Add and remove subscribers

Add subscribers

There are four ways to add subscribers to a mailing list: individually, by group, by contact, or by list.

Start by navigating to the mailing list you want to edit. Click on the “Add Subscriber” button to begin adding users to the list.

Single subscriber

On the window that pops up, there are four options for how to add subscriber(s). The first tab is to add members of your Constituent Manager. Start typing the user’s name. Any users who match what you type will begin appearing in the auto-complete list below.

Click on a single user to select them for addition to the list.

Use the buttons to add the user’s Primary email address (recommended), or a specific alternate email address.

Multiple subscribers

Click “Group” on the Add Subscriber window. Use the “Select Groups” button to choose one or more groups or roles.

Any users who currently belong to the selected group(s) will be added to the mailing list.

Note: Users are not added to lists until you click the “Add” button on this window.

Enable the "Add as dynamic subscription" checkbox to dynamically update the list as the group's membership changes. The mailing list updates when the group is saved, as well as nightly. The group will also refresh right before a message is sent to that list, ensuring that it is the most up-to-date version. New users who join the group will be automatically subscribed to the mailing list, and users who leave the group will be automatically removed.

You can remove a group filter from a list; however, anyone who has unsubscribed from the list will remain as "unsubscribed" so they cannot accidentally be re-added to that list.

Contacts

Contacts are individuals who are not part of Constituent Manager. To add up to 10 contacts to a mailing list, click the "Contact" tab on the Add Subscriber window. In the fields shown, enter the contact's Email address (required), last name and first name. Click the "Add Another Contact" link to add a new row to add more contacts at the same time.

If you have more than 10 contacts to add, use the instructions in the next section to upload a list instead.

Subscriber list

Click "Upload" to add subscribers to a list using a spreadsheet.

To upload a list of contacts from a spreadsheet, first format your document. Only three columns are allowed with the headings: Email, Last Name, and First Name where Email is the only required column. The spreadsheet should be in a tab-delimited text format, saved as a .txt document. A sample file might look like:

Email Last Name First Name
john@doe.com Doe John
jane@doe.com Doe Jane

Upload the file using the "Choose File" button. Choose your file, then click "Add" to preview what your uploaded list looks like. If you see errors, click "Discard Changes," amend your .txt file, and re-upload it. Otherwise, click "Upload."

If there are any discrepancies in your list, you will see a Verify Upload Results screen. This screen indicates how many records will be added, how many were skipped, and how many duplicates were found. Duplicates are email addresses that already exist in Constituent Manager; you will be asked to choose which record to keep.

All users subscribed by list will be added to Constituent Manager as eNotify subscribers.

Best practice: For best results, limit your upload file to less than 6,000 rows. Files larger than this may cause errors in the uploader.

Remove a subscriber

When viewing the subscriber list, click the " - " button at the right-hand edge of an address to unsubscribe it. You’ll be asked to confirm the update. The user will remain on the list, but their status label will turn red and they will no longer receive any messages sent to it. Unsubscribed users can be resubscribed by clicking what is now a " + " button to the right of their names.