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#Update list preference manager update
#Update list preference manager code

Create a preference center page and preference center confirmation page(s), then edit the form to direct completions to the confirmation page(s). You can also get creative with Visibility Rules. Search in the community (there isn’t anything I could find as of this posting) or contact to scope out a project to do this. This can only be done right now with Javascript. Ideally, you want the form to automatically uncheck preference center fields if a subscriber checks Unsubscribe. See Marketo Forms: Which application is right for you? )

#Update list preference manager code

Note: If you’re using a Marketo form embed code on your website, form pre-fill is not an option. Change the field labels and add rich text with extra spaces:įorm pre-fill is enabled by default in your admin section, but you can double-check each field to make sure it’s enabled so that subscribers can see what they are already subscribed to.

Your form can live under a Global Forms folder in Design Studio or as part of a global preference center program – I prefer it in the latter.Īdd the following fields: email address, preference center fields, and the standard Marketo Unsubscribe field. Create a preference center form, within a global preference center program. I like to use a common naming convention for all custom preference center fields, like this:ģ. The benefit of having it in CRM is if you ever migrate off of Marketo (gasp!), the data is still on the customer record. Create in CRM first if you choose the latter. If you integrate with CRM, decide if you want this data on your customer records or not – some prefer this in Marketo only, some prefer both in CRM and Marketo. For example, it could be based on roles, topics, frequency, or some combination thereof. Once you’ve defined your strategy and outlined your preference center set up, create custom fields for each preference. Create custom boolean fields for preferences.

Is there an opportunity to roll up content into a weekly or monthly newsletter (and do you have the resources execute?)Ģ.

Do they want to stay connected, but receive less email (frequency)?.

Do you target different personas who may have different email preferences (roles-based or topical)?.

Determine your preference center strategy – goals, audience, resources.Īsk why you want a preference center and how this will benefit your subscribers.

Develop a process to include preferences in all your email sends.ġ.

#Update list preference manager update

Batch update preferences for existing leads and activate trigger for all new leads.

Test your email footer, forms, landing pages, and campaigns.

Edit your unsubscribe footer to direct subscribers to the preference center.

Create all the required batch and trigger campaigns to update subscriber preferences.

Create a preference center page and preference center confirmation page(s), then edit the form to direct completions to the confirmation page(s).

Create a preference center form, within a global preference center program.

Create custom boolean fields for preferences.Determine your preference center strategy – goals, audience, resources.Here’s a step by step to build a basic email preference center, with more details behind each step below:īUILD AN EMAIL PREFERENCE CENTER IN 10 STEPS The reasons you’d want a preference center are to allow subscribers control over which emails they receive and prevent subscribers from subscribing completely (hopefully.) I’m sure you’ve all seen an example – Google “preference center examples” now if you want a refresher. I’ve gathered some Marketo best practices and suggestions by the community to write this post for the first-time email preference center builder.