Subscriber Preferences, found under Account Settings>Administrator, allow you to set up different categories for emails (they could be Savings, Checking, Loans, Marketing, etc.). When Subscriber Preferences are turned on, you will see the list of categories when you click the option to upload a date file. There you can select one or more categories for the email you will send. When members receive the email, they can opt into specific categories. If you were to have Subscriber Preferences turned on, keep the following in mind:
1) When setting up Subscriber Preferences, you will need to create categories that include every type of email that you will ever send. If you add a category after Subscriber Preferences are active, all members who have set their preferences will not be opted into the new category.
2) Once you start using subscriber preferences, you will not be able to go back to having the traditional, 100% opt out. This means that your members who select to unsubscribe will an option to select each category of email they wish to receive or not receive. You may also include an option to unsubscribe from all emails on the subscriber preferences page.
3) Prior to turning on subscriber preferences you will need to select the category that ALL published triggered and marketing path emails fall under.
Subscriber Preference Examples:
Subscriber Preferences Category Ideas
- General information
- Newsletters
- News and Offers
- Loans
- Auto
- Home
- Mortgage
- Equity
- Personal
- Credit Cards
- Student
- Seminars, Workshops, Events
- Retirement
- Community
- Educational
- Special Events
- Investments/Financial Planning
- Money Management
- College Planning
- Retirement Planning
- Educational resources
- Promotions and offers
- Announcements
- Deposits
- Checking
- Savings
- Club Accounts
- Business
- Payroll
- Benefits
- Online Services
- Technology & Security
- Apps
- Phishing
- Identity theft
- Fraud alerts
- New Products or Services
- Specials