General Administration


CivicEngage
®

Subscriber Management

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Overview

Subscribers across all modules and categories have been consolidated into one, easy to use new tool. In the past, users could view only one category’s subscribers at a time, making it difficult to effectively run reports, or remove users subscribed to multiple lists. In the Subscriber Management site tool, all subscribers that a user has permission to view will appear, and the list can be filtered by module, category, or by search term. Subscribers can be removed, or exported in one simple click.

The Subscriber Management tool allows you to manage all of the Notify Me subscribers from one screen. To navigate to the Subscriber Management tool on your CivicPlus site, click Modules, then Site Tools, then Subscriber Management. The Subscriber Management main page appears displaying all subscribers for every Module that ties into Notify Me. From this main page, you can filter, export, and delete subscriber information.

 

Filter Results

The Filter option at the top allows you to filter subscribers by:

  • Modules
    1. Click the Module drop-down and select the desired Module
    2. Click Search
  • Categories
    1. Click the Module drop-down and select the desired Module
    2. Click the Category drop-down and select the desired Category
    3. Click Search
  • Subscribers
    1. Type the Email address or Phone number of the desired subscriber in the Search Term field.
    2. Select the appropriate option for whether it is an Email address or Phone number from the radio buttons below the search field.
    3. Click Search

 

Export Subscriber Information

In order to export the subscriber information:

  1. Filter the subscribers as detailed above.
  2. Click the Export Subscribers button at the top of the screen.  

The resulting file will be accessible and editable via any spreadsheet software.

 

Delete a Subscriber

To delete an existing subscriber:

  1. Filter the subscribers as detailed above.
  2. Mark the subscribers that you would like to delete by clicking the checkbox to the left of their row.
  3. Click the Delete Subscribers button.

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