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Creating Your Subscriber Page

Overview

There are several ways to manage your contacts' subscription preferences in Sugar Market, often referred to as "opt-ins" and "opt-outs". This article describes how to create your subscriber page using the various methods and the benefits of each method.

  • Default Unsubscribe Page
  • Custom Form/Landing Page Combo
  • Preference Page/Preference Lists

Default Unsubscribe Page

The default Unsubscribe page allows your contacts to opt-out of your communication, either by a specific type or all communication. This option updates the record in your CRM and ensures your contact is securely opted-out since the contact is automatically added to the Guarded Watch list (if the contact elected to opt-out of all communication). There are two limitations to this option:

  • You cannot use this page to allow your contacts to opt-in to your communications.
  • This option does not automatically exclude your opted-out contacts, unless they opted-out of all communication. You must specify the suppression lists created from the unsubscribe page as exclude lists when sending your emails.

To create or manage your default unsubscribe page, please refer to the Sugar Market Settings and Preferences page.

Custom Form/Landing Page

(built using Form Builder and Page Builder or your own landing page)

Pros:

  • Can be styled to be on brand and the same as your website.
    You can have multiple forms and pages. These can be used across different business lines or used for different languages.
    Can be used as a preference page which allows people to opt in and out of certain types of communications.
    The global opt out field in CRM can be directly mapped to and updated.
    Data from the form can be mapped directly into fields in the CRM. By doing this the data is stored and can be referenced when the person returns to the preference page. The types of communications they chose prior will be pre-populated into the form.
    As the preference options are stored in CRM fields the user can create dynamic lists to target leads/contacts correctly.

Cons:

  • Custom fields will need to be created in CRM to collect people's preferences. Mappings to these fields needs to be exact. This ensures the preference data pre-populates when a person returns to the page if they have been previously cookied.
    If someone clears their cookies, their previous preferences will not be prepopulated should they visit the form again.
    Does not add the person to the Guarded Watch list. Losing the safety net of the Guarded Watch list means records will need to be added manually via imports.

Preference Page/Preference Lists

Pros:

  • Very easy and quick to setup and put live.
    The ability to add several types of communications that people can opt in and opt out from.
    Adds people into lists based on the types of communications they have opted in to receive.
    People can opt out of all communications directly from the page and will be added to Guarded Watch.

Cons:

  • Unable to style and make on brand. The appearance of the preference page is not editable.
    Only works with 1.0 Single Emails. The preference page cannot be linked via 2.0 Single Emails or Nurture emails.
    You can only have 1 preference page. There is no option to have several pages based on business line or language.
    Does not map communication preferences to CRM fields. Data is only stored in Sugar Market via preference lists. Each list member will have a status of Opted In or Opted Out
    Not recommended to be used.

About Guarded Watch

The guarded watch list is a table in Sugar Market that is separate from the Lead/Contact that houses unsubscribe information. When a record unsubscribes using the standard unsubscribe page they are automatically added to this list.

By being added to the Guarded Watch list this ensures the person will not receive any emails sent from Sugar Market. Even if the person is deleted from the CRM the person's email address will still be on the Guarded Watch list and we will honor that unsubscribe request should another record be created with the same email address. If a new record is added to the CRM/Sugar Market with the same email address the record will still be referenced as Unsubscribed and will not be sent emails.

Users are not able to remove people from the Guarded Watch list, only SugarCRM support can remove people from the list. For our support team to remove someone from the list they will require an email from the person asking to be resubscribed to your emails. The support team will then resubscribe the person which allows them to receive emails moving forward. It is important to note that their Opt Out status in CRM must also be reset in order for them to receive emails.

#The the Guarded Watch list is a great safety net in ensuring that people who have asked to not receive your emails are not resubscribed or sent to accidentally.