Email Marketing Subscribers

Steps

Open the intended workspace and prepare an existing mailing list. Record the actual consent source and timestamp for contacts; do not invent these values to make a form pass.

Add a subscriber

1. Open /portal/email-marketing/subscribers and select Add subscriber.
2. Choose the destination List. If no list exists, use Manage lists to create one, then return to this form.
3. Enter Email and optional First name (optional) and Last name (optional).
4. In Consent source, describe how this person actually agreed to receive mail. Set Consent timestamp to that recorded date and time.
5. Select Add subscriber. Search the email in the list and check its membership and status.

Edit identity details and recorded consent

1. Find the subscriber and select Edit on that row.
2. Check the read-only Email to confirm the person. Change the names or recorded consent details as needed.
3. Select Save changes, then reopen the entry to compare the saved values.
4. Do not attempt to replace the email in this form; keeping the email fixed preserves its delivery and unsubscribe history.

Import a small CSV after previewing it

1. Prepare a CSV with an email header. Optional first_name and last_name columns populate names; additional non-empty columns become custom fields. Start with a small file you can inspect.
2. Select Import CSV. Choose the destination list, enter the real consent source/time and choose the CSV file. The file limit is 5 MB.
3. Select Preview import. Check the preview counts, invalid rows, duplicates and skipped contacts. The preview processes at most 1,000 rows; do not assume a larger file will be fully imported.
4. If the preview is wrong, select Start over and correct the file. If correct, select Import [count] ready contacts, using the count shown on your button.
5. After completion, search several imported emails and check the destination list. Existing unsubscribed, bounced and suppressed contacts are skipped rather than reactivated by this import.

Update custom fields and list membership

1. Open the intended subscriber profile from the subscriber list.
2. Edit Custom fields (JSON) as a JSON object, for example {"city":"Hanoi"}. Use double quotes and keep any existing values you intend to retain.
3. Review the selected mailing lists on the same profile. The save applies the current selection; removing a list from it removes that membership.
4. Select Save profile. Reload the profile and compare both the custom fields and list memberships.

Suppress selected contacts

1. On the subscribers list, select only the intended contact rows. Check the selection count and addresses.
2. Choose Suppress and review the confirmation. Select Suppress selected only when suppression is intended.
3. Check the affected contacts’ status. Use Clear selection before working on another group.

Fields and choices

Check the result

• Search the saved email in the intended workspace and verify list membership.
• After an import, compare preview/processed counts and inspect a few records.
• After Save profile, reload and check both custom fields and lists.

Common problems

Technical reference