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How to bulk edit Marketing Subscriptions

Applies to: Admins

Endear allows you to manage and make mass adjustments to your Marketing Subscriptions. You can unsubscribe them from all E-mail or SMS subscriptions. You can also suppress their information so they can no longer are contacted through SMS or E-mail.

Note: The Data tab is no longer in the main navigation. Marketing subscriptions are now under Settings > Integrations and Data.

Format your Spreadsheet

Endear needs the following fields to complete the upload. You can map your columns later but will need the following information:

Marketing Subscriptions

Type

Field

Descriptions

Contact (Required)

E-mail or SMS

Enter the customer's E-mail to unsubscribe their E-mail or their Phone Number to unsubscribe from SMS

Marketing Subscription Status (Required)

Yes or No

Choose Yes to have their subscription active and No to

Occurred at (optional)

Date

Endear will automatically fill this out once it is upload but you can enter your own

Suppression List

Type

Field

Description

Contact (Required)

E-mail or SMS

Enter the customer's E-mail or Phone Number to suppress that contact

Occurred at (optional)

Date

Endear will automatically fill this out once it is upload but you can enter your own

Suppression Status

Yes or No


Suppressed or Unsuppressed

This will suppress or unsuppress the Contact

Upload Your Marketing Subscriptions/Suppressions

Overview

1. Select Settings, then select Integrations and Data

2. Select Marketing subscriptions

3. Select Import Contacts

4. Select + Create job

5. Select Continue

6. Select Import Data

7. Select Marketing Consent

8. Upload your spreadsheet

9. Map any columns to the corresponding Template fields and select Continue

10. Review and select Confirm & Submit

11. Select Confirm

12. To upload suppressions, select "Suppressions." Follow the same process as with the main data upload, ensuring that you map the suppression columns to the corresponding template fields. Once completed, select "Continue," review the details, and then select "Confirm & Submit" to finalize the process.


1. Select Settings, then select Integrations and Data

Settings, Integrations and Data

2. Select Marketing subscriptions

3. Select Import CSV

4. Select + Create job

5. Select Continue

6. Select Import Data

7. Select Marketing Consent

8. Upload your spreadsheet

9. Map any columns to the corresponding Template fields and select Continue

10. Review and select Confirm & Submit

11. Select Confirm

12. To upload suppressions, select "Suppressions." Follow the same process as with the main data upload, ensuring that you map the suppression columns to the corresponding template fields. Once completed, select "Continue," review the details, and then select "Confirm & Submit" to finalize the process.

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