Click Here for a Video Tutorial

If you have a list of subscribers you have managed externally in another database or spreadsheet, and if you are using subscription management for one of your Titles, you can import that list to the Title so they can gain access to your digital editions and be a part of email campaigns.

1. Ensure Title has Subscription Turned On

To import a list of subscribers, you must first make sure your Title has subscription enabled.  (Edit Title>Security>Subscriptions>Activate Subscription on this TItle checkbox).  Watch this video to find out how to setup subscription system

2. Access the Subscriber Import Screen

• Click on the subscribers button in the horizontal menu bar
• Click on the "Import" tab
• Choose your title from the drop down menu (if you don't see the title you are looking for in that list, you must turn on subscription for that title)

Access Subscriber Import Screenshot

3. Choose your Import Method and Source File

You'll have to tell the system what kind of file you are going to use for this import.  Referring to the screenshot below you can:

1. Choose a CSV or TXT file: These files must be comma separated and no more than 1000 rows/records per file (including header row).  
• Click the option, then browse...choose your file from your hard drive.
2. Choose an Excel File:  Use a MS Excel spreadsheet (must be in .XLS format).  Must be no more than 1000 rows/records per file (including header row).  Please separate your list into files of 1000 records if it contains 1000+
• Click the option, then browse...choose your file from your hard drive.
3. For both option 1 and 2 above, you will need to click the "continue" button once your file has been selected

NOTES:

• If the subscriber information contains special language characters other than English, you must use method 1:CSV file, and make sure the file is saved as UTF-8 encoded.
• Your import file must include the following required fields at minimum: First Name, Last Name, Email Address, Start Date, End Date

Choose Import Method and File Screen

4. Import Settings

In order for your subscriber import to work correctly, you must make sure our system recognizes your file and aligns all data correctly with the destination fields in the system.  Referring to the Import Settings Screen image below:

1. Choose the Date format that matches the format in your import file.
2. Choose how to treat any duplicates that are found on import. Duplicates are matched on Email Address
• Ignore any duplicate subscribers (will not be imported)
  The system will simply not import any records if it finds that the email address already exists in the current subscriber database
• Overwrite existing subscriber data:  If system finds an email address already existing in the currentn subscriber database, it will update that record based on the import file
3. Unmatched Columns
• The system tries to align your source columns/data to destination fields within the system, but it may not have been able to align some fields
• If unmatched columns are present,  the number of unmatched columns will be displayed AND you will see an error message next to the continue button.  System will not allow you to continue if there are unmatched columns.
• Navigate through your column list using the right/left arrows to find the unmatched columns and either delete OR select the correct field from the dropdown menu...click save once you have chosen the correct column
  
4. Column Alignment List
• Using the right/left arrows, make sure the system is aligning your source data with the correct destination fields in the system
• If you find any matched columns that are incorrectly aligned, just click "edit" on that column, choose the correct field in the dropdown menu and save
• If you find any unmatched columns, please correct as indicated in #3 above
5. Once you have ensured all columns align, and all unmatched columns have been deleted OR matched correctly, click the "continue" button to finalize the import

Import Settings Screen

5. Import Results

Once the import is complete, you will be taken to the import results screen where you can:

• See a system message indicating how many subscribers were imported. 
• Review and scroll through the records that were imported
• Click on "Manage" link to the right of the system message to be taken to the manage subscribers screen.

Video Tutorial

Click Here for a Video Tutorial

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.

Video Tutorial

ACCESS CONTROL - REMOTE AUTHENTICATE WITH YOUR OWN DATABASE

See the two videos below on our system's subsciption module, which allows you to:

• secure the viewing of your publication through a login gate
• have subscribers sign up and register to view your publication
• receive payment for subscriptions if desired through our integration with paypal

Video 1 shows you the end user experience and Video 2 explains how to setup your own subscription system.

VIDEO 1 - END USER EXPERIENCE

VIDEO 2 - SETTING UP SUBSCRIPTION ON A TITLE

Go to Knowledge Base Home

For Mac users who want to use a CSV file for the autolink tool OR the mass import of subscribers, be sure to save that CSV file as "CSV (Windows)"

So remember Save as>Save as Type = "CSV (Windows)"

Currently if your custom message on the subscription or remote authentication popup is too long, it will cause the popup to display a scroll bar in order to accommodate the long message.

A way to eliminate the scroll bar or display your message more cleanly is to enclose your custom message in an html <div> tag.

Make sure you define the size of the area (EG <div style="height:100px">CUSTOM MESSAGE HERE</div>)

You can adjust the height of the div to best display your message.

See below before and after screenshots of the popup.  In this case I added <div style="height:200px"> because my message was a bit longer. 

BEFORE (FORGOT USERNAME/PASSWORD LINK HIDDEN BY SCROLL)

AFTER(FULL LOGIN SCREEN SHOWN)

-The Mygazines Team

Go to you the Edit section in your Title. Click on the 'Subscription' tab and tick on 'Allow new subscribers to signup online from the login screen'. Then define the specific fields for that option.

Click here to read a more detailed explanation.

