Managing subscriber contact information effectively helps maintain clean lists and enables targeted communication. This guide covers how to update profiles, organize subscribers into groups, and add custom data fields.
Accessing and Editing Profiles
Navigate to any subscriber’s profile to view and edit their information. You’ll see their current contact details, group memberships, and any custom fields that have been added.
Contact Information Updates
Basic Contact Details
- Phone Number: Add or edit phone numbers using the “Add Phone” button for SMS campaigns
- Name Fields: Edit first name and last name as needed
- Registration Date: View when the subscriber joined (automatically tracked)
Email Status Monitoring
The system tracks email delivery status. If you see “BOUNCED” next to an email campaign, it means the email address is invalid or undeliverable. Update these addresses promptly by adding the correct ones as a new subscriber to maintain list quality.
Group Management
Groups help you organize subscribers for targeted campaigns and better list management, which you can always change around to your liking and how you would want to organize your subscribers and you can add them to groups via these steps through their contact information:
- Open the subscriber’s profile page
- Locate the groups section with the dropdown menu
- Select one or multiple groups from the available options
- Subscribers can belong to multiple groups simultaneously
- Save your changes
Groups allow you to segment your audience for more relevant messaging and campaign targeting.
Custom Fields
The “Add custom field” feature is one of the most powerful tools for collecting additional subscriber information beyond standard contact details. The types of information are endless, such as:
- Demographics: Age, location, occupation, income level
- Preferences: Communication frequency, content interests, preferred contact method
- Business Information: Company name, job title, industry, company size
- Behavioral Data: Last purchase date, engagement level, website activity
- Personal Interests: Hobbies, lifestyle preferences, event attendance
Creating and Managing Custom Fields
- Navigate to the custom fields section in the subscriber profile
- Click “Add custom field”
- Name your field descriptively
- Choose the appropriate data type (text, number, date, etc.)
- Enter the information for that specific subscriber
- Save to update the profile
Best Practices
Data Quality Maintenance
- Address Bounced Emails: Regularly update or remove contacts marked as bounced
- Verify Information: Double-check email addresses and phone numbers before saving
- Consistent Formatting: Use standard formats for dates, names, and other data
- Regular Reviews: Periodically audit subscriber information for accuracy
Effective Segmentation
- Strategic Grouping: Assign subscribers to groups that reflect their interests or status
- Multiple Group Assignments: Use multiple groups to create detailed subscriber profiles
- Custom Field Strategy: Design custom fields that support your specific marketing goals
- Test Before Broadcasting: Always use test groups to verify campaigns before sending to your entire list
Privacy and Compliance
- Ensure you have permission to collect and store the information you’re adding
- Keep sensitive data secure and follow relevant privacy regulations
- Allow subscribers to update their own information when possible via forms
Troubleshooting Common Issues
Bounced Email Addresses
- Check for typos in email addresses
- Verify the domain exists and is accepting email
- Consider alternative contact methods to confirm correct information
Group Management
- Ensure subscribers are in relevant groups for their current status
- Remove inactive subscribers from time-sensitive notification groups
- Use descriptive group names to avoid confusion
Custom Field Organization
- Plan your custom fields before creating them to avoid duplication
- Use consistent naming conventions across all custom fields
- Regular cleanup of unused or outdated custom fields
Conclusion
Proper contact management through regular updates, strategic group organization, and thoughtful use of custom fields will improve your campaign effectiveness and subscriber engagement. Keep profiles current, use groups to segment your audience effectively, and leverage custom fields to create more personalized communication strategies.
That’s it!
If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.
