "Enable Call to Action" to "Enabled"
Fill in the "Call To Action Title" and "Call To Action Message" fields. SoCast recommends providing messaging such as "If you were registered on our old site, click on the "Forgot Password" link above to recover your profile."
You can watch a how-to video here: https://socastsrm.atlassian.net/wiki/pages/viewpage.action?pageId=11436439
(Optional) Repeat steps 3-6 within 24 hours after launch to import users that signed up within 24 hours of launch. Client should only provide new members since the last import otherwise the SoCast import will reject the file.
TIP: Please do not send listener club lists via email unless they are in an encrypted ZIP file TIP: All Listener Club Members should have valid marketing opt-ins to receive email communications. Please confirm this with SoCast as part of your submission request. |
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