Subscribers represent individuals that are available to you when sending out campaigns. Subscribers can optionally be assigned one or more tags.
The email address for each Subscriber must be unique in each workspace.
To view a list of your subscribers, click the Subscribers link in the sidebar. This will take you to the subscribers index page.
Subscribers are listed in a paginated table, where each row represents a different subscriber.
The following filtering options are available:
- Subscriber Email and/or Name. Partial matches will also be returned.
- Subscriber Subscription Status
Viewing an Individual Subscriber
To view an individual subscriber, head to the subscribers index page and click on the subscriber's email in the table that's presented to you.
Each subscriber's email, first name, last name and subscription status is displayed when viewing an individual subscriber.
In addition, if the subscriber has been assigned any tags then these are also displayed.
If any messages have been sent to the subscriber, they will be listed in the Messages section.
Adding and Updating Subscribers
Subscribers can be added and updated in the following ways:
- manually through the application interface
- via a CSV upload
- programmatically using the API.
Adding A Subscriber
Navigate to the subscribers index page and click New Subscriber.
Updating A Subscriber
Click the Edit button on the subscriber's row in the list.
The following information can be saved for each Subscriber:
- first name (optional)
- last name (optional)
- subscription status
- tags (optional)
SendPortal allows you to easily import multiple subscribers via a CSV upload. This can be used to create new subscribers and update existing ones.
To import subscribers via CSV, click the Subscribers link in the sidebar. From there, click the overflow menu button and then Import Subscribers.
CSV File Format
The following fields are available in the CSV.
id(optional) - The ID field is only used when updating existing subscribers, and must be set if you wish to update the subscriber's email address. The
idfield should be present but left empty when importing new subscribers.
last_nameof the existing subscriber.
first_name(optional) - The subscriber's first name.
last_name(optional) - The subscriber's last name.
Additionally, the first row of the CSV must be a header row, where each column is the name as listed above, and must be provided in the order above.
Each row after the header row must represent a single subscriber. Optional fields can be left empty.
The import page shows an example of a CSV file, with the header and a row.
Uploading The File
To upload the file, click the Browse button on the file selector, and choose the file you wish to upload. When you have selected your file, you can click the Upload button to begin the upload process.
Tags can be assigned to subscribers by using the
Tags selector. If you have any tags available, you can pick which ones to assign here. Note that the chosen tags will apply to all subscribers uploaded in the chosen CSV. It is currently not possible to specify separate tags for each individual subscriber.
Refer to the subscribers API documentation for information on how to manage subscribers through the API.
To export subscribers, click the Subscribers link in the sidebar. From there, click the overflow menu button and then Export Subscribers.
To manually unsubscribe a subscriber, you should go to the subscriber edit page, uncheck
Subscribed and then click Save.
SendPortal allows automatic injection of unsubscribe links in your templates and campaigns. See the templates section for more information on how this works.
When a user clicks on the unsubscribe link, they will be sent to a web page asking them to confirm that they want to be unsubscribed.
If they decide to unsubscribe, they will be shown a confirmation message that they have been unsubscribed, along with the option to resubscribe.