Simple Email Marketing
Home > Resource Center > Account how-to > Choosing and updating email preferences

Choosing and updating email preferences

Instead of sending a variety of emails to everybody each month, let subscribers choose for themselves. Giving your contacts more control over the type -- and frequency -- of mailings they receive will keep them reading and clicking.

There are two key ways to allow your contacts to choose and/or update their email preferences, depending upon how far along you are in your email marketing efforts and/or which method suits your needs better.

If you're just getting started ...

... and you want your contacts to choose how often they hear from you

  • Go to the Audience page, and create a few distinct groups. Perhaps you'll call the groups "Monthly," "Weekly" and "Daily." 
  • Then, click on the name of your signup form (also on the main Audience page). On the next screen, click to edit the signup form.
  • Locate the section that says Add subscribers to... and click the add or remove groups button.

     
  • Check the Display boxes next to your group names. This means those groups will appear on your signup form so subscribers can choose which group they'd like to join. Then, click Save.
  • Now, click Save in the upper-right corner of the form.
  • Next, simply post the signup form on your website or create a link to it within an email mailing.
  • When your subscribers choose among Monthly, Weekly and Daily, they'll be automatically filtered to the correct group.

... and you want your contacts to choose what types of email campaigns they receive from you

  • Just like in the steps above, head to the Audience page and create a few distinct groups. Perhaps you'll call them "Company News," "Sales & Special Offers" and "Event Reminders."
  • Then, edit your signup form to display these groups so subscribers can choose one or more types of newsletters to receive.
  • When you post your signup form to allow subscribers to choose among the group types, they'll be automatically filtered to the correct group.

If your efforts are already under way ...

... and you want your contacts to choose how often they hear from you

  • Go to the Audience page, and click on the Manage contact fields button. Then, click Create a new field
    your contact fields.png
     
  • Follow the prompts to create a field of your choosing -- a checkbox menu, dropdown menu or radio button menu would work well. Its display name might be "How often would you like to receive emails from us?" Click Continue.
    creating new fields.png
     
  • Now, add as many options as you'd like. For our purposes, we'll stick with "Monthly," "Weekly" and "Daily." Click Preview
    creating options for field.png
  • Then, click Save. If you'd like to create another field, repeat the process. Or, click Save & exit.
  • Next, edit your signup form so that the new field is not hidden. You can choose to make it a required field, if you like. 
    previewing signup form.png
     
  • In your next email mailing, insert this tag: [% manage_url %]. When you send the mailing personalized links for your recipients to update their preferences and fill in the new field will automatically generate.
  • Be sure to select the form you want to send from the Review and Send page. This ensures that the manage preferences tag (above) will be associated with the correct form!
  • After you've collected responses, use the dynamic segment feature to filter folks based on their answer to the question.

... and you want your contacts to update other sorts of email preferences

You can add and create as many member fields as you'd like -- and then apply them to your signup form -- so that your contacts can share all sorts of preferences with you. You might create a few other custom member fields, such as "Tell us which store location is nearest to you" or "Choose your favorite genre of literature." In short, create any field with any number of options for purposes of segmenting your list into groups and targeting them accordingly.

You must to post a comment.
Last modified

Tags

Classifications

This page has no classifications.