ARCOS: Lists, Segments, s

2 Uploading Lists in ARCOS Log in to ARCOS at –If you do not have an ARCOS log-in, contact Aaron Watts. Click MEMBERS on the menu bar on the left A drop-down will appear – select “List Upload” –Make sure you have previously saved the list you will be uploading in CSV (Comma Separated Value) format. 2

3 Uploading Lists in ARCOS Contd. You will see the screen to the right: –List File: click “Browse” and locate your list. –List Source: select “Create a New Source” and enter an specific and identifiable name in “Source Name” i.e. “Field Staff List ” –File Type: leave as CSV (Comma-Separated Values) –Header Row: it is easiest if you upload a list of just s with no header row. If you do it this way, select “No.” If you upload a list with a header row, select “Yes.” –Create New Records: leave as “Yes” –Make 1 the Primary leave as is –Action: leave as Member Import –Click “Next” 3

4 Uploading Lists in ARCOS Contd. 4 You will see the screen to the right: -Click “Next” You will see the screen to the right: - Click “Process Online”

5 Uploading Lists in ARCOS Contd. 5 If all of the entries are valid, you will see the screen to the right. Click “Next.” If any of the entries are not valid, you will see the option to click “Upload Valid Rows.” Click that. You have now uploaded a list! Now, you will need to create a segment. Once a list is uploaded, you have to wait until 20 minutes after the hour for the ARCOS warehouse to update before creating a segment. So, if you upload a list at 11:40 a.m., you will need to wait until after 12:20 p.m. to create the segment.

6 Creating Segments in ARCOS 6 If you are not still logged in, log in to ARCOS at If you do not have an ARCOS log-in, contact Aaron Watts. Click MEMBERS on the menu bar on the left A drop-down will appear – select “Segments” On the next page that appears, select the green button under the search bar that says “Add Segment”

7 Creating Segments in ARCOS Contd. 7 Select “Source/Other” Then, under “Members Who” select “Are in List Upload” A second Search bar will appear. Type in the name of the list you uploaded i.e. “Field Staff List ” As you type, the list will appear. Click it, and then click Next.

8 Creating Segments in ARCOS Contd. 8 You will then be asked to Include or Suppress the list. Click Include. Then, select Review & Save in the bottom right-hand corner of the screen. The next screen will prompt you to Review and Save Your Segment. - Enter in the Segment Name – make it the same as the List Name that you entered earlier for easy recognition. - Make sure the number next to People under Final Segment Count looks accurate. - Click Save.

9 Creating an in ARCOS 9 If you are not still logged in, log in to ARCOS at If you do not have an ARCOS log-in, contact Aaron Watts. Click MAILINGS on the menu bar on the left A drop-down will appear – select “New Mailing”

10 Creating an in ARCOS Contd. Properties 10 Campaign: Click the dropdown arrow and, usually, select bbyo.org Type: One-Time or Recurring Send To: In the bar next to Segment, select the segment you created for this mailing Template: Select the appropriate template. For generic BBYO s, this is “BBYO Mailing” Enter in the rest of the information as applicable. Leave the 3 boxes at the bottom selected as they are. Click Next.

11 Creating an in ARCOS Contd. Content 11 Enter in the text of the here. You can adjust the format with the tool bar at the top (bold, italics, underline, alignment, etc.) You can also add images into the body of the by clicking the picture icon. For more information on how to do this, contact Aaron Watts. When you have completed the content of the , hover over the green “Save” button at the bottom of the screen and click “Save & Stay.” Then click Next.

12 Creating an in ARCOS Contd. Review & Send 12 The next page is where you review the before sending. Make sure all of the logistical information at the top is correct. IMPORTANT: Always click the “Get Count” button to make sure the number of people/ s this is going to looks accurate. Pay attention to the spell check and link check. Hover over “Send” and click “Send Test” to send a test to yourself. Once you have reviewed it, click “Send.”