Agent Options for Adding Subscribers

The most common way to add subscribers that are already in the iService database is using the Lists > Subscribed > Add page. This page allows the agent to identify the contacts using detailed search parameters. In the example below, the agent searched for contacts with the value “customer” in their first name. When the search results are returned, the agent can add all matching contacts by clicking Subscribe All. Or, they can select individual contact by checking the box next to their name and clicking Subscribe Selected.

You can use the iService batch utility to import a file of contacts to iService and add them to lists and campaigns. This process works whether or not the contacts are already in iService.

For additional information on using the batch utility to import contacts, see the following resources.

Creating a form to import your contacts and add them to a list or campaign

Using the batch utility import process to add your contacts to the form created in the step above

The second way to add contacts to a list is through the Customer Info > Contacts > Subscriptions page. Simply search for the contact, and open the Subscriptions page where you will see a summary of the available lists.

The Customer Info - Contact - Subscriptions Tab