1 Reply Latest reply on May 18, 2015 12:44 PM by Jenn DiMaria

    Tracking subscriptions on a lead

      We would like to create a subscription management center. I understand how to set up a form to allow people to specify their preferences going forward. But, I am wondering: how do we get this information to track on the Marketo lead? Do we need to create custom fields to track subscription preferences?

       

      Also, is there a way to import a list of people who have previously opted in to emails and have them all marked as opt-in for a particular type of email?

        • Re: Tracking subscriptions on a lead
          Jenn DiMaria

          These are my favorite instructions for how to create a subscription center in Marketo: Subscription Center

           

          It includes instructions on which fields you'll need to create, as well as the accompanying Smart Lists and Campaigns.

           

          As far as importing a list: yes, this is possible. First, you'll need to create your custom fields in Marketo using the instructions above. Make sure these fields are set to Checkbox.

           

          Next, create a Static List in your Lead Database for the import. I'd call this something like, "DATE - Subscription Center Import".

           

          In a spreadsheet, have the email addresses and other identifying information of the leads you'd like to import. Then, insert as many columns as you have subscription preferences (for example: if I have someone who wants to subscribe to shoe-related emails, I'd have a column called SHOE - or whatever I named my custom field for SHOE subscribers).

           

          For those who have subscribed to the SHOE list, I'd type TRUE in that column of their row; else, I'd type FALSE.

           

          When that's done, you're ready to import your list and map any fields to column headers as needed.

           

          It's still a bit manual, but definitely possible.

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