Members - FAQ

In this article you will find simple questions about members. If you still don't get answers to your questions, you can always contact supporten

We will go through:

1. How do I export customers/members from a tag? Can I export a tag/filter?
2. How does Rule treat duplicate email addresses?
3. Deleting members after import
4. How do I add new member data to an existing member?
5. What is meant by statistics after an import of members?
6. What is the easiest way for a customer to reactivate?
7. Can I change a member's e-mail address?
8. What counts as a member activity?
9. How to find a specific member/customer
10. How do I see the number of new members, e.g. weekly and monthly?
11. What are active members?

1. How do I export customers/members from a tag? Can I export a tag/filter?

To export customers follow the points below: 

1. Click on Tags & Filters
2. Select by clicking the tag or filter you want to export
3. Click on Export and you will soon see the button below when the export is complete. 

2. How does Rule treat duplicate email addresses?

When importing members to Rule , any duplicates are automatically sorted out.

• Please note that this may be a reason why your imported membership count may differ from your total membership count before the membership import. 
• Please also note that members can of course be registered with different email addresses. But duplicates will be filtered out. 
• For campaigns with multiple tags as recipients, where the same address appears in both tags, the email addresses are automatically merged so that only one mailing takes place.

• New

3. Delete members after import

If a user in Rule has imported members that they wish to delete, or if they wish to remove members from our database, they should contact support@rule.seand we will help with that! Furthermore, there is no "undo import" function in Rule. 

In Rule , users can block members if they wish to exclude certain members from mailings. Read more här about how to block members. 

If you then wish to reactivate the customer if, for example, the customer wants to start receiving mailings after unregistering, you can contact us at support, as this is not available to users in the application.

4. How do I add new member data to an existing member?

If you want to add a completely new custom field to your customers, import the customer list to the same tag. In the third import step, you create and name the new member field. See the image below. 

5. What is meant by statistics after an import of members?

After a manual member import, a summative image of the import is displayed. See the example below: 

• New shows the number of new email addresses imported. 
• Duplicates means the number of duplicate email addresses that were in the current file being imported. 
• Failed means that the columns in the imported file had no value/content. 
• Partially unsuccessful shows the number of columns with partially missing content. For example, the email address may be included but some information may be missing in other custom field such as mobile phone numbers. 

6. What is the easiest way for a customer to reactivate?

If a recipient has chosen to unsubscribe by clicking on the unsubscribe link in an email they received, they can reactivate themselves by searching for an email they received from you and clicking on the unsubscribe link again. It also presents the possibility of reactivating itself, through a visible button with text ''resubscribe/reactivate'.

Another option is to email support@rule.se and ask us to reactivate the member, or ask us to give you resubscribe permission so that you can search for the member in the app and reactivate the address directly.

7. Can you change a member's email address?

Yes, you can do that. To adjust member information manually, follow the steps below:

1. Go to members
2. Search for the member you want to change the email address of
3. In this field, as shown in the picture below, you change the email address. If you do not know how to search for a specific member/customer, read point 10 of this article and you will find it. 

8. What counts as a member activity?

A member activity in Rule is when the member actively does something, and not when administrators do something that might affect the member. Member activity is:

• Created in Rule (e.g. signed up for your newsletter via the website).
• Open an email.
• Click a link in an email.

In the image below you can see where to find the member activity. Note that you can only enter and view one at a time. 

9. How do I find a specific member/customer?

If you are in members, there is a search bar above your members where you can search for a specific member/customer.

When you search for that member/customer, you can see an overview, or click on them to see their entire membership card.

10. How do I see the number of new members, e.g. weekly and monthly?

1. Click on the "Statistics symbol"
2. Here you can choose between which days or dates you want to see your static from.
3. Here you can choose what kind of statistics you want to see.
4. Choose your level, if you want to see statistics from your whole "Journey" or only your "Lane", "Content set" or "Variable Set", if you are not sure what the difference is, you can read about it in Journey Builder - Introduction.
5. In this example, it is selected on "Journey", and here you choose which Journeys you want statistics on. 

11. What are active members?

RuleCustomers with a membership-based account pay a license fee based on the number of active members. Active members are those members to whom you can send emails via Rule. 

Examples of active members are individuals who have placed an order and/or signed up for your newsletter and agreed to it. Individuals who have not yet given their consent are in the Members > Unconfirmed tab. Those who have unsubscribed or entered an incorrect email address are listed under Members> Blocked.

1. Click on the "Member icon"
2. Then click on "Members"

Then on the right side you can click in and see All, Active, Unconfirmed, Blocked and without tags.