This is part 1 of a 3-part series about the subscriber profile:
- The Subscriber Profile: Overview —📍You are here!
- The Subscriber Profile: Subscriber Statuses
- The Subscriber Profile: Email Status Icons
The subscriber profile is where you'll find detailed information about any of the individual subscribers on your list.
To access a subscriber's profile, first search for their email address from the search bar on the subscribers page:
Then click on them from the list of results to be taken to their personal profile, which will look something like this:
In this tutorial, we'll go over each section of the subscriber profile, the information you can expect to find, and the actions available to take from there.
The top part of the subscriber profile sidebar contains basic information about your subscriber, including their status on your list (top right) along with their email address, photo, and general location, as well as their subscriber score if you're on our Creator Pro plan:
PLEASE NOTE: Location and profile photo may not be available for all subscribers, and cannot be manually added or edited at this time.
Next, we have the subscriber fields section. You can update any of the subscriber's information from here if necessary, such as their name or email address:
Click the 'Update Subscriber' button to save any changes.
☝️ This is also where you create new custom fields in your account! Use that '+ Add a new custom field' link to create a new custom field in your account. Each custom field you create will be available for all subscribers in your account (not just the subscriber whose profile you created it from).
For more about the process of creating custom fields, we have a dedicated tutorial here.
The next section of the subscriber profile sidebar contains all of the tags this subscriber has. You can hover over the tag to see the date & time it was added, click the trash can icon to remove it from this subscriber only (it'll still be in your account!), as well as manually add tags using the plus sign (+) icon:
This section lists the segments this subscriber is included in:
Unlike tags, you can't manually add subscribers to segments. This is because segments are dynamic and criteria-based, meaning subscribers will automatically be included in them if they match their criteria (and vice versa — if they no longer match the criteria, they'll be automatically excluded from that segment).
For more on tags & segments and the difference between them, check out our overview here.
NOTE: You can manually remove subscribers from segments via the trash can icon to the right of the segment's name, but please note that this effectively blocks this subscriber from ever being included in that particular segment, even if you change its criteria later on. If you have manually removed a subscriber from a segment and later would like them to be re-included in it, please reach out to us and we can help with that.
Delete or unsubscribe
The final section of the sidebar is where you can manually unsubscribe or completely delete this subscriber from your email list:
☝️ There are key differences between deleting vs. manually unsubscribing someone from your list. To learn about the difference, check out our dedicated guide here.
Now that we've covered the sidebar, let's overview what you'll find in each of these navigational tabs located across the top of the main section of the page:
After clicking into a subscriber's profile, you'll land on on the email history tab by default.
This tab contains a chronological list of every email this subscriber has been sent from your ConvertKit account, including its date, type, subject line, and status.
(If you're troubleshooting a deliverability issue, this is a great place to start!)
The colored icon to the left of the email is its status indicator for this particular subscriber. You can hover over it for details:
NOTE: We go into detail about all of the possible email statuses and what they mean in part 3 of this series.
The automations tab lists all of the visual automations this subscriber is included in, as well as their status on it:
You can click on the title of the visual automation to be taken directly to it in your account.
Similar to the Automations tab, but this time showing which sequences this subscriber is part of, their status on each, as well as the date & time they were added to it:
If the subscriber is currently active on a sequence, you have the option remove them from it by clicking the trash can icon next to it on this tab. Remember, you can click on the sequence's title to be taken directly to its editor.
NOTE: To learn more about the 'Completed' status for sequences, as well as determining which (if any) subscribers will receive new emails added to your sequence, we have a separate guide here.
This tab shows all of the forms and landing pages this subscriber has opted into, along with the date they opted into it:
If the status for a form or landing page is 'Inactive', it means it has double opt-in enabled and the subscriber hasn't confirmed their subscription to it yet. Double opt-in is on a per-form/landing page basis, meaning subscribers need to confirm their subscription to each one individually.
Similar to sequences, you can remove a form or landing page from any subscriber's profile by clicking the trash can icon next to it on this tab. You can also click the title of any form or landing page to be taken directly to its editor.
Click the down arrow on the right to reveal further details about the purchase. This tab is also where you can perform refunds for ConvertKit Commerce products.
Next up: Subscriber Statuses
Now that we've covered each main section of the subscriber profile, we can dig into some specifics. Next up in this series is all about the different statuses a subscriber can have on your list, and what those mean — check it out below: