Difference between revisions of "Managing Your Subscriber List"

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=== 1) While managing a Campaign: ===
 
=== 1) While managing a Campaign: ===
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[[File:Texteditor-view.png|thumb|center|500px|The text editor window is designed to function much like a word processor]]
 
You can access the Subscriber Manager by clicking on the ''Manage Subscribers'' link under your Campaign's '''Subscribers''' tab.
 
You can access the Subscriber Manager by clicking on the ''Manage Subscribers'' link under your Campaign's '''Subscribers''' tab.
  
 
=== 2) Using a ''Manage'' button in one of the Subscriber Activity Screens: ===
 
=== 2) Using a ''Manage'' button in one of the Subscriber Activity Screens: ===
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[[File:Texteditor-view.png|thumb|center|500px|The text editor window is designed to function much like a word processor]]
 
The Campaign '''Statistics''' tab has a number of tools where you can manage a segment of your total list based on subscriber activity.
 
The Campaign '''Statistics''' tab has a number of tools where you can manage a segment of your total list based on subscriber activity.
  
 
=== 3) Search all Campaigns Globally ===
 
=== 3) Search all Campaigns Globally ===
 
If you manage more than one Campaign, and are looking for individual subscribers by name, email, tag, etc., you can use the ''Manage My Subscribers'' link found under the main '''AutoResponder''' tab in the main toolbar.
 
If you manage more than one Campaign, and are looking for individual subscribers by name, email, tag, etc., you can use the ''Manage My Subscribers'' link found under the main '''AutoResponder''' tab in the main toolbar.
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[[File:Texteditor-view.png|thumb|center|500px|The text editor window is designed to function much like a word processor]]
  
  

Revision as of 19:41, 28 April 2017

TRWV-AR-SubscribersTab.jpg

Any actions you wish to perform with your Campaign Subscriber List (or lists) are performed through a central Subscriber Manager interface. These actions include:

  • Viewing or Editing Individual Subscribers
  • Sending a new Letter Broadcast
  • Recycling your Subscribers (restarting Subscribers that have finished your Automated Letter Series)
  • Transferring or Copying Subscribers to a new Campaign
  • Exporting your Subscriber List
  • Tagging Subscribers
  • Removing Subscribers


Accessing The Subscriber Manager

There are several ways to access the Subscriber Manager.

1) While managing a Campaign:

The text editor window is designed to function much like a word processor

You can access the Subscriber Manager by clicking on the Manage Subscribers link under your Campaign's Subscribers tab.

2) Using a Manage button in one of the Subscriber Activity Screens:

The text editor window is designed to function much like a word processor

The Campaign Statistics tab has a number of tools where you can manage a segment of your total list based on subscriber activity.

3) Search all Campaigns Globally

If you manage more than one Campaign, and are looking for individual subscribers by name, email, tag, etc., you can use the Manage My Subscribers link found under the main AutoResponder tab in the main toolbar.

The text editor window is designed to function much like a word processor




The Subscriber Manager is broken into several parts:

The top window shows a list of criteria that apply to the group of subscribers we want to work with – the default is to work with all Active subscribers. If you have entered the Subscriber Manager by clicking on a Manage Subscribers button in another area of the Campaign Manager (e.g.: an SOC Activity screen), this criteria will be included in this window.

The next window shows how many subscribers match that criteria, and also provides options for viewing individual subscribers, or changing the criteria being used.

Below these two windows is a group of buttons for the actions that are available for the group we are working with.


Managing Campaign Sub-lists – Changing the Subscriber Management Criteria

It is very easy to manage sub-lists, or portions of your overall Campaign Subscriber list, by changing the criteria to match specific conditions. These conditions can include things like:

Subscriber has Tag “Hot” Subscriber State/Province contains “TX” Subscriber Custom Token 2 contains “Ocean” Subscriber Name contains “Smith”

Clicking on the Modify Search Criteria button will open a new window with tools allowing the addition or removal of criteria. Use these to create search conditions like the ones above, or combine criteria to create more complex conditions like:

Subscriber Country contains“Canada” and has tag “Important”

The negative of these criteria statements are also available, allowing the creation of criteria statements like:

Subscriber has tag “Important” and does not have tag “Skip”


<seealso> Contact Management Tools </seealso>