Managing email marketing subscribers

You can manage email marketing subscribers on the Subscribers tab of the Email marketing application.

On this page, you can see a list of all email marketing subscribers. You can filter these according to their name or email by entering the desired value into the appropriate filter field and clicking the Show button.

By clicking Delete () next to a subscriber record, you can remove the subscriber from the list and consequently from all email campaigns to which they are subscribed.

Through the Edit () icon, you can modify subscriber’s details and manage their email campaign subscriptions. On the General tab, you can edit the name and the email address of the subscriber.

On a subscriber’s Subscriptions tab, you can see a list of email campaigns to which the edited subscriber is subscribed. To choose a new subscription, click Select. You can manage individual subscriptions through the following actions:

• Unsubscribe or Subscribe from the given email campaign.
• Delete asubscription.
• Approve - manually approves the subscription to the selected email campaign. Only approved subscribers receive campaign emails.

To apply these actions to multiple email campaigns:

1. Mark the email campaigns using the boxes on the left side of the list.
2. Choose an action in the selector below the list.
3. Click OK.

If you check the Send email confirmation to the subscriber box before performing an action, the system sends a notification email to the given subscriber, informing about the changes in their subscription. If you check the Require double opt-in box before adding email campaigns, subscriptions to campaigns that have double opt‑in enabled will be inactive (rejected) until the user confirms them or the Approve action is manually selected in the list of email campaigns.

Managing subscribers for specific email campaigns

You can work with the subscribers of individual email campaigns by selecting Email campaigns in the left menu of the Email marketing application. Then, edit () the email campaign on the Subscribers tab. Here you can find a list similar to the one on the main Subscribers tab, but it only contains subscribers of the selected campaign. You can filter the subscribers in the list can be filtered by their email, name or approval status.

Use the following buttons to add subscribers:

• Add subscribers - allows you to select from a list of all campaign subscribers on the website.
• Add users - allows you to select from the registered users of the current site.
• Add roles - allows you to select from the roles of the current site (the email campaign sends emails to all members of the selected roles).
• Add contact group - allows you to select on‑line marketing contact groups (all contacts that belong to the selected groups are added as subscribers).
• Add contacts - allows you to select from a list of all contacts.
• Add personas - allows you to select from a list of personas.

You can manage individual subscriptions through the following actions:

• Remove - unsubscribes the address, user, role or contact group from the email campaign.
• Approve - manually approves the given subscription. Only approved subscribers receive campaign emails.
• Reject - rejected subscriptions remain in the list, but they do not receive campaign emails. Users who subscribe to email campaigns with double opt-in enabled are rejected by default until they confirm their subscription.

To apply these actions to multiple subscribers:

1. Mark the subscribers using the boxes on the left of the list.
2. Choose an action in the selector below the list.
3. Click OK.

If you check the Send email confirmation to the subscriber box before performing an action, the system sends a notification email to the affected users, informing them about the changes in their subscriptions. If you check the Require double opt-in box (only available if the email campaign has double opt-in enabled), added subscriptions will be inactive (rejected) until the users confirm them or until you manually Approve the subscriptions.

Importing subscribers and performing mass actions

If you need to add or modify a large number of subscribers, you can use the import tool to save time.

1. Open the Email marketing application on the Subscribers -> Import subscribers tab.

2. Select one of the following actions:

   • Subscribe imported users to selected email campaigns - subscribes imported users to the selected email campaigns.
     • Do not subscribe existing users to selected email campaigns - only updates the names of existing subscribers with matching email addresses.
   • Unsubscribe the users from selected email campaigns - removes the imported users from the selected email campaigns.
   • Delete the subscribers - deletes subscribers matching the imported data from the system.

3. Prepare a list of subscribers in the following format: email;firstname;lastname

   • The name sections are optional. The following examples are all valid:

david.scott@localhost.local;David;Scott
mary.jones@example.com;;Jones
frank.maguire@localhost.local;Frank
monica@localhost.local

4. Copy the import list into the List of subscribers to be processed text area.

   • Each record must be on a new line.

5. Click Add email campaigns to select the target campaigns for the subscribe or unsubscribe actions.

   • If you check Send email confirmation to the subscriberbox before performing the import, the system sends a notification email to the entered addresses, informing them about the changes in their subscriptions.
   • If you check Require double opt-in, subscriptions to email campaigns that have double opt-in enabled will be inactive (rejected) until the users confirm them.