Managing Subscribers
Subscribers are the people you want to send emails to. Both Broadcast and Sequence emails require a subscriber to be present in the channel they are being sent from.
Transactional emails do not require a subscriber to be present in the channel they are being sent from.
Subscriber Information
For each subscriber, you can store the following information:
- Email address (required)
- First name
- Last name
- IP address
- Tags (comma separated list of tags)
- Active (true or false)
- Subscribed at date (required)
- Unsubscribed at date
The required values are indicated above.
For data protection reasons, you cannot alter the unsubscribed at date. For the subscribed at date, this is set automatically when a subscriber is entered manually.
When importing subscribers via a TSV file or adding subscribers via the API, the subscribed at date can be specified.
Adding Subscribers
There are three ways to add subscribers to a channel:
- Manual entry
- TSV import (tab separated values)
- API integration
1. Adding subscribers manually
To manually add a subscriber, click on Subscribers in the sidebar, click on Add subscriber.
Fill in the required fields and click Add subscriber.
2. Adding subscribers via TSV import
To add subscribers via a TSV file, click on Subscribers in the sidebar, click on Add subscribers. From there, you will see an option to upload via a TSV file.
Follow the instructions on the screen to create and upload your TSV file. It is recommended that you use a spreadsheet program like Google Sheets and export the file as a TSV format.
3. Adding subscribers via API
Documentation coming!
Segmentation
A native segmentation feature is not yet available but is on the roadmap.
Viewing Subscribers
To view subscribers, click on Subscribers in the sidebar.
You can also search for specific subscribers by entering their full or partial email address, or by entering their name. The system will try to find the closest match.
When you click on a subscriber, you will see their details and be able to edit them. As well, on the right hand side of the screen, you will be able to see all recent activity associated with this subscriber, such as:
- API related activities (if any)
- Broadcasts that have been sent to this subscriber
- Sequences that this subscriber is in
- Transactional emails that have been sent to this subscriber
Active vs Unsubscribed Status
Subscribers can be marked as active or active. Subscribers can also be noted to have unsubscribed from the channel.
The difference between active and unsubscribed is important to understand.
A subscriber who is marked as active will continue to receive all broadcasts, sequences, and transactional emails sent from the channel.
An unsubscribed subscriber will not receive any emails sent from the channel, irrespective of whether they are active.
The easiest way to differentiate this is that the unsubscribed status is set by the subscriber themselves, and the active status is set internally by you.
For this reason, it is recommended that if you have different interactions with subscribers (eg. transactional emails vs marketing emails), duplicate the subscriber in two separate channels.
Exporting Subscribers
An export feature is not yet available but is on the roadmap.
