Marketing

How to Review an Email Import in Velveteen

Updated August 11, 2026

The short answer

Email imports are reviewed in Dashboard, Email administration, Imports. An administrator runs a CSV dry run, checks the staged counts and consent mapping, then records either Approve or Cancel with a review reason. The dry run stages import data and writes an audit receipt, but it does not write CRM contacts, consent events, or suppressions, and approval does not trigger provider delivery.

Use this workflow for a documented CSV source that you have permission to review. Email imports are scoped to an email workspace and an active brand. They are separate from cloud file imports, which are described in Cloud File Imports.

How do I run an email import dry run?

  1. 1

    Open Imports

    Go to Dashboard, Email administration, Imports. The page requires administrator access.
  2. 2

    Choose the brand and source

    Select an active Brand, enter a Source name, choose a Source type, and provide an Evidence summary. The available source types are CRM export, Newsletter provider export, Website capture export, Event signup export, Suppression export, and Other reviewed source.
  3. 3

    Provide the CSV and attest suppression data

    Enter the CSV contents, check “This source includes suppression or bounce/complaint data,” and check “I have reviewed affirmative-consent evidence for this source” only when that review is true. The CSV needs an email column and, when the consent review box is checked, a consent column. The required suppression column can be named suppressed, suppression, suppression_status, bounced, or complained.
  4. 4

    Run dry run

    Select Run dry run. Velveteen validates the CSV, normalizes formula-leading cells safely, hashes the source deterministically, stages valid rows, and shows counts for valid, invalid, subscribed, pending, unsubscribed, and suppressed mappings.
  5. 5

    Open the review queue

    Find the source in Staged import jobs. Check its status, valid and invalid counts, source type, and timestamp before choosing a review action.

What should I check before approval?

Confirm that the source and Evidence summary describe the data you reviewed, that suppression or bounce/complaint data is present, and that the consent mapping matches the source. A row is subscribed only when the attestation confirms affirmative evidence and the consent value is recognized as affirmative. Without that attestation, a non-unsubscribed row is pending. Suppression values take precedence over consent.

Heads up

A valid email address is not the same as affirmative consent. Do not approve an import as subscribed merely because its rows have email addresses.

What limits can quarantine an import?

The parser accepts files up to 10 MB, up to 64 headers, cells up to 4,000 characters, and up to 10,000 data rows. A job is marked quarantined when it exceeds the row limit or when invalid email rows exceed the invalid-rate threshold, which is the greater of 25 rows or 10% of the source row count. Malformed CSV structure, duplicate headers, missing email columns, and row-width mismatches fail validation instead of being silently corrected.

How do I finish or stop the review?

  1. 1

    Enter a review reason

    Use Review reason. The API requires at least three characters and records the reason in the review audit.
  2. 2

    Choose Approve or Cancel

    Approve changes the job to approved. Cancel changes it to cancelled. The review action is available only while the job is awaiting_review or quarantined and has suppression data recorded.
  3. 3

    Check the acknowledgement

    The page reloads the job list after the server returns a valid acknowledgement. If the review cannot be persisted, the job remains subject to the server's concurrency and audit checks.

Tip

Approval is a review checkpoint, not a send action. Provider delivery and the later import execution remain separate gates.

Frequently asked questions

Who can review an email import?+

The import page is administrator-only. If you are not an administrator, the dashboard route redirects you away from the page.

What does a dry run change?+

It can create an import job, staged rows, an optional private-file manifest reference, and an audit receipt. It does not create or update CRM contacts, consent events, subscriptions, or suppressions.

What happens when consent evidence is missing?+

Affirmative consent is not assumed. Rows without affirmative evidence map to pending unless the row is explicitly unsubscribed or suppressed.

Can I approve a quarantined import?+

The review queue exposes Approve and Cancel for both awaiting_review and quarantined jobs. Both actions require suppression data and a review reason.

Does approval send email?+

No. Approval records reviewed staging state. It does not trigger provider delivery or bypass the separate import execution gate.

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