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Forms: Preference Centre

Forms: Preference Centre

There are 3 areas in e-shot that make up a ‘Preference Centre’. 

  • Settings > Preference settings - where you define the individual preferences for contacts to subscribe to.  

  • Forms > Preference centre - choose the fields or information to appear on your Preference form. Subscribers will be able to amend this information, including changing their email address.   

  • CRM > Preferences - where you can review who and how many contacts are subscribed to each of your Preferences.  

1. Setup "Preferences" 

Login to e-shot, and at the top right of the page navigate to Settings > Preference settings.

Preference settings


2. Add the preferences that you would like contacts to be able to subscribe to. These would be the topics or categories that your contacts can subscribe to.

In our example, we're going to create the Preferences "Organisation news", "HR update", and "Training courses". Feel free to add in a description for extra context if you want to.

Add preference


Go ahead and create your Preferences (topics), once created they should show in your list under Preference settings.

By default, they will show up as “Visible in subaccount”, although you can deactivate them (make them invisible in the subaccount) if you’d like to temporarily disable them or use at a later date. As we want to use them straight away in this example, we’ll leave them as Visible.

Preference centre switched on


3. Create the "Preference Centre".

i)  Navigate to Forms > Preference centre via the main menu on the left of the page.

Preference centre


ii) Click “New preference centre” on the right side of that page.  

New preference centre


ii) In the window that pops up, enter a name (and a description if desired) for your preference centre and click “Create”.

Name preference centre


Your preference centre now exists, but we still need to configure how we want it to operate.


4. On the right side of the page, click the "Edit" button.

This will start the journey for configuring the preference centre generator.

Preference centre


5. This will start the journey for the preference centre generator, which is split into 4 stages.

Preference centre stage 1


Stage 1 – “Preference centre form”

First section: Fields

By ticking the checkboxes to the left of the field you can choose what input fields (contact specific information) to appear on your form to capture from the contact when they initially subscribe or go to update their subscription preferences.

Note: Email will always be chosen by default as it is a required field. The rest are entirely customisable.

 i) Choose the fields that you want to display on the Preference form.

Preference centre generator

Once you tick the checkboxes for the desired input fields, these field(s) will show up on the right side of the page. You can also re-arrange the order of the input fields as you see fit, by clicking and dragging them up or down in the list on the right.

6. Stage 1 – “Preference centre form”

Second section: Groups

There is an important difference between ‘Groups’ and ‘Preferences’ as you can send email campaigns to both, but they are managed in an opposite way to each other.

Groups are sets of contacts that you (as the e-shot user) will ultimately manage within the CRM section of e-shot: you can import lists of contacts to a group, update or delete contacts.

Preferences are sets of topics that your contacts will ultimately manage themselves, by choosing to subscribe to them or not. They can choose to update their preferences, but as the e-shot user, you cannot import or update a contacts preference choice.

The option for allowing contacts to subscribe to Groups at this point somewhat overlaps to the purpose of Preferences – it is generally only used for when you would like to have a one-to-many as well as a one-to-one subscription option for the contact.

You do not need to have Groups display on the Preference centre form, in our example we are going to leave it blank.  

Groups


The Preferences will be displayed on the preference form, depending on whether they are “Visible in this subaccount”, which we left as “Visible” during step 2 of this guide.


7. Stage 1 – “Preference centre form”

Third section: Button/heading text

Here you can choose to customise the text labels that appear on the form page.

Unless you have specific requirements for this, you do not need to change anything.  

Button/heading text


8. Stage 1 – “Preference centre form”

Fourth section: Branding

Choose the appearance settings of your Preference Centre form.

Feel free to select a Logo to appear at the top of the form, and/or the Primary & Secondary colours (for text and input field borders).

i) If you’d like to add a logo, click “Upload logo”.

ii) Click Save & Continue.

Branding

This completes Stage 1 – Preference centre form.

9. Stage 2 – “Update preference centre message”

Choose whether to use the standard message to display when a user updates their preferences or enter a custom URL to a page of your own choice.

Unless you have a specific requirement for this, it’s best to choose “Show a message” so that standard message is displayed.

You can amend the content of the message as desired by editing the text in the “Page title text” and “Page body content” fields.

Click “Save & Continue” once complete.

Update preference centre


10. Stage 3 – “Unsubscribe message”

Next you can choose whether to use the standard message to display when a user unsubscribes from their preferences or enter a custom URL to a page of your own choice.

Unless you have a specific requirement for this, it’s best to choose “Show a message” so that standard message is displayed.

Similarly to the previous section, you can amend the Unsubscribe message as desired by editing the text in the “Page title text” and “Page body content” fields.

Click “Save & Continue” once complete.

Unsubscribe message


11. Stage 4 - “Publish”

Here you can use or share the Preview URL, to see what your preference form looks like with the enabled Preferences visible beneath it.

Click “Finish” to complete the Preference Centre journey. 

Publish unsubscribe


If you used the same fields and preferences as our example, your Preference form should like similar to the below:

Preview of preference centre


12. Final step - Set to Active.

Once you’ve clicked Finish, you will be taken back to the main preference centre page and set your preference centre to “Active”.

Activate preference centre


Now your contacts will be able to see this Preference Centre form if they click on the “Unsubscribe” or “Update your subscription preferences” links at the bottom of your email Designs.

What are your subscriber preferences?

Users can now drilldown and see which contacts interacted with a preference form and how. This can be done from the Preference centre under the Forms tab in the Dashboard. Users can now click into the fields Updates, Re-subscribes and Unsubscribes to view what contacts have interacted in what way. This can be viewed by clicking on the values under each heading.

view of numbers of contacts by preference

Drilled down data will be presented as so. With the details regarding the contact as well as what their Preference form action was.

preference actions taken by your contacts

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