Subscriber Imports, Exports, and Bulk Actions

Before Importing Subscribers

A clean import starts before you upload the CSV. Decide what each column means, which tags you want to apply, and whether you want the imported subscribers to enter a sequence.

1. Open the spreadsheet or export file before going into Mailrith.
2. Make sure the first row contains clear column headers such as Email, Name, Company, Plan, Signup Source, or Interest.
3. Remove rows that do not have an email address.
4. Clean obvious duplicate email addresses so you know which value to keep when the same person appears more than once.
5. Create needed Custom Fields in Mailrith before import if your CSV includes structured values such as plan, region, role, or renewal date.
6. Create or choose the Tags you want to use for the import source, such as "Imported - April Launch List".
7. Remove anyone who has not given you permission to email them. CSV import adds subscribers to the workspace, so the file should already contain people you are allowed to contact.
8. Save the file as CSV and keep a copy of the original file until the import is checked.

• Email is required. Every imported row needs an email address. Rows without a usable email address cannot become subscribers.
• Names are optional. You can import subscribers with email only and add names later.
• Create custom fields first. Create needed custom fields before import so the CSV columns can be mapped correctly.
• Tags are useful for import history. Applying a tag such as "Imported - April Launch List" makes it easy to find and target that group later.
• Choose sequences carefully. If you enroll imported subscribers into a sequence during import, they can start receiving sequence emails once the sequence rules allow it.

Map CSV Columns

The import wizard asks you to map columns from your file to Mailrith fields. Mapping means telling Mailrith what each column represents. For example, map a CSV column named "Email Address" to the subscriber email field, and map a column named "Plan" to a custom field named Plan.

1. Click Subscribers in the left sidebar to open the Subscribers page for the workspace where you want to import the subscribers.
2. Check the workspace name in the left sidebar. If it is wrong, open the workspace switcher and choose the correct workspace before uploading the file.
3. Click Create Subscriber in the page header.
4. In the Create Subscribers drawer, click CSV Import.
5. In the CSV Import drawer, use the Upload CSV field to choose the CSV file you prepared.
6. After Mailrith reads the file, review the row count and the Map CSV Columns table.
7. Find the row for your email-address column. In that row, open the Mailrith Field dropdown and choose Email. This is required.
8. If your file has a name column, open its Mailrith Field dropdown and choose Name.
9. Map useful data columns to matching Custom Fields. If a field does not exist yet, close the drawer, create the custom field, and start the import again.
10. Leave any column set to Do not map when you want Mailrith to ignore that column.
11. Under Add Tags to Subscribers, choose the Tags you want to apply to every imported subscriber.
12. If you need a new source tag for this import, enter it in Create New Tag.
13. If you want the import to enroll subscribers into a Sequence, turn on Add subscribers to sequences and choose the sequence. Do this only after the sequence is ready and tested.
14. Click Import. If the button is disabled, make sure exactly one CSV column is mapped to Email and the uploaded file has rows.

Mailrith keeps the import button disabled until the file and mappings are usable. If the button is disabled, check that the email column is mapped and that the CSV can be read.

Background Import Jobs

Subscriber imports run in the background. This means Mailrith starts the import and lets you keep using the app instead of making you wait on the page until every row is processed.

After an import starts, Mailrith shows a started message. The subscriber list for the active workspace stays stable while the job runs. If another workspace import finishes, it does not suddenly change the subscriber list for the workspace you are viewing.

1. After clicking Import, wait for Mailrith to show the import started message.
2. Close the message, but stay in the same workspace while you check the result.
3. Wait for the import job to finish instead of uploading the same file again immediately.
4. Click Subscribers in the left sidebar again, or refresh the Subscribers page after the job completes.
5. Use the Search subscribers box to search for several known email addresses from the CSV and confirm the records were created or updated.
6. Filter by the import tag if you applied one, then compare the visible count with what you expected.
7. Open one or two subscriber records and check their tags, custom fields, status, sequence enrollment, and activity history.
8. If the result is wrong, fix the CSV or mapping before starting a new import. Do not repeatedly import the same incorrect file.

If an import cannot be started, Mailrith shows an error before any subscribers are changed. Fix the CSV, mapping, or workspace selection and try again.

Export Subscribers

Exports are also started from the Subscribers page. The export uses the current search and filter choices, so you can export a targeted list instead of the entire audience.

1. Click Subscribers in the left sidebar to open the Subscribers page for the workspace you want to export from.
2. Use the status filter, the Search subscribers box, or the Subscriber Segment filter to narrow the list to the subscribers you want.
3. Review the list and visible count so you know what the export will contain.
4. Select the checkbox next to each subscriber you want to export, or use the checkbox in the table header to select the visible page.
5. If you need every subscriber that matches the current filters, use the all-matching selection option that appears after selecting the current page.
6. Open the Bulk Actions dropdown above the table and choose Export.
7. If you selected only visible rows, Mailrith downloads the CSV right away. If you selected all matching subscribers, wait for Mailrith to prepare the export in the background.
8. Open the exported CSV and confirm the rows match the filter you intended.
9. Store or share the file carefully because subscriber exports can contain personal data.

Use exports when you need an offline backup, a handoff to another system, or a review list for a campaign. If you only need to send a Mailrith campaign, use tags and segments inside Mailrith instead of exporting and reimporting.

Bulk Actions After Import

Bulk actions let you update many subscribers from the list. You can select specific rows, select a page of results, or start an action for all subscribers that match the current filters.

1. Click Subscribers in the left sidebar and apply the search, status, tag, or segment filter that defines the group.
2. Review the count and scan the first page of results.
3. Select individual rows, the current page, or all subscribers matching the current filters.
4. Open the Bulk Actions dropdown and choose Add Tag, Remove Tag, Add to Sequence, Remove from Sequence, Export, or Delete.
5. If a drawer opens, choose the tag or sequence you want to apply or remove. For Add Tag, you can also use Create New Tag when the tag does not exist yet.
6. Click Apply only after the selected count, filters, and chosen action are correct.
7. After the action finishes, check a few subscriber records and their activity history to confirm the change.

• Add tags: apply a label to the selected subscribers.
• Remove tags: remove a label when a group no longer belongs in that category.
• Add to sequence: enroll selected subscribers into an active sequence.
• Remove from sequence: stop selected subscribers from continuing in a sequence.
• Delete subscribers: permanently remove selected subscribers from the workspace after confirmation.

Bulk actions can affect a large audience quickly. Before applying one to all matching subscribers, check the filter and count carefully. A search typo or wrong segment can change who receives the action.

Import Troubleshooting

• The file will not parse: export the file again as CSV, make sure the first row contains column headers, and avoid merged spreadsheet cells.
• The import button stays disabled: confirm that an email column is mapped and that required custom fields have valid values.
• Subscribers did not get expected tags: check the tag selection in the import wizard and look at one subscriber's Activity tab after the import finishes.
• Subscribers did not enter a sequence: confirm the sequence is active and that you selected it during import.
• Counts look different than the CSV row count: Mailrith deduplicates by email address, so repeated email addresses update one subscriber record instead of creating duplicates.