This guide is for editors who manage newsletter audiences and owners deciding how to sync subscribers to an email provider. Every step uses the labels you see on screen.
Open Marketing Studio > Subscribers and confirm the people you want to contact are subscribed.
Use Newsletter Tags and Segments to group the audience.
In Marketing Studio > Advanced , check Provider Connections and Provider Audiences so the audience syncs to the right email service.
Author, test, schedule, and send the newsletter in the connected provider.
Open Marketing Studio > Segments and choose the subscriber group you need.
Create or edit a Static or Saved filter segment, set its site, handle, filters, and active state, then save it.
Confirm the selected provider audience and any interest mappings are appropriate for the audience.
Review Sync Attempts after the provider sync runs.
Continue the campaign workflow in Mailchimp, Kit, Campaign Monitor, or your connected provider.
Open Marketing Studio to see the overview dashboard.
Read the headline numbers for subscribed, pending, and sync failures.
Use these to spot problems early, such as a rising number of failures.
Open Marketing Studio > Subscribers .
See who is subscribed, their status, site scope, tags, and consent.
Use the filters at the top to narrow the list, for example by status or site.
Export the list when you need a copy.
In Marketing Studio > Subscribers , open an existing person or start a new one.
Set their email and name, status, site, and tags.
Fill in the consent details so you have a record of how they opted in.
Save.
Open Marketing Studio > Newsletter Tags .
Create the tags you want to group subscribers by, such as interests or topics.
Edit or remove tags as your needs change.
Open Marketing Studio > Segments .
Create a segment to target a group of subscribers.
Choose Static or Saved filter , then set the segment’s site, handle, filters, and active state.
Save, then use the segment in your connected provider workflow.
Open Marketing Studio > Advanced > Provider Connections .
Add your email service and enter its credentials.
Save. This is the service that actually delivers your newsletters.
Open Marketing Studio > Advanced > Provider Audiences .
Match each of your local sites to the matching audience on the provider.
Save, so subscribers sync into the right audience.
Open Marketing Studio > Advanced > Provider Interest Mappings .
Match each interest from the provider to one of your newsletter tags.
Save, so tagged subscribers carry the right interests to the provider.
Open Marketing Studio > Advanced > Form Mappings .
Choose the site and form, then identify its email, name, consent, and tag fields.
Set the double-opt-in and confirmation options you need, then save. People who submit an active mapping are handled as newsletter subscriptions.
Open Marketing Studio > Import batches .
Use Dry-run import first. Choose the site, upload or paste the CSV, enter the Consent basis , and optionally apply newsletter tags.
Review the resulting batch’s total, valid, and invalid row counts. A dry run does not create subscribers.
Correct any invalid data, then use Commit import with the same required details to create the valid subscribers.
Return to the batch list to review later import or export batches and their status.
Open Marketing Studio > Advanced > Sync Attempts .
Review each attempt to send subscriber changes to the provider.
Look for failures and retries, and follow up on anything that keeps failing.
Open Marketing Studio > Newsletter Sends .
Review each send record’s name, subject, status, scheduled time, and sent time.
A send record carries the audience, schedule, UTM values, and handoff state; author the campaign content and test sends in the connected provider.
For a failed handoff, check the provider connection and audience mapping with your developer before creating or updating the send record.
Review opens, clicks, and delivery analytics inside the connected provider.
A connected email provider and a test provider workflow. Connect your sending service and verify subscribers sync before emailing real subscribers from that provider.
Need Enable Confirm subscribers really opted in Double opt-in / a consent field Send at the best time Scheduling
Don’t send to your full list before a test send looks correct. Mistakes can’t be unsent.
Role First useful screen Editor Marketing Studio > Newsletter Sends : prepare the handoff recordSite owner Marketing Studio > Subscribers and Advanced > Provider Connections
What you see What it means What to do Provider test email didn’t arrive The provider isn’t connected, or it’s in spam Check Provider Connections , then test inside the provider A provider sync did not run Credentials, audience mapping, or subscriber data failed Review Sync Attempts and retry after fixing the issue Subscriber numbers look wrong Unconfirmed or unsubscribed people are counted differently Review the Subscribers list and their status Provider analytics look low Opens and clicks are owned by the connected provider Review the campaign report inside the provider
