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Preference Lists

Overview

When selecting your email recipients, preference lists let you segment contacts based on their email subscription preferences. By giving your contacts control over the type of emails they receive, you can improve engagement, increase open and click rates, and reduce the chance of contacts unsubscribing from all emailsEach preference list represents a different email subscription type. Some common examples are:

  • Newsletter
  • Product Updates
  • Events

Subscription types are shared with your customers via your preference page. When a contact subscribes or unsubscribes from a subscription type, they are automatically added to the respective preference list and their subscription status is updated accordingly. You can also share subscription types and allow visitors to unsubscribe from all subscription types via a form. This is a great way to facilitate sign-up for a specific subscription type.

Creating Preference Lists

Follow these steps to create a preference list: 

  1. Click the Open button at the top of the navigation bar to view all available modules.
  2. Click the Lists module.
    navlistsopen
  3. Click the Preference Lists submodule.
    preftab
  4. Click the Create button.

Adding Contacts to Preference Lists

Contacts can also be added to a preference list via listeners, from a distribution list, via an external import file, or manually.

Adding Contacts Via a Listener

  1. Create a Listener.
  2. Add a Listener Action and set the Action field to "Add to Preference List".
  3. Using the Primary Option field, select a preference list.
  4. Using the Secondary Option field, select the subscription status for contacts added to the preference list.
  5. Click "Save".

Adding Contacts From a Distribution List

  1. From the Preference Lists submodule, select and open a preference list.
  2. Click the Add button.
  3. Select the Import From Distribution List option.
  4. Select a distribution list and select and Opt-In Status.
  5. Click the Add Button.

Adding Contacts Via an External Import File

  1. From the Preference Lists submodule, select and open a preference list. 
  2. Click the Add button.
  3. Select the Import from External Files option.
     
  4. Use the Select File field to select your import file. 
    Note: Please use the Preference List Import template to ensure your file is formatted correctly.
  5. After configuring the remaining settings, click the Import button.

Adding Contacts Manually

  1. From the Preference Lists submodule, select and open a preference list. 
  2. Click the Add button.
  3. Select "Add A Single Member" to add a single contact.

Managing Preference Lists

You can update the name and description of any preference list by following these steps:

  1. From the Preference Lists submodule, select and open a preference list. 
  2. Click the gear icon in the toolbar.

Exporting Preference Lists

You can export your preference list as an Excel file by following these steps: 

  1. From the Preference Lists submodule, select and open a preference list. 
  2. From the toolbar, click the Excel file icon to export your preference list. 
     

Configuring and Customizing Your Preference Page

Once you have created your preference lists, you can configure which subscription types are displayed on your preference page as well as customize the appearance of your page. Follow these steps to access the preference page builder:

  1. From the Preference Lists submodule, click the Edit Page icon from the toolbar. 

Configuring Your Preference Page

From the Preference Page builder, you can use the Preference Lists section to configure which lists are displayed as subscription types on the page by following these steps:

  1. From the Preference Page builder, expand the Preference Lists section from the sections available on the left.
  2. Click the Add List button. 
  3. First, select a preference list.
  4. Use the List Name field to name the subscription type. You can also use the List Description field to describe the subscription type.
  5. Click the Add button.
  6. To edit the List Name and List Description of an added subscription, type click the pencil icon.
  7. To remove a subscription type, click the trashcan icon.

Customizing Your Preference Page

From the Preference Page builder, you can also customize the appearance of your page. A preview of how the page will appear is displayed on the right. On the left, each section in the builder can be expanded and used to customize specific elements of your page: 

Section Description
Logo Upload and insert an image of your logo. You can adjust the alignment of the image and add a hyperlink to the image.
Page Details and Appearance Set a title and description for your page. Adjust the formatting of the title and description text. Set the background color of your page.
Preference Lists Configure which preference lists are displayed as subscription types on your preference page. Set the name and description of the selected subscription types.
Preference List Text Styling Adjust the formatting of the subscription types text.
Additional Text Set additional text that appears above the submit button on the page. Adjust the formatting for the additional text. 
Button Styling Set the text for the submit button. Adjust the formatting for the button.

 

Saving and Publishing Your Preference Page

Once you have configured and customized your preference page, click the Save & Publish button to save and publish your changes. Once done, any existing preference page links will display the published changes, including links in emails that have already been delivered.

Linking Your Preference Page

Once your preference page is configured and customized, you can insert a link to the preference page in your emails so contacts can manage their email preferences. Follow these steps to link your preference page to an email:

  1. From the Email builder, navigate to the Build step.
  2. Add a Text Element to your page.
  3. Select the text element and click the Merge Tags edit option.
  4. Click the Merge Tag Modal option.
  5. Scroll down to the Preference Page merge tag selector.
  6. Select "Preference Center" from the "Select a merge field".
  7. Click "Copy".
  8. Paste the merge tag in the text element. 

Using Preference Lists to Segment Email Recipients 

When selecting the recipients for an email, you can use preference lists to segment your contacts and ensure they are sent only emails that they have subscribed to. Follow these steps to segment your email recipients with a preference list:

  1. From the Email builder, navigate to the Recipients step.
  2. From the Lists section, select "Preference". 
  3. Drag and drop the preference list into the Include or Exclude sections.
  4. Click the three-dots menu on the preference list to configure the qualifier applied to it.

Adding Email Preferences to Forms

In addition to your preference page, contacts can subscribe and unsubscribe from specific subscription types using Email Preference Fields and unsubscribe from all emails using the Unsubscribe field on a form. 

Adding Email Preference Fields 

Follow these steps to add Preference fields to a form:

  1. Create a form.
  2. In the Basic step, set the Form Type field to "Email Preferences".
  3. Navigate to the Build step.
  4. Add an Email Preferences field.
  5. Set the Field Name and Field Label.
  6. Using the Preference List field, select the preference list that is mapped to the field.
     
  7. Click "Apply".

Note: Web tracking is dependent on the visitor's environment and can be inconsistent. Due to this, a contact's current subscription status may not be reflected correctly when a contact visits a form.   

Adding the Unsubscribe Field

Follow these steps to add the Unsubscribe field to a form:

  1. Create a form.
  2. In the Basic step, set the Form Type field to "Email Preferences".
  3. Navigate to the Build step.
  4. From the Form builder, navigate to the Build step.
  5. Add an Unsubscribe field.
  6. Set the Field Name and Field Label.
  7. Click "Apply".

Note: Only one Unsubscribe field can be added to a form.