Preference Management helps you communicate more effectively by respecting each contact's choices. Rather than sending the same message to everyone, it makes sure contacts only receive the types of emails they actually want. This keeps communication relevant, reduces spam complaints, and improves your overall email performance.

Why Preference Management Matters

  • Better compliance: Contacts' opt-out choices are automatically respected at a category level.
  • Improved deliverability: Fewer unwanted emails mean fewer spam reports and a stronger sender reputation.
  • More relevant messaging: Contacts receive content that matches their interests.
  • Flexible setup: Each location can define categories to suit its specific marketing strategy.

How to Set Up Preference Management

Create Preference Types

Start by defining your communication categories. These should reflect the different types of emails you plan to send, such as updates, offers, or announcements.

You can do this in the Settings > Preference Management section of your account.

Click the button to create a new subscription type.

Enter a clear name and description, then save your changes and repeat for any additional categories.

You can create as many categories as you need, and they can be updated, disabled, or removed at any time.

Keeping these categories clear and descriptive makes campaigns easier to manage and helps contacts understand what they're signing up for.

Assign Preferences to Campaigns

Next, link each email campaign to a relevant preference type.

Open your email campaign from the Marketing > Emails > Campaigns section, or create a new campaign.

Choose to send or schedule it.

Select the appropriate preference category from the dropdown.

📌Note: Categories that have been deleted or archived will not appear in the dropdown.

This step ensures the system knows who should receive the message.

Once preferences are in place, the system handles audience filtering automatically. Contacts who have opted out of a category are removed from any campaign associated with it, so unwanted messages are never sent.

This process ensures:

  • Contacts are excluded from campaigns that don't match their preferences
  • Opt-outs are enforced consistently across all campaigns

Managing Preferences for Individual Contacts

You can also view and update preferences at the contact level. This gives you full visibility into what each person has subscribed to and lets you make manual adjustments when needed.

If a contact has unsubscribed from a category, a valid reason must be provided before resubscribing them. This keeps things compliant and protects user consent.

By organising your messaging and honouring contact choices, you create a better experience for your audience while protecting your sender reputation.

Frequently Asked Questions

Q: How is category opt-out different from a full unsubscribe?

  • Category opt-out applies only to selected topics, while a full unsubscribe removes the contact from all marketing emails.

Q: Can contacts update their own preferences?

  • Yes. Contacts can access a preference management link from the unsubscribe option and choose which types of emails they want to receive.

Q: Do automated emails follow these preferences?

  • Yes. All emails respect preference settings, regardless of how the contact was added to the campaign.

Q: What happens if no categories exist?

  • If all categories are removed, the system will display a guided message to help you set things up again.