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MustangList.com Knowledge Base .: 3 - Lists .: Subscriber Update Options .: How do I set up the Subscriber Update Options?

How do I set up the Subscriber Update Options?

Subscribers can use the Subscriber Update page to update their information in the Mustang List system.

To use the Subscriber Update page you need to first set up the Subscriber Update Options and then enable the page when you send a message. This will put a link in your email message that subscribers can use to access the page for updating their information.

  1. If you have only one list, go to Lists and click Subscriber Update Options. If you have more than one list, select the list for which you would like to set up the Subscriber Update Options page. (Go to Lists/Select List and select the list that you’re going to want to export. After the list is selected, go to Lists/Subscriber Update Options as above.)
  2. After clicking on Subscriber Update Options, the title at the top of the page will say: Subscriber Update Options for “list name.”
  3. Fill in the Lead-In Text. This is the text that will appear above the instructions on the subscriber update page that the subscriber lands on after clicking the link in the email.
  4. After the Lead-In Text is the field for Email. For the most part, the option to select here is “Displayed, editable, and required.” To email a subscriber, you need an email address, so you’ll want to require this field; and you normally want it to be editable so that your subscribers can update the email address if it changes.
  5. After the field for email is the option for Category. If you choose “displayed” here, remember that all of the Categories you’ve set up that are active (but not private) will show. You’ll want to double check the Categories you’ve set up in Mustang List to ensure that you want them all to appear on the subscriber update page and that the names you’ve given them are “subscriber friendly” as your subscribers will see these names. If you don't want some categories to show, you'll have to make the categories private. (See KB article for setting up categories).
  6. Following the field for Category are the default fields in Mustang List. Following this will be any custom fields you’ve created in Mustang List.
  7. Each of the fields shows a drop-down list with four options from which you must select one:
    • Not displayed—the field and information will not appear on the Subscriber Update Page.
    • Displayed but not editable—the field and information will appear on the subscriber update page, but subscribers will not be able to edit it. You would choose this option, for example, if you would like to display the date the subscriber was added/subscribed to the email list (Date Added); you should not let subscribers edit information such as the Date Added.
    • Displayed and editable—the field and information will appear on the subscriber update page, and the subscriber can edit it.
    • Displayed, editable, and required— the field and information will appear on the subscriber update page, the subscriber can edit it, and the field is required. A message will appear letting the subscriber know that the field is required if they attempt to submit the page with a required field that is empty or invalid.
  8. You must carefully select the appropriate option for each field. For example, if you created a custom field for Notes and these notes are internal notes (from sales calls, for example) you need to select Not Displayed. Carefully look at your custom fields and your categories and think about what information is subscriber friendly, what information should be editable, and what information needs to remain undisplayed.
Subscribers will access the Subscriber Update page by clicking on a link in the emails you send. To put this link in the email you're sending, you need to enable the Subscriber Update Page from the message sending page when you're sending a message.

  1. From the Send Message page, click Advanced.
  2. After clicking Advanced, more options will appear on the lower half of the page.
  3. Check the box next to Subscriber Change Link.
After this box is selected, your subscribers will see a link in the bottom of your email (“To update your subscriber information, click here.”) for the Subscriber Update Page.

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