Using Microsoft Entourage—for MAC users
Upload your email address books and send personalized emails from MY HQ
How to create a .CSV file | How to import a .CSV to MY HQ
How to send personalized emails from MY HQ
How to create a .CSV file from Microsoft Entourage
(MAC users)
1. | Open Microsoft Entourage | |
2. | Open the "File" menu and choose "Export" | |
3. | Choose "Export contacts to a tab-delimited text file" | |
4. | Click the "right arrow" button | |
5. | Type a name for the document, keeping ".TXT" extension | |
6. | Choose a location in which to save the file | |
7. | Click "Save" | |
8. | Click "Done" | |
9. | Open the .TXT file in MS Excel | |
10. | Click "File," and then click "Save As..." | |
11. | Choose a location in which to save the file | |
12. | Choose the format ".CSV" | |
13. | Click "Save" | |
How to import a .CSV file into MY HQ
1. | Login into your "MY HQ" page | |
2. | Click on the "Email" tab or choose "Send Emails to Friends & Family" on the "MY HQ" tab | |
3. | Click "Address Book Import" | |
4. | Choose the "Comma Separated Values" option under "Where do you keep your contacts?″ | |
5. | From the drop-down menu, next to "Where is the data coming from?" choose "Microsoft Outlook (.CSV file)" | |
6. | Click "Next" | |
7. | Click the "Browse" button to find the .CSV file that you created on your computer | |
8. | Locate the .CSV file on your computer | |
9. | Click "Open" | |
10. | Click "Next" | |
11. | Choose the fields that you want to import from your .CVS file | |
12. | Click "Next." The system will show you the report of import | |
Special notes about importing .CSV files to the Story by Story web site |
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How to send personalized fundraising emails from MY HQ
1. | Click the "Back to Event Management Menu" link which will direct you back to your "MY HQ" tab | |
2. | Click on the "E-mail" tab or choose "Send E-mails to Friends & Family" on the "MY HQ" tab | |
3. | Click on the "Address Book" link inside the box labeled "Compose Email Message" to choose your contacts | |
4. | Check the box(es) next to the names of individuals you would like to email and click "Send Email to Selected Contacts." These names will be added to the "Compose Message" page. | |
5. | You are now ready to compose and send emails your personal contacts | |
6. | If you need to add more contacts to your address book, click "Add More Contacts" which will direct you back to your contact list | |
How to create a .CSV file | How to import a .CSV to MY HQ |
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