Creating Lists in 360Alumni and Emma

This knowledge base article covers:

Smart Lists | Static Lists | How to Sync a List to Emma | How to Manually Import a List to Emma

The ability to create a list of contacts within 360Alumni is one of the fundamental functions that our platform was built on because it's the easiest way for community directors to get their message out to a network of members. Our alumni directory offers both users and administrators the ability to filter based on a variety of different profile data points, and ultimately create smart or static lists of these users.

Within 360Alumni you can filter by keyword, name, email, location, associations, year, education, industry, career, skills, languages, tags, and various other custom fields.

Smart Lists

Smart lists are lists that update automatically (add/remove users based on their profile data) of the criteria you set. To create a smart list, first navigate to the directory. From here you will want to set your filters/criteria. Then simply click the 'save search' button, and name your list.

Static Lists

Static lists do not update automatically and are user/admin maintained lists. You can still set criteria/filters and add users to your list directly within the alumni directory. To create a new list select the users you'd like added (click select all if appropriate) and then click the 'new list' button.

Some common lists among 360Alumni clients are Class year, Major/focus, geographical locations (NYC Alumni, Chicago area, or 50 miles of Boston), Industry, and tags (clubs or organizations pertaining to your organization)

Once you create a list, syncing it with Emma is super simple. Navigate to the 'connect -> my lists' within 360Alumni, under the Connect menu header. Here within each 'List' simply click 'synchronize with Emma'. Within a few seconds your list should show up within the your Groups section of Emma. Voila!

How to Sync a List to Emma

  1. Go to connect -> my lists
  2. View new list in table view
  3. Click on the title of your new list
  4. Wait a few minutes for users to load - time will depend on how big the user list is
  5. Click 'add to Emma'
  6. Click 'ok'
  7. Go back to my list -> table view
  8. View your list
  9. Click the 'synchronize with Emma' button
  10. Login to Emma
  11. Go to Audience -> groups
  12. View your static list in Emma - depending on the size of this list, it May take up to 20 minutes for the full list to sync
    *note: Only contacts with emails will be sync’d

How to Manually Import a List to Emma

  1. Login to Emma
  2. Click the Audience tab
  3. In the left sidebar click 'Imports'
  4. Click the 'import contacts' button
  5. Use the file drag and drop window, or click the 'choose file' upload button
  6. Select the file you want to upload
  7. Choose the source
  8. Choose the radio button 'Update their records with information from this import (add and update)'
  9. Click 'continue'
  10. Verify mapping of data columns
  11. Choose the group you want to import the list to or create a new group
  12. Scroll to the bottom and click 'continue'
  13. Click import

For steps on How to Create Lists - See: Creating Smart & Static Contact Lists

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