List Management FAQ (in Beta)

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Summary

List Management is an upcoming feature that encompasses a number of exciting changes to the product, and allows internal communicators to:

  1. Create and update your own distribution lists without IT (AD, CSV)
  2. Target employee communication by department, location, job role and more
  3. Capture engagement data with unique recipient tracking

This article covers some initial frequently asked questions and walkthroughs with List Management related to the current customer beta test.

How do I set up a CSV file to use with Bananatag?

Bananatag’s List Management features can be used by uploading CSV files containing the data you’d like to import and use to create lists in Bananatag. This article will explain how to create a CSV file. You can also download a sample CSV file to use as a starting point inside your Bananatag account, on the CSV Import page (app.bananatag.com/contacts/import/csv).


Creating a CSV file with Excel or Google Sheets

In a new spreadsheet file, a CSV can be created by adding headings in the first row, and populating the rows below with any number of records:

Once formatted, use File and Save As to save the file as a Comma Separated Values (.csv) file.

 


Creating a CSV file with a Text Editor

CSV files can also be created in any text editor, and many existing systems will allow you to export your data in a CSV file automatically.

To create a CSV file manually, open Notepad, TextEdit or a similar text editor and structure your data as follows:

  • Use the first line of the file for your column headers and separate each with a comma (i.e. first, last, email, location, etc.)
  • Add one record per line below, with attributes separated with commas (i.e. James, Wilson, jugil@deco.io, San Francisco, etc.)
  • Add as many records and details as needed

Once formatted, use File and Save As to save the file as a Comma Separated Values (.csv) file.

Why emails may bounce with some recipients and how to fix problem records

A “bounce” refers to anytime an email message cannot be delivered by Bananatag to a specific email address, for a variety of reasons.

hard bounce occurs when an email message is returned to the sender because the recipient's address is invalid. What the recipient email server treat as a hard bounce differs between configurations.

soft bounce occurs when the server rejects an email due to a seemingly temporary condition such as a full inbox, a connection cannot be established, or other intermittent technical issues.

Soft bounces will not get marked as a bounce in Bananatag. Instead, Bananatag will continue to try to deliver the message until it’s delivered, or the recipient mail server returns a hard bounce.

 

As part of Bananatag’s List Management features, which allow you to create and manage your own distribution lists, you may encounter some recipient email addresses returning bounces in your email stats on app.bananatag.com.

With List Management enabled, the app will provide a report of all hard bounced contacts for a given email, as well as a way to download these problem contacts, and instructions for fixing these.

What does marking a bounced record “safe to send” do?

Marking a bounced record as “safe to send to” lets Bananatag know this recipient’s email address is correct, and something other than a invalid email address caused the bounce.

Marking a bounce record safe to send makes sense if you can verify that the recipient’s email address is entered correctly, and the reason the email bounced is likely a temporary and/or intermittent technical issue.

No email mapped when mapping fields

When using Bananatag’s List Management features and adding contacts to the directory by importing a CSV file, you may encounter the message below:

Email field still needs to be mapped. Bananatag identifies your contacts by their unique email address, so one of your imported fields must be mapped to the Email field before proceeding.

This message should only appear when mapping fields while importing a CSV, where the Bananatag Field called ‘email’ has been skipped, .

The email field is the minimum required information for importing a contact into Bananatag. The system uses each contact’s email address as a unique identifier and to resolve duplicates.

An email must be included for each contact you’d like to import, and the email column in the CSV must be mapped to the Bananatag Field ‘email’ to proceed with successfully importing any contacts.

Setting up email server settings

To send emails through app.bananatag.com, and as part of the features relating to List Management in Bananatag, your organization’s domain needs to be verified by Bananatag. This article will walk you step-by-step through the process.

      • From the Settings tab in your account, navigate to the List Management tile.
      • Here you will be asked to verify your organization’s sending domain(s):

      • Enter the domain you’d like to send emails from.(Ex: acmecorporation.com)

 

The next step will require an update to your organization’s DNS settings, which likely need to be updated by your IT team.

      • The system will automatically generate a TXT record and DKIM records, which will need to be added to your domain’s DNS settings.
      • The domain being set up will show below with a status of pending:

 

Once these records have been added to your organization’s domain settings, you can retry the verification process:

 

Once these settings can be successfully verified, you will see an updated status of Success next to the domain name.

 

Once your domain is verified, you will be able to send emails through app.bananatag.com from any account that is part of the domain that was set up (i.e. internalcomms@acmecorporation.comceo@acmecorporation.com etc.)


Curious to learn more about List Management? Contact your account manager or sales@bananatag.com for more information.