Linking Subscribers
- Julian Dicks
- Emma Cox (Unlicensed)
For more information about Karri’s use of the word “Member” and “Subscriber” and what your organization may want to use, see Terminology.
There are a few ways to link a member to a subscriber. It is good to know all of them so you can find the most convenient method from where you are!
Add a subscriber from the member view
Input the email address or Karri code of the subscriber into the input box on the member’s page. This will link them immediately or prompt you to add the subscriber’s details if they aren’t registered in Karri.
Subscribing to a member from the subscriber view
Input the Karri Code of the member you want the subscriber to subscribe to and they'll be linked immediately.
Subscribing to a member from the App
Ask the subscriber to open the
[Connections]tab on the mobile app.This will list all their current subscriptions.
Click
[Subscribe]They need to input the Karri Code of the user they want to subscribe to.
After which they’ll be asked a security question to verify the relationship.
If successful, they’ll be connected to the member’s collections and account.
Import the relationships on data load
Refer to the import guide for details but if both the member and subscriber need to be added individually or in bulk and the data is in our standard format you can just import the data and Karri will link the member and subscriber automatically. It also deals with the member already existing or the subscriber.