Subscriptions

The Subscriptions page is the central hub for viewing, searching, and managing all subscriber relationships across your publications. Navigate to it from Subscriptions in the sidebar.

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Subscriptions Table

The main table lists every subscription in your account. Columns can be toggled on or off using the column selector. The default visible columns are:

Additional columns can be enabled:

• Addons — active addons (e.g. SMS)
• Subscriber Tags — tags on the subscriber (separate from subscription tags)
• Last Opened / Last Clicked — engagement timestamps
• Unsubscribe Date / Unsubscribe Reason — cancellation details
• Expires On / Grace Period Begin On / Auto Renews — renewal and expiration info
• SamCart Subscription ID — visible only when SamCart integration is configured; links directly to the subscription in SamCart
• Created / Updated — record timestamps

Mask Emails

The Mask Emails toggle in the toolbar controls whether email addresses are shown in full or partially masked. Masking is enabled by default for privacy.

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Subscriber Search

Click the Subscriber Search button in the toolbar to open the advanced search panel. This uses a dynamic query builder that lets you define complex conditions to find subscribers — for example, subscribers who signed up in the last 30 days and opened at least one email.

When a search is active:

• A Filtering badge appears on the button
• The table shows only matching subscriptions
• A summary banner shows how many unique subscribers matched
• The stats cards appear above the table

Copy Rules From Segment

Click Copy Rules From Segment to import an existing dynamic segment's query into the search panel. This is useful when you want to start from a known segment and refine the criteria further.

Save As Segment

When a search is active, click Save As Segment to save the current query as a new segment. Choose between:

• Static Segment — creates a fixed list of the currently matched subscribers
• Dynamic Segment — saves the query rules so the segment updates automatically as subscribers match or unmatch the criteria

Both options require selecting a Publication and entering a Segment Name.

Column filters (e.g. filtering by a specific publication in the table header) are not included when saving a segment — only the subscriber search query is saved.

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Subscription Stats

When any filters are applied (via subscriber search or column filters), a row of stat cards appears above the table. These provide aggregate metrics for the filtered subscriptions.

Dimensions

Use the Dimension selector to switch between three views:

Date Range

Filter stats by time period using the date range dropdown: Last 7 days, Last 30 days, Last 90 days, Last 6 months, Last year, or All time.

Daily Trend Charts

Click any stat card to open a daily trend chart showing how that metric changed over the selected date range.

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Bulk Actions

Bulk actions let you make changes to many subscriptions or subscribers at once. They require an active Subscriber Search — the actions apply to all matching results.

Click Bulk Actions in the toolbar to see the available options:

Subscriber Actions

Subscription Actions

Bulk actions run as background tasks. A notification appears when the task starts, and you can monitor progress from the Tasks page.

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Creating Subscriptions

Click the Create button in the toolbar to open the creation dialog. Six methods are available:

Individual Subscription

Create a single subscription manually. The form includes:

If the email already exists, the subscriber's information is updated rather than duplicated.

Bulk Import from CSV

Redirects to the Segments page where you can upload a CSV file and import multiple subscribers at once. See (doc:import-to-a-segment) for details.

Add via API

Opens the API documentation for the Create Subscription endpoint.

Embed Signup Form

Opens documentation on how to embed an OptiPub subscribe element on your website. See (doc:optipub-subscribe) for details.

Create Landing Page

Navigates to the Landing Pages builder where you can create a dedicated signup page with the drag-and-drop editor.

Connect Zapier

Opens the OptiPub Zapier integration page. Use Zapier to automatically create subscriptions when contacts are added in other apps like Google Forms, Stripe, or Mailchimp.

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Subscriber Detail Page

Click any Subscriber ID in the subscriptions table to open the subscriber detail page. This page gives you a complete view of an individual subscriber.

Sidebar

The left sidebar (collapsible) contains:

• Profile Card — displays the subscriber's name and address pulled from their most recent billing transaction
• Tags — editable tags applied to the subscriber; add or remove tags directly
• Activity Timeline — a chronological feed of subscription events including new subscriptions, renewals, reactivations, unsubscribes, bounces, clicks, opens, and more. Each entry shows the event type, publication, email, and timestamp. Entries linked to transactions include a View transaction button.

Overview Stats

Six stat cards summarize the subscriber's financial activity:

Tabs

The detail page has seven tabs:

Subscriptions Tab

A table of all subscriptions belonging to this subscriber with columns for ID, Publication, Email, Addons, Tags, Active status, Started, Ended, and Expires dates.

Click a subscription ID to open the View Subscription dialog showing full details: publication, email, status, start/end dates, renewal or expiration info, addons, and editable tags.

Each subscription has a three-dot action menu with:

Transactions Tab

A complete list of billing transactions for this subscriber, including charges, refunds, and declined payments.

Funnel History Tab

Shows every funnel action triggered for this subscriber. Each entry includes the publication, email, funnel name (linked), component type, and timestamp. Filterable by publication and funnel.

Message History Tab

A log of all email messages sent to this subscriber. Columns include Mailing ID, Message ID, Auto Responder ID, Email, Publication, Campaign, Subject, Status, and Sent At. Messages can be filtered by Publication using the dropdown above the table.

Message statuses are color-coded:

• Primary — Delivered, Opened, Clicked
• Red — Complained, List-Unsubscribed, Unsubscribed, Bounced

Segments Tab

Displays which segments the subscriber belongs to. Segments can be managed directly from this tab.

Variables Tab

A searchable table listing all custom variables stored for the subscriber. Each row shows the Email, variable Name, and Value.

Settings Tab

Manage subscriber account settings. Currently supports:

• Set Password — set a new password for the subscriber. Existing passwords cannot be viewed or recovered, only reset.