Trouble with Tags or Field Names

[synthetik]

So we are currently using a now-defunct software called Worldcast and have thousands of data files that have these exact header names and in this order:

Email, First, City, Phone, Source

I can get this to import, but I have to name my [tags] within the Message to existing names in MaxBulk Mailer software -- FirstName, Company, Surname.

I would like to use the names above if possible and in that order. If the order cannot be changed, that's fine, but it's really weird when the message looks something like this. "you are living in [Surname]" (instead of [City]). So I can make it work but I really want to use my own field names.

It looked like someone else had a similar problem and was told to upgrade to the pro version, which I have done. That did not solve the problem.

Is there a way to completely change the default tag names? Or to change the optional names completely to mine, and in the order I need?

Thanks in advance! I'm pretty sure I'm doing something stupid.

 

[stanbusk]

All tags except 'Email' can be renamed either for the current document by using the 'Edit > Rename tags' menu or for all documents by using the MaxBulk Mailer preferences panel.


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[synthetik]

Thank you. I was able to get it to work after much gnashing of teeth.

I have another issue dealing with the same area.

Even after saving the instance of the program (save as or as a template), the field delimiter does not save to "COMMA" and reverts to TAB. That'll be a pain if we have to change it every time for every data file (we have to manipulate 100-150 lists every week).



Secondly, even after a successful import of one file, when importing the next file the field names are not matched up again. So we have to manually match them up - which again, takes a lot of time.



Thank you for your help!

 

[stanbusk]

By default MaxBulk Mailer will always use the tab delimiter. If you want something else you have to use the presets above. I mean that MaxBulk Mailer never restore that setting until you select a preset.

Your second issue can be resolved easily using a preset. When your import window is as you expect, save a preset and reuse it each time you need to import the same type of file.

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