Subscriber profile: Profile tab

Miguel Panayotty

The Profile tab serves as the landing page for a subscriber. It provides a general overview of the subscriber.

Get a summary of your subscriber’s behavior. Are they active?
View and edit information about each subscriber, including the fields WordFly provides (e.g., First name, postal code) and fields that are unique to your organization (e.g., custom subscriber data fields)
Perform global actions for the subscriber. Mark them as Do Not Contact. Override a subscriber import issue. (see Sending Status)

Top-level info bar

Provides a summary of the essential info you need to know to identify a subscriber, including CRM ID and subscriber engagement rating.

The icon to the left of the email address or SMS number tells you the sending status. A check icon means the subscriber is receiving your emails. An alert icon or slash icon indicates potential issues with receiving emails.
The subscriber’s First and Last name will display if this information has been imported. This info is stored in the First Name and Last Name data fields.
If you’re using a CRM integration in WordFly, you will also see the CRM customer number to the right of the name. This info is stored as the CrmSubscriberId data field.
Below the name, you will see a star and score rating. This info is stored in the EngagementScore and EngagementRating data fields.

Activity bar

The Activity bar takes the subscriber’s activity across all of their campaigns and summarizes in one bar graph.

You’ll see the date the Subscriber was imported. This info is stored in the WordFlySubscribeDate data field.

You’ll also see the method they were imported: List import (csv file, CRM integration, or manual typing), WordFly Signup (subscribe page), or WordFly Lightbox Signup. This info is stored in the WordFlyOrigin data field.

Aggregate campaign rate data for the subscriber in show in the activity bar including: Opens (green), clicks (blue), unsubscribes (orange), and bounces (gray).

Subscriber info section

This section includes WordFly subscriber data fields and custom data fields. All fields in this section can be edited on-screen by users except the Email field and SMS Number field. The dates to the right of the field indicate the last updated date and time.

You’ll only see subscriber data fields here since this data is unique to the subscriber and will not change often (whereas 'list' data fields only reference lists). WordFly will reference subscriber data if an email uses this data field but the list did not import it.

Preferences section

This section shows the current preferences the subscriber has selected from your WordFly Subscribe or Preferences pages. You’ll be able to view their interests at a glance.

Preferences can be edited on-screen by users, but it is much preferred that the subscriber updates them on their own. Click Edit to change the preferences the subscriber is opted into.

Opted in

Opted out

Update subscriber profiles

You can update some details manually on subscriber records in WordFly after looking up a subscriber record. Some data like subscriber and list data fields can be updated through list imports and manually. Sending status can be updated manually if needed but should remain something the subscriber does through clicking unsubscribe or subscribing to your emails.

To update subscriber data fields

On the subscriber’s main profile landing page there’s a Subscriber Info section that shows all subscriber data fields that have been imported. Subscriber data refers to data that is unique to this subscriber and will not be changing often. For example, First name is a subscriber data field because someone's first name will generally not change throughout their life time.

Anytime data is updated for the subscriber you will see the date to the left of the data update (this is the last updated date update). WordFly will then use this updated subscriber data for any subscriber data fields in your correspondence.

Unique identifier subscriber data like email and SMS number cannot be updated.

To change data for subscriber data fields

Under the Subscriber Info section you can update any data imported for a subscriber by clicking Edit and then entering new data and clicking Save at the end of the page.

Click Edit
Change any of the subscriber data fields
Click Save

Your updates to the subscriber data fields are saved for this subscriber. To make changes to 'list' data fields, click on the Lists page icon to edit List data.

Update subscriber sending status

You can update a subscriber’s sending status from the Profile tab. This article explains what the subscriber’s sending status is and how you can update it: Sending Status.