If you have any questions on the process please contact your SoCast onboarding lead or
Contact your SoCast onboarding lead at least five business days before your scheduled site launch to confirm that you require a database import. As part of your request, you need to confirm that all Listener Club records are eligible to receive email communications. If this is not the case, then SoCast will need to work with you to make alternate arrangements.
Ensure you provide your file
before your site launch
Export your Listener Club Database from your current system
The export should be provided to SoCast in a CSV file using the format below. If a column does not exist in your database (e.g. you don't collect mobile phone) then create a heading and leave the column empty. Email is the only required field
Properly formatted email address
Username for the member. If not provided, first name will be used instead. If first name not available, first part of email address will be used (i.e. email@example.com would be "john").
Plain text password. Do not provide encrypted passwords because SoCast cannot decrypt passwords at this time. If no password is provided, a new password will be generated and provided to you per Step 6 below
First name of the member
Last name of the member
male or female
USA or Canada
State or province of residence for the member
City of residence for the member
ZIP or postal code for the member
Mailing address for the member
123 Street Ave
Home phone number for the member
Mobile phone number for the member
If your Listener Club file has passwords that are not encrypted, then user logins will be imported as-is and their existing logins will work on the site and no additional action is needed
If your Listener Club file has passwords that are encrypted, or you do not currently have passwords associated with your profiles then:
SoCast will create new passwords for all of your Listener Club Members and send the list back to you using secure means
It's recommended you send Listener Club Members an email campaign advising them of their new passwords
This campaign should not be sent until at least one business day after your site has launched
Clients should also verify their DNS settings have been correctly applied and that the "Forgot Password" email is being deployed correctly before sending the campaign
- It's recommended you send Listener Club Members an email campaign advising them of their new passwords
It's recommended you also set a custom message in the "Login" window to let Listener Club Members know their password has changed using these steps:
- Go to: http://admin.socastsrm.com/account/membership
- Scroll down to "Sign-up Call to Action"
- Set "Enable Call to Action" to "Enabled"
- Fill in the "Call To Action Title" and "Call To Action Message" fields. SoCast recommends providing messaging such as "If you were registered on our old site, click on the "Forgot Password" link above to recover your profile."
- You can watch a how-to video here: https://socastsrm.atlassian.net/wiki/pages/viewpage.action?pageId=11436439
(Optional) Repeat steps 3-6 within 24 hours after launch to import users that signed up within 24 hours of launch. Client should only provide new members since the last import otherwise the SoCast import will reject the file.