Best practices for Update Preferences Emails

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Best practices for Update Preferences Emails


We're wanting to segment our email list with updating preferences through a Marketo form. (What emails would you like to receive, what interests you etc.).

Do you have any suggestions on how to create smart lists and changing data values to segment these leads? Or is there another method?

I know we can view activities of leads individually, but I want to be able to set up smart lists so leads can be  automatically rendered into a new list per their preferences.

We also use Salesforce, so if anyone has experience with this, the ideas would be greatly appreciated.

If I didn't explain this very well, I'll be happy to give clarification.
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Re: Best practices for Update Preferences Emails

We use our Subscription Management Center as one part of segmenting our data:

We also prioritize the order of our form info to collect product interest, use profile, purchase timeline, product usage and interests, often with progressive profiling turned on. We use product interest as a primary means of routing leads into nurture streams using automation.

If you need more detail, let me know.
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Re: Best practices for Update Preferences Emails

Thanks Mike,

So you'd reccomend having an email preference center on a website?
We were planning on sending out a mass email to our users to update their email preferences, and including a link in all our emails from here on out for those that want to change preferences later on.

I need to read more into progressive profiling.

Can you explain prioritizing order of your form?

Do you use smart lists to move leads to nurture programs? What flow steps do you use? 

Thank you!
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Re: Best practices for Update Preferences Emails

Yes, I would highly recommend an email preference or subscription management center. This would be your hub for opt-in/out activity as well preferences. I'd suggest having this built before you send out the mass mailings.

As far as prioritizing the order form, we require that our forms collect data in a certain order as laid below. This ensure we capture critical information as early as possible, then add to it through continuing nurture and qualification.

Order of Data Collection ("**" denotes required field):


**First name

**Last name



**Product interest



Mission profile

Aircraft model


Purchase timeline

Aircraft usage


Mission interest

We do not use Smart Lists to move people around, we have programs/campaigns set up that does it automatically. For example, we need to assign custom account owner fields based on where the prospect resides, meaning state and country populated fields are very important. Once we have that, Product Interest is critical as that custom field is used to route the prospect into the approrpriate nurture stream. We also use Revenue Cycle Analytics, or more appropriately for this, Revenue Cycle Models. These models are configured to specify where each lead is in its lifecycle which affects scoring and progressions.

In your case, you could use custom fields to define specific email preference such as a newsletter, particular product or territory in which you could flow that lead to a particular membership of an engagement stream. The campaign program would route the lead the appropriate stream based on their selection. No need for lists to do that.

Progressive profiling in forms allows you to ask those few key questions you need prioritized up front. The fewer the questions asked in a form the better. Each additional connection with that prospect then only shows their email address at the top of the form, then asks for additional info the system doesn't already know. For example, if we already have their email, name and country, the next form fill will ask for Product Interest, Company or Revenue. Assuming they leave cookies on their machine, their email address will prepopulate on any subsequent form visits.

I hope my ramblings are making sense to you.