Connect to a Local Database

Microsoft is no longer supporting the processes used to create local database connections. Due to these changes that are beyond our control, this feature will be phased out. The JangoMail team is currently looking into alternative solutions. If you have any questions, please contact support.

 

Use this tutorial to learn how to connect to a database located on your own computer or network, like Access, Excel, SQL Server, or Oracle. JangoMail can pull the data from the database and then send a personalized mass emails to email addresses in the database. If you don't have the correct software, you may receive an error when trying to connect. You can see more details in this article.

Note: that this feature makes use of embedded software within the JangoMail web-page known as an ActiveX control – therefore you must have your browser security set to accept signed ActiveX controls.

Note: You can only connect to a local database when using Internet Explorer.

Setup your computer to allow JangoMail to talk to your database.

  • Go to Lists and select the Databases tab or simply select the Databases icon from the Dashboard.
  • Click the Create New Database icon.
  • Select Local Database for the type of database and use the step-by-step wizard.
  • If you haven’t been on this page before, you will be prompted to download and install an ActiveX software component (this is a one-time step). The message in the Select database field will show, “Click here to install the following ActiveX control: importclient_1_5_0_41.CAB from JangoMail, Inc.” You can install the component via the message bar shown at the bottom of the page. You must use Internet Explorer for this step.

Note: Example shown from IE10. 

  • The Create a New Profile (step by step wizard) now shows a list of values for the types of databases you can use as a local database.

Create a connection profile to your database.

  • Select your database type from the dropdown menu next to Select database. There are options for Access and Excel. If your database is Oracle, SQL Server, or any other ODBC compliant database, choose “Advanced.”
  • Click the Create Profile button.
  • A popup screen will appear where you must specify your database information. After you have specified all necessary information, including database username/passwords, database name, and SQL query, click the Save Profile button. The web page will refresh and you should see your profile listed.
  • To connect and pull the data from your database, click the Connect to This Database icon on the far right of the row (under Operations). 


Note: If data was successfully pulled from your database, you will be taken to the Messages page. If there was an error, a popup box will appear informing you of the error.

Compose / send personalized message

  • If you are transferred to the Messages page, there will be a green box at the top of the page informing you how many records have been pulled from your database. JangoMail is now set to send an email to these members.
  • Click the New Message icon.
  • Select the type of message you want to compose (a new blank message, from an uploaded or stored template).
  • The To Lists field will be populated with information about the connection used. An additional text box will show the fields which are available within the connection (emailaddress, firstname, etc.).
  • The fields pulled from your database connection can be used in your Subject/Message. The syntax for personalization is %%fieldname%%. For example, if one of the fields pulled from your database is FirstName, enter %%FirstName%% within the Subject/Message to personalize with this field.
  • Finish composing your message as you would using a list, and click the Send (or Send a Test for a preview) button when ready to launch your campaign.


Note: If at anytime after pulling the records from your database, you navigate away from the Messages section by clicking on another main tab, the data you pulled will be lost, and you will have to start the process all over again. 

How else can JangoMail interact with your local database?

JangoMail can also synchronize unsubscribe and bounce data with your local database by generating SQL statements you can apply against your database. These parameters are under Settings → Integrating JangoMail with Other Systems → Local DB Event Management.

JangoMail can synchronize your local database with reporting data. Specify your SQL queries below. Note that this feature generates a SQL script which you must run against your database to synchronize it -- it does not automatically synchronize your database.

Possibilities are endless. Connect, import, personalize, send!

Last Updated: 10.15.14 AE

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