Subscriber management

The subscribers menu displays your whole contact list.

This list can be filtered using the main tabs: Basic search and Advanced search.

The main difference between them is the number and type of filters available, being the basic search much simpler and quick. While the advanced search will let you filter your contacts in a much more poweful way.

INDICE

• 1. Add
• 2. Import
  • 2.1. Choose option
  • 2.2. Mapping the columns
  • 2.3 Review and confirm.
• 3. Mass edit
• 4. Quick filters
• 5. Export to CSV
• 6. Results area
  • 6.1. Basic search
  • 6.2. Advanced search

In the case of the Basic search tab, the search area offers basic conditional fields like name, email, groups, tags and so on.

Once you have set the conditions that will be used for filtering you can click on the Search button to make it effective, or clear to remove all the filters.

In addition to the search area, there are a series of five action buttons:

• Add: let's you create a new subscriber
• Import: allows you to import your contact list in massive ways
• Mass Edit: it applies a bulk action to the selected contacts, or all if none is selected
• Quick filters: let's you filter by contact status (active, bounced, blacklisted, spam ...)
• Export to CSV (exports in CSV format the emails that meet the defined filters, if any).

1. Add

It allows you to add a new subscriber and its corresponding values to the custom fields, which will let you personalice you email campaigns, as well as to select for which groups it will be registered.

To add a single new subscriber, just click on +Add and you will see the different fields, here only the email field is mandatory. However, you will also have to select the group or groups to which the subscriber will belong.

If you have created custom fields, they will also be displayed and you can add the corresponding information. In any case, the new subscriber will be added after clicking on Create subscriber.

2. Import

If you want to add more than one subscriber, click Import. This option will open a wizard for importing contacts based on three areas (1. Map the columns, 2. Choose the option and 3. Review and confirm).

2.1. Choose option

Here you will be able to add subscribers in bulk using three different ways: Copy and paste, Upload files (.csv, .txt) or Import from Mailchimp.

Importing via the Copy and Paste feature is simple, you just need to paste one email per line in the data acquisition area and click on IMPORT TXT.

On the other hand, selecting Upload files (.csv, .txt) opens an acquisition area (Drag the file or click here to select it) where you can drag and drop the document to be imported or click within this area to open a file explorer from which the document can be uploaded.

The Mailchimp import option requires a key that you will have to enter on API Key - Mailchimp field so that the data can be imported from Mailchimp. To obtain this API key, it is necessary to log in to your Mailchimp account and access the option Account >> Extras >> API Keys >> Create a Key.

After that, the API key (which is an alphanumeric sequence) will be displayed in the Your API keys area and you must copy it to add it to Mailrelay (API Key - Mailchimp).

After that, press Enter and a drop-down menu will open called List in Mailchimp, where you will have to select the list of contacts you want to import and click on Import from Mailchimp.

2.2. Mapping the columns

Once you have selected the contact list using any of the three options, you can access the option that will allow you to associate each element to the corresponding field and to which group/groups you want to import the contacts.

Thus, depending on the fields/columns detected, the different columns will be displayed in the field of the file and next to each record in the Field column there is a drop-down menu so that it can be associated to a specific field among the available ones.

After that, simply select the subscribers' target group under Groups and in case you need to add it to a new group, you can create it by checking the New group checkbox and typing the name of the group to be created under New group name.

Before proceeding, you need to indicate under Additional options the desired treatment of existing subscribers. Here, you will have two alternatives.

1. When you don't check the Update existing subscriber data checkbox – If this option is unchecked, existing subscribers will be ignored and only new subscribers will be imported. In this case, new subscribers already in Mailrelay contact lists will not be imported.
2. Check the Update existing subscriber data box. If you select this option, the subscriber will be imported and two customization options will be presented: Keep subscribers in their current groups and add them to the new groups selected and Remove subscribers from their current groups and add them to the newly selected groups. Selecting these options will respectively: the subscribers you are importing will be added to the new group(s) and remain in the groups they were already in, or they will be removed from the groups they were already in and be added to the new group(s).
3. Now, simply check the option: I declare that the data to be imported complies with GDPR (if applicable to my account) and international anti-spam regulations and have been verified by double optin, releasing Mailrelay from any liability for any damage, loss, liability, resolution or disbursement (including additional costs) arising from any claim or legal action if this is not the case.