Knowledge base/5.0 Access Control/5.1 Subscription Module

How do I add subscribers for my titles?

The Mygazines Team
posted this on April 19, 2010 01:07 am

There are two ways to add subscribers for your digital edition titles:

  1. Manually add through the 'Subscribers' section in your account
  2. Allow readers to sign up through a pop-up in your digital edition

 

Manually Add Subscribers

Login in your account and click on the 'Subscribers' tab at the top of the screen.

subtab.png

 

Then you will be able to add your subscribers one by one or import a group using a .CSV file with their information.

1) Adding one by one. Click on the  add_new.png  tab.

subssection1.png

Fill the form with at least the required info, including username, password, name and email address.

addnew.png

You should also define administrative options for each subscriber, such as subscription start date, end date and specific titles that your users will be subscribed to. You can also set optional custom fields.

admoptions.png

After filling the fields, click on  button_submit.png . You can repeat the process for each new subscriber you wish to add manually. 

 

2) Importing a database (.csv file). Click on the  import.png  tab. Then you will see a number of options to upload your file with multiple subscribers.

import_subs_scn.png

 

Here's a description of each setting and the rules to follow before uploading the .CSV:

Selecting Cells
  • Click each cell to select/deselect based on which of the cells are available in your .CSV file.
  • All fields must match the order as in your .CSV file, so drag each cell and drop in the correct order that matches your file.
  • Unselected fields will be ignored. If a cell is unselected, don't worry about its order - it will simply be ignored
  • Make sure your local file has no more or less cells than are selected here. If there is extra data in your file - remove it first
  • At minimum, your file must include the fields: first name, last name, email, start date and end date
Subscribers of title
You must specify which of your titles to import subscribers to. This list will only display titles for which subscription management has been enabled, so you may need to enable this first (just edit the title and look at the "subscription" tab)

Match data on field
If you are updating a list of subscribers, you will need to specify which field we should check to see if the subscriber is new or is being updated. You can leave this field blank if you're uploading only NEW subscribers.

Date format in file
IMPORTANT: ALL dates in your file must follow the same format. If different fields have different date formats, import will produce unexpected results!
Select the date format as it appears in your file. We've listed a lot of possibilities, however if your date format is not included here, you may need to first change the format in your file or contact us to add your unique format to our system.

Options
  • Only add new subscribers:
    If this option is selected, when we find a match (based on the "match data on" selection) the system will not update that subscriber and will skip over it. If this is NOT selected, when a match is found it will be updated with all new values as set in your file.
  • Skip first Line in file:
    If your document has headers that label each column, select this checkbox to skip this line otherwise your labels will become a subscriber :)
Other Important Notes about Import
  • By default, all new subscribers are assumed to be opted-in for emails and their emails assumed to be NOT verified. To override either of these, you will need to include a column for each or both in your file.
    To set to "yes", our system will accept any of: "yes", 1, "y", "Y", "T", "t"
    To set to "no", our system will accept any of: "no", 0, "n", "N", "F", "f"
  • Your import file must be in CSV format. You can export Excel spreadsheets to CSV, but Excel spreadsheets are not supported as there are too many versions of Excel with minor differences.
  • TEST YOUR IMPORT FIRST. Before importing to a live title, try importing your subscribers to a test title where you can easily delete all afterward (using the status power tool). This is highly recommended as importing has many variables and will most likely require some trial and error with your file before producing the results you want.

Allow Subscribers to Sign Up through Flipbook

You can also get new subscribers through your publication's welcome screen. Here's how you set it up.

1) Pick the title that you want to get new subscribers from.

1.png

 

2) Go to its 'Edit' section.

2.png

 

3) Click on the 'Subscription' tab.

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4) Tick on 'Allow new subscribers to signup online from the login screen'. A list of default values for your adding system will appear.

scn_addscn.png

Define each setting including the sign-up screen message, success message, the default status for each user and default options for e-mail alerts.

If the default status is set to anything other than active, users will be required to take action (either payment or email verification) before gaining access to your digital edition. Take a look at how the two other options work:

 

Default status: active on verification

If activated, your subscribers will receive an e-mail with link to verify that their information is legit. Here's an example of what the e-mail will say:

email.png

 

Default status: active on payment

This option requires readers to subscribe and pay for a subscription product (using Paypal) via your digital reader.

payment.png

Please read the screen and carefully choose each option. Don't forget to create at least one length-based subscription product for your readers to purchase.

This is an example of how a sign-up screen with payment option could look like:

sub-pay-scn.png

Once the settings for the sign-up screen are defined, just click on  button_continue.png  and your readers will be able to start subscribing through your digital reader.


Related Links

Subscription Module Overview