Custom Unsubscribe By Business Unit

[Ariel_Sasso]

Howdy Ya'll,

Has anyone used UTM"s to manage unsubscribes by products? We have multiple domains in one instance, and we want a single unsubscribe page for each company product so that if they are unsubsribed from product A by brand A they are still qualified to receive emails from product B by Brand B.

Has anyone achieved this in a scalable manner?

[Anonymous]

You may try creating different multiple check box fileds, one for each business unit in the forms so that a lead unsubscribes from on business unit it does not unsubscribes from the other and then You can create a segment for all the marketable leads for each business unit.

For eg: If a person has Unsubscribed for business unit A.

Segment for business unit B will check a lead only for unit B. It will not matter whether he is subscribed or unsubscribed for  A.

But for achieving the above scenario. you have to create multiple unsubscribed fields, 1 for each business unit.

Thanks

[SanfordWhiteman · Accepted solution]

But for achieving the above scenario. you have to create multiple unsubscribed fields, 1 for each business unit.

You don't need multiple subscription fields. It might seem easier to manage in the Marketo UI if you do it w/separate fields, at least at first, but as the number of possible subs increases a single multivalued field becomes more practical.

Also, a single segmentation won't work, since the same person can only be in one segment at a time, and the explicit requirement here is that someone can be unsub'd from one and sub'd to another. You could use multiple segmentations though, if you have enough to spare.

[Grégoire_Miche2]

This what Sanford suggested already, although is a more laconic style But this does not remove the key pain point about relying on user discipline to comply with preferences.

-Greg

[Grégoire_Miche2]

As Sanford wrote, the key issues is to have the users using the preferences as filters.

Vote here for a mechanism that automates the blocking of emails when some fields a checked:

With the GDPR, everyone is now setting up preferences centers, which drives an urgent need for this mechanism.

-Greg

[Josh_Hill13]

There are a lot of threads on multi BU situations like this as well as subscription management. Take a look at those and Sanford's suggestion.

[SanfordWhiteman]

It's not necessarily h​a​r​d on the input side: if it's just a small number of BUs you can use individual checkbox fields and hide the inapplicable ones (based on query params) with a little JS+CSS.

The prob I think is a procedural one: getting people to include the right field in Smart Lists instead of relying on the system field.

[Dominique_Gilli]

@SanfordWhiteman can you elaborate on the solution you propose?

[SanfordWhiteman]

@SanfordWhiteman can you elaborate on the solution you propose?

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Well, the simplest way (without even any custom JS or CSS) is to have a String field Business Unit that's a Hidden field on the form, Auto-Filled from a query param. Then use Visibility Rules to show only the Business Unit-specific unsubscribe.