Managing Your Subscriber List

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TRWV-AR-SubscribersTab.jpg

Managing your Subscriber List

Any actions you wish to perform with your Campaign Subscriber 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


The primary way to access the Subscriber Manager is by clicking on the Manage Subscribers link under your Campaign's Subscribers tab.

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>