To set up Subscriber Preferences, follow these steps.
Please note, Subscriber Preferences are limited to only one Marketing Account and cannot be applied to multiple Digital Communication accounts.
Step 1 Log into the Digital Communication Platform
Step 2 Click Account Settings
Step 3 From the fly-out menu, click Administrator
Step 4 Click Subscriber Preferences
Step 5 Complete the Greeting tab:
5.1 Enter a greeting for the Opt-in page
5.2 Enter a greeting for the Manage Preferences page
Step 6 Click Update to save changes
Step 7 Click the Contact Info tab
7.1 Click the appropriate radio dial to apply the desired setting to the field
Step 8 To add an additional contact field, enter the desired name in one of the blank contact fields
8.1 Select the appropriate radio dial to apply the desired setting to that additional field
Step 9 Click Update to save changes
Step 10 Click the Categories tab
Step 11 To add a new category, click the Add Category button
11.1 Enter a Name for the Category
11.2 Enter a Description for the Category
11.3 Click Save
Step 12 To edit a Category, hover over the white box, and click the pencil icon located to the right of the Category name
12.1 Make the necessary changes and click Save
Step 13 To delete a Category, hover over the white box, and click the trash can icon located to the right of the Category name
13.1 Type DELETE into the confirmation message and click Delete
Step 14 To add a new Group, click the Add Group button
Note: The Groups are added to the categories and are used for customer opt-ins and opt-outs.
14.1 Enter a name for the Group
14.2 Enter a description for the Group
14.3 Click Save
Step 15 To edit a Group, hover over the gray box, and click the pencil icon located to the right of the Group name
15.1 Make the necessary changes and click Save
Step 16 To delete a Group, hover over the gray box, and click the trash can icon located to the right of the Group name
16.1 Click Yes to the confirmation message
Step 17 Click and drag the Category to place it within the desired Group
Step 18 Click the Download Subscribers button to view the names of those who have subscribed to each category
Note: The subscriber categories will need to include every type of email that will be sent. It is important to note that if a category is added after Subscriber Preferences are active, all members who have set their preferences will not be opted into the new category.
Step 19 Click the Confirmation tab
19.1 Enter a message into the Opt-In Confirmation text box
19.2 Enter a message into the Email Confirmation text box
19.3 Enter a message into the Manage Preferences page text box
Step 20 Click Update if any changes were made
Step 21 Click the Category Assignment tab
Step 22 Assign each email Campaign to the appropriate Category
Step 23 Click the Save button
Step 24 Click the Settings tab
Step 25 Complete or update any selections within the Settings tab, if desired
Step 26 Click Update to save changes
The bottom of the page contains several buttons for various actions:
- Preview Opt-in Page: Opens a preview of the Opt-in page in another window
- Preview Manage Preferences Page: Opens a preview of the Subscriber Preferences page in another window.
- Submit for Approval: Submits the subscriber preferences within the Categories tab to Digital Communication Support for approval
Step 27 If any changes are made to the Categories tab, click Submit for Approval
Note: If Subscriber preferences have been submitted for approval, email the client support team at dsupport@gomarquis.com to provide a list of all published Trigger and Marketing Path emails with the corresponding category.
Step 28 Once the list has been approved, view the list within the Categories tab
Note: Within 2-3 business days, Marquis will add the categories to the existing published triggered emails. At this point, subscriber preferences are “live”, meaning they are available to be categorized and the manage preferences link will appear within the email footer.
Now the categories will be available for selection when publishing an email
Note: If a client has opted out of a category, they won’t receive the email. When an email is published, you will be given an option to include recipients who have opted into the selected category.
Article Reference: DMX305