Subscription Preferences Help Guide

Your FunnelBud Subscription Preferences solution is composed of the following:

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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:

The default email categories are:

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How to set it up:

1. Publish Email Preference Center funnel

2. Optional: Update form and funnel

3. Add the Email Preference page URL to your email template.

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:

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:

If you want to send an email to contacts who want to receive newsletters only:

If you want to send an email to contacts who want to receive company updates and offers/promotions

**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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