Accessing a Subscriber's details is important because it gives you an inside view of how their experience is set up. In your Subscribers' details, you can view their preferences for receiving News Digests, the Segments they're in, their interests, and more!
There are two ways (shown above) to access Subscriber details. For both ways, go to Audience > Subscribers > search for the Subscriber. Then, choose one of the following options:
Click the Subscriber's name.
Click the three dots to the right of the Subscriber's name and choose View.
Please Note: If you would like to update the Segments, privacy level, or opt-in status of one or multiple Subscribers, you can check the box to the left of the Subscriber's names to perform a bulk action. For more information on bulk actions, check out this article.
Editing User Information
In the Edit User section, you can edit user information by either clicking the Subscriber's name and clicking Edit User OR by clicking the three dots located to the right of the Subscriber's name and selecting Edit.
In the Subscriber details modal pop-up, you can edit the following user information:
First Name: First name of the Subscriber.
Last name: Last name of the Subscriber.
Email: Subscriber's email address.
Opt-In Status: Click the drop-down list below Opt-In Status to choose one of the following opt-in status options:
Email Blasts and News Digests
News Digests Only
Email Blasts Only
Unsubscribe
Privacy: Click the drop-down list below Privacy to choose one of the following privacy level options:
Personalize my experience
Personalize my experience but do not learn about me
Personalize my experience but not report on my activity
Do not personalize my experience (We do not recommend this)
Please Note: After you make any changes in this section, you must click Save.
Details
The Details section gives you information on the date the Subscriber subscribed to your Instance, when they received their last News Digest, and information about their personalization and preferences.
Below is the information you will see under the Details header:
Date Added: The date the Subscriber subscribed to your Instance.
Date of Last News Digest: The date the Subscriber last received a News Digest.
Personalization: There are two different pieces of information that may be listed below Personalization, depending on whether or not the Subscriber has personalized their experience.
Personalized: If the Subscriber has personalized their experience, you will see the date that they personalized.
Not Personalized: If the Subscriber has not personalized their experience, you will have the option to resend the Welcome Email to this Subscriber using the Resend Welcome Email button.
Preferences: In the Preferences section, you will see the following information about the Subscriber's News Digests.
Delivery Frequency: How often this Subscriber receives their News Digest.
Delivery Time: The time of day this Subscriber receives their News Digest.
Delivery Day: The day of the week this Subscriber receives their News Digest.
Language: The language this Subscriber's News Digest is in.
Segments
In the Segments section, you can see both the Manual and Dynamic Segments that the Subscriber is a part of.
Below is the information you will see under the Segments header:
Manual Segments: You can use this section to check if the Subscriber is included in the Manual Segments you want them to be in. If you would like to add or remove the Subscriber from a Manual Segment, follow the steps below.
Add to Segment: Select the drop-down arrow in the box under Manual Segments. Scroll through the drop-down list or type the name of the Manual Segment you want to add the Subscriber to. Then, select it from the list.
Remove from Segment: Click the X next to the Manual Segment you would like to remove the Subscriber from.
Dynamic Segments: You can use this section to check the Dynamic Segments that the Subscriber is in. Please Note: The Dynamic Segments section is not editable because Dynamic Segments use rule sets to determine who is included in the Segment.
To learn how to update a Dynamic Segment, check out this article.
Top Interests
In the Top Interests section, you can see information about the Subscriber’s top interests. These interests are used to tailor specific Content to them.
The default Top Interests window will only show interests that are in the "Organization" Category Type. If you would like to see all interests, regardless of the Category Type, check the box to the left of Display All Types.
In the Top Interests table, you will see the following columns of information:
Category: The name of the Category the Subscriber has weighted interest in.
Interest Level: The Subscriber's interest level in the Category. These averages are relative and are based on the Subscriber's interest level compared to the rest of your Audience. There are three levels of interest:
Above Average
Average
Below Average
Category Type: There are three types of Categories:
Organization: Categories selected by the Admins of your Instance inside Content > Controls.
Manually Added: Categories that were not available from our system and were manually added by your team to your Instance.
Auto-Generated: Categories that were generated based on the Content of the article.
If you have any questions at all, please don't hesitate to reach out to us at support@cerkl.com or use the support Chat toward the bottom right-hand corner of any cerkl.com page.