In Marketing Automation Enterprise (MA Enterprise) you can manage subscription-related tasks and information from the Subscription Pages sub-menu of the Messages navigation option.
To access the subscription-related pages:
- Access the Admin interface.
- Navigate to Messages > Subscription Pages.
The sub-menu has three options:
- Page Labels - Select which Message Categories will display on your subscription pages, and optionally, modify their display names to be more "user friendly."
- Subscriber Report - Select a time period or specify a date range (as far back as August, 2012) to generate a list of unsubscribes. You can also limit this report to select Message Categories.
- Unsubscribes - View how many contacts have unsubscribed from all and export a comprehensive report to analyze the data.
Page Labels
You can choose which of your account's Message Categories display on your account's Subscription page, and how they display.
- Check the dropdown box in the upper right. If you have multiple subscription pages and the dropdown is indicating a page other than the one that you want, select the correct page from the list.
- Check the boxes in the Select column to set which Message Categories will display on the Subscriptions page.
- You can also provide an alternate Display Name and a Description of the Message Category.
- Click Go.
A confirmation message will display at the top of the page.
Re-Order Names
You can change the order in which the Message Categories appear on your subscription pages.
- Select two or more Message Categories and click Re-Order Names.
- In the dialog, click a Message Category and use the Move buttons to rearrange the order.
- Click Go to save your changes.
NOTE: The re-ordering will not be reflected on this page. It will be apparent only on the Subscription page.
Subscriber Report
You can configure and then export a report of subscribers for a specified time period or date range. The report can also be limited to selected Message Categories.
NOTE: MA Enterprise will query records as far back as 01 August, 2012.
To generate a report on subscribing activity:
- Choose one of the date options (described in the following table) to set the parameters of the report.
| Option | Description |
|---|---|
| Select Period | Select a single time period (today, next month). If you select Any Year, the search will include historical account data—including the current year—since August, 2012, rather than just the current year (This Year). |
| Select No. of Days | Click the dropdown, select Last, and then specify a 2-digit number of days in the field (max. is 99) as the search parameters.
EXAMPLE: Find all contacts who subscribed in the last xx days. |
| Select Date Less/Greater | Type a date in the field to specify an end (i.e., before and/or on) date or a start (i.e., on and/or after) date as the search parameters.
EXAMPLE: Find all contacts who subscribed on and/or after MM/DD/YYYY. |
| From/To | Specify a date range (type a date in each field) as the search parameters.
EXAMPLE: Find all contacts who subscribed between MM/DD/YYYY and MM/DD/YYYY. |
- Optionally, select Message Categories to limit the report to querying just those Categories. If you do not select any Categories, the report will include all Categories.
- Click Go.
On the new page, review the report results.
Subscriber report results
This page displays the results of your Subscriber Report in a manageable list. Use the options on the page to filter the results, export and save the report, and manage the contacts.
Filter the results
- Select a field from the dropdown.
- Specify a value in the search field.
- Click Go.
NOTE: The Search field is pre-populated with Search and this does not clear when you click into it. Click into the field and clear Search; otherwise, "search" will be included as part of your search criterion.
- The search field accepts letters, numerals, and special characters; it is not case sensitive.
- To restore the original results list, clear the search field, select List All, and then click Go.
Export and save the report
The export and save icons are in the upper right.
TIP: Refer to Export file notes for helpful information.
Export the report
- Click the Export icon to download a .csv file of the report.
- At the prompt, click Get File.
- Choose a location, give the file a memorable name, and save it.
- Click the X to close the Export window.
TIP: Navigate to the saved file on your device or in MA Enterprise (Settings > Reports > Upload & Export Status > Contacts/Tracking Exports > Get File) and review it to ensure that it contains any search parameters you specified before navigating away from the page.
Save the search
- Click the Save Search icon and give the search a name on the Saved Search page.
Manage the contacts
The bulk of the page is the list of contacts that were returned for your Subscriber Report. The list shows the:
- Contact name
- Contact email address
- Message Category to which the contact subscribed
- Date on which the subscribe occurred
Add contact to a group
In the upper right, click the Add to Group icon to add all of these contacts to a new or existing group on the Groups page.
NOTE: This is, by default, an "all-or-none" action; you cannot cherry-pick contacts to add to a group.
View contact Details & History
- To the right of a contact, click the grid icon to go to that contact's unique Details page.
- To the right of a contact, click the book icon to go to that contact's unique History page.
Unsubscribes
You can see how many contacts have unsubscribed from all of your account's Message Categories. You can export a list of unsubscribes in order to analyze the data. The file lists all of the unsubscribed contacts and includes information such as name, email address, Custom ID, suppression type, and suppression date and time.
TIP: Refer to Export file notes for helpful information.
- Click the Export icon below the count to download a .csv file of the list of unsubscribed contacts.
- At the prompt, click Get File.
- Choose a location, give the file a memorable name, and save it.
- Click the X to close the Export window.
TIP: Navigate to the saved file on your device or in MA Enterprise (Settings > Reports > Upload & Export Status > Tools Export > Get File) and review it before navigating away from the page.
Export file notes
Some things about your export files that you should keep in mind.
File size
- By default, Custom Fields always get included in export files; this will increase the number of columns in the export file.
- If your account has the option enabled to include Enhanced Personalization Fields in exports, that will further increase the number of columns.
- These fields, in addition to your search criteria, can result in an export file with a lot of columns of data.
- You can re-arrange and delete columns in your local copy of the file in order to retain and present just the data that you want.
Cell formatting
After you have exported the file, open your local copy and verify the data.
- Some cells in the file might present seemingly invalid data. This could be due to the formatting of the cell or column and the "raw" data that was exported. For example, cells in a "date" column should present "date/time" values, but the data might not look like a date.
- Check the cells in your file. If the data seems illogical based on the column label: i) widen the cell so that the full value displays; if necessary, ii) use your spreadsheet application's cell-formatting feature to apply a logical format (such as Short Date) to the cell (or column), and then re-check the data.