March 11, 2016

Using Your Control Panel: Manage Subscribers

The “Manage Subscribers” page allows you to view, add, edit, and remove subscribers from your account.  This tutorial will walk you through how to navigate that page.
subscribers

Viewing Your Subscribers

manage subscribers- viewing subscribers

This table shows you all the subscribers on your account.  At a glance you can view subscribers’ first names, last names, phone numbers, email addresses, and the dates that each subscriber joined your account.

You can click the “View Groups” link on each subscriber to view any groups that subscriber is a part of.

Click the “Edit” icon on a subscriber’s row to edit the information for that subscriber (be sure to click “Save” when you are finished editing).

Click the “Delete” icon on a subscriber’s row to remove that subscriber from your account.

You can sort the subscribers by clicking any of the column headers at the top of the table.  For example, if you want to sort the list alphabetically by first name, you can click the “First Name” column header and the list will sort automatically.

You can change how many entries from your subscriber list are shown by clicking the arrow (above the table) that says “Show 10 entries.”  Then from the drop-down menu that appears, you can select 25, 50, or 100 entries.

You can also search through your subscriber list by typing a search query in the text box above the table.

 

Add a Subscriber

The green “Add a Subscriber” button will add a new row to your list of subscribers.

manage subscribers- Add a subscriber

Fill in the new subscriber’s first name (optional), last name (optional), phone number (required), and email address (optional), and then click “Save” and your new subscriber will be added.

 

Remove Subscribers

To remove subscribers from your account, first click the row of a subscriber to highlight that row. In the below example, I want to remove “Sam Smith,” so I clicked on the row with that name:

remove subscriber

After you have highlighted the subscriber that you want to remove, click the red “Remove Subscribers” button toward the top of the screen and the subscriber will be removed from your account.  Hold shift when highlighting subscribers to select multiple subscribers to remove at once.

 

Add Subscribers to Groups

This button allows you to add subscribers to a group on your account.  First, click the row of a subscriber to highlight that row (as above).  Hold shift when highlighting subscribers to select multiple subscribers to remove at once.

After you have highlighted the subscriber that you want to add to a group, click the “Add Subscribers to Group” button and your subscriber(s) will be added to that group.

 

Remove Subscribers from Groups

This button allows you to remove subscribers from a group on your account.  First, click the row of a subscriber to highlight that row (as above).  Hold shift when highlighting subscribers to select multiple subscribers to remove at once.

After you have highlighted the subscriber that you want to add to a group, click the “Remove Subscribers from Groups” button and your subscriber(s) will be removed from that group.

 

Copy and Export

Clicking the “Copy to Clipboard” button will copy the information from your subscribers.  You can then paste the information into another document.

Clicking the “Export” button allows you to export your subscribers’ information as a CSV, Excel, or PDF file.  The “Export” button also gives you the option to view a printer-friendly version of the page so that you can print it out from your computer or device.

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