There are two ways to add subscribers for your digital edition titles:

1. Manually add through the 'Subscribers' section in your account
2. Allow readers to sign up through a pop-up in your digital edition

Manually Add Subscribers

Login in your account and click on the 'Subscribers' tab at the top of the screen.

Then you will be able to add your subscribers one by one or import a group using a .CSV file with their information.

1) Adding one by one. Click on the    tab.

Fill the form with at least the required info, including username, password, name and email address.

You should also define administrative options for each subscriber, such as subscription start date, end date and specific titles that your users will be subscribed to. You can also set optional custom fields.

After filling the fields, click on  . You can repeat the process for each new subscriber you wish to add manually. 

2) Importing a database (.csv file). Click on the    tab. Then you will see a number of options to upload your file with multiple subscribers.

Here's a description of each setting and the rules to follow before uploading the .CSV:

Allow Subscribers to Sign Up through Flipbook

You can also get new subscribers through your publication's welcome screen. Here's how you set it up.

1) Pick the title that you want to get new subscribers from.

2) Go to its 'Edit' section.

3) Click on the 'Subscription' tab.

4) Tick on 'Allow new subscribers to signup online from the login screen'. A list of default values for your adding system will appear.

Define each setting including the sign-up screen message, success message, the default status for each user and default options for e-mail alerts.

If the default status is set to anything other than active, users will be required to take action (either payment or email verification) before gaining access to your digital edition. Take a look at how the two other options work:

Default status: active on verification

If activated, your subscribers will receive an e-mail with link to verify that their information is legit. Here's an example of what the e-mail will say:

Default status: active on payment

This option requires readers to subscribe and pay for a subscription product (using Paypal) via your digital reader.

Please read the screen and carefully choose each option. Don't forget to create at least one length-based subscription product for your readers to purchase.

This is an example of how a sign-up screen with payment option could look like:

Once the settings for the sign-up screen are defined, just click on    and your readers will be able to start subscribing through your digital reader.

• Back to Manually add Subscribers
• Back to Automatic Subscriber Signup

Related Links

Subscription Module Overview

If you are using the system's subscription tools and have a title using subscription, you can set up automated e-mail campaigns, a very powerful marketing tool to keep your subscribers engaged.

Email Campaigns are tied to the subscribers for a particular title and  in order to receive an email, a subscriber must meet these minimum conditions:

• Email has been verified
• Is currently opted-in to receive emails
• subscriber is active status

Follow these steps to set an email campaign for your subscribers.

NOTE: All email campaign messages are chargeable - Contact your account manager for details

Step 1: Turn on subscription settings for a title

Once you have a title with subscription turned on, and a set of subscribers for that title, you can create an email campaign

Step 2: Access the Create Email Campaign Management Tools

From the Welcome Screen you can click on the "Create An Email Campaign" icon in the "What would you like to do today?" menu OR you can always click on the "Emails" button in the horizontal menu bar.

Step 3:  Click on New Email Campaign Tab and Create your template

Referring to the below screenshot, complete the form to build your campaign note and set a send schedule.

1. Campaign Name: For your reference only.   This name will appear in the Schedule and Campaign Reports screen.
2. Email Subject:  This text will appear as the subject line of the email sent to subscribers
3. Reply-To: Set the email address to which subscriber replies will be directed to.  Make sure it is an address you have access to.
4. HTML Email Body:  Create your email template using the CKEditor.  The editor supports html as well as regular text so you can build a dynamic and attractive message.
   See this article for CKEditor Quick Reference Guide
5. Auto Tags:  Use these tags to automatically display subscriber specific data (eg first/last name) or title/issue data.  Click on a tag and it will be added to your email body and it will display that custom data.  Most of these tags should be self explanatory but  %issue_snapshot% will automatically add a predefined element that includes your title logo and banner color, a thumbnail of the latest issue, the title and issue name, as well as a "read now" link that links to the title (to ensure the latest issue is loaded).
6. Text Email Body:  Some folks are surprisingly still using text only email clients.  You should include a message in this box that text only email clients will receive instead of the fully formatted HTML message.
7. Send to Subscribers of:  Choose the title in the dropdown menu that contains the subscribers to whom you want to send the email campaign
8. When to Send:  Using the dropdown menus, choose the date and time you want your email campaign to be sent (must be a date/time in the future)
9. How Often? : Choose the interval for the email campaign.  You can simply select "Once" for a single non repeating campaign OR you can choose the interval that works for you.  As an example, if you know your publication is released every Wednesday morning, you can set a campaign for Wednesday morning, after your issue is expected to be live,  that repeats "weekly, based on the above date".   Also, don't go overboard with email campaigns, as subscribers may grow tired of your communications if you send too often.
10. Test Email on Myself First:  The system will open a popup window with a preview of the email, and send a test note to the email address associated with your account
11. Campaign Status:  Check the "Activate this email campaign" box if you want the campaign to be active and ready to be sent when the schedule dictates.  To deactivate a campaign, you can always edit the campaign from the Schedule screen and uncheck this box.

Once you have setup all of the above fields, just click "ADD SCHEDULE" button to finalize the creation of your email campaign.