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Users: how to mass manage users


The User Manager offers the ability manage users one at a time or via the use of CSVS - to manage all of your users extremely quickly. Use it to add, delete or edit user information such as email addresses, profile images, and even add custom attributes such as landing page links, phone numbers etc. Custom attributes are extremely useful when used in conjunction with the Mass Cloner. To learn more about Mass Cloning - click here: How to mass clone a template.

Visit the User Management Tool
  1. Add tags for automatic replacement

    Using the code editor you can add user attributes in double curly brackets - example: - that will automatically get replaced with your user's information.

    Other default attributes you can use are: user_name, display_name, first_name, last_name, email and user_image.

    Click here, if you'd like to learn how to automatically insert other custom attributes: How to add custom attributes to users
  2. Pick a template to Mass Clone

    Which one template do you want to clone?
  3. Click the Mass Clone button

    Clicking the Mass Clone button will take you a page where you can confirm template settings and select the user(s) you want to clone templates for.
  4. Confirm Template Information

    Review the template information. Is the subject line set? Since you are about to clone this template, you may want to set beforehand. The cloning process will also replicate the title and preheader. Make sure everything is the way you'd like it.
  5. Select Users

    Select just a few users or use the checkbox to select all your users for this group.
  6. Select Campaign

    By default the cloned templates will be copied to the Campaign from which they came, but if you'd like to put them elsewhere you can do that here.
  7. Select Campaign

    By default the cloned templates will be copied to the Campaign from which they came, but if you'd like to put them elsewhere you can do that here.