Subscription Preferences Help Guide
Your FunnelBud Subscription Preferences solution is composed of the following:
- 1 Email Preference Center funnel
- 1 Email Category custom field
- 1 Subscription Preference form
- 1 Subscription Preference: Unsubscribe from all emails workflow
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How it works:
All contacts will receive all email categories initially.
When they click the “Manage your preferences” link in the email, they will be redirected to a page where they can:
- Select which email categories to subscribe to
- Unsubscribe from all emails
The default email categories are:
- Newsletter
- Company updates
- Offers and promotions
- Industry news
- Blog
- All emails
- None (unsubscribe from all emails)
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How to set it up:
1. Publish Email Preference Center funnel
- Go to Sites > Funnel
- Edit “Email Preference Center” funnel
- Go to Settings and select a subdomain to use
- Click Publish
2. Optional: Update form and funnel
- Customize your email categories (Check How to edit the Subscription Preferences below)
- Customize the subscription preference form (update colors, thank you message, labels)
- Customize the email preference center by updating text, images and colors used in the funnel
3. Add the Email Preference page URL to your email template.
- Copy the main Email Preference Center page URL.
- Add a “Manage your preferences” link to your emails and link it to URL you just copied.
4. Bulk update all your contacts with Email Category = All emails
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How to edit the Subscription Preferences
1. Email Categories:
Edit the email category custom field:
- Go to Settings > Custom Fields
- Search for “Email Category” and edit the field
- Add, delete or rename the email category options
- Save the field
2. Email Preferences Funnel:
You can update the contents and URL slug of the Email Preference Center funnel. Just go to the Email Preference Center funnel and edit.
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How to send emails to contact based on their email preferences:
Create a smart list for every Email Category options.
For example:
- Create a smart list with Email Category is Newsletter
- Create a smart list with Email Category is Company Updates
- Create a smart list Email Category is Offers and Promotions
- Create a smart list with Email Category is Industry News
- Create a smart list Email Category is Blog
- Create a smart list with Email Category is All Emails
If you want to send an email to contacts who want to receive newsletters only:
- Send the email to the Newsletter smart list
- Send the email to the All Emails** smart list too because they selected to receive all emails
If you want to send an email to contacts who want to receive company updates and offers/promotions
- Send the email to Company Updates, Offers/Promotions and All Emails** smart lists
**Always include All Emails smart lists when sending email since they opted to receive all types of email communications
If contacts choose None ( unsubscribe from all emails), the workflow Subscription Preference: Unsubscribe from all emails will automatically unsubscribe contacts from all emails sent through the CRM.
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