This guide shows you how to manage subscribers in Userorbit, which are users who receive email notifications for announcements, roadmap updates, and other communications.
Before You Begin
- Ensure you have access to the Userorbit Admin Panel.
- Understand the basic concepts of user management within Userorbit.
Steps
- Understand Subscriber Creation Methods — Subscribers can be added to Userorbit in several ways:
- Auto-created from SDK identify: When your application integrates with the Userorbit SDK and identifies a user with an email address, that user can be automatically added as a contact and, if configured, a subscriber.
- Manual Creation: You can manually add individual subscribers directly within the Userorbit Admin Panel. Navigate to the "Subscribers" section and look for an "Add Subscriber" option.
- Import: For larger lists, you can import subscribers from a CSV file. This is typically found in the "Subscribers" or "Settings" section, under an "Import" feature.
- Differentiate Between Subscribers and Contacts — It's important to understand the distinction:
- Contacts are users identified by your application via the Userorbit SDK. They represent individual users within your product.
- Subscribers are individuals who have opted in to receive email notifications from your Userorbit account.
- Overlap: A user can be both a contact (identified by SDK) and a subscriber (receives emails). A subscriber might not always be a contact if they were manually added or imported without prior SDK identification.
- Manage Individual Subscribers — Once subscribers are in the system, you can manage them:
- Search: Use the search bar in the "Subscribers" section to find specific subscribers by email address or other identifiable information.
- Edit: Click on a subscriber's entry to view their details. Here, you can update their information, such as their email address or notification preferences.
- Delete: If a subscriber should no longer receive communications and you need to remove them from your list, you can delete their entry. Be cautious as this action is usually irreversible.
- Configure Email Notification Preferences — Subscribers can often manage their own notification preferences, but you can also oversee them:
- Within a subscriber's profile in the Admin Panel, you may find options to enable or disable specific types of email notifications (e.g., announcements, roadmap updates).
- Ensure your communication settings in Userorbit allow users to manage their preferences, often through a link in the email footer.
- Handle Unsubscribes — Userorbit automatically manages unsubscribes, but you should be aware of the process:
- When a user clicks the "unsubscribe" link in an email, Userorbit typically marks them as unsubscribed, preventing future emails.
- You can view the unsubscribe status within a subscriber's profile. Do not re-subscribe users without their explicit consent.
Verify It Worked
To verify your subscriber management actions:
- After adding a subscriber, search for them in the "Subscribers" list to confirm their presence.
- After editing a subscriber, check their profile to ensure the changes have been applied correctly.
- After importing, review a sample of the imported list to ensure data integrity.
- Send a test announcement or communication to a test subscriber to confirm they receive emails according to their preferences.