How To's

A collection of resources to help you do various things in NoteRouter.

How to: Creating "Add to Calendar" Links
Creating "Add to Calendar" Links in a NoteRouter Message Not all recipient calendars support all types of "Add to Calendar" links. T...
Tue, Jan 17, 2023 at 10:21 AM
How To: Anchors and Anchor Linking
Background This article covers how to create and utilize Anchors and Anchor Linking in your messages. Anchoring is a fun and easy tool that allows yo...
Mon, May 5, 2025 at 10:34 AM
Creating and Updating Fields and Data via .CSV
Creating Fields and Data via .CSV TABLE OF CONTENTS Introduction Formatting Requirements Creating New Fields via .CSV Step 1: Get there Step 2: Ad...
Tue, Jan 4, 2022 at 8:44 AM
How To: Uploading members via CSV with Tags and Topics assigned
Introduction Do you have a list of members you need to upload, that aren't in your NoteRouter account or database, and want to assign them...
Thu, Aug 5, 2021 at 11:29 AM
Managing your Fields & Data
Fields and Data TABLE OF CONTENTS Introduction How-To (Managing Fields) Navigating to "Fields and Data" Creating a new Field Removing a Fi...
Tue, Jan 4, 2022 at 8:04 AM
Updating a Field via CSV (Fields & Data)
Introduction This article will detail the process and requirements for updating your fields and data via .CSV using the Fields & Data manager. The Fie...
Tue, Jan 17, 2023 at 10:19 AM
How To: NoteRouter Basics
NoteRouter Walkthrough Introduction So, you're new to NoteRouter - welcome! This guide will touch on some general areas of NoteRouter to help you ...
Tue, Jan 17, 2023 at 12:55 PM