2 Replies Latest reply on Jan 31, 2017 1:14 PM by Emily Thornton

    Building a Subscription Management Center

    Leah Hurt

      Hi there,

       

      I have watched the Marketo video on setting up subscription management and read a lot of resources on it, but my organization is looking to set up subscriptions differently. For example, we have 5 different newsletter subscriptions available (one per audience type), but we don't want anyone subscribing to more than one of the 5. So we have radio buttons set up on the same field so that only one option is selectable. I also have it set up so that each radio button option has a flow action that places the person on a list (these lists will be used for lead nurturing per audience type as well as the general subscription option they choose).

       

      The problem I'm running into is if a person subscribes to one subscription (HR resources for example) and then goes back another day in the future and changes subscription preferences (wants to get events related resources and not HR anymore) they are not removed from the first list, only added to the new list. How do I set up flow actions to get a person so they are only on the lists they most recently subscribed to?

       

      I have it where getting people who unsubscribe off the lists is easy to do. It's just people who change subscriptions, but do not unsubscribe, that are the issue.

       

      I've read about possibly using Salesforce campaigns to place leads on and off of subscriptions, but we don't want to do that if there is another simpler way to manage it. An example of the subscription management form I'm looking to use is attached for reference. Any ideas? Thanks!

        • Re: Building a Subscription Management Center
          Chris Johnston

          Hi Leah,

           

          If you move your question to Products  you might get more people to see it who can help. This section is more for questions about the Community website though it's name is confusing.

           

          As for your question. How are your fields setup? ie. is it a 1 field pick list, in which case, when they come back it would override the 1 field when saved. Or are they each individual fields, where when you save you should be triggering a false as they haven't clicked the old button on again. Really, you shouldn't need flow steps, and I think something is just setup wrong with your fields.

          • Re: Building a Subscription Management Center
            Emily Thornton

            Could you set up some type of watchdog smart campaign for each static list? So if you have 5 subscriptions with corresponding static lists, each static list could have a corresponding smart campaign that looks something like:

             

            Smartlist:

            Trigger: Data Value Changes: [Subscription Preferences Field]

                                New Value Is Not: [HR Resources]

            Filter: Member of Static List: HR Resources

             

            Flow:

            Remove from Static List: HR Resources

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