Email Preference Center Setup

Jennifer_Bisho1 · ‎08-10-2018

My company is in the process of brainstorming categories and processes for an email preference center, because right now we only have a one-click unsubscribe option. Few questions that I was hoping someone could help me out with:

-If an email has 3 tags (let's say newsletter, promotion, and cloud technology), but the person only opted in to receive newsletters, will they still receive this email? Or do they need to be subscribed to all 3 categories/tags to get it?

-We want to subscribe people to our vendor's emails, but feel it would be overwhelming to include 20+ options to select what vendor emails they'd like to receive. As a workaround, would it make sense to have triggered campaigns setup in the background that could add them to vendor lists to receive certain emails? Meaning if we have the person select what technologies they are interested in, can we tie a triggered campaign to their selection? For example, if a person selects that they are interested in cloud/carrier services, can we add them to Cisco email sends?

Thanks!

Dan_Stevens_ · ‎08-10-2018

-If an email has 3 tags (let's say newsletter, promotion, and cloud technology), but the person only opted in to receive newsletters, will they still receive this email? Or do they need to be subscribed to all 3 categories/tags to get it?

You cannot rely on "tags" to define user preferences. This is a current Marketo limitation - vote here: . Instead, you need to create custom consent fields like this (this is just a subset of our consent fields):

You will then need to include specific consent filters (we create segmentations for ours - based on the appropriate opt-in field) for every email send (this is an example of an event invitation):

Here's our preference center - for you to view as an example: Avanade - Email Preference Center

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