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Best practice - List or Custom Field?

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Simon_Lessard
Level 4

Best practice - List or Custom Field?

Hi everyone,

I'm redesigning our email preferences center and as I start planning things out, I am wondering what best practices you would recommend for a leaner or better performing instance between:

A) Boolean custom fields for preference categories and manage it as people subscribe/unsubscribe to those.

B) Static lists in which people are moved in/out as they subscribe/unsubscribe to categories.

Thanks for your insights,


Simon

1 ACCEPTED SOLUTION

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Josh_Hill13
Level 10 - Champion Alumni

Re: Best practice - List or Custom Field?

+1

I've tried this several ways. Fields are a must. See my site on this.

Building a Full Subscription Center in Marketo - Marketing Rockstar Guides

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5 REPLIES 5
Joey_Forcelli1
Level 5

Re: Best practice - List or Custom Field?

Hey Simon,

I would use custom fields rather than static lists.

J

Josh_Hill13
Level 10 - Champion Alumni

Re: Best practice - List or Custom Field?

+1

I've tried this several ways. Fields are a must. See my site on this.

Building a Full Subscription Center in Marketo - Marketing Rockstar Guides

Simon_Lessard
Level 4

Re: Best practice - List or Custom Field?

Thanks Josh, very helpful!

Justin_Norris1
Level 10 - Champion Alumni

Re: Best practice - List or Custom Field?

I also prefer fields.

  • Easier to work with on forms.
  • Easier to make visible in your CRM.
  • Easier to report on in other systems.
  • Less smart campaign overhead adding and removing people from lists.
Simon_Lessard
Level 4

Re: Best practice - List or Custom Field?

I like those arguments!