When Marketing Automation Professional merges data into an attachment file, it looks for information loaded from a Recipient Data File. You'll upload this file as part of the transactional mailing publication process. This upload is separate from the Subscriber Upload data file.
Set Up a Recipient Data File
The first row of the data file contains any field names used in the attachment template. While the order of the columns does not matter, it is a best practice to place the email address in the first column.
You can set up the recipient data file using various file formats or software (such as the spreadsheet above). However, the transactional module can only accept:
- .CSV files
- tab-delimited .txt files
The data in the recipient data file that you upload into the transactional mailing is used within the transactional module only; it does not reflect specific subscriber records. For example, subscribers who have unsubscribed from standard mailings will receive transactional mailings if they are on the uploaded recipient data file. This is due to the understanding that a transactional mailing is fundamental to maintaining the subscriber's relationship with the organization that's sending the mailing.
Learn more about the formats and importing rules of a Recipient Data File.