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If you have subscription management turned on for one of your Titles, you will definitely need to be able to access your subscribers list in order to view/edit/update subscriber records as well as run reports and export data for further analysis.

Accessing Subscriber Management

Remember, in order to manage subscribers, you must have subscription enabled for one of your Titles.  Once you have enabled a title for subscription, you can access the Subscriber Management tools by (refer to the screenshot below):

1. Welcome Screen: Click on "Manage My Subscribers" icon in the "What would you like to do today" menu
2. Horizontal Menu Bar:  Click on "Subscribers" button on any screen in the backend admin interface

Choose your Title

Referring to the screenshot below, once you've clicked on the subscribers button in the menu bar, you need to:

1. Click on the "Manage Subscribers" tab
2. Choose your Title from the drop down menu.

Subscriber Management Screen

The subscriber management screen is comprised of the below main areas (refer to the Subscriber Management Screenshot image below)

1. Search Options:  Define filters/parameters to display specific dataset of your existing subscriber list
2. Field Selection List:  Define which fields you would like to display for subscribers listed in the results pane
3. Results Pane: This is where your subscriber list will show.  What is displayed is linked to the search options and fields list
4. Power Tools:  Use tools to export subscriber data, resend email verification notes, and batch update your subscriber records information like status, username, password, subscrition start and end dates.

Subscriber Management Screenshot

1) Search Options

Define the parameters for a search, or filter your subscriber list using the search options.  After you enter these filters, click Search to update your results pane.

Search parameters you can define here are:

• Search (across all fields): This would be the key word(s) to search your subscriber list for.  Leave blank to search for all records.
• EG: Search for a particular user (enter John Smith to find all subscriber records that mention John Smith)
• EG: Search for a set of date (enter gmail.com to find all subscriber records with gmail email addresses.
• Choose from Dropdown menus to filter the subscriber results for:
• Email Verified:  All, No, Yes
• Email Options: all, In, Out, Bounced
• Status: all, active, disabled, pending verfication, pending payment
• Paid?: Applies to the "I am a paid subscriber" check box you can add to titles if you are migrating a list from another vendor/database
• can be All, Paid? NOT Checked, Paid? Checked and Paypal Payment Initiated.
• Define a reported range for dates:
• Subscription Start Date
• Subscription End Date
• Last Login Date
• Sort By: Define by which field you want to sort the results list with this dropdown menu
• Choose "down" if you want decending and "up" if you want ascending order for your results

2) Field Selection List

Choose which data fields you want displayed when you are running subscriber searches.  Once you have updated this section, click on Search to refresh your results pane.

• Check and uncheck the checkboxes for all fields you want to display on the results pane
• Use the UNCHECK ALL and CHECK ALL options to save some time
• Check the "REMEMBER" checkbox if you would like the fields chosen to be remember for next time you view your subscribers

3) Results Pane

This is the area in which your subscriber records will display.  Each line is a subscriber record.

Functions and Tools for subscriber records:

• Each subscriber record has a checkbox you can check to highlight a specific subscriber and apply the power tools...check the checkbox at the top of the column to highlight ALL records that are displayed in the pane.
• Each data field, as chosen in #2 above, will display for each subscriber record in this pane...you can scroll right to see any columns/fields that are initially hidden from view.
• The Email "Verified" Field has a "resend" clickable link you can use to resend the email verification note to that particular subscriber.
• Each subscriber record has an "Actions" panel shown to the right of the record, through which you can:
•   View Subscriber Details:  Click this icon to see all the main data fields display in a popup window...quick way to see details without changing the Fields View and searching again
• Edit Subscriber:  Click this icon to make changes to that particular subscriber record.  You'll be taken to the edit screen where you can make your changes then update the subscriber.
• Delete Subscriber:  Click this icon if you want to permanently delete the subscriber record.   Cannot be recovered once deleted.  Be careful!
•   Paypal Transaction Icon(displayed when applicable):  If your Title and Subscription is "Active on Payment", you can click on the Paypal icon which will display when a Paypal transaction has taken place to see that  transactions details

4) Power Tools

You can use some tools in this section to perform actions, in bulk, on multiple subscribers.

Tools here are:

• Export Selected to Excel:  Use the checkboxes in the results pane to select a subset of your subscribers (or ALL), and export out to an Excel spreadsheet where you could perform further analysis
• Resend Validation Request to Selected:   Use the checkboxes in the results pane to select a subset of your subscribers (or ALL), and resend the verification email to those subscribers.  You could for example use the search options and search for all "Email Verified" = NO subscribers, then select all, then in bulk send that verification email to those folks who have not yet verified their email address.
• Batch Update All Selected Subscribers
• set status to:  Use the checkboxes in the results pane to select a subset of your subscribers and change their statuses to Active, Disabled or Deleted (deleted subscribers cannot be recovered so be careful!).  Click "Set Status" button when ready to make those changes
• set username or password:   in the "set" dropdown menu, you can choose username or password and change that value for all selected subscribers to Email, Phone Number OR Postal Code.  Click "Set Values" when you are ready to make those changes
• set Subscription Start and End Dates:    in the "set" dropdown menu, you can choose Sub. Start Date or Sub. End Date, then choose a date using the selectable calendar tool.  Click "Set Values" when you are ready to make changes.

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