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Manage Newsletter subscribers
This guide shows how to create / import / manage contacts within Infomaniak's Newsletter.
Prerequisites
- Have explicit consent from your recipients via the double opt-in model (sending spam and using purchased/rented address lists is prohibited).
Building a subscriber list
- Duplicates will be automatically removed.
- Importation does not send any messages to the added contacts (therefore, read and accept the above prerequisites).
To access the Newsletter subscriber management:
- Log in to Infomaniak Manager (manager.infomaniak.com) from a web browser like Brave or Firefox.
- Click on the icon in the top right of the interface (or navigate through the left side menu).
- Select Newsletter (Events & Marketing universe).
- If necessary, click on the domain name in the displayed table.
- Click on Subscribers in the left side menu.
- Click on the blue button Add contacts
- Read and accept the terms of service.
- Choose from the different methods to build a subscriber list:
A: Importing a CSV file (.csv format) or .txt file (predefined format)
The format must be respected (a downloadable template is available on the page). Maximum size: 300 MB
Once the spreadsheet document is prepared, export it to .csv, which will create a text document with separators between each piece of information in the different cells:
Select the .csv file from the import interface and click the blue Import button:
Assign the desired field to the desired information (information is grouped according to the original columns). It is possible to create fields that do not yet exist (field type can be forced to numbers or dates, boolean, etc.), as well as assign them to a group for the imported contacts:
Once done, whether under Groups or Subscribers, your import is visible:
B: Copy/paste the equivalent of a .csv or .txt file (predefined format)
The format must be respected, for example:
anna.a@domain.xyz,Anna,Alpha,1985-08-20
alfred.a@domain.xyz,Alfred,Alpha
contact@domain.xyz,Support
mail@domain.xyz
Once this information is pasted into the designated field, click the blue Continue button. The process is identical to point A above.
C: Filling out an individual contact form
Import contacts one by one using the provided form. Add free-form fields (field type can be forced to numbers or dates, boolean, etc.) and groups, which will all be available for subsequent additions (except in the example animation below as it loops on a single initial addition):
D: Automatic import from other Infomaniak tools
Import contacts from your Infomaniak address books and from the Infomaniak ticketing tool if available (with the option to import only users who specified they want to receive a Newsletter).
Edit a subscriber's details
To edit information related to your subscribers:
- Log in to Infomaniak Manager (manager.infomaniak.com) from a web browser like Brave or Firefox.
- Click on the icon in the top right of the interface (or navigate through the left side menu).
- Select Newsletter (Events & Marketing universe).
- If necessary, click on the domain name in the displayed table.
- Click on Subscribers in the left side menu.
- Click on the subscriber whose details you wish to edit
- Click on Edit
- Edit the information (only the email address cannot be modified)
- If you wish to add a new field, it must be added globally by returning to the Subscribers menu
- Click on the Fields tab
- Click on Create a field
- The subscriber's record can now be edited with this new field:
Delete subscribers
To remove subscribers from the Newsletter:
- Log in to Infomaniak Manager (manager.infomaniak.com) from a web browser like Brave or Firefox.
- Click on the icon in the top right of the interface (or navigate through the left side menu).
- Select Newsletter (Events & Marketing universe).
- If necessary, click on the domain name in the displayed table.
- Click on Subscribers in the left side menu.
- Search or filter for a type of subscriber if necessary.
- Click in the box to select one or more subscribers.
- Click on Delete
- Confirm deletion.
You can also click on Unsubscribe instead of Delete so that contacts remain on the list. To view them again, you will need to modify the default filtering on the table and choose Unsubscribed:
Forget a subscriber
On a subscriber's record (step 6 above, click on the subscriber whose details you wish to edit), you can:
- Forget
- The subscriber will be erased from all your lists.
- All information will be completely erased in 30 days.
- The data will not be recoverable.
- Delete
- The subscriber will be removed from all your lists; however, the information is retained in case they re-subscribe to a list
- The subscriber will be removed from all your lists; however, the information is retained in case they re-subscribe to a list
Export subscribers
To export the list of Newsletter subscribers, in .csv format and based on selected criteria:
- Log in to Infomaniak Manager (manager.infomaniak.com) from a web browser like Brave or Firefox.
- Click on the icon in the top right of the interface (or navigate through the left side menu).
- Select Newsletter (Events & Marketing universe).
- If necessary, click on the domain name in the displayed table.
- Click on Subscribers in the left side menu.
- Search or filter for a type of subscriber if necessary.
- Click in the box to select one or more subscribers.
- Click on Export
- Click the blue button once the export is prepared to download the data into a CSV file (.csv format).
The file includes these columns:
- Status
- Sent
- Opens
- Clicks
- Subscription Date
- firstname
- lastname
- ip register
- and any manually created free-form fields (text, number, date, etc.)