Email Manager - LIST MANAGEMENT

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Unsubscribe and User Preferences

Enabling User Preferences

To allow a recipient the option of either unsubscribing or modifying their user preferences, simply add a link to your creative template with the href="{preferences}". This will add the following line to the message.

This link will open a pop-up window allowing the recipient to alter the user preferences that have been set up for them. These might include opting in to particular lists, opting out of all mailings, or updating information about themselves that have been flagged as user preference fields in the recipient database. Note that the pop-up window is controlled by a file called "userprefs.aspx" and is editable at the Client Admin level.

Opt-in and Opt-out in User Preferences

To add a list to the user preferences pop-up window, click the button when defining a list in List Manager, or the [Edit List Properties] button when selecting an existing list in List Manager. This will display the following window:

Select either or both of the check boxes at the bottom of the window to show the list on the User Preferences page. Both normal lists and suppression lists can be shown in user preferences.

This will allow recipients to opt in to the list via their user preferences page. Note that where a Description has been added, it is this text that is shown on the preferences page rather than the Name.

Adding a Field to User Preferences

To add a list field to the list shown in user preferences, click the 'Show in recipient preferences page' check box in the 'Configure New Field Type' dialog when creating a new list field, or select a field name that is already tagged as a user preference. This will allow recipients to edit the value of the list field when they update their user preferences, for example 'Marital Status'. As soon as they save their changes, the field will be updated in the Email Manager recipient database.

For other options on this form, see the Adding a New List topic. Note that you can edit the 'Show in recipient preferences page' attribute for existing fields selecting the list, clicking the [Edit List Properties] button, right clicking the field in the Edit List Fields dialogue, and selecting Edit Field Properties. This will display the same Edit Field dialogue as above, where you can then edit the attribute.

Manually Unsubscribing a Recipient

Where there is a requirement to manually unsubscribe an individual recipient, this can be done as follows:

  1. Select List Management

  2. Select the List which contains the recipient (or search for it using the List Query Tool)

  3. Click the edit icon .

  4. Locate the recipient in the list, select them and click the edit icon again .

  5. This will display the Edit Row dialog where you can edit the details of the individual recipient, including an 'Unsubscribed' check box.

opt-in and opt-out in user preferences - Legacy

Note:

We strongly recommend customers use the preferences functionality to manage preferences for recipients. Using both preferences and list opt in opt out may confuse customers and increase the chances or incorrect mailings.

     
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