Overview
A subscriber's profile shows their contact details, subscription status and activity in one place. From it you can add notes and tags, add them to a segment, and opt them out of SMS or email.
Get Started
1. Go to Subscribers. Search by phone number or email, or filter by segment or status. Search matches the start of a phone number or email.
2. Click a subscriber's row to open their profile. The tabs show:
Subscriptions: SMS and email status, with opt-in and opt-out dates.
Activity: messages, replies and clicks, plus your notes.
Attributed orders: purchases credited to your messages.
Segments: the manual segments they belong to.
Attributes: tags and how they opted in.
3. To add a note, click the More actions button (the three dots), then Add note.
Type your note and click Add note. Notes are internal and appear in the Activity tab.
4. To add a tag, click More actions > Edit tags, type the tag and press Enter.
Tags can be up to 60 characters. Remove a tag by clicking the x on it.
5. To add the subscriber to a segment, click Add to segment and choose one.
6. To stop texting someone, click More actions > SMS: Opt out. It takes effect right away. Email has its own option, Email: Opt out.
Helpful Information
Opting a subscriber out removes them from every SMS audience and cancels any flow they are in. Cobalt does not text them about it.
You can resubscribe someone you opted out yourself: click More actions > SMS: Resubscribe. If someone texted STOP, only they can opt back in, by texting JOIN.
Shopify stores: If the subscriber is a Shopify customer, More actions also has View in Shopify, which opens them in your Shopify admin.
Get support
Questions? Please message our team via Live Chat on the bottom right or send us a text message at: 321-318-9777