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Configuring the Subscription Management feature

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    Configuring the Subscription Management feature

    How It Works

    Subscription Management allows your email recipients to opt out of certain email categories (instead of opting out of all communications). 

    The process of enabling the feature works like this:

    1. Enable Subscription Management in Settings
    2. Create email categories
    3. Tag your emails with a particular category
    4. When a prospect clicks the opt-out link within an email, they will be directed to a page where they can opt out of your various email subscription categories

    Setup Steps

    1. Navigate to Contacts > Subscription Management
    2. To use the Subscription Management feature, you must first set up your categories. The feature is turned off by default. Under Subscription Categories, click the checkbox to enable your subscription categories, then click Save
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    3. Once your subscription categories are enabled, toggle the on/off switch to the ON position by clicking it
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    4. Then customize your message to your recipients (or use the default text)
    5. Next, you need to establish your categories. For instance, 'Promotional' for your marketing email, 'Newsletter' for your newsletters, and perhaps others depending on your business. To add additional categories, select Add
    6. Click Save
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    Note:
    The Subscription Management configuration page allows you to toggle this feature on and off. You can customize your categories and appearance while still keeping the on/off switch in the off position. This allows you to completely configure everything prior to your first deployment.

     

    Now that you have enabled Subscription Management, add it to your email messages by following these steps.

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    Comments

    2 comments

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      Randi Prieur
      • Edited

      How can I brand the Subscription Management page? The Subscription Categories, Complete Opt-out Introduction, and Complete Opt-Out Option don't offer any formatting options.  

       

      Also, we work in both English and French. Is there an option to have a second subscription management page instead of requiring both languages on the same page?

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      Chris Apgar

      Hi Randi - There isn't a way to update the formatting for the standard subscription management, but it is possible to build your own page/form that is fully customizable and pushes to the regular opt-out list. We definitely have had customers implement this to get support in multiple languages.

      Here's a guide that explains how that would work. Hope that helps!

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