How to Set Up Subscription Management

  • Updated

Act-On's Subscription Management allows you to create Categories for sending out email messages. Categories provide your contacts with more control over their contact preferences. They are less likely to opt out if they can choose what types of messages they receive. Read on to learn how to use this feature.

Essentials to Get Started

  • Only Act-On Administrators can make changes to Subscription Management.
  • Defined Subscription Categories that your contacts can subscribe to. These define the subject matter of the content in your marketing emails. You could include topics like:
    • Newsletters
    • Promotions and Offers
    • Product Updates


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 configure everything before using the page completely.

Step 1: Customize Page Styling

Go to Contacts > Subscription Management. At the top of the Subscription Management page, there are four drop-down menus. Use these to style the page.


Options include:

  • Custom Stationery to update the page styling
  • Use a Company Logo (upload to Content > Branding > Logos)
  • Choose a default font and font size for paragraph text

Step 2: Customize the Page Content

There are several places with generic text that you can customize.

Page Introduction

Use the Rich Text Editor to update the page introduction to match your company's voice and style.

Opt-Out Introduction

Describe the impact of checking the opt-out box.

This box functions as a re-subscribe when the contact de-selects the box and submits the form.

Opt-Out Option

This displays next to the checkbox for opting out.

Page Footer

Use the Rich Text Editor to update the page footer as needed.


Step 3: Add Subscription Categories

Add a Name and Description for each category.

To check a category by default when the form loads, check the box next to it.

Best Practice: Describe how often you will send messages for each category.


Optional: Additional Settings

Response Format

This allows your contacts to control whether they receive a Plain Text or HTML version of your messages.

By default, Act-On sends both versions, and most mail providers will display the HTML version.

Settings and Opt-Out Response Type

This controls the page behavior with a contact who makes their selection and clicks the Update Settings button. We provide two different options so you can customize messaging for contacts who are subscribing to categories and for those contacts who are opting out.

Options include:

  • Confirmation popup
    • When this is selected, you can customize the Confirmation Message that displays on the page.
  • Act-On Landing Page Redirect
  • URL Redirect


Step 4: Preview and Enable the Page

Once you have finished customizing, click Preview at the top right corner to view the page. 

When you are done, click the toggle to turn on the feature: mceclip5.png

Next Steps

Update your Email Footers

Now that you have enabled Subscription Management, you will need to distribute the preferences form. The best place to do this is in your Email Footer. Act-On provides three different options to customize your Email Footer links when using Subscription Management. See our article here for more information on each of these links and how to use them: How to Add an Opt-Out Link.

Tip! You may wish to run a one-time email campaign for your Leads/Contacts. Announce the new subscription center and ask them to respond with their preferences.

Send Messages to Each Category

Once you have contacts who have subscribed to your categories, you can send email messages based on subscriptions. See Using Subscription Management in Emails for more information.

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