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Re: Subscription center how to rewrite the preferences?

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Stoyanova
Level 2

Subscription center how to rewrite the preferences?

Do you know how to make possible the preferences in a subscription center to be able to be rewritten?

If for example, a subscriber first choice is B2B and Live Events  and then the subscriber would like to change to Consumer and Webinars what program should be created to change the values for the B2B and Live event to false and to change the data values for Webinars and Consumers to TRUE?

First choice:

Stoyanova_1-1598348810344.png

Second choice:

Stoyanova_2-1598348980659.png

Thank you in advance!

 

 

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Chris_Wilcox
Level 9 - Champion

Re: Subscription center how to rewrite the preferences?

Happy to help! You're basically talking about a preference center. If you search community, lots of discussions around preference center best practices, but at the end of the day it's basically a landing page with a Marketo form. Biggest hiccup is the pre-fill not being an always-on thing anymore, which forces the need to either 1) Use Sandy's workaround, or 2) add an "email" field to your form so Marketo knows which user is submitting the preference updates. 

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Chris_Wilcox
Level 9 - Champion

Re: Subscription center how to rewrite the preferences?

I'm confused on your workflow here. Is the user themselves making the change, or are you trying to setup a method to update individual records upon request?

 

If it's the former, you'd just need to create a Marketo form with those options, embed the form on a Marketo landing page, make sure pre-fill is enabled for your form and then users can fill the form out to change their options. Be aware, pre-fill does not work unless the user arrives from a Marketo distributed link in an email without some additional steps. @SanfordWhiteman has a blog that outlines the method that allows always-on pre-fill for cookied users.

 

If you just want to update someone's preferences one-off, you could just open their lead record in Database in Marketo and update the person's values.   

Stoyanova
Level 2

Re: Subscription center how to rewrite the preferences?

Hi 

 

We would like to provide the right to the subscribers to make their own choice and to be able to make changes in their preferences whenever they want.  It will be not  one time person's value change.

 

Thank you a lot for your advice!

Chris_Wilcox
Level 9 - Champion

Re: Subscription center how to rewrite the preferences?

Happy to help! You're basically talking about a preference center. If you search community, lots of discussions around preference center best practices, but at the end of the day it's basically a landing page with a Marketo form. Biggest hiccup is the pre-fill not being an always-on thing anymore, which forces the need to either 1) Use Sandy's workaround, or 2) add an "email" field to your form so Marketo knows which user is submitting the preference updates. 

View solution in original post