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Move contacts into a mailing audience only when their permission is clear.

Illustrative idea, not a published runnable template. Grunt is prelaunch; live service is paused and live provider connections and outcomes remain unverified. The steps, providers, and outcomes below describe a concept.

For an authorized mailing-list owner, review contact details from a controlled spreadsheet and prepare eligible records for an audience. Validate addresses and required fields, check the consent source and current subscription status, and preserve opt-outs. A row in a spreadsheet is not proof of permission: hold uncertain records for review and require an owner to approve the import and subscription status.

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Actual availability depends on published steps, supported connections, permissions, and provider approval.

Illustrative workflow and outcome
A list owner reviews contacts for an approved mailing purposeA restricted spreadsheet with documented collection source and consent status
“Prepare an accurate audience import without subscribing people who have not agreed to receive messages.”
Work through the request.

Clear tasks, with review where it matters.

  1. Confirm the list purpose and data source
  2. Verify permission and current preferences
  3. Check names, addresses, and required fields
See all 5 tasks
A validated contact import with consent evidence, exclusions, and owner approval status.

What this workflow could do

Helps teams prepare spreadsheet contacts for a mailing list while keeping permission checks visible.

Review points proposed in this idea

The example sets imported contacts to subscribed, which can send marketing to people who did not consent. Confirm an appropriate permission basis for every person, preserve unsubscribe and suppression records, validate addresses, and keep uncertain contacts out until a list owner has reviewed them.

How the idea could work

Select an illustrative task to explore its proposed role. No workflow runs here.

Explore the sequenceStep 1 of 5

  1. Check how each contact was collected and what they were told.

Step 1 of 5

Confirm the list purpose and data source

Check how each contact was collected and what they were told.

Proposed setup considerations

These are planning notes for the concept, not instructions for a currently available template.

  1. 01

    Document how consent is recorded

    Keep source, date, scope, and notice details available for review.

  2. 02

    Preserve opt-outs and suppression records

    Prevent imports from overriding a person’s current communication choice.

  3. 03

    Set validation and duplicate rules

    Test with a small sample and report failed or conflicting records.

  4. 04

    Require approval before subscribing contacts

    Do not change mailing status until an authorized owner confirms permission.

Read the prelaunch status

Published templates and verified customer availability remain pending.

A little help with the whole task

A little less busywork.
A little more room for you.

Explore the sample experience while launch details are being finalized.

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