Information for: DEVELOPERS   PARTNERS

Preference centers

Preference center pages enable your contacts to decide which messages they’d like to receive, rather than unsubscribing from all communication. This includes preferred channels and timing for how and when contacts receive messages.

Creating a preference center page

Preference centers are landing pages.

To create a preference center page:

  1. Log in to Campaign Studio.

  2. Select Components > Landing Pages > New.

  3. In the general options, set Set as preference center page to Yes.

    Preference Center

  4. Select the theme that you want to use. You can use a default Campaign Studio theme. However, custom themes are easier to align with corporate branding. If you create a custom theme for a preference center, include the landing page and form styling.

  5. Select the Builder option.

  6. In the Content section, drag the Preference Center option to the staging area on the left.

    Content Preference Center

  7. Select Configure.

    Configure Preference Center

    Many of the slot types available on the preference center pages are also standard landing page slots. You can use these slots on the preference center pages and add more content beyond preference options.

    Preference Center Slots

    The following slots are specific to the preference center:

    • Segment List: Contacts can opt in or opt out of specific segments with this slot on the preference center page. If a segment has the Available in Preference Center option set to Yes, the list shows the segment.
    • Category List: Contacts can select which categories they receive messages from when this slot is present. If a message is not categorized, preferences are not applied. The preference center only displays global categories, but does not display other categories for specific item types.
    • Preferred Channel: Contacts can choose the channels where they want to primarily receive messages. Contacts can choose the channels that are enabled in the instance. This is useful if you’re using the Marketing Messages feature.
    • Channel Frequency: Any channels configured for use in the instance can appear, replacing %channel% that appears in the builder preview. If a contact is subscribed to a channel, the checkbox will be checked automatically. Contacts may unsubscribe from a channel by clearing the checkboxes for channels they prefer not to receive messages on before saving their preferences. Additionally, contacts can set frequency limits for how many messages they can receive in a specified time per channel. Finally, contacts can set a vacation period, during which they can unsubscribe from all messages. After the vacation period, they can resubscribe.
    • Save Preferences: This slot is required for all preference center pages. This is a customizable button. When you click this button, it submits the preference form and saves any changes to the contact record. The other preference center slots make up a form, while the Save Preference slot acts as the submit button for the form. If a preference center page doesn’t contain the Save Preferences button, contacts can see a default, unbranded page. You can style the button like any other button on a landing page.
    • Success Message: After a contact clicks the Save Preferences button, Campaign Studio displays a confirmation message. You can drag the slot onto the page, and edit the content like a text slot. The content of this slot displays after the form submission.
    • Dynamic Content: Preference center pages support dynamic content. For more information, see Dynamic web content documentation.
  8. Select Save.

If you build multiple preference centers with different options or branding, name them appropriately so you can find the right page later.

Using a preference center page

Complete the following steps to ensure contacts can see your preference center page.

Configuration

Set the following options to configure your preference center:

  1. Navigate to Settings > Configuration > Email settings.

  2. Scroll to the Unsubscribe Settings to set your preference center settings. If the Show contact preference settings option is No, contacts who click the Unsubscribe link in an email see a page with the Unsubscribed confirmation message

    Note

    Options toggled to No don’t display on preference centers even if the preference center includes a slot for the option.

    Email Settings - Unsubscribe Settings

  1. Set the Text for the {unsubscribe_text} token: Change a basic Unsubscribe link to a personalized message. For example, Update your contact preferences or Don't want to hear from us anymore? Click here.

    Edit between the anchor (<a href=|URL|"> </a>) tags. The URL is a token, so don’t change it. To use custom text on an email, hyperlink the text with the {unsubscribe_url} token as the link.

  2. Set Unsubscribed and resubscribed confirmation message: If a contact unsubscribes or resubscribes, the message in this field displays on the page after the respective action.

    Note

    Don’t edit the |EMAIL| or |URL| tokens in the <a href> tag.

  3. Set Show contact preference settings: When set to Yes, the unsubscribe link directs the user to the preference center.

    If this option is set to Yes and a contact clicks the unsubscribe link, the contact will see the preference center that is created and configured for the email from which the contact clicked the unsubscribe link. If no preference center is configured for that email, the contact will see a default preference center page. The configuration option for default theme determines the styling of the default preference center page.

  4. Set Show contact segment preferences: Toggle the setting to Yes to enable a contact to change which segments they’re part of on the preference center page. Segments display on the preference center page if they’re published and public.

  5. Set Show contact frequency preferences: Toggle the setting to Yes to enable an individual to limit the number of marketing messages they receive on each channel from the preference center.

  6. Set Show pause contact preferences: When set to Yes, a contact can disable messages from your Campaign Studio account to their email address for a specified date range. This isn’t a full unsubscribe. At the end of the date range the messages resume sending to the contact.

  7. Show contact’s categories: If you have categories set for contacts, campaigns, emails, etc., and set this option to Yes, the contact can opt out of the categories they choose from the preference center page.

  8. Show contact’s preferred channel option: If you have multiple channels available in your Campaign Studio account (email, SMS, mobile push, web notifications, etc.), contacts may choose their preferred channel. This can be useful when using the Marketing Messages feature of Campaign Studio.

Email editor

After creating a preference center, you must attach it to an email.

In the email editor, in the general options section, use the Preference center page menu to choose your preference center. Only landing pages which are configured as preference centers display in the menu. If a preference center isn’t selected, when a contact clicks unsubscribe they won’t see your branded page. Instead, they’ll see either default preference page or the unsubscribe confirmation.

Email - Preference Center Selector

After you’ve sent an email, you may change the preference center. When contact click the unsubscribe link from the email, they’ll see the update page. They won’t see the page as it displayed when you sent the email they clicked on.

You must include the {unsubscribe_url} or {unsubscribe_text} token in the email. To use custom text on the link to the preference center page, use {unsubscribe_url} as the link destination. To fetch the default text set in Settings > Configuration > Email Settings, which includes the link to the preference page, use {unsubscribe_text}. Do not use the {pagelink=ID#} token for preference center pages.

Adding other forms

Campaign Studio’s preference center pages support more forms, beyond the actual preference form constructed with various slots. To add another form, which may enable a contact to update the information you have on their profile, use the token {form=ID#}. You can build a form specifically for the landing page, with the fields you’d like to enable contacts to update on their own.

Testing the preference center

Complete the following steps to test the preference center:

  1. Create a segment with a contact in it.

  2. Clone the email as a segment email.

  3. Send the email with the segment containing the contact as the source segment.

    Don’t send the email using Send as example.

  4. Click the Unsubscribe link.