Wednesday, October 5, 2011

PHP List in for beginners

Hello friends!

I am a learner and enjoy scripting too.

I was trying to customize the PHPList since last 2 weeks and now has a brief idea of it. Here I tried to explain my solution of "How to customize Phplist - as a beginner". It is useful if you are a beginner and looking for customization of mass mailing software i.e. PHPList

Please let me know if you face any issues with my steps......




1) Create atributes : Follow these steps:
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#1 : Click on 'Main page' from right menu card

#2 : Under "Configuration functions" select 'attributes'

#3 : Click on 'Add a new one'

#4 : Now provide Name, Type, Orderlisting as
Name : First Name
Type : textline
Orderlisting : starts from 0.................

Click on 'Save changes'

We can add multiple attributes like......... Last Name, Company Name, Phone#, Ext., and Email

and so on.....

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2) Create a List : Follow these steps:
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#1 : Click on 'Lists' from right menu card

#2 : Click on 'add a list'.

#3 : Give a list name : a meaningfull name
Tik the checkbox to make it Active
Provide order of listing Starts from 0.....................
Give a usefull description o fyour list so that you can identify it easily nex time
Specify the Owner of the list you can see your name in the combo if Admin assigns you the power.

#4 : Click on 'Save'

and a list is created with your list name.

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3) Create a user
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1# : First we have to configure the PHPList (if not done yet) such as our email address, domains etc.

2# : To send a messege a most important entity is USER. so we have to create user. To create user please follow the steps give below:

2.1 : From the right Menu card select 'Users'
2.2 : Click on 'add a user' link
2.3 : Now fillup the form for user data.
Necessary data is Email : put user's email address
Is this user confirmed : 1
Send this user HTML emails : 1/0 (Mostly 1)
Is this account disabled? : 0
Give the user details if you've added the attributes in Sr No (1)

#4 : Click on first 'Save Changes' when you done.

#5 : Now select the List in which you want to add this user and click the second 'Save Changes'

and user is created. You can check by clicking the link 'back to the list of users'.

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4) Upload users in bulk
---------------------------------

1# : Click on 'Manage users' from right menu card

2# : Click on 'import users'

3# : Select "import emails with different values for attributes" option from the given links

4# : Browse the CSV file you have created such as .... 'myuserslist.csv'

5# : Give 'Field Delimiter' as ',' (comma)

6# : Give 'Record Delimiter' as '"' (double quote)

7# : Be carefull on
Overwrite Existing : Tik if you want to overright the existing users to avoid duplicacy
Retain Old User Email: : Tik if you do't want to overright and add the users with existing list.

8# : Make sure to select "Make confirmed immediately"

9# : Click to 'import'

and the users are added to your account.

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5) Create a CSV file
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For example : Lets create following attributes in PHPList (as described above Sr No (1))
First Name : Textline
Last Name : Textline
Company Name : Textline
Phone # : Textline
Phone Ext. (If any) : Textline
Email-Address : Textline

Now follow these steps.

1# : Create a new Excel sheet and create the following fields in a individual cell.

-----------------------------------------------------------------------------------------------
email | Send this user HTML emails | RSS Frequency | Password | Is this account disabled? | Additional data | Foreign Key | First Name | Last Name | Company Name | Phone # | Phone Ext. (If any) | Email-Address | List Membership
-----------------------------------------------------------------------------------------------

Please be noted here first column of excel sheet 'email' must be denoted as the 'email' hence it must not be writeen as E-mail or e-mail or Email Address.

2# : Now put the values as per following:

email : User's email address
Send this user HTML emails : 1
RSS Frequency :
Password :
Is this account disabled? : 0
Additional data :
Foreign Key :
First Name : User's first name
Last Name : User's last name
Company Name : User's company name
Phone # : User's phone no
Phone Ext. (If any) : User's ext no
Email-Address : User's email address
List Membership : Your List name (if you do not have list, specify 'No Lists')

3# : Now Save As.. your excel sheet as Comma Delimitted .CSV file, for example mylist.csv

4# : Now open your mylist.csv in Notepad.

5# : Here ensures to put " (double quote) at the starting and ending of each row including headings and save your file once again

6# : Now follow the Sr No. (4) to upload the users in bulk.

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6) Create SPage
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1# : Click on 'Main Page' from right menu card

2# : Select 'spage' link from "Configuration functions"

3# : Clik on 'add a new one' link to add

4# : Here on SPage form please provide the information as give below:

Title : Title of your List
Intro : A brief of your list is whole about
Select the attributes to use : Here tick the attributes you wanted user to fills when subscribe
You can also give the 'Order of Listing' starting from 0........
Select the lists to offer : Tick the lists you want to associate with this SPage.


5# : Select the Owner of this list like Admin or you

6# : Click on 'Save and activate'.

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7) Send Emails
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1# : Click on 'Send a message' from right menu card

2# : Select 'Content' tab
Subject : Specify subject of your messege
From Line : Do not change it
Message : Create your messege here
This is the messege which user will see as he receives your mail.
You can add styles & images to your message

3# : When you done with your message click on 'Save Chanegs'
* It's important to save your message first

4# : Now select 'Lists' tab :
Here you'll see the list of Lists created by you in Sr No.(2).
Tick on your List which have 'List is Active' marked to select.
Please note that the message will be received by only the selected (Active List) List's users. You can select multiple Lists to send the current message.
* It is better if you send a 'Test Message' to yourself from here to see that 'How is message looks in email receipt'.

5# : When you confirmed your selection of Lists, click on 'Send Message to the selected Mailinglists'.

6# : Now click on the 'Process the message queue' link to proceed of sending.

7# : You can also click the 'Process queue' to ensure your sendings.
it will show the message like this :
"Started
Script stage: Any xyz No
Finished, Nothing to do
Finished, All done"

8# : Click on 'Messages' from right menu card to check the status of your message sent .
Here you can see the messages as well as the status of messages.

Its done with send message.

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Regards,


bhatnagar shikhar