Synchronization rules
The synchronization rules can be seen at Members > Synchronization Settings and clicking on the Rules tab.
Find below the synchronization rule settings in detail:
How will members be created?
Specifies how new addresses will be added to this list. The options are:
- Normal Status, No Notification
Add the addresses with a Membership Status
of Normal
, but do not send a hello or confirmation message.
These members will receive normal list mailings.
- Normal Status, Send Hello Notification
Add the addresses with a Membership Status
of Normal
, and send them the hello message as specified for
the list in Utilities >
Document Associations. If no document is specified here, new members will receive a generic message
from Aurea List Manager.
- Confirm Status, Send Confirmation Request
Add the addresses with a Membership Status
of Confirm
, and send them the confirmation message as specified
for the list in Utilities > Document Associations. If no document is specified here, new members will receive a generic message
from Aurea List Manager. These members will not receive normal list mailings until they confirm their memberships.
- Use Status as Specified (query must include
MemberType_
field)
Import the addresses using the setting specified in the MemberType_
column. The MemberType_
column specifies
whether the membership status is normal, or is inactive due to being
unsubscribed, held, and so on. For more information, see Members > Add Members > Add Member > Settings > Membership Status.
How will members be updated?
This determines how Aurea List Manager will handle duplicate email addresses. Aurea List Manager cannot add the same email address twice to the same list. These settings specify whether Aurea List Manager skips any duplicates it finds or updates its data with the data in the external data source. The options are:
- Do Not Update (Leave Unchanged)
Aurea List Manager will skip duplicate email addresses, and leave the data for the address in its database unchanged.
- Update All Available Fields Except Membership Status
Aurea List Manager will update all data for duplicate email addresses except for the membership status
(MemberType_
), so members who have unsubscribed or been held will not be reset to normal.
- Update all data Including membership status (if
MemberType_
Available)
Aurea List Manager will update all data for duplicate email addresses, including the membership status
(MemberType_
), so members who have unsubscribed or been held may be reset to normal.
IMPORTANT
This setting can result in mail being sent to members who have unsubscribed and should not be used if Aurea List Manager is used to manage unsubscribed members and other inactive members.
How will members be removed?
This specifies how Aurea List Manager should handle addresses that are not included in the external database. The options are:
- Do not change the membership status of members not in external data source
Aurea List Manager ignores members that are currently in its database but not in the external database. These
members will receive mail according to their membership status (MemberType_
).
- Quietly Unsubscribe
Aurea List Manager quietly unsubscribes members that are in its database but not in the external database, so these addresses do not receive mail. If the member is included in subsequent synchronizations, its membership status will be reset to normal unless the member unsubscribed directly.
- Terminate Synchronization
Sets the number of consecutive invalid email addresses to end the synchronization process. For instance,
you may want to terminate synchronization after ten invalid email addresses and check your formatting
to see why so many addresses are failing. You can also set it to Do not terminate import due to
malformed addresses
if you like to ignore any bad addresses and process the import as-is.